The Company in a Nutshell
| Date Reviewed | 02/02/2026 |
| Company Name | CH Robinson Worldwide Inc |
| Symbol | CHRW |
| Sector | Industrials |
| Industry | Integrated Freight & Logistics |
| Beta | 0.95 |
| PRO Rating | 3 |
| Dividend Safety | 3 |
Business Model
C.H. Robinson Worldwide, Inc. is a global logistics provider. The Company's segments include North American Surface Transportation (NAST), Global Forwarding, and All Other and Corporate. NAST segment provides transportation and logistics services across North America through a network of offices in the United States, Canada, and Mexico. NAST segment’s services include truckload and less than truckload transportation brokerage services. Global Forwarding segment provides transportation and logistics services through an international network of offices in North America, Europe, Asia, Oceania, South America, and the Middle East and also contracts with independent agents worldwide. Global Forwarding segment’s services include ocean freight services, air freight services, and customs brokerage. All Other and Corporate segment includes Robinson Fresh and Managed Solutions. Robinson Fresh provides sourcing services. In its Managed Solutions business, it often acts as the shipper’s agent.
| Current price | 165.99 |
| ROE | 32.90 % |
| ROIC | 23.00 % |
| Shareholder Yield | 0.00 % |
| 5-Yr Total Return | 90.60 % |
| 1-Yr Total Return | 61.15 % |
| Next Earnings Date | 04-28-26 |
Latest Quarter Information
What the CEO said:
CEO Dave Bozeman said Q4 was pressured by a tough freight backdrop (soft global demand, higher truck spot costs, falling ocean rates), but CHRW is performing better than in past cycles by focusing on execution and lowering cost-to-serve. He emphasized “Lean AI” (Lean operating model + tech + logistics expertise) as the core differentiator driving automation, productivity, and market share gains, and said they’re not waiting for a rebound—comfortable in a “lower for longer” market. He highlighted a goal of double-digit productivity improvement in 2026 and reiterated high confidence in the $6 EPS target, alongside a renewed “swagger” and winning culture.
What we say:
2026-02-01, CH Robinson Worldwide Inc reported a weak quarter performance on EPS and revenue with -8.2% and -6.5% respectively. CHRW said Q4 revenue fell mainly from the Europe Surface Transportation divestiture, weaker ocean pricing/volumes, and lower truckload pricing (partly offset by higher TL volumes). EPS was pressured by lower adj. gross profit (-4% to $657M) and restructuring, but helped by cost cuts/productivity (lower headcount) and lower interest expense from reduced debt/rates. It returned $208M to shareholders on $305M operating cash flow. No 2026 EPS guide; tax 18–20%, capex $75–85M. Strategy: “Lean AI” automation to cut cost-to-serve and gain share.
Investment Thesis
Dividend Triangle
| 5-Yr Rev. Growth | -1.15 % |
| 5-Yr EPS Growth | 1.80 % |
| 5-Yr Div Growth | 4.15 % |
Potential Risks
| Debt/Equity | 0.60 |
| Financial Debt to EBITDA (TTM) | 1.15 |
| Current Ratio (Quarterly) | 1.55 |
| Credit Score | 54 |
Dividend Growth Perspective
| Dividend ($) | 2.52 |
| Dividend Yield Fwd | 1.55 % |
| Dividend Frequency | Quarterly |
| Average 5-Yr Yield | 2.35 % |
| Payout Ratio (%) | 51.50 |
| Cash Payout Ratio (%) | 35.70 |
| DGR 1-Yr (TTM) | 1.20 |
| DGR 3-Yr (TTM) | 2.50 |
| DGR 5-Yr (TTM) | 4.15 |
| DGR Streak | 25 |
| Chowder Score | 5.70 |
| Next DVD PMT | 04-02-26 |
Valuation
(Data for `ddm_growth_rate_years` field are missing to build DDM tables)
Video Tutorial: How to Read the Stock Cards DDM Valuation
| Market Cap | 19 B |
| PE Ratio | 33.50 |
| Fwd PE | 25.65 |
| Price to Book Ratio | 10.40 |
| DDM Valuation | 0 |
| Average 5-Yr PE | 23.38 |
| Value Score | 25 |