C. H. Robinson Worldwide, Inc. (CHRW) stock — is it a good business?

C. H. Robinson Worldwide, Inc. (CHRW) stock — is it a good business? — InspectStocks

Just reported

Q3 2026 results

From C. H. Robinson Worldwide's results release of October 28, 2026; its quarterly report has since been filed.

Revenue
Actual
$5.36B
+30% y/y
+8.6% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$1.67
+25% y/y
+7.1% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$271.8M
+23% y/y
+6.3% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

How it makes money

North American Surface Transportation: truckload and less-than-truckload freight brokerage73%
Global Forwarding: ocean and air freight, and customs brokerage18%

Shares of revenue are estimates for three months ended June 30, 2026, not figures from a filing.

Competes with

What it sells6

Truckload brokerage
Arranges full-truck shipments by connecting shippers with contracted carriers using dry, refrigerated, flatbed and bulk trailers.
Less-than-truckload shipping
Arranges shipments smaller than a full truckload and may combine freight from multiple customers into one truck.
Ocean freight forwarding
Combines and routes ocean shipments, books space with shipping lines and can arrange pickup and delivery.

Show 3 more

Air freight forwarding
Arranges air shipments, including pickup and delivery to provide door-to-door transport.
Customs brokerage
Helps importers and exporters meet customs rules and complete the paperwork required for goods crossing borders.
Robinson Fresh
Buys, sells and markets fresh fruit, vegetables and other perishable foods, with services such as inventory planning and produce brand management.

Who buys it4

Businesses in many industries, from large multinational companies to small businesses, that buy freight services shipment by shipment or connect their shipping systems to C.H. Robinson’s systems.
Grocery retailers that buy fresh produce and related sourcing services.
Restaurants and food-service distributors that buy fresh produce.
Produce wholesalers that buy fresh produce.

What it stands on, and what could break it

What the business leans on

1It relies on contracted trucking, rail, ocean and air carriers to move customers’ freight and owns very little transportation equipment.
2For many truckload shipments, it buys carrier capacity at spot-market prices even when the customer rate is set in advance; changes in carrier costs and the timing of customer rate changes affect the amount it keeps.
3Its shipment booking, tracking and carrier-matching work relies on Navisphere and other internally developed and third-party technology.
4Its produce business depends on the availability, price, quality and safe handling of fresh produce, which can spoil and requires timely transport.
5Its freight, forwarding, customs and produce activities depend on licenses and compliance with transportation, customs and food regulations in the countries where it operates.

What could go wrong

1Carrier costs can rise faster than customer rates can be changed, particularly when a customer’s rate is contracted but the carrier is paid at a spot-market rate; this can reduce the amount earned per shipment and increase working-capital needs.
2A shortage of contracted carrier capacity or a transportation disruption can delay shipments, raise the cost of moving freight and expose the company to claims.
3A cyberattack, system outage or failure in Navisphere, other internal systems or third-party technology could interrupt shipment booking, tracking and other essential work.

Full financial statements →

About C. H. Robinson Worldwide, Inc.

C.H. Robinson arranges shipments by matching businesses with contracted trucking, rail, ocean and air carriers, and manages services such as shipment tracking and customs paperwork. It generally does not own the vehicles: it charges customers for arranging transportation, pays the carriers, and keeps the amount left over for its services. For managed freight services, it may instead act as the customer’s agent and collect a fee. It also buys, sells and markets fresh fruit and vegetables.

Head office: Eden Prairie, Minnesota
Founded: 1905
Employees: 11,471 (three months ended June 30, 2026, high)
Listed on: NASDAQ
Financial year ends: December 31

Built from C. H. Robinson Worldwide, Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

Just reported

Q3 2026 results

From C. H. Robinson Worldwide's results release of October 28, 2026; its quarterly report has since been filed.

Revenue
Actual
$5.36B
+30% y/y
+8.6% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$1.67
+25% y/y
+7.1% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$271.8M
+23% y/y
+6.3% q/q
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes C. H. Robinson Worldwide is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Integrated Freight and Logistics

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Industrials

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

How it makes money

North American Surface Transportation: truckload and less-than-truckload freight brokerage73%
Global Forwarding: ocean and air freight, and customs brokerage18%

Shares of revenue are estimates for three months ended June 30, 2026, not figures from a filing.

