Added to YB: 2026-09-04
Pitch date: 2026-09-02
CHRW [neutral]
C.H. Robinson Worldwide, Inc.
-0.06%
current return
Author Info
No bio for this author
Company Info
C.H. Robinson Worldwide, Inc., together with its subsidiaries, provides freight transportation and related logistics and supply chain services in the United States and internationally.
Market Cap
$17.3B
Pitch Price
$146.19
Price Target
N/A
Dividend
1.68%
EV/EBITDA
18.66
P/E
28.23
EV/Sales
1.12
Sector
Air Freight and Logistics
Category
turnaround
$CHRW — an interesting read-through from today’s Raymond James trucking note.
CHRW (update): C.H. Robinson maintained brokerage economics under historically adverse pricing conditions: customer TL rates rose ~11% and 25.5% in Q1 and Q2’26, respectively, while carrier costs increased faster, yet GP/mile still grew 1% and 2%. With contract repricing now lagging spot by only 1–3 months versus roughly two quarters historically, catch-up could widen spreads. GP/mile resilience may reflect better execution or transactional mix, while cost reductions may be supporting operating-income resilience.
Read full article (2 min)