C.H. Robinson Worldwide (CHRW)
Market Price (5/7/2026): $168.59 | Market Cap: $20.2 BilSector: Industrials | Industry: Air Freight & Logistics
C.H. Robinson Worldwide (CHRW)
Market Price (5/7/2026): $168.59Market Cap: $20.2 BilSector: IndustrialsIndustry: Air Freight & Logistics
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Low stock price volatilityVol 12M is 42% Megatrend and thematic driversMegatrends include Future of Freight, E-commerce & DTC Adoption, and E-commerce & Digital Retail. Themes include Freight Technology, Show more. | Weak multi-year price returns3Y Excs Rtn is -3.1% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.7%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -9.9%, Rev Chg QQuarterly Revenue Change % is -0.8% Key risksCHRW key risks include [1] a heavy dependence on its proprietary Navisphere® technology platform and the associated vulnerabilities to cybersecurity events. |
| Low stock price volatilityVol 12M is 42% |
| Megatrend and thematic driversMegatrends include Future of Freight, E-commerce & DTC Adoption, and E-commerce & Digital Retail. Themes include Freight Technology, Show more. |
| Weak multi-year price returns3Y Excs Rtn is -3.1% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.7%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -9.9%, Rev Chg QQuarterly Revenue Change % is -0.8% |
| Key risksCHRW key risks include [1] a heavy dependence on its proprietary Navisphere® technology platform and the associated vulnerabilities to cybersecurity events. |
Qualitative Assessment
AI Analysis | Feedback
1. Weakness in Global Forwarding Segment and Ocean Market Oversupply.
C.H. Robinson's Global Forwarding segment experienced a notable decline in the first quarter of 2026, with revenue decreasing 14.2% to $664.7 million. This was primarily driven by lower volume and pricing in its ocean services. Ocean adjusted gross profits decreased 22.1%, resulting from a 12.5% decrease in adjusted gross profit per shipment and a 10.5% decline in shipments. This segment's performance aligns with broader macroeconomic factors, as the sea freight market is characterized by structural overcapacity, which has kept rates suppressed.
2. Overall Soft Freight Market Conditions and Declining Truckload Volumes.
The logistics market since late 2025 and into the first quarter of 2026 has been described as a "sideways" market with persistent overcapacity, suppressing contract rates. While the North American Surface Transportation (NAST) segment's total volume was flat year-over-year, outperforming the Cass Freight Shipment Index decline of 6.2%, truckload volumes specifically declined approximately 3.5% year-over-year in Q1 2026. This contributed to the company's overall total revenue decline of 0.8% for the quarter. The broader market has faced soft trade growth and uneven demand signals, leading to tighter margins and evolving carrier dynamics.
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Stock Movement Drivers
Fundamental Drivers
The -13.2% change in CHRW stock from 1/31/2026 to 5/6/2026 was primarily driven by a -13.1% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 5062026 | Change |
|---|---|---|---|
| Stock Price ($) | 194.29 | 168.59 | -13.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 16,505 | 16,199 | -1.9% |
| Net Income Margin (%) | 3.6% | 3.7% | 1.7% |
| P/E Multiple | 38.8 | 33.7 | -13.1% |
| Shares Outstanding (Mil) | 120 | 120 | 0.1% |
| Cumulative Contribution | -13.2% |
Market Drivers
1/31/2026 to 5/6/2026| Return | Correlation | |
|---|---|---|
| CHRW | -13.2% | |
| Market (SPY) | 3.6% | 44.2% |
| Sector (XLI) | 7.2% | 38.6% |
Fundamental Drivers
The 10.3% change in CHRW stock from 10/31/2025 to 5/6/2026 was primarily driven by a 10.4% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 5062026 | Change |
|---|---|---|---|
| Stock Price ($) | 152.85 | 168.59 | 10.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 16,505 | 16,199 | -1.9% |
| Net Income Margin (%) | 3.6% | 3.7% | 1.7% |
| P/E Multiple | 30.5 | 33.7 | 10.4% |
| Shares Outstanding (Mil) | 120 | 120 | 0.1% |
