Why did C.H. Robinson (CHRW) stock move recently?

On 8/4/2026, C.H. Robinson moved +5.3% — CHRW rose on continued positive sentiment from its July 29 Q2 2026 earnings beat (EPS $1.61 vs. estimates, revenue $4.93B) and commentary on pricing gains plus Lean AI-driven margin improvements, plus an Aug 1 analyst upgrade to Buy. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is C.H. Robinson (CHRW) overvalued or fairly valued?

MarketChacha shows C.H. Robinson's valuation in context — a trailing P/E of about 27.4, a forward P/E of about 19.7, a price-to-book of about 10.6 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does C.H. Robinson's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.56×) from reported figures — education, not a rating.

What is C.H. Robinson's revenue?

C.H. Robinson reported revenue of $16.2B for FY2025, with net profit of $587.1M, per official filings.

What is the share price of C.H. Robinson (CHRW)?

C.H. Robinson last traded at $147.64 (+0.6% on the day), as of 9/4/2026 — a delayed quote shown for education, not investment advice.

C.H. Robinson

CHRW · NYSE · Industrials · United States

Snapshot

TickerCHRW

ExchangeNYSE

SectorIndustrials

IndustryIntegrated Freight & Logistics

CountryUnited States

Employees11,599

HeadquartersEden Prairie, United States

Websitewww.chrobinson.com

Filings tracked18

About C.H. Robinson

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. It operates in two segments, North American Surface Transportation and Global Forwarding. The company offers transportation and logistics services, such as truckload; less than truckload transportation brokerage services, which include the shipment of single or multiple pallets of freight; intermodal transportation that comprises the shipment service of freight in containers or trailers by a combination of truck and rail; and non-vessel operating common carrier and freight forwarding services, as well as organizes indirect air carrier and freight forwarder providing door-to-door services. It also provides customs brokerage services; and other logistics services, such as fee-based managed, warehousing, supply chain consulting and optimization services, and other services. In addition, the company is involved in the buying, selling, and/or marketing of fresh fruits, vegetables, and other value-added perishable items under the Robinson Fresh trade name. Further, the company offers transportation management and other surface transportation services. It provides fresh produce to grocery retailers, restaurants, produce wholesalers. C.H. Robinson Worldwide, Inc. was founded in 1905 and is headquartered in Eden Prairie, Minnesota.

Who owns it

Insiders0.3%
Institutions99.7%
Public & other0.0%

1,270 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.9.73%
Vanguard Capital Management LLC6.42%
State Street Corporation5.56%
Vanguard Portfolio Management LLC5.07%
FMR, LLC3.20%
WCM Investment Management, LLC3.15%
First Eagle Investment Management, LLC3.12%
Wellington Management Group, LLP3.03%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion1.56×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend1.8% → 3.6%

Margin has expanded by about 1.8 points — the business is getting more profitable.

Return on equity31.8%

Latest ROE of 31.8% — capital is generating a healthy return.

Growth qualityrev -4% · PAT 34%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $4.5B · EPS 1.60

Est. earnings growth +30.1%

Next fiscal year

Rev $19.6B · EPS 7.50

Est. earnings growth +20.1%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$16.2B

Net margin

3.6%

ROE

31.8%

Revenue CAGR (2y)

-4.0%

Profit CAGR (2y)

+34.4%

EPS (FY2025)

4.83

Net profit (FY2025)

$587.1M

Ask MarketChacha about CHRW

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Aug 4, 2026
CHRW rose on continued positive sentiment from its July 29 Q2 2026 earnings beat (EPS $1.61 vs. estimates, revenue $4.93B) and commentary on pricing gains plus Lean AI-driven margin improvements, plus an Aug 1 analyst upgrade to Buy.
source 1 ↗source 2 ↗source 3 ↗· confidence: medium
Jul 27, 2026
C.H. Robinson shares fell sharply on continued reaction to a Dallas jury's $604 million advisory verdict in a 2021 fatal crash case involving an independent carrier (with the company planning to appeal), as disclosed in its July 24 Reg FD 8-K.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jul 24, 2026
C.H. Robinson shares fell sharply after the company disclosed in an 8-K that a Texas jury issued a $604 million advisory verdict against it and co-defendants in a 2021 fatal trucking accident lawsuit, with the company noting it plans to appeal if entered as final.
source 1 ↗source 2 ↗source 3 ↗· confidence: high

Daily moves with the verified reason behind them. Education only — not investment advice.

On MarketChacha

Posts about CHRW

Why did C.H. Robinson (CHRW) drop ~9% on Friday?c/usmarkets · 7/25/2026▲ 0

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$16.2B	$587.1M	4.83	3.6%	31.8%
FY2024	$17.7B	$465.7M	3.86	2.6%	27.0%
FY2023	$17.6B	$325.1M	2.72	1.8%	22.9%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$4.9B	$186.8M	1.56	3.8%
2026Q1	$4.0B	$147.2M	1.22	3.7%
2025Q3	$4.1B	$163.0M	1.34	3.9%
2025Q2	$4.1B	$152.5M	1.26	3.7%
2025Q1	$4.0B	$135.3M	1.11	3.3%
2024Q3	$4.6B	$97.2M	0.80	2.1%
2024Q2	$4.5B	$126.3M	1.05	2.8%
2024Q1	$4.4B	$92.9M	0.78	2.1%
2023Q3	$4.3B	$81.9M	0.68	1.9%
2023Q2	$4.4B	$97.3M	0.81	2.2%
2023Q1	$4.6B	$114.9M	0.96	2.5%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-Q filing
SEC7/31/2026
8-K — Results of operations, Exhibits
SEC7/29/2026material
8-K — Reg FD disclosure
SEC7/24/2026material
8-K — Executive/director change, Exhibits
SEC6/2/2026material
8-K — Shareholder vote results
SEC5/11/2026material
10-Q filing
SEC5/1/2026
8-K — Results of operations, Exhibits
SEC4/29/2026material
10-K filing
SEC2/13/2026
8-K — Results of operations, Exhibits
SEC1/28/2026material

2025

8-K/A — Executive/director change, Exhibits
SEC11/7/2025
10-Q filing
SEC10/31/2025
8-K — Results of operations, Reg FD disclosure
SEC10/29/2025material
8-K — Executive/director change, Exhibits
SEC8/27/2025material
8-K — Material agreement, Material financial obligation, Executive/director change, Exhibits
SEC8/12/2025material
8-K — Executive/director change, Exhibits
SEC8/7/2025material
10-Q filing
SEC8/1/2025
8-K/A — Results of operations, Exhibits
SEC7/31/2025
8-K — Results of operations, Exhibits
SEC7/30/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.