C.H. Robinson (CHRW) stock
Industrials · Air Freight & Logistics
C.H. Robinson (CHRW) is an Air Freight & Logistics company in the Industrials sector, headquartered in Eden Prairie, Minnesota. As of October 23, 2026, CHRW closed at $141.17, a market capitalization of $16.30 billion, the 440th largest company in the S&P 500. Over the last twelve months it generated $17.00 billion in revenue (+19% year over year) and $807.11 million in free cash flow. The stock trades at 26.9x trailing earnings and 18.8x forward earnings.
- 1-year total return: +14.3% (dividends reinvested)
- 5-year return: +9.7% a year
- 52-week range: $126.17 – $210.33
- Gross margin 8.4%, operating margin 5.3%
- Dividend yield: 1.79%, 28 straight years of increases
- FI Handbook report card: C+ across 10 metrics
- 74th largest of 83 Industrials stocks in the S&P 500
CHRW price chart
1Y price change: +12.6% (price only; total returns below include dividends)
| Total return | 1M | YTD | 1Y | 3Y | 5Y | 10Y | MAX |
|---|---|---|---|---|---|---|---|
| CHRW | -5.7% | -11.2% | +14.3% | +21.5% | +9.7% | +9.9% | +13.7% |
Dividends reinvested. 3Y and longer are annualized; MAX is annualized since 1997.
CHRW key statistics
- Market cap
- $16.3B
- #440 in S&P 500
- P/E (TTM)
- 26.9x
- Forward P/E
- 18.8x
- EPS (TTM)
- $5.24
- Revenue (TTM)
- $17.0B
- +19%
- Free cash flow
- $807.1M
- Gross margin
- 8.4%
- Operating margin
- 5.3%
- Return on equity
- 37.1%
- Dividend yield
- 1.79%
- 52-week range
- $126.17 – $210.33
- Beta
- 0.95
- Price / sales
- 1.0x
- EV / EBITDA
- 19.6x
- Debt / equity
- 1.21x
- Employees
- 11,599
CHRW report card
C+Ten fundamentals graded A to F against fixed thresholds. Not a buy or sell rating.
- Revenue growth19.3%B
- Gross margin8.4%F
- Operating margin5.3%D
- FCF margin4.7%D
- Return on equity37.1%A
- Net debt / EBITDA1.9xC
- Forward P/E18.8xB
- PEG ratio1.9xC
- Shareholder yield4.0%B
- Share count change / yr-2.3%A
C.H. Robinson Worldwide financials
Revenue went from $13.1B in fiscal 2016 to $16.2B in fiscal 2025, growing 2.4% a year.
| Fiscal year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $13.1B | $14.9B | $16.6B | $15.3B | $16.2B | $23.1B | $24.7B | $17.6B | $17.7B | $16.2B |
| Gross profit | $11.8B | $13.6B | — | — | — | — | — | — | — | — |
| Operating income | $837.5M | $775.1M | $912.1M | $790.0M | $673.3M | $1.1B | $1.3B | $514.6M | $669.1M | $795.0M |
| Net income | $513.4M | $504.9M | $664.5M | $577.0M | $506.4M | $844.2M | $940.5M | $325.1M | $465.7M | $587.1M |
| EPS (diluted) | $3.59 | $3.57 | $4.73 | $4.19 | $3.72 | $6.31 | $7.40 | $2.72 | $3.86 | $4.83 |
| Free cash flow | $456.0M | $343.9M | $747.9M | $799.1M | $476.1M | $60.8M | $1.6B | $702.0M | $486.4M | $894.9M |
| Buybacks | $172.9M | $185.5M | $301.0M | $309.4M | $177.5M | $581.8M | $1.5B | $63.9M | $0 | $354.7M |
| Dividends paid | $245.4M | $258.2M | $265.2M | $277.8M | $210.0M | $277.3M | $285.3M | $291.6M | $294.8M | $301.4M |
| Diluted shares | 143.0M | 141.4M | 140.4M | 137.7M | 136.2M | 133.8M | 127.2M | 119.7M | 120.7M | 121.5M |
Source: SEC filings (10-K XBRL). EPS and share counts are split-adjusted.
What's priced into CHRW?