| Cumulative Contribution | 10.3% |
Market Drivers
10/31/2025 to 5/6/2026| Return | Correlation | |
|---|---|---|
| CHRW | 10.3% | |
| Market (SPY) | 5.5% | 44.5% |
| Sector (XLI) | 14.8% | 41.2% |
Fundamental Drivers
The 92.5% change in CHRW stock from 4/30/2025 to 5/6/2026 was primarily driven by a 48.7% change in the company's P/E Multiple.| (LTM values as of) | 4302025 | 5062026 | Change |
|---|---|---|---|
| Stock Price ($) | 87.56 | 168.59 | 92.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 17,725 | 16,199 | -8.6% |
| Net Income Margin (%) | 2.6% | 3.7% | 40.7% |
| P/E Multiple | 22.7 | 33.7 | 48.7% |
| Shares Outstanding (Mil) | 121 | 120 | 0.7% |
| Cumulative Contribution | 92.5% |
Market Drivers
4/30/2025 to 5/6/2026| Return | Correlation | |
|---|---|---|
| CHRW | 92.5% | |
| Market (SPY) | 30.4% | 29.8% |
| Sector (XLI) | 36.6% | 34.4% |
Fundamental Drivers
The 79.7% change in CHRW stock from 4/30/2023 to 5/6/2026 was primarily driven by a 137.9% change in the company's P/E Multiple.| (LTM values as of) | 4302023 | 5062026 | Change |
|---|---|---|---|
| Stock Price ($) | 93.80 | 168.59 | 79.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 22,492 | 16,199 | -28.0% |
| Net Income Margin (%) | 3.5% | 3.7% | 5.9% |
| P/E Multiple | 14.2 | 33.7 | 137.9% |
| Shares Outstanding (Mil) | 119 | 120 | -1.0% |
| Cumulative Contribution | 79.7% |
Market Drivers
4/30/2023 to 5/6/2026| Return | Correlation | |
|---|---|---|
| CHRW | 79.7% | |
| Market (SPY) | 78.7% | 29.4% |
| Sector (XLI) | 85.0% | 34.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CHRW Return | 18% | -13% | -3% | 23% | 59% | 4% | 102% |
| Peers Return | 38% | -18% | 51% | 5% | 1% | 25% | 126% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 6% | 93% |
Monthly Win Rates [3] | |||||||
| CHRW Win Rate | 50% | 50% | 58% | 58% | 83% | 40% | |
| Peers Win Rate | 62% | 40% | 62% | 50% | 58% | 56% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| CHRW Max Drawdown | -9% | -18% | -12% | -21% | -15% | 0% | |
| Peers Max Drawdown | -6% | -31% | -7% | -15% | -30% | -7% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: EXPD, JBHT, XPO, RXO, HUBG. See CHRW Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/6/2026 (YTD)
How Low Can It Go
| Event | CHRW | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -11.6% | -18.8% |
| % Gain to Breakeven | 13.1% | 23.1% |
| Time to Breakeven | 37 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -18.8% | -9.5% |
| % Gain to Breakeven | 23.2% | 10.5% |
| Time to Breakeven | 262 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -12.5% | -6.7% |
| % Gain to Breakeven | 14.3% | 7.1% |
| Time to Breakeven | 419 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -18.2% | -24.5% |
| % Gain to Breakeven | 22.3% | 32.4% |
| Time to Breakeven | 45 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -17.6% | -33.7% |
| % Gain to Breakeven | 21.4% | 50.9% |
| Time to Breakeven | 28 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -18.8% | -19.2% |
| % Gain to Breakeven | 23.1% | 23.7% |
| Time to Breakeven | 583 days | 105 days |
In The Past
C.H. Robinson Worldwide's stock fell -11.6% during the 2025 US Tariff Shock. Such a loss loss requires a 13.1% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | CHRW | S&P 500 |
|---|---|---|
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -21.7% | -17.9% |
| % Gain to Breakeven | 27.8% | 21.8% |
| Time to Breakeven | 1227 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -28.5% | -53.4% |
| % Gain to Breakeven | 39.9% | 114.4% |
| Time to Breakeven | 45 days | 1085 days |
In The Past
C.H. Robinson Worldwide's stock fell -11.6% during the 2025 US Tariff Shock. Such a loss loss requires a 13.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About C.H. Robinson Worldwide (CHRW)
AI Analysis | Feedback
Here are 1-3 brief analogies for C.H. Robinson Worldwide:
Expedia for commercial shipping: They help businesses find and book all types of freight transportation—from truckloads and rail to ocean and air cargo—optimizing routes and costs across a vast network of carriers.
