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C.H. Robinson Worldwide, Inc. (CHRW), situated in Eden Prairie, Minnesota, provides freight transportation and related logistics and supply chain services. Valued at a market cap of $12.3 billion, the company also distributes and markets fresh fruits, vegetables, and other value-added perishable items under the Robinson Fresh brand name.
Companies worth $10 billion or more are generally described as “large-cap” stocks, and C.H. Robinson fits right into that category. The company stands out as one of the world’s largest logistics platforms, managing $22 billion in freight and handling 19 million shipments annually through a network of over 300 offices and a workforce exceeding 15,000.
Shares of CHRW are trading 9.5% below their 52-week high of $114.82, which they hit recently on Dec. 13, and have plunged 4.1% over the past three months, compared to the broader Industrial Select Sector SPDR Fund (XLI), which posted 1.2% fall during the same period.
CHRW stock has surged 18.4% over the past six months, outpacing XLI’s 9.4% gains. Moreover, shares of CHRW have gained 19.6% over the past 52 weeks, surpassing XLI’s 16.8% return over the same time period.
To confirm its bullish trend, CHRW has been trading above its 200-day moving average since mid-May but has recently come under its 50-day moving average since mid-December.
On Dec. 12, CHRW surged over 4% after announcing at its Investor Day conference that it anticipates income from operations between $903 million and $1 billion in 2026, significantly exceeding the $851 million consensus estimate.
At his first investor day as CEO, Dave Bozeman outlined plans to grow market share and expand operating margins, despite challenges like a freight recession, higher tariffs, and the company's ongoing turnaround. Executives also addressed the potential impact of President Trump's proposed tariffs on goods from China, Mexico, and Canada. With C.H. Robinson serving nearly 100,000 clients,
CHRW’s outperformance becomes more evident compared to its rival, Expeditors International of Washington, Inc. (EXPD), which fell 11.6% over the past 52 weeks.
Despite CHRW’s recent outperformance relative to the broader market, analysts remain cautiously bullish about its prospects. The stock has a consensus rating of “Moderate Buy” from 23 analysts in coverage, and its mean price target of $114.81 indicates a potential upswing of 10.5% from the prevailing market prices.
