CH Robinson Worldwide Inc banner

CH Robinson Worldwide Inc
XMUN:CH1A

Watchlist Manager
CH Robinson Worldwide Inc Logo
CH Robinson Worldwide Inc
XMUN:CH1A
Watchlist
Price: 136.4 EUR -2.81% Market Closed
Market Cap: €16B

CH Robinson Worldwide Inc
Investor Relations

CH Robinson Worldwide is a freight logistics company that helps businesses move goods by truck, rail, air, ocean, and parcel. It does not usually own the trucks or ships itself; instead, it matches shippers with carriers, manages freight routing, and handles the paperwork and coordination that keep shipments moving. Its customers are manufacturers, retailers, food companies, and other businesses that need to move products from suppliers to factories, warehouses, stores, or final customers. CH Robinson makes money mainly by charging for freight brokerage, transportation management, and related logistics services, taking a spread between what shippers pay and what it pays carriers, plus fees for managed transportation work. What sets the company apart is its role as an intermediary in the supply chain. It sits between companies that need freight moved and the network of independent carriers that actually move it, using scale, logistics expertise, and software to make shipping easier and more reliable for customers who do not want to run every transportation detail themselves.

Show more
Loading...
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q1 2026
Call Date
Apr 29, 2026
AI Summary
Q1 2026

Outperformance: C.H. Robinson said first-quarter adjusted EPS rose 15% year over year even as truckload spot costs jumped, showing the company could still grow earnings in a tougher freight market.

Pricing discipline: Management said it offset higher capacity costs by repricing contractual business, capturing more transactional freight at higher margins, and using its lean operating model more effectively.

NAST strength: North American Surface Transportation held gross margin at 14.6% and gained market share for the 12th straight quarter, even as truckload spot costs rose sharply.

AI push: The company repeatedly framed its Lean AI strategy as the engine behind better automation, lower cost to serve, and faster revenue management across the business.

Forwarding resilience: Global Forwarding faced a difficult international market, but gross margin expanded 60 basis points year over year and management said Middle East disruption had only an immaterial impact on results.

2026 outlook: Management reaffirmed its $6 EPS target and said it still expects double-digit productivity improvements, weighted toward the second half of 2026.

Capital returns: The company returned about $360 million to shareholders in Q1 through buybacks and dividends while keeping liquidity at about $1.24 billion.

Key Financials
Adjusted EPS
15% year-over-year increase
Revenue
down approximately 1% year-over-year
Adjusted gross profit
down approximately 2% year-over-year
NAST gross margin
14.6%
NAST operating margin
expanded 310 basis points year over year
Company operating margin
expanded 210 basis points year over year
Personnel expenses
$352.7 million
Personnel expenses excluding restructuring
$334 million
SG&A expenses
$132.1 million
SG&A excluding restructuring
$130.6 million
Cash from operations
$68.6 million
Liquidity
approximately $1.24 billion
Net debt-to-EBITDA
1.32x
Capital returned to shareholders
approximately $360 million
Share repurchases
$280.7 million
Dividends
$79 million
Capital expenditures
$15 million
Effective tax rate
11.7%
Average headcount
down 12.3% year over year
NAST total volume
flat year over year
LTL volume
up approximately 2% year over year
Truckload volume
down approximately 3.5% year over year
Truckload spot market costs excluding fuel
up approximately 19% year over year
Dry van spot rates
17% year-over-year increase expected for full year 2026
Cass Freight Shipment Index
down 6.2% year over year
Global Forwarding gross margin
expanded 60 basis points year over year
Earnings Call Recording
Other Earnings Calls

Management

Mr. David P. Bozeman
President, CEO & Director
No Bio Available
Ms. Angela K. Freeman
Chief Human Resources & ESG Officer
No Bio Available
Mr. Michael J. Short
President of Global Freight Forwarding
No Bio Available
Mr. Damon Lee
Chief Financial Officer
No Bio Available
Mr. Michael W. Neill
Chief Technology Officer
No Bio Available
Mr. Charles S. Ives
Director of Investor Relations
No Bio Available
Mr. Ben G. Campbell J.D.
Chief Legal Officer & Secretary
No Bio Available
Mr. Duncan Burns
Chief Communications Officer
No Bio Available
Mr. Jordan T. Kass
President of Managed Services
No Bio Available
Mr. Michael D. Castagnetto
President of North American Surface Transportation
No Bio Available

Contacts

Address
MINNESOTA
Eden Prairie
14701 Charlson Rd
Contacts
+19529378500.0
www.chrobinson.com
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett