CHRW

MKT CAP:$22B

C.H. Robinson Worldwide, Inc.

Market Cap

$22B

Industrials·Integrated Freight & Logistics·🇺🇸 United States·NASDAQ

Industrials·Integrated·🇺🇸·NASDAQ

Stock Price

$183.74+$20.02 (+12.23%)

Apr 23, 2026

Company Details

C.H. Robinson Worldwide, Inc., together with its subsidiaries, provides freight transportation services and logistics solutions to companies in various industries worldwide. The company operates in two segments, North American Surface Trans...

CEO

David Bozeman

IPO Date

Oct 16, 1997

Website

www.chrobinson.com

Key Metrics TTM

Revenue

$16.2B

-8.4% YoY

Net Income

$587M

EPS (Diluted)

$4.83

Free Cash Flow

$895M

Revenue / Share

$133.43

Gross Margin

8.4%

Operating Margin

4.9%

Net Margin

3.6%

FCF Margin

5.5%

P/S

1.3x

P/E

37.0x

Earnings Reports

Q1 2026

Apr 29, 2026

PENDING

FY 2025

Feb 13, 2026

$16.2B-8.4%EPS $4.83

Q4 2025

Feb 13, 2026

$3.9B-6.5%EPS $1.12

Q3 2025

Oct 31, 2025

$4.1B-10.9%EPS $1.34

Q2 2025

Aug 1, 2025

$4.1B-7.7%EPS $1.26

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q1 22	$6.8B	$493M	$345M
Q2 22	$6.8B	$587M	$470M
Q3 22	$6.0B	$450M	$288M
Q4 22	$5.1B	$341M	$164M
Q1 23	$4.6B	$303M	$161M
Q2 23	$4.4B	$288M	$133M
Q3 23	$4.3B	$291M	$114M
Q4 23	$4.2B	$257M	$107M
Q1 24	$4.4B	$279M	$127M
Q2 24	$4.5B	$326M	$178M
Q3 24	$4.6B	$374M	$180M
Q4 24	$4.2B	$330M	$184M
Q1 25	$4.0B	$325M	$177M
Q2 25	$4.1B	$358M	$216M
Q3 25	$4.1B	$357M	$221M
Q4 25	$3.9B	$320M	$181M

Valuation

Quarter	P/S	P/E
Q1 22	0.9x	23.1x
Q2 22	0.8x	19.8x
Q3 22	0.8x	20.2x
Q4 22	0.9x	23.1x
Q1 23	1.0x	27.7x
Q2 23	1.1x	40.7x
Q3 23	1.2x	55.6x
Q4 23	1.2x	66.8x
Q1 24	1.2x	71.6x
Q2 24	1.2x	65.4x
Q3 24	1.2x	62.5x
Q4 24	1.2x	46.6x
Q1 25	1.3x	42.7x
Q2 25	1.3x	40.6x
Q3 25	1.3x	36.2x
Q4 25	1.3x	37.0x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 22	-$14M	-$40M
Q2 22	$265M	$222M
Q3 22	$625M	$594M
Q4 22	$773M	$746M
Q1 23	$255M	$228M
Q2 23	$225M	$200M
Q3 23	$205M	$201M
Q4 23	$47M	$43M
Q1 24	-$33M	-$56M
Q2 24	$166M	$147M
Q3 24	$108M	$103M
Q4 24	$268M	$265M
Q1 25	$107M	$103M
Q2 25	$227M	$220M
Q3 25	$275M	$269M
Q4 25	$305M	$302M

