C.H. Robinson (CHRW)
Industrials · Global logistics and multimodal freight services
Global logistics provider combining human expertise with Lean AI to manage multimodal freight—truck, ocean, air, and rail—across 75,000 customers and 450,000 carriers.
What C.H. Robinson does
C.H. Robinson is one of the world's largest global logistics providers with $16.2 billion in 2025 revenues, operating a multimodal transportation and supply chain network spanning North America, Europe, Asia, Oceania, South America, and the Middle East. The company arranges transportation across truckload, less-than-truckload (LTL), ocean freight, air freight, and rail services, connecting 75,000 customers with 450,000 contract carriers while managing approximately 37 million shipments annually. Beyond core transportation, it offers value-added services including freight consolidation, customs brokerage, supply chain consulting, 3PL/4PL solutions, and sourcing services for fresh produce through Robinson Fresh. The company applies proprietary "Lean AI"—a disciplined method combining machine learning and data science with human insight—to optimize dynamic costing, pricing, and load recommendations at scale.
Themes: ["AI supply chain optimization","Multimodal logistics","Global freight network","Supply chain consulting","Cross-border logistics","Perishables/fresh produce distribution","Lean operations"]
Fundamentals
- Price$192.76 as of 2026-07-09 close
- Market cap$22.8B as of 2026-07-10
- 1-year return+93.2% as of 2026-07-09 close
- P/E38.01 as of 2026-07-10
- Net margin+3.7% as of 2026-07-10
- Gross margin+16.8% as of 2026-07-10
- ROE+33.3% as of 2026-07-10
- Debt / equity0.79 as of 2026-07-10
- Revenue growth (YoY)-6.7% as of 2026-07-10
- Revenue CAGR (3y)-13.1% SEC XBRL
- Beta0.94 as of 2026-07-10
Dividend: yield +1.3%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Revenue decline of 6.68% year-over-year as of mid-2026 suggests market headwinds or pricing pressure in logistics and freight services","Thin net margin of 3.7% indicates limited pricing power and vulnerability to cost increases in carrier network and operational expenses","Dependence on broad carrier network (450,000 contract carriers) and 75,000 customers creates concentration risk in key relationships and customer/carrier churn"]
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.