C.H. Robinson Worldwide (CHRW)
Matches shippers with truck, ocean, and air capacity across global trade lanes.
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Brokers truckload and LTL freight across North America and forwards ocean and air cargo globally, earning mainly the spread between customer charges and purchased transportation. Customs brokerage, managed logistics, and produce sourcing broaden the mix, while profitability remains tied to carrier pricing and freight demand.
Arranges freight transportation and supply-chain services through North American Surface Transportation and Global Forwarding. The former brokers truckload and less-than-truckload freight across the United States, Canada, and Mexico; the latter handles ocean and air forwarding plus customs brokerage through international offices and independent agents. Robinson Fresh sources produce, while Managed Solutions provides managed transportation, fourth-party logistics, and transportation-management technology.
Matches shipper demand with contracted motor, rail, ocean, and air capacity through Navisphere, pricing tools, and a Lean operating model. Revenue largely reflects customer charges for transportation and sourcing, while profit depends on the spread over purchased capacity and produce costs; Managed Solutions instead often earns fees as the shipper's agent. Truckload capacity is often bought in spot markets even under contractual customer rates; brokerage, forwarding, customs, and produce activities require licenses and regulatory compliance.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 8, 2026 | Citigroup | Upgrade | ||
| Aug 11, 2026 | Bernstein | Reiterate | Rating: —Target: $153 | Target: $151 |
| Jul 31, 2026 | SunTrust Robinson Humphrey | Upgrade | Rating: — | |
| Jul 31, 2026 | Stifel Nicolaus | Target | Target: $215 | Target: $225 |
| Jul 30, 2026 | Evercore ISI | Reiterate | Rating: —Target: $205 | Target: $237 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $154.6M · Total debt $1.97B · Total assets $5.84B · Shareholders' equity $1.63B
- Revenue
- $4.93B
- Operating income
- $255.7M
- Net income
- $186.8M
HistoryDividendAnnual yield
| Institutions | ≈ 102.23% | 119.46M shares | |
|---|---|---|---|
| 928 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 9.52% | 11.12M shares | |
| 9 holders · as of Jul 10, 2026 | |||
| Adds to | 111.75% | ||
116.85M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 111.75%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.73% | 11.37M | as of Jun 30, 2026 |
Tax ID #Insider | 9.04% | 10.56M | filed Feb 10, 2021 |
Vanguard Capital Management LLCInstitution | 6.42% | 7.50M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.56% | 6.50M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.07% | 5.92M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 12, 2026 | Damon J. Lee | officer: Chief Financial Officer | +620 | $162.52 |
| Feb 12, 2026 | Arun Rajan | officer: Chief Strat & Innov Officer | +605 | $167.11 |
| Feb 12, 2026 | David P. Bozeman | director, officer: President & CEO | +1,223 | $163.35 |
| Feb 12, 2026 | Michael D. Castagnetto | officer: Pres, NAST | +594 | $168.24 |
| Feb 9, 2026 | Michael John Short | officer: President, Global Forwarding | −6,368 | $201.30 |
- RXO
Closest truck-brokerage pure play for NAST freight
- Expeditors
Direct ocean, air, and customs-forwarding peer
- J.B. Hunt
Intermodal and brokerage pressure across NAST freight
- Hub Group
Intermodal, brokerage, and managed-transport peer
- Landstar System
Asset-light truckload and specialized freight rival
- XPO
Asset-based LTL rival for North American freight
- UPS
Forwarding and contract-logistics competitor
- FedEx
LTL and global logistics overlap at enterprise scale
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| C.H. Robinson Worldwide | $149.10 | −0.31% | $17.63B | 28.5 | 21.7 | 1.0 | +19.3% |
| RXO | $19.57 | −1.11% | $3.26B | — | 56.7 | 0.5 | +25.0% |
| Expeditors | $187.33 | −0.10% | $24.52B | 27.3 | 24.3 | 2.0 | +32.1% |
| J.B. Hunt | $235.81 | −0.67% | $22.30B | 33.6 | 27.4 | 1.8 | +19.4% |
| Hub Group | $31.44 | −1.94% | $1.94B | — | 38.3 | — | −1.0% |
| Landstar System | $167.78 | −0.53% | $5.72B | 43.7 | 24.6 | 1.1 | +18.2% |
| XPO | $178.52 | +0.48% | $20.80B | 52.4 | 30.2 | 2.4 | +13.2% |
| UPS | $95.88 | +0.02% | $81.43B | 17.8 | 12.3 | 0.9 | +7.4% |
| FedEx | $293.15 | −0.94% | $70.01B | 16.1 | 15.6 | 0.7 | +12.6% |
| Median | 30.5 | 26.0 | 1.1 | +15.7% |