C.H. Robinson Worldwide, Inc. (CHRW)

In the past six months, C.H. Robinson Worldwide, Inc. stock has experienced notable movements, rising by 46.11% over the last six months and 20.23% over the last year. As of October 22, 2025, the share price was $127.15, an increase of 17.88% from October 23, 2024. Key events impacting the stock price include Q1 CY2025 earnings missing revenue expectations but exceeding profit estimates, Q2 CY2025 earnings also falling short of revenue expectations but surpassing analyst EPS estimates, Q4 2024 results showing a significant year-over-year increase in profitability, strategic shifts and a lean operating model driving strong results, and the upcoming Q3 2025 earnings report scheduled for October 29, 2025.

While specific detailed quarter-by-quarter or month-by-month demand seasonality is not explicitly detailed, C.H. Robinson's operations are influenced by broader market dynamics. The logistics industry can experience cyclical downturns and periods of freight market downturns, which impact volumes. The company's business model and cost initiatives are designed to help it weather such volatility and offset lower volumes. The company also experiences seasonal working capital outflows.

C.H. Robinson Worldwide, Inc. is an American third-party logistics company offering freight transportation, logistics, and supply chain services in the United States and internationally. Its services include multi-modal transportation, logistics services such as transportation management and customs brokerage, Robinson Fresh for perishable items, and technology solutions like the Navisphere platform. The company acts as an intermediary, connecting shippers with a network of transportation companies.

C.H. Robinson Worldwide, Inc. has a broad global presence, with its headquarters in Eden Prairie, Minnesota. It operates through a network of over 300 offices and more than 15,000 employees across North America, South America, Europe, Asia, and Oceania. The North American Surface Transportation segment serves the United States, Canada, and Mexico, while the Global Forwarding segment extends its services internationally. The United States accounts for 83.9% of its net sales.

C.H. Robinson has maintained a positive brand reputation, marked by recognition for its innovation and industry standing. In March 2024, C.H. Robinson was named to Fortune magazine's 2024 list of America's Most Innovative Companies. The company has introduced technological innovations such as touchless appointments and the first electronic bill of lading for the LTL sector. C.H. Robinson is actively using generative AI to enhance its technology platforms and improve customer and carrier experiences. In September 2025, the company launched a cross-border freight consolidation service.

C.H. Robinson Worldwide, Inc. is predominantly owned by institutional shareholders, holding a significant 91.4% ownership stake as of Q1 2024. More broadly, 97.03% of the stock is held by institutional shareholders, 14.00% by C.H. Robinson Worldwide insiders, and 0.00% by retail investors. Major institutional owners include Vanguard Group Inc., BlackRock Inc., and First Eagle Investment Management LLC. The largest individual shareholder is D. R. Verdoorn, owning 8.44 million shares, which represents 7.15% of the company.