C.H. Robinson (CHRW) Research | Aerarium Research

Forward Estimates

EPS Estimates

Current Qtr

$1.52

$1.36$1.78

vs $1.29+18.0%

22 analysts

Next Qtr

$1.70

$1.37$1.87

vs $1.40+21.7%

22 analysts

Current Yr

$6.16

$5.47$6.53

vs $5.09+20.9%

24 analysts

Next Yr

$7.35

$5.53$8.20

vs $6.16+19.4%

24 analysts

Revenue Estimates

Current Qtr

$4.27B

$4.12B$4.68B

vs $4.14B+3.3%

19 analysts

Next Qtr

$4.40B

$4.18B$4.75B

vs $4.14B+6.3%

17 analysts

Current Yr

$16.89B

$16.32B$18.03B

vs $16.23B+4.0%

21 analysts

Next Yr

$18.09B

$17.07B$20.48B

vs $16.89B+7.1%

21 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for CHRW on EDGAR.

CHRW filing events and research context
Filed	Item	Context
Feb 13, 2026	business	C.H. Robinson Worldwide is a global logistics leader operating through two primary reportable segments: North American Surface Transportation (NAST) and Global Forwarding. The company facilitates the movement of goods via truckload, less-than-truckload (LTL), ocean, air, and intermodal services, supported by a network of 450,000 contract carriers and 75,000 customers. Beyond core brokerage, it provides value-added services including customs brokerage, supply chain consulting, and 4PL/3PL managed solutions. A small portion of its business, Robinson Fresh, focuses on the sourcing and marketing of perishable produce. The company’s competitive strategy centers on its proprietary Navisphere platform and "Lean AI" methodology. By leveraging one of the industry’s largest datasets, C.H. Robinson utilizes generative and agentic AI to automate shipment lifecycles, optimize dynamic pricing, and improve carrier matching. This technology-driven approach aims to expand operating margins and increase market share in a highly fragmented, competitive landscape. Financial performance is primarily driven by the spread between customer pricing and carrier costs, with transportation services accounting for approximately 95% of adjusted gross profits. Key risks include intense competition from both traditional and digital logistics providers, reliance on proprietary intellectual property, and exposure to global supply chain volatility.
Feb 13, 2026	mda	C.H. Robinson (CHRW) is a global logistics provider that generated $16.2 billion in total revenue in 2025. The company operates primarily through North American Surface Transportation (NAST), Global Forwarding, and a portfolio including Robinson Fresh and Managed Solutions. Performance is measured primarily by adjusted gross profit, which totaled $2.73 billion in 2025, a 1.3% decrease from 2024. The 2025 operating environment was characterized by a contracting North American surface market, where tightening capacity and regulatory pressures drove up truckload linehaul rates by approximately 2.5%. Conversely, the Global Forwarding segment faced persistent headwinds from excess vessel capacity and weak global demand, leading to a 4.5% decline in ocean volumes and an 11.5% drop in air freight tonnage. Strategic priorities center on "Lean AI" and digital transformation, utilizing the proprietary Navisphere platform to automate shipment lifecycles and optimize pricing. The company maintains a highly variable cost model, supported by 450,000 contract carriers and 11,855 employees. Key financial actions in 2025 included the divestiture of the Europe Surface Transportation business, a 18.8% increase in operating income to $795 million, and the authorization of an additional $2 billion for share repurchases, reflecting a commitment to returning capital to shareholders.
Feb 13, 2026	risk_factors	C.H. Robinson’s business model relies on a vast, non-asset-based network of over 450,000 contracted motor carriers, exposing the company to risks regarding capacity availability, carrier pricing volatility, and the financial stability of third-party providers. Because the company does not own significant transportation equipment, it is highly dependent on these external relationships to meet customer demand across dry van, temperature-controlled, flatbed, and bulk capacity segments. Financial performance is sensitive to cyclical economic downturns, which can reduce freight volumes—particularly in the retail, manufacturing, and technology sectors—and increase credit risk among customers. The company faces intense competition from both traditional asset-based carriers and technology-driven, AI-enabled platforms. Failure to keep pace with automation and AI integration could erode margins and operational efficiency. Operational risks include heavy reliance on internally developed technology, making the company a target for sophisticated cyberattacks that could disrupt service or compromise sensitive data. International operations are further complicated by fluctuating trade policies, tariffs, and complex global data privacy regulations. Additionally, the company’s fresh produce sourcing business is subject to volatile commodity pricing, weather-related supply disruptions, and significant product liability and contamination risks. Finally, the company faces potential legal exposure from accidents involving third-party carriers and must navigate a stringent, evolving regulatory landscape across transportation, environmental, and tax jurisdictions.

