C.H. Robinson Worldwide
Matches shippers with truck, ocean, and air capacity across global trade lanes.
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Profile
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
Categories
Key statistics
Year to date −8.1% · Average volume (30d) 2.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 11, 2026 | Bernstein | Reiterate | Market Perform | $153 | $151 |
| Jul 31, 2026 | SunTrust Robinson Humphrey | Upgrade | Buy | ||
| Jul 31, 2026 | Stifel Nicolaus | Target | $215 | $225 | |
| Jul 30, 2026 | Evercore ISI | Reiterate | Outperform | $205 | $237 |
| Jul 30, 2026 | Wolfe Research | Target | $188 | $196 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $1.53 | $1.61 | +5.2% | $4.35B | $4.93B | +13.5% | −15.44% |
| Apr 29, 2026Q1 FY26 | $1.24 | $1.35 | +8.9% | $4.05B | $4.01B | −0.8% | −2.48% |
| Jan 28, 2026Q4 FY25 | $1.12 | $1.23 | +9.8% | $3.99B | $3.91B | −1.9% | +5.12% |
| Oct 29, 2025Q3 FY25 | $1.30 | $1.40 | +7.7% | $4.23B | $4.14B | −2.2% | +19.71% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $4.05B | $4.14B | $4.14B | $3.91B | $4.01B | $4.93B | |
| Gross profit | $324.5M | $357.9M | $356.8M | $320.0M | $307.8M | $738.0M | |
| Operating income | $176.9M | $215.9M | $220.8M | $181.4M | $175.7M | $255.7M | |
| Net income | $135.3M | $152.5M | $163.0M | $136.3M | $147.2M | $186.8M | |
| Diluted EPS | $1.11 | $1.26 | $1.34 | $1.12 | $1.22 | $1.56 | |
| Gross margin | 8.0% | 8.7% | 8.6% | 8.2% | 7.7% | 15.0% | |
| Operating margin | 4.4% | 5.2% | 5.3% | 4.6% | 4.4% | 5.2% |
Fiscal years (4-quarter sums)FY21 $23.10B · FY22 $24.70B · FY23 $17.60B · FY24 $17.72B · FY25 $16.23B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $154.6M · Total debt $1.97B · Total assets $5.84B · Shareholders' equity $1.63B
Dividends
Raised for 27 straight years — most recently to $0.63 from $0.62 in Dec 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 5, 2026 | Jun 5 | Jul 2 | $0.63 | |
| Mar 6, 2026 | Mar 6 | Apr 2 | $0.63 | |
| Dec 5, 2025 | Dec 5 | Jan 5 | $0.63 | raised from $0.62 |
| Sep 5, 2025 | Sep 5 | Oct 2 | $0.62 | |
| Jun 6, 2025 | Jun 6 | Jul 1 | $0.62 | |
| Mar 7, 2025 | Mar 7 | Apr 1 | $0.62 | |
| Dec 6, 2024 | Dec 6 | Jan 2 | $0.62 | |
| Sep 6, 2024 | Sep 6 | Oct 1 | $0.62 | raised from $0.61 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 117.87M · Float 117.20M · 99.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 11.37M | 9.65% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 7.50M | 6.37% | 13F | Aug 13, 2026 |
| State Street Corp | 6.50M | 5.52% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 5.92M | 5.02% | 13F | Aug 13, 2026 |
| FMR LLC | 3.74M | 3.17% | 13F | Aug 13, 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 |
Peers
- 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
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| C.H. Robinson Worldwide | $150.39 | −0.03% | $17.73B | 28.7 | 21.9 | 1.0 | +19.3% |
| RXO | $21.91 | +0.05% | $3.61B | — | 64.3 | 0.6 | +25.0% |
| Expeditors | $190.97 | −0.03% | $24.98B | 27.8 | 24.8 | 2.1 | +32.1% |
| J.B. Hunt | $261.03 | −0.02% | $24.51B | 37.0 | 29.5 | 1.9 | +19.4% |
| Hub Group | $39.61 | −0.01% | $2.40B | 29.5 | 37.0 | 0.9 | −1.0% |
| Landstar System | $192.28 | +6.81% | $6.11B | 46.6 | 26.4 | 1.2 | +18.2% |
| XPO | $188.56 | +0.01% | $22.08B | 55.6 | 32.1 | 2.6 | +13.2% |
| UPS | $105.33 | +0.01% | $89.47B | 19.6 | 13.6 | 1.0 | +7.4% |
| FedEx | $335.25 | +1.34% | $78.28B | 18.0 | 19.0 | 0.8 | +12.6% |
| Median | 29.5 | 28.0 | 1.1 | +15.7% |