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

In the past six months, C.H. Robinson Worldwide, Inc. reported its Q4 2025 and Q1 2026 earnings. On May 4, 2026, shares fell following Amazon's announcement to open its supply chain services to external businesses. Despite this, the company's share price increased substantially between May 7, 2025, and May 6, 2026.

Demand for C.H. Robinson Worldwide, Inc.'s services exhibits seasonality, particularly in specific product areas. The floral industry experiences a surge in volumes around Valentine's Day and Mother's Day. The broader trucking market experienced a "drawn-out stage of capacity oversupply" as of February 2025, indicating cyclical or seasonal fluctuations in freight demand.

C.H. Robinson Worldwide, Inc. is a global third-party logistics provider operating primarily in the Industrials sector. It offers freight transportation and logistics services, including truckload, LTL, air freight, intermodal, and ocean transportation. The company also provides transportation management, freight brokerage, supply chain analysis, freight consolidation, customs brokerage, warehousing, and supply chain consulting and optimization services. Additionally, it buys, sells, and markets fresh fruits, vegetables, and other perishable items under the Robinson Fresh trade name.

C.H. Robinson Worldwide, Inc. has a global presence with offices in North America, South America, Europe, Asia, and Oceania. North America is its most profitable region, generating nearly 70% of its total gross profits. The company holds a leading share in the U.S. truckload and LTL markets and is expanding its cross-border operations, particularly across the Mexico-Plus corridor.

C.H. Robinson Worldwide, Inc. has maintained a positive brand reputation, receiving industry recognition. In March 2026, the company was named to Fast Company's list of the "World's Most Innovative Companies of 2026" and to Fortune's "World's Most Admired Companies 2026."

Institutional investors are the primary owners of C.H. Robinson Worldwide, Inc., holding a significant majority of the company's stock. As of May 6, 2026, 866 institutional owners and shareholders held a total of 115,844,803 shares. Major institutional shareholders include The Vanguard Group and BlackRock, Inc. D.R. Verdoorn is a significant individual shareholder, representing 7.15% of the company's ownership.