C.H. Robinson Worldwide, Inc. (CHRW) Stock Price & How to Invest
Last updated July 2026
Short answer
C.H. Robinson (CHRW) is the largest US freight broker and third-party logistics (3PL) provider, an asset-light middleman matching shippers with carriers across truckload, LTL, ocean, and air. It is a cyclical, freight-market-sensitive business whose recent story has been about margin expansion and a leaner cost base rather than top-line growth.
CHRW stock price
As of 2026-07-20, C.H. Robinson Worldwide, Inc. (CHRW) last closed at $205.80, up 112.6% over the past year. Over the past 52 weeks it has traded between $96.82 and $208.50.
Prices are daily closing prices from Yahoo Finance and may be delayed. For the live quote, check your broker or C.H. Robinson Worldwide, Inc.'s investor relations page. Walnut is informational, not investment advice.
What does C.H. Robinson Worldwide, Inc. (CHRW) do?
C.H. Robinson Worldwide is one of the world's largest logistics platforms, operating an asset-light model: it owns very few trucks or ships and instead brokers capacity, matching shippers who need goods moved with the carriers that move them. Its two core engines are North American Surface Transportation (NAST, roughly two-thirds of net revenue, spanning truckload and less-than-truckload brokerage) and Global Forwarding (ocean, air, and customs). The company earns a spread between what shippers pay and what carriers charge, so its profitability tracks freight-market pricing and volume cycles more than gross revenue, which simply passes through freight costs.
The investment picture is one of a mature market leader in the middle of a self-help turnaround. After a brutal multi-year freight recession that compressed volumes and margins, CHRW has leaned hard into cost discipline, restructuring, and automation (using AI and its Navisphere technology to handle routine shipment tasks), driving operating income and net income sharply higher in 2025 even as total revenue declined. The result is a company that has proven it can grow profits in a soft market, now trading at a premium earnings multiple that prices in continued execution and an eventual freight-cycle recovery.
What's driving C.H. Robinson Worldwide, Inc. (CHRW)?
1. Margin expansion through automation and cost discipline
CHRW's clearest driver has been widening operating margins even without revenue growth, using AI-driven automation of routine brokerage tasks and structural cost cuts. In 2025 income from operations rose roughly 19 percent to about $795 million while total revenue fell, and net income climbed about 26 percent. Continued productivity gains per employee are the core of the current bull narrative.
2. Scale and network advantage as the #1 broker
As the largest freight broker in North America, CHRW carries a dense two-sided network of shippers and carriers that is hard to replicate. That scale gives it pricing data, capacity access, and enterprise relationships that smaller and digital-native brokers struggle to match, supporting share retention and cross-selling across surface, ocean, and air.
3. Freight-cycle leverage
Because CHRW is asset-light, a tightening truckload market (rising carrier rates and volumes after years of oversupply) can lift its net revenue per shipment. Early signs of firming truckload and LTL pricing in NAST would provide cyclical tailwind on top of the structural efficiency gains, though the timing of a durable freight upturn is uncertain.
4. Capital returns
CHRW is a long-standing dividend payer that has raised its payout for multiple consecutive years and repurchases stock steadily (over $200 million bought back in Q1 2026). Consistent buybacks and a growing dividend return cash to shareholders while the freight market normalizes.
What are the risks to C.H. Robinson Worldwide, Inc. (CHRW)?
CHRW operates in an intensely competitive, low-margin industry where it faces asset-based carriers (J.B. Hunt, Landstar), scaled brokers (RXO, XPO), and well-funded digital entrants (Uber Freight, Amazon Freight) all pressuring the broker spread. Revenue and profit are highly cyclical and sensitive to freight rates, shipping volumes, and global trade flows, so a prolonged freight recession or tariff-driven trade disruption can compress both. Global Forwarding is exposed to volatile ocean and air pricing, which fell sharply in recent periods. The stock trades at an elevated earnings multiple (mid-30s P/E), leaving limited room for execution missteps. And the automation thesis, while promising, is not guaranteed to keep expanding margins if competition commoditizes the technology.
How is C.H. Robinson Worldwide, Inc. (CHRW) valued? (approximate, July 2026)
A simple financial snapshot. These are approximations and refresh quarterly; for current figures see C.H. Robinson Worldwide, Inc.'s investor relations page or your broker.
- Revenue (2025 / TTM): ~$16.2B
- Net income (2025): ~$587M
- Diluted EPS (2025): ~$4.83
- Market cap: ~$20B
- P/E ratio (TTM): ~34x
- Dividend yield: ~1.5%
CHRW trades at a premium mid-30s P/E, a multiple that reflects the market crediting its recent margin turnaround and pricing in an eventual freight-cycle recovery rather than current revenue growth (2025 revenue fell about 8 percent as freight costs passed through lower). Q1 2026 continued the pattern: revenue was roughly flat near $4.0 billion while EPS grew about 15 percent year over year to $1.35. The dividend yields around 1.5 percent with a multi-year record of increases.
