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Stocks/Industrials/Air Freight & Logistics

C.H. RobinsonCHRW

Air Freight & Logistics · Eden Prairie, Minnesota · In the S&P 500
Cheaper than peers
$124.61−2.21%After hours: $124.61 (0.00%)At the close, 30 Oct · Prices from CNBC, may be delayed
▼ 3.7% over 1 year
C.H. Robinson over 1 yearDaily close, $, to 30 Oct 2026
$150$175$200Nov2026MarMayJulSep$124.61$150$200NovMarJul$124.61
Source: Nasdaq daily closes
Market value$14.39B
Price to earnings22.4x
Forward P/E17.9x
Dividend yield2.02%
Year to date−22.5%
One year−3.7%
Next earningsNot scheduled
SectorIndustrials
52-week range (closes)
$124.61$209.42

Quality and valuation

How C.H. Robinson compares with other industrials stocks. A description, not a recommendation.

C.H. Robinson and 7 air freight & logistics peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: weaker than mostValuation: cheaper than most

A weaker business than most industrials companies, priced below most of them.

C.H. Robinson trades at 17.9 times the next 12 months of expected earnings, against a median of 21.4x for the 89 industrials stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +10.4% vs +8.2%
  • Less profitable (operating margin): 4.9% vs 17.5%
  • Turns less of its sales into cash: 2.9% vs 13.1%
CHRW trades at 17.9x forward earnings, below the sector medianForward p/e, Air Freight & Logistics peers
CHRW17.9xLMT20.6xCAT21.6xUNP22.3xRTX26.8xDE32.3xGE35.7xGEV40.8xSector median 21.4xCHRW17.9xLMT20.6xCAT21.6xUNP22.3xRTX26.8xDE32.3xGE35.7xGEV40.8xSector median 21.4x
Source: CNBC quotes; Mostly Markets
At 22.4x earnings, CHRW is cheaper than its average since Nov 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
30x40xAverage 31.2x2025202622.4x30x40xAverage 31.2x2025202622.4x
Source: Nasdaq prices; SEC filings

Financials

From C.H. Robinson's SEC filings, through the quarter ending 30 Sep 2026. Hover or tap a bar for its value.

Revenue grew 29.5% from a year earlierQuarterly revenue, $bn, latest Q3 ’26
$0bn$2bn$4bnQ4 ’24Q2 ’25Q4 ’25$5.4bnQ3 ’26$0bn$2bn$4bnQ4 ’24Q2 ’25Q4 ’25$5.4bnQ3 ’26
Source: SEC filings
Growth sped up to +29.5% last quarterRevenue growth, year on year, %
0%20%Q4 ’24Q2 ’25Q4 ’2529.5%Q3 ’260%20%Q4 ’24Q2 ’25Q4 ’2529.5%Q3 ’26
Source: SEC filings
Operating margin was 5.1% last quarterOperating income as a share of revenue, %
0%2%4%Q4 ’24Q2 ’25Q4 ’255.1%Q3 ’260%2%4%Q4 ’24Q2 ’25Q4 ’255.1%Q3 ’26
Source: SEC filings
Free cash flow was $520 million over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$100m$200m$300mQ4 ’24Q2 ’25Q4 ’25$120mQ3 ’26$0m$200mQ4 ’24Q2 ’25Q4 ’25$120mQ3 ’26
Source: SEC filings
Last 12 monthsCHRWSector median
Revenue growth+10.4%+8.2%
Operating margin4.9%17.5%
Free cash flow margin2.9%13.1%
Price to earnings22.4x25.8x

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Similar companies

Air Freight & Logistics, by market value.

CompanyPriceTodayYTDValue
GEGE Aerospace$301.80−3.59%−2.0%$312B
CATCaterpillar$622.75−3.81%+8.7%$286B
RTXRTX$199.80+0.20%+8.9%$270B
GEVGE Vernova$857.87−3.38%+31.3%$227B
DEDeere &$675.48+2.35%+45.1%$182B
UNPUnion Pacific$304.00+0.69%+31.4%$181B
LMTLockheed Martin$636.95−1.03%+31.7%$147B
ETNEaton$369.97−6.03%+16.2%$144B