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Industrials · S&P 500 · data as of 2026-10-05

CHRW stock analysis: C.H. Robinson

C.H. Robinson (CHRW) is an S&P 500 company in Air Freight & Logistics. It grades weakest on profitability and momentum.

The model's view of CHRW · subscribers

Where CHRW ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with CHRW · updated 2026-10-05 · from prices and SEC filings

CHRW price performance

CHRW against the S&P 500, one year
+0%+20%+40%+60%S&P 500 +18%CHRW +8%2025-09-292026-10-05
Year to date-11.6%S&P 500 +14.5% · behind by 26.1 pts
1 year+5.4%S&P 500 +17.0% · behind by 11.6 pts
3 years+78.3%S&P 500 +89.3% · behind by 11.0 pts
5 years+80.2%S&P 500 +91.3% · behind by 11.1 pts

Total returns with dividends reinvested.

CHRW factor grades

Each grade compares CHRW with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

C+ValueP/E 26.8x (sector 27.2x)FCF yield 4.1% (sector 4.0%)
CGrowthRevenue growth -0% (sector +7%)EPS growth +19% (sector +9%)
C-ProfitabilityOperating margin 4.9% (sector 16.9%)ROIC 21.5% (sector 19.9%)
D+Momentum12-month change +5%From 52-wk high -33%

CHRW in plain numbers

CHRW key statistics

SectorIndustrials
IndustryAir Freight & Logistics
IndexS&P 500
Market value$16.4B
Revenue growth (y/y)-0%
Free-cash-flow yield4.1%
Dividend yield1.8%
Next earnings (expected)2026-10-28
Valuation measures
Market value$16.4B
Enterprise value$18.0B
P/E (trailing)26.8x
Forward P/E (Torvanta estimate)25.0x
PEG (Torvanta estimate)3.51
Price / sales1.0x
Price / book10.1x
EV / revenue1.1x
EV / EBITDA19.2x
Financial highlights
Revenue, last 12 months$17.0B
Net income, last 12 months$633.3M
EPS, last 12 months (GAAP)$5.24
Operating margin4.9%
Net margin3.7%
Return on equity37.1%
Return on invested capital21.5%
Cash$154.6M
Total debt$1.7B
Debt / equity1.04x
Free cash flow, last 12 months$668.8M
Current ratio1.58x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

CHRW earnings trends

Revenue vs earnings
$0$1.2B$2.5B$3.7B$4.9BSep 2024 Revenue: $4.6BDec 2024 Revenue: $4.2BMar 2025 Revenue: $4.0BJun 2025 Revenue: $4.1BSep 2025 Revenue: $4.1BDec 2025 Revenue: $3.9BMar 2026 Revenue: $4.0BJun 2026 Revenue: $4.9BSep 2024 Net income: $97.2MDec 2024 Net income: $149.3MMar 2025 Net income: $135.3MJun 2025 Net income: $152.5MSep 2025 Net income: $163.0MDec 2025 Net income: $136.3MMar 2026 Net income: $147.2MJun 2026 Net income: $186.8MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 2.1%Net margin: 3.6%Net margin: 3.3%Net margin: 3.7%Net margin: 3.9%Net margin: 3.5%Net margin: 3.7%Net margin: 3.8%0%2%4%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.4$0.8$1.2$1.6Sep 2024 EPS (GAAP, diluted): $0.8Dec 2024 EPS (GAAP, diluted): $1.2Mar 2025 EPS (GAAP, diluted): $1.1Jun 2025 EPS (GAAP, diluted): $1.3Sep 2025 EPS (GAAP, diluted): $1.3Dec 2025 EPS (GAAP, diluted): $1.1Mar 2026 EPS (GAAP, diluted): $1.2Jun 2026 EPS (GAAP, diluted): $1.6Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +68% · Dec 2025 -9% · Mar 2026 +10% · Jun 2026 +24%

From the company's 10-Q and 10-K filings with the SEC.

C.H. Robinson financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$23.1B$24.7B$17.6B$17.7B$16.2B
Net income$844.2M$940.5M$325.1M$465.7M$587.1M
EPS (GAAP)$6.32$7.40$2.71$3.86$4.83
Free cash flow$60.8M$1.6B$702.0M$486.4M$894.9M

CHRW earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-29$1.56+24%+19%-13.4%
2026-04-29$1.22+10%-1%-4.2%
2026-01-28$1.12-9%-6%+7.6%
2025-10-29$1.34+68%-11%+22.0%
2025-07-30$1.26+20%-8%+16.1%
2025-04-30$1.11+42%-8%+1.5%

About C.H. Robinson

HeadquartersEden Prairie, MN
Industry (SEC code)Arrangement Of Transportation Of Freight & Cargo
Fiscal year endsDecember 31
Incorporated inDE
Listed onNasdaq
FormerlyC H ROBINSON WORLDWIDE INC

From the company's SEC registration record.

Companies similar to CHRW

CompanyMarket valueP/ERevenue growthOperating margin12-month change
CHRW C.H. Robinson$16.4B26.8x-0%4.9%+5%
EXPD Expeditors$25.2B28.3x+7%9.8%+59%compare
FDX FedEx$69.1B15.6x+8%5.8%+49%compare
UPS United Parcel Service$79.3B17.3x-0%7.3%+14%compare

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Frequently asked questions

Is CHRW stock a buy?

Torvanta does not tell individuals what to buy. Its grades for CHRW are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is CHRW's P/E ratio?

CHRW trades at about 26.8 times its last 12 months of GAAP earnings reported to the SEC, and about 25.0 times Torvanta's own estimate of the next 12 months.

When does CHRW report earnings next?

Based on its filing history, Torvanta expects C.H. Robinson to report around 2026-10-28.

Does CHRW pay a dividend?

Yes. Its dividend yield is about 1.8%, and it has raised its dividend 28 years in a row.

How has CHRW performed against the S&P 500?

Over the past year CHRW returned +5.4%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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