C.H. Robinson Worldwide, Inc. (CHRW) Stock

C.H. Robinson Worldwide, Inc. (CHRW) is a Industrials stock trading at $148.53 (as of 2026-08-14), with a market capitalization of $17.36B and a trailing P/E of 26.9. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

C.H. Robinson Worldwide, Inc. provides freight transportation and logistics services through two segments: North American Surface Transportation and Global Forwarding. It arranges truckload, less-than-truckload, intermodal, and non-vessel ocean freight forwarding/air shipping, and also offers customs brokerage and other logistics services such as managed services and warehousing for shippers.

Understand C.H. Robinson Worldwide, Inc.: how it makes money

C.H. Robinson provides freight transportation services and logistics solutions, it earns revenue through two segments, North American Surface Transportation and Global Forwarding.

Its profit engine is segment revenue generation from providing transportation and logistics services through two reporting lines, North American Surface Transportation and Global Forwarding.

Revenue by segment (latest quarter)
NAST$3.0B
Global Fwd$0.9B

Business quality (Weak): Clear two-segment structure and segment revenue breakdown is available, but the dataset provided does not include operating metrics beyond segment revenues or any margin drivers.

Valuation: At 39× earnings, CHRW trades 123% above the Transportation average (18×). Note: one-time items can distort reported P/E.

Bull case

  • Two-segment business model: The company operates across North American Surface Transportation and Global Forwarding, which supports a diversified revenue base across different logistics services.
  • NAST is the largest revenue contributor: With NAST segment revenues at about $3.0B out of roughly $4.0B total reported revenue for the quarter provided, the core earnings power is tied to its primary operating segment.

Bear case

  • Revenue concentration risk: Because NAST is the majority of segment revenue in the provided breakdown, weakness in North American Surface Transportation could have an outsized impact on overall results.
  • Less visibility on Global Forwarding fundamentals: Only segment revenue levels are provided as operational KPIs, there are no additional operating measures here to pinpoint what drives performance in Global Forwarding.
Valuation — source: SEC EDGAR (first-party)
Price$148.53
Market Cap$17.36B
P/E Ratio26.9
EV / EBITDA20.4
Price / Book10.66
Price / Sales1.02
FCF Yield4.7%
DCF Value (model)$72.58
DCF Upside vs Price-51.1%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$16.23B
Net Margin3.6%
Revenue Growth (YoY)-8.4%
EPS Growth (YoY)25.4%
FCF Growth (YoY)84.0%
Financial Health — source: SEC EDGAR
Altman Z-Score8.93 (safe)
Valuation vs Sector & Industry
Stock P/E26.9
Sector P/E (Industrials)27.7
Industry P/E (Transportation)17.2
vs Sector-2.7%
vs Industry56.7%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($2.34B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorIndustrials
IndustryTransportation
CEODavid Bozeman
Employees13,347
CountryUS
IPO Date1997-10-16

Related Companies (Business model: Freight Logistics (Parcel, LTL, Truckload, Intermodal, Forwarding); 8 closest by market cap; US-domiciled)

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CHRW earnings history · CHRW institutional & insider holders · CHRW KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-14.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.