C.H. Robinson is an asset-light third-party logistics company that arranges the movement of freight for shippers. It uses a large network of carriers to move truckload and less-than-truckload freight, and it also offers ocean, air and customs services through its global forwarding business. Customers include manufacturers, retailers and food producers, and its Navisphere technology platform connects them with carriers.
The company earns revenue from freight charges billed to shippers, and keeps the gap over what it pays carriers. Sales for the last twelve months came to $17.0 billion, but revenue growth over the last three years was -13.1% a year. The operating margin is 4.9%, while the business earns a profit of 20% on the capital invested in it. It carries net debt of 1.9 times EBITDA. A dividend is paid, with a yield of 1.8%. On the site's X-Ray Score it receives 42 out of 100.
Written with AI from public information and the filing figures on this page, then checked automatically for unsupported numbers. It can contain mistakes: read the company's own filings below before relying on it.
52-wk range $123.47 – $209.43Volume 3,653,900Daily, split-adjusted
Vitals
Market cap$16.7B
52-week range$123.47 – $209.43
Volume (last day)3,653,900
P/E (TTM)26.6
EBIT / EV yield4.5%
Free-cash-flow yield4.0%
Dividend yield1.8%
Revenue (TTM)$17.0B
Net income (TTM)$633M
Operating margin4.9%
Return on capital19.7%
Debt incl. leases$2.0B
Cash & securities$155M
Debt = borrowings plus lease liabilities. Cash & securities = cash, equivalents and short-term marketable securities (long-term securities are not counted, so net cash can be understated for companies like Apple). Net debt = debt minus cash & securities. Source: latest SEC 10-Q/10-K. EBIT / EV yield = operating profit divided by market cap plus net debt.
Fair value estimate
$136model spread $128 – $145
Fair−2.4% to fair value
Equal blend of three models: peer multiples, a fundamentals-adjusted multiple (growth, ROIC and margin) and a 10-year DCF scaled to the market's average. Earnings-power value (no growth) is a floor and not part of the blend. Model uncertainty is Medium, so the safety margin is 30%.
Price $139
Undervalued < $95Fair $95 – $177Overvalued > $177
10-year DCF (market-scaled)
$124
Peer multiples
$143
Earnings power floor (not blended)
$46
Fundamentals-adjusted multiple
$142
Growth the price implies
14.1%/yr
A model estimate, not a price target or recommendation. Inputs: risk-free 5.09%, equity risk premium 4.23% (Damodaran). How it works.
What this means
Average business, fairly priced
The price sits inside our fair-value band. A high score does not guarantee a good outcome; it shifts the odds a little. Use the checklist as a prompt for your own research.
Before you invest · decision checklist
Ticked boxes are filled in from our data; the rest are yours to answer.
The five-lens scan
Every score explained in one sentence, ranked against Industrials peers. Open a lens to see the numbers behind it.
ValuationFair
51/100
Priced about in line with its sector.
See the numbers →
EBIT / EV yield4.5%
Free-cash-flow yield4.0%
Fair value vs price1.0×
GrowthWeak
7/100
Growing slower than most of its sector.
See the numbers →
Revenue growth (3y)-13.1%
EPS growth (3y)-13.3%
Growth consistency30%
ProfitabilityWeak
44/100
Earns lower returns on its capital than most peers.
See the numbers →
Return on invested capital19.7%
Operating margin4.9%
Financial healthFair
68/100
Balance sheet is in typical shape for its sector.
See the numbers →
Piotroski F-Score7 / 9
Net debt / EBITDA1.9×
Interest coverNo interest cost
DividendsWeak
34/100
Dividend is modest or less certain than peers.
See the numbers →
Dividend yield1.8%
Dividends vs free cash flow45%
Dividend growth1.8%
Quarterly results: last 6 quarters
-8.3%Mar '25
-7.7%Jun '25
-10.9%Sep '25
-6.5%Dec '25
-0.8%Mar '26
+19.3%Jun '26
Revenue against the same quarter a year earlier. Latest quarter revenue $4.9B, diluted EPS $1.56.
Other Air Freight & Logistics companies by X-Ray Score.
Fundamentals checklist
● 4 Good · ● 5 Average · ● 6 Bad
Cash quality
Earnings backed by cashBad
Free-cash-flow yieldAverage
Risk models
Altman Z''Good
Piotroski F-ScoreGood
Growth
EPS growth (3y)Bad
Free-cash-flow growth (3y)Bad
Revenue growth (3y)Bad
Growth consistencyBad
Balance sheet
Current ratioGood
Net debt / EBITDAAverage
Interest coverGood
Valuation
Fair value vs priceAverage
EBIT / EV yieldAverage
Profitability
Return on invested capitalAverage
Operating marginBad
Each check is graded against the company's sector, not a fixed number. Checklist score 38/100.
Financials
FY21
FY22
FY23
FY24
FY25
Revenue
$23.1B
$24.7B
$17.6B
$17.7B
$16.2B
Operating income
$1.1B
$1.3B
$515M
$669M
$795M
Net income
$844M
$941M
$325M
$466M
$587M
Operating cash flow
$95M
$1.7B
$732M
$509M
$915M
Operating margin
4.7%
5.1%
2.9%
3.8%
4.9%
Free cash flow
$61M
$1.6B
$702M
$486M
$895M
Diluted EPS
$6.31
$7.40
$2.72
$3.86
$4.83
Fiscal years, from SEC filings.
Technical summary
Daily
Strongly bearish
0 bullish · 4 neutral · 12 bearish
Weekly
Strongly bearish
2 bullish · 1 neutral · 9 bearish
Monthly
Bearish
2 bullish · 1 neutral · 5 bearish
Moving averages (daily)
SMA 10
139.5
Bearish
EMA 10
141.6
Bearish
SMA 20
144.9
Bearish
EMA 20
144.0
Bearish
SMA 50
147.0
Bearish
EMA 50
150.3
Bearish
SMA 100
164.9
Bearish
EMA 100
157.7
Bearish
SMA 200
170.0
Bearish
EMA 200
158.7
Bearish
Oscillators (daily)
RSI (14)
42.85
Neutral
MACD (12, 26)
-3.13
Bearish
Momentum (12)
-5.72
Bearish
Stochastic %K (14)
28.29
Neutral
Williams %R (14)
-71.71
Neutral
CCI (20)
-60.37
Neutral
Pivot points (classic, last session)
S3
119.3
S2
126.1
S1
132.8
Pivot
139.6
R1
146.3
R2
153.1
R3
159.8
Signals describe what the chart is doing, not what to do. Moving averages: price above the average is bullish. Oscillators use the usual thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20; MACD and momentum above zero are bullish). Weekly and monthly views use closing prices only.
Dividends
Paid, last 12 months
2.52 USD
Yield on today's price
1.81%
Frequency
Quarterly
Next ex-dividend date
Not announced
Ex-dividend date
Amount per share
4 Sep 2026
0.6300
5 Jun 2026
0.6300
6 Mar 2026
0.6300
5 Dec 2025
0.6300
5 Sep 2025
0.6200
6 Jun 2025
0.6200
7 Mar 2025
0.6200
6 Dec 2024
0.6200
6 Sep 2024
0.6200
7 Jun 2024
0.6100
29 Feb 2024
0.6100
30 Nov 2023
0.6100
Ex-dividend dates and amounts from EODHD. Shown as declared, before tax.