Filed

Item

Context

Feb 13, 2026

business

C.H. Robinson Worldwide is a global logistics leader operating through two primary reportable segments: North American Surface Transportation (NAST) and Global Forwarding. The company facilitates the movement of goods via truckload, less-than-truckload (LTL), ocean, air, and intermodal services, supported by a network of 450,000 contract carriers and 75,000 customers. Beyond core brokerage, it provides value-added services including customs brokerage, supply chain consulting, and 4PL/3PL managed solutions. A small portion of its business, Robinson Fresh, focuses on the sourcing and marketing of perishable produce. The company’s competitive strategy centers on its proprietary Navisphere platform and "Lean AI" methodology. By leveraging one of the industry’s largest datasets, C.H. Robinson utilizes generative and agentic AI to automate shipment lifecycles, optimize dynamic pricing, and improve carrier matching. This technology-driven approach aims to expand operating margins and increase market share in a highly fragmented, competitive landscape. Financial performance is primarily driven by the spread between customer pricing and carrier costs, with transportation services accounting for approximately 95% of adjusted gross profits. Key risks include intense competition from both traditional and digital logistics providers, reliance on proprietary intellectual property, and exposure to global supply chain volatility.

Feb 13, 2026

mda

C.H. Robinson (CHRW) is a global logistics provider that generated $16.2 billion in total revenue in 2025. The company operates primarily through North American Surface Transportation (NAST), Global Forwarding, and a portfolio including Robinson Fresh and Managed Solutions. Performance is measured primarily by adjusted gross profit, which totaled $2.73 billion in 2025, a 1.3% decrease from 2024. The 2025 operating environment was characterized by a contracting North American surface market, where tightening capacity and regulatory pressures drove up truckload linehaul rates by approximately 2.5%. Conversely, the Global Forwarding segment faced persistent headwinds from excess vessel capacity and weak global demand, leading to a 4.5% decline in ocean volumes and an 11.5% drop in air freight tonnage. Strategic priorities center on "Lean AI" and digital transformation, utilizing the proprietary Navisphere platform to automate shipment lifecycles and optimize pricing. The company maintains a highly variable cost model, supported by 450,000 contract carriers and 11,855 employees. Key financial actions in 2025 included the divestiture of the Europe Surface Transportation business, a 18.8% increase in operating income to $795 million, and the authorization of an additional $2 billion for share repurchases, reflecting a commitment to returning capital to shareholders.

Feb 13, 2026

risk_factors

C.H. Robinson’s business model relies on a vast, non-asset-based network of over 450,000 contracted motor carriers, exposing the company to risks regarding capacity availability, carrier pricing volatility, and the financial stability of third-party providers. Because the company does not own significant transportation equipment, it is highly dependent on these external relationships to meet customer demand across dry van, temperature-controlled, flatbed, and bulk capacity segments. Financial performance is sensitive to cyclical economic downturns, which can reduce freight volumes—particularly in the retail, manufacturing, and technology sectors—and increase credit risk among customers. The company faces intense competition from both traditional asset-based carriers and technology-driven, AI-enabled platforms. Failure to keep pace with automation and AI integration could erode margins and operational efficiency. Operational risks include heavy reliance on internally developed technology, making the company a target for sophisticated cyberattacks that could disrupt service or compromise sensitive data. International operations are further complicated by fluctuating trade policies, tariffs, and complex global data privacy regulations. Additionally, the company’s fresh produce sourcing business is subject to volatile commodity pricing, weather-related supply disruptions, and significant product liability and contamination risks. Finally, the company faces potential legal exposure from accidents involving third-party carriers and must navigate a stringent, evolving regulatory landscape across transportation, environmental, and tax jurisdictions.

Forward Estimates

CHRW filing events and research context

Keep researching CHRW

Related tickers

Related explainers

Forward Estimates