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C.H. Robinson
CHRW · NASDAQLogistics & Freight Brokerage
The economic chain
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Raw inputs
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Inputsmaterials, equipment & da…Operatorsthe companies at the cent…Products &serviceswhat they make & runDistribution &logisticshow it gets thereCustomers &end marketswho pays···Contract carriersOCNOcean & air carriersFUEDiesel & fuelDATCloud, data & bankingCAPCapital & investorsCHRWC.H. RobinsonNAVNavisphere platformNASNASTGFGlobal ForwardingROADTrucking & LTL networkRAILRail & intermodalRETRetailers & consumer goodsF&BFood, beverage & produceMFGManufacturers & industrial···+ thousands of shippers
Company details
Market cap
$21B
Revenue (FY25)
$16.2B
Net income (FY25)
$0.59B
EPS growth (FY25)
+25%
Rev. growth (FY25)
-8%
Div yield
~1.4%
Carriers
~450K
Shipments / yr
~37M
In plain English
C.H. Robinson is the largest freight broker in North America: an asset-light middleman that owns no trucks, ships or planes, but matches the goods ~80,000 shippers need to move against capacity from a ~450,000-strong network of contract carriers — pocketing the spread. Its Navisphere platform and the NAST truckload/LTL and Global Forwarding ocean-and-air arms move roughly 37 million shipments a year.
In simple terms
What C.H. Robinson really sells
C.H. Robinson is the largest freight broker in North America: an asset-light middleman that owns no trucks, ships or planes, but matches the goods ~80,000 shippers need to move against capacity from a ~450,000-strong network of contract carriers — pocketing the spread. Its Navisphere platform and the NAST truckload/LTL and Global Forwarding ocean-and-air arms move roughly 37 million shipments a year.
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Risk read
Moderate
SteadierMore speculative
Why this rating?