Uber for business freight: Similar to how Uber connects riders with drivers, C.H. Robinson connects companies needing to move goods with a massive network of trucking companies and other carriers.
Amazon Web Services (AWS) for logistics and supply chains: They provide a comprehensive, outsourced platform and suite of services (like freight management, customs brokerage, and warehousing) that businesses use to power their global supply chain operations, without owning all the physical assets themselves.
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- Truckload Services: Brokerage for full truckload shipments.
- Less than Truckload (LTL) Services: Brokerage for shipments of single or multiple pallets of freight.
- Intermodal Transportation: Services for shipping freight using a combination of truck and rail.
- Ocean Freight Forwarding: Organizing non-vessel ocean common carrier and freight forwarding services for ocean shipments.
- Air Freight Forwarding: Organizing air shipments and providing door-to-door air freight services.
- Customs Brokerage: Services to facilitate customs clearance for international shipments.
- Managed Logistics & TMS: Providing fee-based managed logistics and transportation management system services to optimize supply chains.
- Warehousing Services: Offering storage solutions for goods.
- Small Parcel Services: Managing and facilitating shipments of small packages.
- Fresh Produce Sourcing & Marketing (Robinson Fresh): Buying, selling, and marketing fresh fruits, vegetables, and other perishable items.
AI Analysis | Feedback
C.H. Robinson Worldwide (CHRW) primarily sells its services and products to other businesses rather than directly to individuals. Based on the provided description, its major customers fall into the following categories:
- Companies across various industries worldwide that utilize its freight transportation and logistics solutions (e.g., truckload, less than truckload, intermodal, ocean, air, customs brokerage, managed TMS).
- Grocery retailers that purchase fresh produce under the Robinson Fresh name.
- Restaurants that purchase fresh produce under the Robinson Fresh name.
- Produce wholesalers that purchase fresh produce under the Robinson Fresh name.
- Foodservice distributors that purchase fresh produce under the Robinson Fresh name.
The provided company description does not list specific names of customer companies.
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Dave Bozeman, President & Chief Executive Officer
Dave Bozeman was appointed President and Chief Executive Officer of C.H. Robinson in June 2023. He brings over 30 years of experience from industry-leading companies in supply chains, transportation, manufacturing, digital, and customer service. Prior to joining C.H. Robinson, he served as Vice President of Ford Customer Service Division and Vice President of Enthusiast Vehicles for Ford Blue at Ford Motor Company. From 2017 to 2022, he was Vice President of Amazon Transportation Services for Amazon.com, Inc. Before Amazon, Mr. Bozeman held various senior roles at Caterpillar, Inc. from 2008 to 2016, culminating as Senior Vice President Enterprise Systems. He also spent 16 years at Harley-Davidson, Inc. from 1992 to 2008. His background includes managing businesses through various economic cycles and expertise in global supply chain and logistics management.