Capital Expenditures

Quarter	CapEx
Q1 22	$26M
Q2 22	$43M
Q3 22	$31M
Q4 22	$28M
Q1 23	$27M
Q2 23	$24M
Q3 23	$4M
Q4 23	$4M
Q1 24	$22M
Q2 24	$19M
Q3 24	$5M
Q4 24	$3M
Q1 25	$3M
Q2 25	$7M
Q3 25	$6M
Q4 25	$3M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q1 22	+41.9%	+41.3%
Q2 22	+22.9%	+20.0%
Q3 22	-4.0%	-3.8%
Q4 22	-22.1%	-21.1%
Q1 23	-32.3%	-31.2%
Q2 23	-35.0%	-32.2%
Q3 23	-27.8%	-26.2%
Q4 23	-16.7%	-16.1%
Q1 24	-4.3%	-3.7%
Q2 24	+1.4%	+0.4%
Q3 24	+7.0%	+5.6%
Q4 24	-0.9%	-2.8%
Q1 25	-8.3%	-9.7%
Q2 25	-7.7%	-8.9%
Q3 25	-10.9%	-12.3%
Q4 25	-6.5%	-6.7%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 22	$25M	0.4%
Q2 22	$28M	0.4%
Q3 22	$26M	0.4%
Q4 22	$12M	0.2%
Q1 23	$16M	0.3%
Q2 23	$6M	0.1%
Q3 23	$16M	0.4%
Q4 23	$21M	0.5%
Q1 24	$23M	0.5%
Q2 24	$20M	0.4%
Q3 24	$22M	0.5%
Q4 24	$20M	0.5%
Q1 25	$23M	0.6%
Q2 25	$21M	0.5%
Q3 25	$19M	0.5%
Q4 25	$0	0.0%

OpEx Breakdown

Quarter	R&D	SG&A
Q1 22	—	$147M
Q2 22	—	$117M
Q3 22	—	$162M
Q4 22	—	$177M
Q1 23	—	$142M
Q2 23	—	$156M
Q3 23	—	$178M
Q4 23	—	$149M
Q1 24	—	$152M
Q2 24	—	$148M
Q3 24	—	$194M
Q4 24	—	$146M
Q1 25	—	$148M
Q2 25	$14M	$142M
Q3 25	—	$136M
Q4 25	—	$139M

Revenue Segments

Quarter	Sourcing	Transportation Customer’s Freight
Q2 24	$361M	$4.1B
Q3 24	$366M	$4.3B
Q1 25	$325M	$3.7B
Q2 25	$390M	$3.7B
Q3 25	$353M	$3.8B
Q4 25	$341M	$3.6B

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 22	$243M	$0	$243M
Q2 22	$239M	$0	$239M
Q3 22	$188M	$0	$188M
Q4 22	$217M	$0	$217M
Q1 23	$239M	$0	$239M
Q2 23	$210M	$0	$210M
Q3 23	$175M	$0	$175M
Q4 23	$146M	$0	$146M
Q1 24	$122M	$0	$122M
Q2 24	$113M	$0	$113M
Q3 24	$132M	$0	$132M
Q4 24	$146M	$0	$146M
Q1 25	$130M	$0	$130M
Q2 25	$156M	$0	$156M
Q3 25	$137M	$0	$137M
Q4 25	$161M	$0	$161M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q1 22	132M	-0.3%	-2.6%
Q2 22	130M	-1.4%	-3.4%
Q3 22	127M	-2.4%	-4.7%
Q4 22	120M	-5.3%	-9.2%
Q1 23	120M	-0.5%	-9.3%
Q2 23	120M	-0.1%	-8.1%
Q3 23	120M	-0.0%	-5.8%
Q4 23	120M	-0.1%	-0.7%
Q1 24	120M	-0.0%	-0.3%
Q2 24	120M	+0.3%	+0.1%
Q3 24	121M	+1.0%	+1.2%
Q4 24	122M	+0.9%	+2.2%
Q1 25	122M	-0.3%	+1.9%
Q2 25	121M	-0.4%	+1.3%
Q3 25	121M	-0.0%	+0.2%
Q4 25	122M	+0.2%	-0.5%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q1 22	$403.9K	17K
Q2 22	$402.8K	17K
Q3 22	$356.4K	17K
Q4 22	$291.2K	17K
Q1 23	$265.1K	17K
Q2 23	$254.1K	17K
Q3 23	$249.5K	17K
Q4 23	$276.9K	15K
Q1 24	$289.4K	15K
Q2 24	$294.1K	15K
Q3 24	$304.6K	15K
Q4 24	$303.7K	14K
Q1 25	$293.6K	14K
Q2 25	$300.2K	14K
Q3 25	$300.2K	14K
Q4 25	$330.0K	12K

Revenue / Employee