Latest revenue
$4.01B
as of 2026-03-31
Latest net income
$147.2M
as of 2026-03-31
Net margin
3.7%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $20.54B
- Enterprise value
- $21.58B
- P/E (trailing)
- 35.0×
- Forward P/E
- —
- P/B
- 11.06×
- Dividend yield
- 1.4%
- 52-wk high
- $203.34
- 52-wk low
- $92.36
- Beta
- —
- Shares out
- 117.9M
5-year trend
What this company does
C.H. Robinson is a third-party logistics broker that arranges freight transportation—primarily truckload, less-than-truckload, and ocean/air forwarding—for shippers across North America and globally, without owning the trucks or ships. It earns revenue mainly by marking up purchased transportation capacity it resells to customers, with a smaller sourcing business reselling produce. Despite a roughly 11% revenue decline reflecting a soft freight market, the company expanded operating income 27% year-to-date by cutting personnel and SG&A costs, signaling a margin-focused operating overhaul is taking hold.
Generated from CHRW's filing dated 2026-02-13
Key risks
- Revenue declining: Q3 transportation revenue fell 11.6% YoY to $3.78B; nine-month total revenues down 9% to $12.32B amid soft freight market.
- Leverage rising: long-term debt grew to $1.18B from $922M; net cash used in financing of $608M reflects aggressive $240M buybacks and $227M dividends.
- Margin pressure on core brokerage: purchased transportation still consumes 82% of transportation revenue, leaving thin spreads vulnerable to capacity tightening cycles.
Generated from CHRW's filing dated 2026-02-13
Profitability
Operating margin
4.9%
29.7%Net margin
3.6%
37.7%Return on equity
31.8%
17.6%Return on assets
11.6%
32.0%Leverage
Debt / equity
1.74×
16.2%Long-term debt / equity
0.59×
10.3%Debt / assets
63.5%
5.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $4.01B | -0.8% | $147.2M | +8.8% | 3.7% |
Q4 2025 2025-12-31 | $3.91B | -6.5% | $136.3M | -8.7% | 3.5% |
Q3 2025 2025-09-30 | $4.14B | -10.9% | $163.0M | +67.6% | 3.9% |
Q2 2025 2025-06-30 | $4.14B | -7.7% | $152.5M | +20.8% | 3.7% |
Q1 2025 2025-03-31 | $4.05B | -8.3% | $135.3M | +45.6% | 3.3% |
Q4 2024 2024-12-31 | $4.18B | — | $149.3M | — | 3.6% |
Q3 2024 2024-09-30 | $4.64B | +7.0% | $97.2M | +18.6% | 2.1% |
Q2 2024 2024-06-30 | $4.48B | +1.4% | $126.3M | +29.7% | 2.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Arrangement of Transportation of Freight & Cargo · SIC 4731
Your notes
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Insider activity
Insider buying
$501.6K
Insider selling
$20.6M
Net activity
−$20.1M
Distinct insiders
6
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns CHRW
Institutional value
$11.34B
Total shares held
69.8M
Distinct holders
615
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.0M | $1.66B | — | New |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 7.7M | $1.28B | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.0M | $994.2M | — | New |
| 4 | First Eagle Investment Management, LLC | 5.7M | $951.6M | — | New |
| 5 | WCM INVESTMENT MANAGEMENT, LLC | 3.6M | $579.9M | — | New |
| 6 | Boston Partners | 2.8M | $459.7M | — | New |
| 7 | Invesco Ltd. | 2.0M | $328.0M | — | New |
| 8 | FIRST TRUST ADVISORS LP | 1.6M | $273.0M | — | New |
| 9 | UBS Group AG | 1.6M | $267.1M | — | New |
| 10 | Voya Investment Management LLC | 1.1M | $189.0M | — | New |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $181.8M | — | New |
| 12 | Capital World Investors | 1.0M | $173.0M | — | New |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.0M | $173.0M | — | New |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.0M | $171.2M | — | New |
| 15 | Bank of New York Mellon Corp | 964.5K | $160.2M | — | New |
| 16 | ProShare Advisors LLC | 939.1K | $155.9M | — | New |
| 17 | JPMORGAN CHASE & CO | 921.2K | $149.2M | — | New |
| 18 | JUPITER ASSET MANAGEMENT LTD | 718.5K | $119.3M | — | New |
| 19 | VANGUARD FIDUCIARY TRUST CO | 668.2K | $111.0M | — | New |
| 20 | SEI INVESTMENTS CO | 659.9K | $109.6M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Transportation revenue fell 11.6% YoY to $3.78B in Q3 yet operating income rose 23%—how much is sustainable productivity versus cyclical net revenue margin expansion that reverses when capacity tightens?
- 2
Personnel expense dropped only 3.4% YoY despite double-digit revenue declines—what's the headcount floor, and does AI-driven automation actually reduce comp dollars in 2026?
- 3
You repurchased $240M YTD while long-term debt grew to $1.18B and cash sits at $137M—why lever up buybacks ahead of a potential freight upcycle?
Refreshed when CHRW files a new report · last from 2026-02-13