Damon Lee, Chief Financial Officer
Damon Lee will join C.H. Robinson as Chief Financial Officer, commencing employment on July 8, 2024, and assuming the CFO role after the company's Form 10-Q is filed for the second quarter of 2024. He is an accomplished finance leader with over 25 years of progressive experience. Before C.H. Robinson, Mr. Lee served as Vice President and CFO, Commercial Engines and Services, at GE Aerospace. His prior experience includes senior operational finance roles at Aptiv, where he was Vice President of Finance for the Electrical Distribution Systems division from 2018 to 2021, Precision Castparts Corporation (from 2012 to 2018), and Eaton PLC (from 2007 to 2012). Earlier in his career, he held increasing roles of responsibility at Newell Brands Inc., Ingersoll Rand Inc., and Mattel, Inc. Mr. Lee has deep experience in Lean methodologies, continuous improvement, and comprehensive strategy creation and execution.
Arun Rajan, Chief Strategy and Innovation Officer
Arun Rajan is the Chief Strategy and Innovation Officer at C.H. Robinson, where he oversees enterprise strategy and innovation processes, and leads research, analysis, and competitive intelligence. He previously served as Chief Operating Officer, focusing on accelerating digital transformation. Mr. Rajan joined the company in September 2021 as Chief Product Officer. His career includes technology and operating leadership roles at various digital-first companies, such as CTO of One Kings Lane, Co-founder and CTO of Intent Media, CTO of Travelocity Europe and LastMinute.com, CTO of Zappos, and Co-founder and CTO of ITRadar.com.
Michael Castagnetto, President of North American Surface Transportation
Michael Castagnetto serves as the President of North American Surface Transportation. He started his career with C.H. Robinson in 2005. His previous executive positions within the company include Vice President, Customer Success in North American Surface Transportation and President of Robinson Fresh. Mr. Castagnetto has also held various leadership roles such as sourcing manager at Food Source, general manager of tropical and dry vegetable categories, director of global supply, and vice president of global sourcing.
Mike Short, President of Global Freight Forwarding
Mike Short is the President of Global Freight Forwarding. He joined C.H. Robinson in 2012 through the acquisition of Phoenix International. Mr. Short is a veteran of the global forwarding industry with over 25 years of experience. Before his current role, he was Vice President, Global Forwarding – North America. At Phoenix International, he held multiple roles, including Regional Manager, Sales Manager, and General Manager of the St. Louis office.
AI Analysis | Feedback
```htmlHere are the key risks to C.H. Robinson Worldwide (CHRW):
- Challenging Global Freight Market Conditions: C.H. Robinson faces significant headwinds from weak demand, high inventories, and excess capacity in global freight markets, leading to suppressed transportation rates and a projected decline in earnings and revenue. This includes a prolonged North American freight recession that has seen subdued demand and low load-to-truck ratios, as well as excess capacity in ocean vessel and air freight impacting rates. Economic recessions generally pose a risk by reducing freight volumes and impacting growth opportunities.
- Intense Competition and Technological Disruption: The logistics sector is highly competitive, with numerous players including traditional companies, digital freight brokers, and tech-forward firms vying for market share. C.H. Robinson must continuously innovate and invest in technology to maintain its competitive edge, as greater access to freight technology could erode its advantage. The emergence of digital freight platforms and new payment networks has further intensified competition, making it easier for new entrants and challenging C.H. Robinson's historical market position.
- Reliance on Third-Party Transportation Providers and Cost Volatility: As a non-asset-based logistics provider, C.H. Robinson relies on a vast network of approximately 85,000 transportation companies. This dependence exposes the company to risks related to the service quality and availability of these third-party carriers. Additionally, fluctuating fuel costs and higher carrier prices can directly decrease profit margins, impacting the company's financial performance. Failures among transportation providers could also disrupt service commitments to C.H. Robinson's customers.
AI Analysis | Feedback
The clear emerging threat to C.H. Robinson Worldwide is the rise of digital freight brokers and platforms. These technology-driven companies leverage advanced algorithms, artificial intelligence, and machine learning to automate and optimize the process of connecting shippers with carriers. Companies like Convoy, Uber Freight, and Loadsmart aim to provide greater efficiency, transparency, and real-time visibility in freight matching, potentially at a lower cost due to reduced manual intervention. This directly challenges C.H. Robinson's traditional freight brokerage model by offering a technologically superior or more cost-effective alternative for managing transportation needs.
