NASDAQ:CHRW

CH Robinson Worldwide (CHRW)

178.48
-0.17 (0.10%)
as of Jun 1, 2026, 2:58:03 pm Market Open.
19 watching
0
Investor Insights
star iconJun 1, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

CH Robinson Worldwide (CHRW-Q) experienced a notable 5% surge in its stock price following the recent earnings announcement. The company reported an earnings beat, showcasing its ability to outperform expectations despite facing challenges such as a decline in sales and weak pricing in its truckload services. Interestingly, CH Robinson is managing to gain market share, which indicates a certain resilience in a broader context of a struggling freight business. This situation reflects a complex environment where operational efficiency and strategic positioning may play pivotal roles in navigating market adversities. Overall, while challenges exist, the company's performance underscores its potential for growth in competitive markets.

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Consensus
Bullish
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Valuation
Fair Value
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WEAK BUY

Popped 5% after earnings yesterday. Reported an earnings beat, but sales decline and weak pricing for truckload services. They're gaining from market share gains in spite of a weak freight business.

DON'T BUY

A good company, but it's in the wrong spot in this economy. Plus, the stock isn't cheap vs. peers.

BUY ON WEAKNESS
For logistics exposure, look at Maersk, the biggest shipping company in the world. You can also look at FDX, CJT, or CHRW. Stocks have gone hyperbolic, and have now come back a bit. A lot of funds are selling out. Quality company, structural growth story. You make money when you buy, not when you sell. Buying on the pullback will lock in bigger gains.
DON'T BUY

He sold out of this in 2018. The challenge is that they are going up against Amazon for online sales of industrial products. Amazon can provide the product are more competitive pricing, so CHRW will struggle going forward.

BUY ON WEAKNESS

A supplier, not a competitor, of Amazon. Peers include rails or trucking companies. They're cyclicals, so buy them when there's a selloff. If you get a good entry point, a good company to look at.

COMMENT
It has two pretty good competitors, but there's room for all 3 companies.
WATCH
Making acquisitions to get global access. US trucking business is slowing. Logistics firms are having trouble. Have to give them time to work out the kinks of this pivot. Little debt. Free cash flow can pay that down. Dividend growth has slowed.
BUY
He likes asset light. Basically a logistic firm. They suffer when gas prices are rising. There is a dearth in trucks drivers now. They are hurting in their fresh business now. They are making good margins on everything else. They have price power. As well as the economy is doing well they do well.
COMMENT

They are a freight forwarder. They arrange for either the shipper to get their goods to market or a purchaser to bring goods to market from elsewhere in the world. They are victims of deglobalization. They become a lot less necessary if goods are going to travel shorter distances. He says that Amazon has also disrupted this market; it has become the Uber of logistics. Merchants can sell through Amazon and let it take care of shipping their products anywhere. Amazon has commoditized freight. He believes that freight forwarders will participate in the economic cycle but they will be much less important in the future because of the decline of trade and because of the added presence of companies like Amazon that can basically find the empty space on any truck to get a product to market.

COMMENT

Has owned this since 2012-2013. This is logistics for trucking and transport. It was mostly US, but have gotten into airfreight marine with their latest acquisition of a logistics company in New Zealand and Australia. Because the headcount is so low, this is known as an asset light business, where the current assets are greater than the total liabilities. Chances of going bankrupt are slim to nil.

BUY ON WEAKNESS

Trucking company. He is a big fan of logistics companies. This has had a fabulous run. Amazon is a procurement agent where people can get product delivered to their homes. This company does short-haul deliveries in the US, and might be well positioned. A better position for a recovery in the US comes in terms of intermodal, and might be more beneficial for this company. Thinks you have to wait for this to slip.

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CH Robinson Worldwide (CHRW) Frequently Asked Questions

What is CH Robinson Worldwide stock symbol?

CH Robinson Worldwide is a American stock, trading under the symbol CHRW (previously CHRW-Q on Stockchase) on the NASDAQ (CHRW). It is usually referred to as NASDAQ:CHRW or CHRW

Is CH Robinson Worldwide a buy or a sell?

In the last year, 1 stock analyst published opinions about CHRW (previously CHRW-Q on Stockchase). 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY on WEAKNESS. Read the latest stock experts' ratings for CH Robinson Worldwide.

Is CH Robinson Worldwide a good investment or a top pick?

CH Robinson Worldwide was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for CH Robinson Worldwide.

Why is CH Robinson Worldwide stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for help on deciding if you should buy, sell or hold the stock.

Is CH Robinson Worldwide worth watching?

1 stock analyst on Stockchase covered CH Robinson Worldwide in the last year. It is a trending stock that is worth watching.

What is CH Robinson Worldwide stock price?

On 2026-06-01, CH Robinson Worldwide (CHRW) stock closed at a price of $178.48.