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CH Robinson Worldwide CHRW

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    1. Favorable Highway Brokerage Conditions Continue into Landstar’s 4Q

      Commentary

      Thu, 4 Dec 2014

      consider these trends to be a positive read-through for other leading domestic third-party logistics providers like C . H . Robinson and Echo Global Logistics. We note the firm’s network of business capacity owners (captive owner operators

    2. C . H . Robinson Picks Up LTL Brokerage Specialist Freightquote

      Commentary

      Tue, 2 Dec 2014

      C . H . Robinson struck an agreement to acquire privately ..... generation in the years ahead will enable Robinson to pay down debt as desired. The transaction ..... million. The new operation will add 6% to Robinson 's net revenue. After running Freightquote's

    3. Ultimate Stock-Pickers: Top 10 Buys and Sells

      Headlines

      Tue, 2 Dec 2014

      Warner TWX, Schlumberger SLB, CH Robinson Worldwide CHRW , Johnson & Johnson JNJ ..... about his fund's sale of CH Robinson Worldwide in his quarterly letter to ..... holding during the quarter: C . H . Robinson , a logistics provider focused

    4. C . H . Robinson Continues to Capitalize on Tight Truckload-Industry Capacity

      Commentary

      Wed, 29 Oct 2014

      C . H . Robinson ’s gross revenue expanded 4.5% in ..... were no surprises in the quarter, and Robinson continues to benefit from constrained ..... truckload supply disruption has revived Robinson ’s pricing power over the past several

    5. Robust Rate Gains and Volume Strength Persist Thus far in Landstar's 3Q

      Commentary

      Thu, 4 Sep 2014

      consider these trends to be a positive read-through for other leading domestic third-party logistics providers like C . H . Robinson and Echo Global Logistics. The firm expects third-quarter EPS of $0.78-$0.82, which brackets Street consensus

    6. Echo Global Logistics Makes Inroads Into Highway Brokerage

      Headlines

      Mon, 11 Aug 2014

      capacity network in the industry, following giants like C . H . Robinson CHRW and Landstar LSTR. This is an increasingly important ..... robust market know-how, such as industry behemoth C . H . Robinson . It also competes with aggressive peers of similar

    7. Gross Margin Expansion Returns in C . H . Robinson ’s Second Quarter

      Commentary

      Wed, 30 Jul 2014

      C . H . Robinson posted 6.5% gross revenue growth in ..... truckload-industry capacity and the fact Robinson ’s volume growth remains above most truckers ..... disruption is also breathing new life into Robinson ’s pricing power, enabling the firm

    8. Echo Resets Long-Term Margin Targets at its 2014 Investor Day, but Prospects Remain Bright

      Commentary

      Tue, 10 Jun 2014

      predictable freight and better lane density (albeit at the cost of price commitments and greater gross-margin risk). C . H . Robinson pursued a similar strategy over the past few years, though on a larger scale. Management also remains focused on

    9. Truck-Brokerage Market Conditions Looking Better in C . H . Robinson ’s 1Q

      Commentary

      Wed, 30 Apr 2014

      C . H . Robinson ’s first-quarter gross-revenue ..... While less than in previous quarters, Robinson still probably took some market share ..... transportation intermediaries to secure capacity. Robinson ’s average pricing to shippers was up

    10. The Logistics Are There for This Undervalued Stock

      Video Reports

      Wed, 16 Apr 2014

      think highway brokerage specialist C . H . Robinson enjoys a wide economic moat ..... able to leverage companies like C . H . Robinson . They can leverage their broad ..... competitive advantages show up in C . H . Robinson 's average returns on invested

      C H Robinson Robinson found at 0:13, 1:21

      logistics industry. Within the third-party logistics space, we think highway brokerage specialist C . H . Robinson enjoys a wide economic moat. As a non-asset-based transportation provider, the company does not own trucks. You could think of it as a travel agent for freight in that it links up truckload capacity with which shippers and their customers and earns a spread in the process. We think that the network effect bestows pretty powerful competitive advantages for the asset-light third-party logistics providers with scale. That is, customers are able to leverage companies like C . H . Robinson . They can leverage their broad capacity access and their immense bargaining power. And on the supply side, truckers gain access to a
      in size. We think evidence of these competitive advantages show up in C Robinson's average returns on invested capital historically, which approached 30%. And so it's a pretty powerful dynamic in this business. Now why do we think C . H . Robinson still has a wide economic moat? We do think competitive rivalry is intensifying in this business, which is one reason why we've given the company a negative moat-trend rating. That said, the third-party logistics industry remains highly or immensely fragmented with thousands and thousands of small and midsize providers of less sophistication than the larger providers. And we think that this provides a long runway of opportunity for the moaty firms like C . H . Robinson to gain market share in the years ahead. In terms of valuation, we do think that C . H . Robinson is undervalued, and we think it provides opportunity for patient investors.
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