AI Analysis | Feedback
C.H. Robinson Worldwide (CHRW) operates in several significant addressable markets within the freight transportation and logistics sectors, as well as the fresh produce industry. Below are the estimated market sizes for their main products and services:
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Global Logistics Market: The global logistics market was valued at approximately USD 3,794.4 billion in 2023 and is projected to reach USD 5,951.0 billion by 2030. Within this broad market, the third-party logistics (3PL) segment, which encompasses many of C.H. Robinson's services like warehousing and managed logistics, held the largest market share of 71.4% in 2023.
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Global Truckload Logistics Market: The global truckload logistics market was valued at USD 959.3 billion in 2024 and is anticipated to reach USD 1,377.2 billion by 2033. North America is a leading region in the adoption of advanced technologies for truckload logistics. The North America truck market (which includes various truck types for freight) was valued at USD 130 billion and is expected to reach USD 200 billion by 2031. More specifically, the North America long-haul transport market, which includes full truckload (FTL) operations, was estimated at USD 478.98 billion in 2025 and is projected to reach USD 604.47 billion by 2031. FTL operations accounted for 79.88% of the revenue share in 2025 within this market.
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North American Less-than-Truckload (LTL) Market: The less-than-truckload (LTL) market in North America generated a revenue of USD 84,628.9 million in 2024 and is expected to reach a projected revenue of US$ 120,553.6 million by 2030. The U.S. LTL market specifically was valued at USD 52.8 billion in 2024.
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North American Intermodal Transportation Market: The North American intermodal freight transportation market was valued at USD 82.2 billion in 2023 and is estimated to reach USD 172.8 billion by 2032. North America held approximately 34% of the global intermodal freight transportation market revenue in 2023.
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Global Freight Forwarding Market (Ocean and Air): The global freight forwarding market was valued at USD 164.8 billion in 2024 and is projected to reach USD 255.6 billion by 2033. North America accounted for 22.8% of this market in 2024. Another estimate places the global freight forwarding market at USD 230.68 billion in 2025, projected to grow to USD 365.15 billion by 2035.
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Global Customs Brokerage Market: The global customs brokerage market was estimated at USD 27.6 billion in 2024 and is projected to increase to USD 57.7 billion by 2035. North America is a market leader, holding a significant share of 12.5% in 2024.
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Global Managed Transportation Services (MTS) Market: The global managed transportation services market was valued at USD 15.4 billion in 2025 and is expected to grow to USD 35.69 billion in 2030. The global transportation management system (TMS) market, which includes managed transportation services, was valued at USD 15 billion in 2025 and is expected to reach USD 40.3 billion in 2035. North America dominated the TMS market with a size of USD 5.9 billion in 2025.
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Global Fresh Produce Market (Robinson Fresh): The global fresh fruits & vegetables market size was estimated at USD 854.42 billion in 2024 and is projected to reach USD 1,274.25 billion by 2033. The North American fresh produce market reached USD 338.82 billion in 2024.
AI Analysis | Feedback
C.H. Robinson Worldwide (CHRW) is expected to drive future revenue growth over the next two to three years through several strategic initiatives and market trends:- Continued Market Share Gains in North American Surface Transportation (NAST): C.H. Robinson has consistently demonstrated the ability to gain market share in its core North American truckload and less-than-truckload (LTL) services, even amidst broader market declines. This sustained focus on capturing a larger portion of the freight market is a key driver for revenue expansion.
- Leveraging AI and Technology for Productivity and Efficiency: The company's "Lean AI" strategy is central to driving significant productivity improvements across both its North American Surface Transportation and Global Forwarding segments. These efficiencies are anticipated to enhance profitability and allow C.H. Robinson to manage higher volumes more effectively and competitively, thereby supporting overall revenue growth.
