CHRW
C.H. Robinson Worldwide, Inc.
CHRW's fundamentals are mixed: revenue grew 10%, but free cash flow fell 39%. At 24x earnings, it's trading right at its usual valuation. Analysts expect strong earnings growth.
CHRW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Under pressure | |
| Stable |
CHRW's revenue and profitability are currently healthy, and its balance sheet is stable, but its cash flow is under pressure.
CHRW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $85.25 | -37% |
| Forward | 18x | $134 | — |
| Fair | 24x | $132 | -1.6% |
| Current | 24x | $134 | — |
| Expensive | 34x | $188 | +40% |
Historical ranges are pointers, not guarantees.
CHRW's PE is in its fair range at 24x. If earnings grow as analysts expect, today's price would be 18x next year's earnings, in its cheap range.
CHRW Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for CHRW, with profitability holding steady.
CHRW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $7.30 | +31% |
| Q3 2026 | $5.57 | +13% |
| Q2 2026 | $5.24 | +19% |
| Q1 2026 | $4.94 | +18% |
| Q4 2025 | $4.83 | +25% |
| Q3 2025 | $4.94 | +70% |
| Q2 2025 | $4.40 | +58% |
| Q1 2025 | $4.19 | +65% |
| Q4 2024 | $3.86 | +42% |
CHRW's earnings per share have fallen from their peak: $5.57 over the past year, against $8.31 in mid-2022.
CHRW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.4B | +30% |
| Q2 2026 | $4.9B | +19% |
| Q1 2026 | $4B | -0.8% |
| Q4 2025 | $3.9B | -6.5% |
| Q3 2025 | $4.1B | -11% |
| Q2 2025 | $4.1B | -7.7% |
| Q1 2025 | $4B | -8.3% |
| Q4 2024 | $4.2B | -0.9% |
CHRW's revenue is recovering but still below its 2022 peak: $5.4B last quarter, up 30% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.1% | -0.3 points |
| Q2 2026 | 5.2% | 0 points |
| Q1 2026 | 4.4% | 0 points |
| Q4 2025 | 4.6% | +0.3 points |
| Q3 2025 | 5.3% | +1.5 points |
| Q2 2025 | 5.2% | +1.2 points |
| Q1 2025 | 4.4% | +1.5 points |
| Q4 2024 | 4.4% | +1.8 points |
CHRW's operating margin was 5.1% last quarter, about level with the same quarter a year ago.
CHRW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $120.5M | -55% |
| Q2 2026 | $30.9M | -86% |
| Q1 2026 | $66M | -36% |
| Q4 2025 | $302.4M | +14% |
| Q3 2025 | $269.5M | +161% |
| Q2 2025 | $219.8M | +38% |
| Q1 2025 | $103.2M | +$145.1M |
| Q4 2024 | $265.3M | +514% |
CHRW still generates free cash flow, though less than at its 2022 peak: $520M over the past year.
CHRW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.9% | -1M shares |
| 1 year | -2.2% | -2.6M shares |
| 3 years | -0.9% | -1M shares |
| 5 years | -11% | -14.7M shares |
| Available history | -13% | -17.9M shares |
CHRW has 119M diluted shares, down 2.2% from a year ago, with $754M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $207.7M |
| Q2 2026 | $219.5M |
| Q1 2026 | $212.7M |
| Q4 2025 | $114.4M |
| Q3 2025 | $111.5M |
| Q2 2025 | $81.1M |
| Q1 2025 | $47.7M |
| Q4 2024 | — |
CHRW spent $754M buying back its own shares over the past year, about three times what it spent the year before.
CHRW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.7x | Healthy |
| Q2 2026 | 1.6x | Healthy |
| Q1 2026 | 1.3x | Healthy |
| Q4 2025 | 1.0x | Healthy |
| Q3 2025 | 1.2x | Healthy |
| Q2 2025 | 1.4x | Healthy |
| Q1 2025 | 1.5x | Healthy |
| Q4 2024 | 1.6x | Healthy |
CHRW's net debt is about 1.7 years of its operating earnings (EBITDA), up from 1.2 years a year ago.
CHRW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.0 | Neutral |
| Stochastic | 15.4 | Oversold |
CHRW's weekly RSI is 41 (neutral) and its Stochastic is 15 (oversold).
CHRW PE vs Industrials Sector
| Metric | CHRW | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 24x | 0.4% above |
| PE % | 51 | 58 | 7 pts below |
CHRW is trading at 24x earnings, in line with the Industrials sector's median of 24x.
CHRW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $139.0 | 3.3% below |
| 20 week MA | $154.1 | 13% below |
| 50 week MA | $166.9 | 19% below |
| 100 week MA | $139.0 | 3.3% below |
| 200 week MA | $115.3 | 17% above |
CHRW has fallen below most of its moving averages, though it's still 17% above its 200-week average.
CHRW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $77.9 | $94.7 | +21% |
| 2021 | $94.7 | $102.5 | +8.2% |
| 2022 | $102.5 | $93.1 | -9.1% |
| 2023 | $93.1 | $86.4 | -7.2% |
| 2024 | $86.4 | $103.9 | +20% |
| 2025 | $103.9 | $164.6 | +58% |
| 2026 YTD | $164.6 | $134.4 | -18% |
CHRW has finished higher in four of the last six years. It's down 18% so far in 2026.