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C.H. Robinson Worldwide Inc - Stock Quote CHRW

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Morningstar's C.H. Robinson Worldwide Inc Stock Analysis

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C.H. Robinson Sees Robust Pricing Persist Into Q1; NAST Operating Margins Look Solid

Matthew Young, CFA 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 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 portion 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 truck brokerage industry consolidation (including market share gains) despite intensifying competition.

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Key Statistics - CHRW

C.H. Robinson Worldwide Inc's 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 (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 Mar 31, 2022
Fiscal Year End Dec 31, 2022
Stock Type Cyclical
Employees 17,258

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