- Strategic Growth and Diversification in Global Forwarding: Despite recent challenges in ocean freight rates, C.H. Robinson is emphasizing disciplined revenue management, improving portfolio yield, and diversifying its trade lane and industry vertical exposure within its Global Forwarding business. This segment has already seen growth in areas like customs brokerage services.
- Expansion of Integrated Supply Chain Solutions and Managed Services: C.H. Robinson is experiencing growth in its integrated supply chain solutions, especially for foodservice customers, and in its broader fee-based managed services. Offering more comprehensive and value-added logistics solutions is a growing area that contributes to increased revenue.
- Capitalizing on Nearshoring and Mexico Cross-Border Business: The ongoing trend of nearshoring, which involves the relocation of manufacturing closer to end markets, particularly to Mexico, presents a substantial opportunity for C.H. Robinson. The company's established presence and extensive services in cross-border logistics are well-positioned to benefit from this increased demand.
AI Analysis | Feedback
Share Repurchases
- In October 2025, C.H. Robinson Worldwide authorized a new $2 billion share repurchase program, intended to be executed over approximately three years.
- The company repurchased shares totaling $1.45 billion in 2022, $63.88 million in 2023, and $354.652 million in 2025.
- In December 2021, the Board of Directors increased the existing share repurchase authorization by an additional 20 million shares.
Outbound Investments
- C.H. Robinson Worldwide acquired Combinex, a transport services provider, in May 2021 for an undisclosed amount.
Capital Expenditures
- Capital expenditures were $34.20 million in 2021, $61.92 million in 2022, $29.99 million in 2023, $22.65 million in 2024, and $19.63 million in 2025.
- Expected capital expenditures for 2026 are projected to be in the range of $75 million to $85 million.
- The primary focus of capital expenditures includes investments in digitalization, customer platforms, and automation, particularly the company's "Lean AI strategy" to enhance productivity and operating leverage.
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| 04302026 | GEO | GEO | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | RUN | Sunrun | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | 0.0% | 0.0% | 0.0% |
| 04172026 | RSG | Republic Services | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.8% | 0.8% | -1.1% |
| 04102026 | VRSK | Verisk Analytics | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.3% | 12.3% | 0.0% |
| 04102026 | UHAL | U-Haul | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.3% | 0.3% | -1.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 159.92 |
| Mkt Cap | 20.2 |
| Rev LTM | 9,742 |
| Op Inc LTM | 777 |
| FCF LTM | 633 |
| FCF 3Y Avg | 376 |
| CFO LTM | 925 |
| CFO 3Y Avg | 753 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 0.9% |
| Rev Chg 3Y Avg | -5.4% |
| Rev Chg Q | 1.8% |
| QoQ Delta Rev Chg LTM | 0.4% |
| Op Inc Chg LTM | 7.1% |
| Op Inc Chg 3Y Avg | -8.7% |
| Op Mgn LTM | 6.1% |
| Op Mgn 3Y Avg | 5.8% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 7.1% |
| CFO/Rev 3Y Avg | 7.6% |
| FCF/Rev LTM | 5.3% |
| FCF/Rev 3Y Avg | 4.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 20.2 |
| P/S | 1.5 |
| P/Op Inc | 22.1 |
| P/EBIT | 22.1 |
| P/E | 29.2 |
