Feed / CHRW

C.H. Robinson Worldwide, Inc.

CHRW

Industrials · 152.59 +1.4% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

C.H. Robinson Worldwide, Inc.'s current read is isolated; its market group is not confirming.

The latest filing evidence is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

What changed
  • Revenue decreased 0.8% versus the comparable filing period.
Company+1.4% todayVolume comparison unavailable
Market group0 of 13 activeDomestic Economic Cyclicals · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • CHRW's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if CHRW's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Integrated Freight & Logistics

The latest filing evidence is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges
  • Revenue decreased 0.8% versus the comparable filing period.
  • Operating cash flow covered only 0.47x net income.
What would clarify the read
  • CHRW's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations601
Usable filing statements290
Verified relationships0
Evidence supporting the case
  • Operating margin changed +1.1 percentage points in the latest annual period.
  • Operating cash flow covered net income at 1.56x in the latest annual period.
  • Tariffs and trade policy has repeated favorable evidence across 5 filings.
  • Supply chain and availability has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Latest annual revenue changed -8.4% year over year.
  • Credit and interest rates has repeated adverse evidence across 5 filings.
  • Demand and volume has repeated adverse evidence across 5 filings.
  • Energy and commodity prices has repeated adverse evidence across 5 filings.
  • Pricing and mix has repeated adverse evidence across 5 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 5 filings.
Questions before a position
  • EV/sales is 44% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

152.59
6m-13.2%12m+21.1%24m+49.3%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$23.1B+42.5%$6.31-1.7%
2022-12-31$24.7B+6.9%$7.40-5.0%
2023-12-31$17.6B-28.7%$2.72-5.9%
2024-12-31$17.7B+0.7%$3.86+0.8%
2025-12-31$16.2B-8.4%$4.83+0.7%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 5 filings
“Net cash used for financing activities decreased significantly in the six months ended June 30, 2026 compared to the six months ended June 30, 2025, driven by an increase in net borrowings on debt, partially offset by an increase in cash returned to sharehold…”
10-Q · Jul 31, 2026 ↗
Demand and volumemixed · 5 filings
“In our global forwarding business, air freight pricing and costs increased, reflecting a contraction in effective global capacity from Middle East conflicts, which drove airspace restrictions, longer flight times, and a sharp increase in jet fuel prices, whil…”
10-Q · Jul 31, 2026 ↗
Energy and commodity pricesmixed · 5 filings
“In our global forwarding business, air freight pricing and costs increased, reflecting a contraction in effective global capacity from Middle East conflicts, which drove airspace restrictions, longer flight times, and a sharp increase in jet fuel prices, whil…”
10-Q · Jul 31, 2026 ↗
Input and raw-material costsmixed · 5 filings
“In our global forwarding business, air freight pricing and costs increased, reflecting a contraction in effective global capacity from Middle East conflicts, which drove airspace restrictions, longer flight times, and a sharp increase in jet fuel prices, whil…”
10-Q · Jul 31, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.1× · EV/sales 1.2×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

152.59+1.4% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for CHRW. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Latest filing assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-05-01 against the comparable filing from 2025-05-02.

cautious
OperationscautiousEvidence score -2
liquiditycautiousEvidence score -1
valuationmixed

What improved

No thresholded improvement was identified.

What weakened

  • Revenue decreased 0.8% versus the comparable filing period.
  • Operating cash flow covered only 0.47x net income.

Filing receipts

“The decrease in cash provided by operating activities was primarily driven by higher pricing in the North American surface transportation market toward the end of the first quarter of 2026.”

“Global Forwarding total revenues and direct costs decreased significantly in the first quarter of 2026, primarily driven by lower volumes across all services and significantly lower pricing and purchased transportation costs in ocean services.”

“Total transportation revenues and direct costs decreased primarily due to lower volume in ocean and truckload services and lower pricing in ocean services, partially offset by higher pricing in truckload and LTL services.”

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Business ecosystem

The relationships behind CHRW

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

RXOFWRDKNX

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

CHRW is currently a Participant in the organic co-movement group Domestic Economic Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for CHRW; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.