C.H. Robinson Worldwide, Inc.
CHRW
Jodie read · what matters now
Revenue fell to $16.2B (down 8.4%); operating margin is +4.9% and operating cash flow covered net income 1.56x, the filing reads like a split signal.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to CHRW, and whether its market group begins moving.
Earlier comparable assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-05-01 against the comparable filing from 2025-05-02.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
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.
Who this business touches
The relationships behind CHRW
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 3 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
CHRW is currently a Follower in the organic co-movement group Integrated Freight Logistics. 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.
Theme membership history
No durable theme membership has been observed for this name yet.