Who competes with C.H. Robinson Worldwide, Inc. (CHRW)?
Traditional and asset-based logistics rivals
J.B. Hunt, Landstar, and XPO combine brokerage with owned or contracted transportation capacity. They compete directly for shipper contracts and, in J.B. Hunt's case, offer intermodal and dedicated fleet options that CHRW's asset-light model does not.
Scaled pure-play and spun-off brokers
RXO (which acquired Coyote from UPS) and Echo Global are large non-asset brokers going head to head with CHRW's core surface business, competing on price, technology, and carrier network depth in a fragmented market.
Digital and platform entrants
Uber Freight and Amazon Freight bring app-based matching, deep capital, and technology to freight brokerage. If they scale meaningfully, they could pressure the broker spread and margins over the long term, which is a key reason CHRW is investing so heavily in its own automation.
How to invest in C.H. Robinson Worldwide, Inc. (CHRW)
There are three common ways to get CHRW exposure. Buy shares (or fractional shares) directly at any major broker. Hold an ETF that includes it, which spreads the position across many companies. Or build it into a focused thematic basket, so CHRW sits alongside other stocks that express the same thesis.
Walnut takes the basket route. Describe a thesis where CHRW fits (for example “AI infrastructure” or “dividend-growth large-caps”) and the AI proposes 5 to 6 constituents with target weights. You review the plan and fund it through your own broker when you're ready.
The bottom line on C.H. Robinson Worldwide, Inc. (CHRW)
CHRW is the incumbent leader in a highly competitive, cyclical logistics market, currently valued for the operational efficiency gains it has been extracting rather than for revenue growth.
More on C.H. Robinson Worldwide, Inc. (CHRW)
Whether CHRW is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, what would have to go right, and the risks in is CHRW a buy?, and where the stock could go from here in the CHRW stock forecast.
For income investors, whether CHRW pays a dividend and how the payout looks is covered in does CHRW pay a dividend?
Build a basket around CHRW with Walnut
Use C.H. Robinson Worldwide, Inc. as one constituent in a thematic basket Walnut's AI helps you assemble. Describe a thesis you believe in, the AI proposes the holdings and weights, and you approve before any broker order.
FAQ
What does C.H. Robinson actually do?
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It is a third-party logistics provider and freight broker. It does not own most of the trucks, ships, or planes; instead it matches companies that need to move goods (shippers) with the carriers that transport them, earning a margin on the difference, plus offering managed transportation, customs, and warehousing services.
Why did CHRW revenue fall in 2025 but profit rise?
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Most of its reported revenue is pass-through freight cost, so when shipping rates fell, total revenue dropped about 8 percent to roughly $16.2 billion. Profit still rose (net income up about 26 percent) because the company cut costs, restructured, and automated routine work, widening its margins on the net spread it keeps.
Is CHRW a cyclical stock?
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Yes. Its volumes, pricing, and margins move with the freight cycle, which depends on shipping demand, truck capacity, and global trade. Freight went through a multi-year downturn recently, and CHRW's results are sensitive to when and how strongly that cycle recovers.
Does C.H. Robinson pay a dividend?
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Yes. It pays a quarterly dividend (about $0.63 per share, roughly a 1.5 percent yield as of mid-2026) and has increased its dividend for several consecutive years. It also buys back stock regularly, returning over $200 million via repurchases in Q1 2026.
Who are CHRW's biggest competitors?
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Asset-based and traditional rivals like J.B. Hunt, Landstar, and XPO; scaled non-asset brokers like RXO and Echo Global; and digital entrants like Uber Freight and Amazon Freight. The market is fragmented and highly competitive, which keeps pressure on broker margins.
What are the main risks to the CHRW investment case?
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Intense competition (including well-funded digital brokers), the cyclicality of freight demand and rates, exposure to global trade and tariff disruptions in its forwarding business, a premium valuation that leaves little room for error, and the risk that its automation-driven margin gains prove hard to sustain.
Why is CHRW's P/E ratio so high?
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At around 34x trailing earnings, the multiple reflects investors crediting the company's margin turnaround and automation progress and pricing in an eventual freight-market recovery. Because earnings were depressed by a soft freight cycle, the elevated multiple partly reflects expectations of a rebound rather than the current trough level of profits.
What are CHRW's main business segments?
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North American Surface Transportation (NAST), which handles truckload and less-than-truckload brokerage and generates about two-thirds of net revenue, and Global Forwarding, which covers ocean, air, and customs. NAST is the larger and more stable engine, while Global Forwarding is more exposed to volatile international shipping rates.
Walnut is informational, not investment advice. Financial figures on this page are approximations; always verify current numbers with C.H. Robinson Worldwide, Inc.'s investor relations page or your broker before making investment decisions.