C.H. Robinson Worldwide, Inc.CHRW
NasdaqGS•Industrials•Integrated Freight & Logistics
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.
C.H. Robinson Worldwide, Inc. (CHRW) reported trailing twelve months revenue of $16.20B as of March 2026, a 6.7% decline year-over-year. Quarterly revenue reached $4.01B, reflecting a contraction in sales.
C.H. Robinson Worldwide, Inc. generated $599.01M in TTM net income, with quarterly EBITDA of $200.54M. The operating margin expanded from 4.4% to 4.4%, suggesting improving cost efficiency and pricing discipline.
The spread between operating margin (4.4%) and net margin (3.7%) indicates tight cost control with minimal non-operating drag. Net margin has improved from 3.3% a year ago, signaling stronger bottom-line efficiency.
CHRW trades at a P/E of 32.4x (a premium multiple) and a P/S of 1.2x. The price-to-book ratio of 11.4x indicates a significant premium over book value.
The company generated $65.96M in free cash flow over the trailing twelve months, a 36.1% decrease year-over-year, indicating cash generation ability. The balance sheet shows $5.24B in total assets with $1.34B in long-term debt against $1.70B in stockholders equity for a debt-to-equity ratio of 0.8. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are positive at ~4.5% on average, but show some variability — pricing power may be sensitive to market conditions.
Consistently high ROE averaging 28.6% suggests a durable competitive advantage and efficient capital allocation.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
Revenue has been flat or declining over recent quarters, which may indicate eroding demand or competitive pressure.
Data-driven red flags and warnings across 21 quarters
Margins are stable or improving at ~4.9% — no sign of cost or pricing stress.
FCF covers net income by 1.3x on average — earnings are well-supported by cash generation.
Debt-to-equity has risen 48.2% recently — increasing financial risk even if the current ratio is manageable.
Revenue declined in 6 of the last 7 quarters — persistent contraction signals a fundamental problem.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Share count is stable — no significant dilution or buyback activity.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation