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C.H. Robinson Worldwide Inc CHRW Stock Quote

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Morningstar‘s Stock Analysis CHRW

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Is it the right time to buy or sell?

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Economic Moat


Capital Allocation


Falling Cost of Hiring Driving Surge in C.H. Robinson’s Near-Term Net Revenue, EBIT Margins

Matthew Young, CFA Senior Equity Analyst

Business Strategy and Outlook

| Matthew Young, CFA |

C.H. Robinson dominates the $80-plus billion asset-light highway brokerage market, and its immense network of shippers and asset-based truckers supports a wide economic moat, in our view. Although the company isn't immune to freight downturns, its variable-cost model historically helps shield profitability during periods of lackluster freight demand, as evidenced by a long history of above-average profitability. The firm's ownership of transportation equipment is minimal, and a large swath of operating expenses are tied to performance-based variable compensation, which tends to move in line with net revenue growth. We think the firm remains well positioned to capitalize on gradual truck brokerage industry consolidation (including market share gains) despite intensifying competition.

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Key Statistics CHRW

Company Profile CHRW

Business Description

C.H. Robinson is a top-tier non-asset-based third-party logistics provider with a significant focus on domestic freight brokerage (57% of 2021 net revenue), which reflects mostly truck brokerage but also rail intermodal. Additionally, the firm also operates a large air and ocean forwarding division (34%), which has grown organically and via tuck-in acquisitions. The remainder of revenue consists of the European truck-brokerage division, transportation management services, and a legacy produce-sourcing operation.

14701 Charlson Road
Eden Prairie, MN, 55347-5088
T +1 952 937-8500
Industry Integrated Freight & Logistics
Most Recent Earnings Jun 30, 2022
Fiscal Year End Dec 31, 2022
Employees 17,554

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