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C.H. Robinson Worldwide Inc CHRW

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C.H. Robinson’s Q1 Enjoys Tailwinds From Rising Contract Pricing; Operating Margins Healthy

Matthew Young, CFA Equity Analyst

Analyst Note

| Matthew Young, CFA |

Wide-moat logistics specialist C.H. Robinson posted solid 26% first-quarter gross revenue growth year over year (versus 20% last quarter); above our forecast on very strong pricing in the truck brokerage and global forwarding segments. In truck brokerage (NAST), gross revenue grew 14% on increased truckload spot and contract pricing and 15% LTL load growth. Global forwarding revenue more than doubled on surging sell-rates (tight air cargo capacity) and air and ocean volume gains driven by strength among retail end markets.   

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Company Profile

Business Description

C.H. Robinson is a top-tier non-asset-based third-party logistics provider with a significant focus on domestic freight brokerage (63% of 2020 net revenue), which reflects mostly truck brokerage but also rail intermodal. Additionally, the firm also operates a large air and ocean forwarding division (24%), which has grown organically and via acquisition, and a legacy produce-sourcing operation (8%). The remainder of net revenue reflects transportation management services and the firm's European truck brokerage operations.

14701 Charlson Road
Eden Prairie, MN, 55347-5088
T +1 952 937-8500
Sector Industrials
Industry Integrated Freight & Logistics
Most Recent Earnings Mar 31, 2021
Fiscal Year End Dec 31, 2020
Stock Type Cyclical
Employees 14,997