C.H. Robinson: Riding the Waves of Logistics Growth
C.H. Robinson Worldwide, Inc. Overview
With a market cap of $11.7 billion, C.H. Robinson Worldwide, Inc. (CHRW) stands out as a top player in global logistics and transportation services. Based in Eden Prairie, Minnesota, the company excels in freight brokerage, supply chain solutions, and third-party logistics (3PL). By connecting shippers with a wide network of carriers, C.H. Robinson utilizes technology and industry knowledge to enhance supply chain efficiency, both in North America and around the globe.
Stock Performance: A Mixed Bag
Recently, shares of C.H. Robinson delivered a 33.6% return, surpassing the broader S&P 500 Index’s ($SPX) 20.7% surge. However, in 2025, the stock has seen a decline of 3.5%, trailing SPX’s 3.2% increase year-to-date.
When analyzing performance more closely, CHRW has outperformed the ProShares Supply Chain Logistics ETF (SUPL) over the last year, which experienced a 5.2% decline. On a year-to-date basis, though, the ETF outperformed CHRW with a return of 2.2%.
Recent Earnings Report: A Tween of Results
C.H. Robinson’s effective management and a focus on profitability have contributed to its strong performance over the last year. Nevertheless, the company reported mixed Q4 results on January 29, leading to a 6.9% drop in share price. Revenue remained flat year-over-year at $4.18 billion, falling short of analysts’ expectations by 5.7%. While the non-GAAP EPS of $1.21 exceeded expectations by 9.3%, adjusted EBITDA reported a slight miss at $208.1 million. Still, both operating and free cash flow margins showed considerable improvement.
Future Earnings Expectations
For the current fiscal year ending in December, analysts predict a 6.9% growth in EPS to $4.82. Notably, C.H. Robinson has consistently beaten consensus estimates over the past four quarters.
Analyst Recommendations and Market Outlook
Among 23 analysts covering CHRW stock, the consensus rating stands at “Moderate Buy.” This rating includes 10 “Strong Buys,” one “Moderate Buy,” 10 “Holds,” and two “Strong Sells.” This outlook has improved from three months ago when there were only seven analysts with a “Strong Buy” rating.
Recently, on February 3, Citi (C) decreased C.H. Robinson’s price target to $124 from $130, yet maintained a “Buy” rating, emphasizing productivity levels despite ongoing revenue challenges.
The current mean price target for CHRW of $115.32 suggests a 15.6% upside from present prices. Meanwhile, the highest target in the market, set at $140, implies a potential gain of 40.4%.
On the date of publication, Rashmi Kumari did not hold any direct or indirect positions in the securities mentioned in this article. All information in this article is for informational purposes only. For further details, please review the Barchart Disclosure Policy here.
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The views expressed here are those of the author and do not necessarily reflect the views of Nasdaq, Inc.