Competes with

What it sells6

Truckload brokerage
Arranges full-truck shipments by connecting shippers with contracted carriers using dry, refrigerated, flatbed and bulk trailers.
Less-than-truckload shipping
Arranges shipments smaller than a full truckload and may combine freight from multiple customers into one truck.
Ocean freight forwarding
Combines and routes ocean shipments, books space with shipping lines and can arrange pickup and delivery.

Show 3 more

Air freight forwarding
Arranges air shipments, including pickup and delivery to provide door-to-door transport.
Customs brokerage
Helps importers and exporters meet customs rules and complete the paperwork required for goods crossing borders.
Robinson Fresh
Buys, sells and markets fresh fruit, vegetables and other perishable foods, with services such as inventory planning and produce brand management.

Who buys it4

Businesses in many industries, from large multinational companies to small businesses, that buy freight services shipment by shipment or connect their shipping systems to C.H. Robinson’s systems.
Grocery retailers that buy fresh produce and related sourcing services.
Restaurants and food-service distributors that buy fresh produce.
Produce wholesalers that buy fresh produce.

What it stands on, and what could break it

What the business leans on

1It relies on contracted trucking, rail, ocean and air carriers to move customers’ freight and owns very little transportation equipment.
2For many truckload shipments, it buys carrier capacity at spot-market prices even when the customer rate is set in advance; changes in carrier costs and the timing of customer rate changes affect the amount it keeps.
3Its shipment booking, tracking and carrier-matching work relies on Navisphere and other internally developed and third-party technology.
4Its produce business depends on the availability, price, quality and safe handling of fresh produce, which can spoil and requires timely transport.
5Its freight, forwarding, customs and produce activities depend on licenses and compliance with transportation, customs and food regulations in the countries where it operates.

What could go wrong

1Carrier costs can rise faster than customer rates can be changed, particularly when a customer’s rate is contracted but the carrier is paid at a spot-market rate; this can reduce the amount earned per shipment and increase working-capital needs.
2A shortage of contracted carrier capacity or a transportation disruption can delay shipments, raise the cost of moving freight and expose the company to claims.
3A cyberattack, system outage or failure in Navisphere, other internal systems or third-party technology could interrupt shipment booking, tracking and other essential work.

Full financial statements →

About C. H. Robinson Worldwide, Inc.

Head office: Eden Prairie, Minnesota
Founded: 1905
Employees: 11,471 (three months ended June 30, 2026, high)
Listed on: NASDAQ
Financial year ends: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

How it makes money

Competes with

What it sells6

Who buys it4

What it stands on, and what could break it

What the business leans on

What could go wrong

About C. H. Robinson Worldwide, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The theme it is part of

Highest-graded in Integrated Freight and Logistics

Grade rose recently in Industrials

How it makes money

Competes with

What it sells6

Who buys it4

What it stands on, and what could break it

What the business leans on

What could go wrong

About C. H. Robinson Worldwide, Inc.

Keep exploring

The theme it is part of

Highest-graded in Integrated Freight and Logistics

Grade rose recently in Industrials

Freight: rail, parcel & trucking

C. H. Robinson Worldwide, Inc.

Growth & cash — 2 of 5

Business trend

Share price and grade over time

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

How it makes money

Competes with

What it sells6

Who buys it4

What it stands on, and what could break it

What the business leans on

What could go wrong

About C. H. Robinson Worldwide, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The theme it is part of

Highest-graded in Integrated Freight and Logistics

Grade rose recently in Industrials

How it makes money

Competes with

What it sells6

Who buys it4

What it stands on, and what could break it

What the business leans on

What could go wrong

About C. H. Robinson Worldwide, Inc.

Keep exploring

The theme it is part of

Highest-graded in Integrated Freight and Logistics

Grade rose recently in Industrials

Freight: rail, parcel & trucking

C. H. Robinson Worldwide, Inc.

Past performance

Growth & cash — 2 of 5

Business trend

Share price and grade over time