A reverse DCF asks what growth the current price requires. With an enterprise value of $18.1B and $807.1M of trailing free cash flow, C.H. Robinson Worldwide needs to grow free cash flow about 13.5% a year for ten years (fading to 3.0% terminal growth) to earn a 10% annual return. For context, free cash flow grew 13.5% a year over the last five years.
P/E ratio history
Current 29.2x vs. median 24.2x (10th–90th percentile 15.9x–34.2x).
A model, not a forecast or advice. Small changes in assumptions move the answer a lot.
CHRW dividend
- Dividend yield
- 1.79%
- Annual dividend
- $2.52
- Years of increases
- 28
- 5-yr dividend growth
- 4.1%
- per year
- Payout ratio
- 48%
- Payments per year
- 4
Regular dividends per share by calendar year; special dividends excluded. Current year omitted until complete.
CHRW analyst price targets
23 analysts' average 12-month target is $192.13 (+36% vs. $141.17). Targets range from $131.00 to $235.00. 78% rate it a buy.
CHRW earnings
Next report: October 28, 2026. C.H. Robinson Worldwide has beaten EPS estimates 8 quarters in a row.
| Report date | EPS estimate | EPS actual | Surprise |
|---|---|---|---|
| Jul 29, 2026 | $1.52 | $1.61 | +5.6% |
| Apr 29, 2026 | $1.23 | $1.35 | +9.6% |
| Jan 28, 2026 | $1.13 | $1.23 | +9.2% |
| Oct 29, 2025 | $1.30 | $1.40 | +7.4% |
| Jul 30, 2025 | $1.16 | $1.29 | +11.6% |
| Apr 30, 2025 | $1.05 | $1.17 | +11.4% |
| Jan 29, 2025 | $1.11 | $1.21 | +9.3% |
| Oct 30, 2024 | $1.15 | $1.28 | +11.4% |
Stocks like CHRW
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|---|---|---|---|---|---|
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CHRW news
- C.H. Robinson Gears Up for Q3 Earnings: What's in Store for the Stock? · Oct 23, 2026
- Did Earnings Estimates Shift Just Change C.H. Robinson's (CHRW) Investment Narrative? · Oct 23, 2026
- C.H. Robinson Appoints Valerie Capers Workman Chief Human Resources Officer to Advance the Next Phase of Transformation · Oct 22, 2026
- TQL’s RICO response: rips carriers’ ‘poor business practices’ · Oct 21, 2026
- CH Robinson (CHRW) Earnings Grew 24.8% in a Freight Slump, Can That Last? · Oct 21, 2026
CHRW stock FAQ
What is CHRW's market cap?
C.H. Robinson's market capitalization is $16.30 billion as of October 23, 2026, ranking 440th in the S&P 500.
What is CHRW's P/E ratio?
CHRW trades at a trailing price-to-earnings ratio of 26.9x and a forward P/E of 18.8x. Its median P/E over the period we track is 24.2x.
Does CHRW pay a dividend?
Yes. C.H. Robinson pays $2.52 per share a year, a 1.79% yield. It has raised its dividend 28 years in a row. Dividends grew 4.1% a year over the last five years.
How much has CHRW stock returned?
Including reinvested dividends, CHRW returned +14.3% over one year, +9.7% a year over five years, +9.9% a year over ten years through October 23, 2026.
Is CHRW stock overvalued?
At today's price, a reverse discounted cash flow model (10% discount rate, 3% terminal growth) implies C.H. Robinson must grow free cash flow about 13% a year for the next decade. Its free cash flow grew 13% a year over the last five years. Whether that is achievable decides if the stock is cheap or expensive. This is a model, not advice.
What is the CHRW price target?
23 analysts cover CHRW with an average 12-month price target of $192.13, +36% from the current price. 78% of them rate it a buy.
When does CHRW report earnings?
C.H. Robinson is expected to report earnings on October 28, 2026. It has beaten EPS estimates 8 quarters in a row.
How many employees does C.H. Robinson have?
C.H. Robinson has about 11,599 full-time employees, or $1.5 million of revenue per employee.
Sources: SEC EDGAR filings, Yahoo Finance market data (delayed), FI Handbook calculations. Last close October 23, 2026. Methodology