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C.H. Robinson Worldwide CHRW

C.H. Robinson Worldwide scores average on business quality (4.6 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$142.31Oct 10, 2026
Business qualityAverage
Next earningsOct 28, 2026, after the close
Insiders, 90 daysQuiet

Why it matters

  1. What C.H. Robinson Worldwide does

    C.H. Robinson Worldwide operates as a third-party logistics provider, matching shippers with motor carriers and other transportation modes to generate fee-based revenue. Shippers pay for freight brokerage and forwarding services to manage complex supply chains without owning physical transport fleets.

  2. What it does best

    C.H. Robinson manages a massive global network of contracted carriers, generating $17.0B in revenue through superior logistics scale. This density gives it pricing power and carrier availability that smaller brokers cannot easily match.

  3. The main risk

    A new lawsuit approach accusing the company of RICO violations threatens legal overhang and potential financial liabilities that could disrupt broker-shipper relationships.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin stands at 5.2% with a gross margin of 16.3%, ranking in the 9th percentile of its sector. Profitability remains constrained by the pass-through nature of freight brokerage.

MoatFair

The network effect locks in both shippers and independent carriers through massive scale, reflected in a high ROE of 36.0% but limited by low gross margins of 16.3%.

GrowthSlow

Revenue growth sits at -8.4%, ranking in the bottom quartile at the 3rd percentile of its sector and lagging historical levels as freight markets remain soft.

Financial healthStrong

Total debt sits at $1.1B against $161M in cash, supported by an interest coverage of 15x making debt costs manageable. Free cash flow reached $617M, reflecting a strengthening balance sheet.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on CHRW

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is CHRW a good business?

C.H. Robinson Worldwide scores average on the Cluenex quality check (4.6 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health strong.

Are insiders buying CHRW?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does CHRW report earnings?

Oct 28, 2026, after the close.

For members

See CHRW today

  • Today's verdict on CHRW, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “C.H. Robinson Worldwide (CHRW)”, https://cluenex.com/stocks/chrw/, data as of Oct 10, 2026.