| P/CFO | 21.9 |
| Total Yield | 3.9% |
| Dividend Yield | 0.9% |
| FCF Yield 3Y Avg | 3.7% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 8.6% |
| 3M Rtn | -0.1% |
| 6M Rtn | 16.6% |
| 12M Rtn | 67.1% |
| 3Y Rtn | 37.4% |
| 1M Excs Rtn | -2.0% |
| 3M Excs Rtn | -7.1% |
| 6M Excs Rtn | 15.9% |
| 12M Excs Rtn | 31.2% |
| 3Y Excs Rtn | -37.6% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| North American Surface Transportation (NAST) | 11,728 | 12,471 | 15,827 | ||
| Global Forwarding | 3,805 | 2,998 | 6,812 | ||
| Other revenues | 2,192 | 2,128 | 2,057 | ||
| Sourcing | 1,056 | 1,060 | |||
| Transportation and logistics services | 22,047 | 15,148 | |||
| Total | 17,725 | 17,596 | 24,697 | 23,102 | 16,207 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| North American Surface Transportation (NAST) | 531 | 460 | 833 | ||
| Global Forwarding | 212 | 86 | 449 | ||
| Other operating income (loss) | -75 | ||||
| Other revenues | -31 | -16 | |||
| Total | 669 | 515 | 1,267 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| North American Surface Transportation (NAST) | 2,875 | 3,008 | 3,304 | ||
| Global Forwarding | 1,335 | 1,095 | 1,508 | ||
| All Other and Corporate | 1,088 | ||||
| Other revenues | 1,122 | 1,142 | |||
| Total | 5,298 | 5,225 | 5,955 |
Price Behavior
| Market Price | $168.59 | |
| Market Cap ($ Bil) | 20.2 | |
| First Trading Date | 10/16/1997 | |
| Distance from 52W High | -15.7% | |
| 50 Days | 200 Days | |
| DMA Price | $174.97 | $153.64 |
| DMA Trend | up | down |
| Distance from DMA | -3.6% | 9.7% |
| 3M | 1YR | |
| Volatility | 51.7% | 42.2% |
| Downside Capture | 1.45 | 0.33 |
| Upside Capture | 136.72 | 123.42 |
| Correlation (SPY) | 41.3% | 29.3% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.00 | 1.00 | 1.38 | 0.98 | 0.98 | 0.65 |
| Up Beta | 0.64 | 0.61 | 0.25 | 0.68 | 0.99 | 0.59 |
| Down Beta | -4.61 | 1.18 | 2.93 | 1.33 | 1.32 | 0.71 |
| Up Capture | 132% | 103% | 149% | 162% | 139% | 44% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 11 | 20 | 32 | 64 | 136 | 386 |
| Down Capture | 189% | 119% | 142% | 65% | 56% | 82% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 11 | 23 | 32 | 61 | 116 | 366 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CHRW | |
|---|---|---|---|---|
| CHRW | 91.5% | 42.1% | 1.64 | - |
| Sector ETF (XLI) | 33.3% | 15.6% | 1.65 | 34.4% |
| Equity (SPY) | 28.5% | 12.5% | 1.78 | 29.7% |
| Gold (GLD) | 40.6% | 27.2% | 1.23 | 7.5% |
| Commodities (DBC) | 50.9% | 18.0% | 2.20 | -1.7% |
| Real Estate (VNQ) | 12.8% | 13.5% | 0.65 | 18.6% |
| Bitcoin (BTCUSD) | -14.2% | 42.1% | -0.25 | 4.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CHRW | |
|---|---|---|---|---|
| CHRW | 14.4% | 32.2% | 0.47 | - |
| Sector ETF (XLI) | 13.2% | 17.4% | 0.60 | 40.6% |
| Equity (SPY) | 12.7% | 17.1% | 0.58 | 36.4% |
| Gold (GLD) | 21.0% | 17.9% | 0.96 | 5.5% |
| Commodities (DBC) | 13.9% | 19.1% | 0.60 | 13.0% |
| Real Estate (VNQ) | 3.5% | 18.8% | 0.09 | 32.3% |
| Bitcoin (BTCUSD) | 8.7% | 56.1% | 0.37 | 10.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CHRW | |
|---|---|---|---|---|
| CHRW | 11.5% | 28.7% | 0.43 | - |
| Sector ETF (XLI) | 14.0% | 20.0% | 0.62 | 43.5% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 41.0% |
| Gold (GLD) | 13.7% | 16.0% | 0.71 | 1.7% |
| Commodities (DBC) | 9.5% | 17.7% | 0.45 | 14.9% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.24 | 31.9% |
| Bitcoin (BTCUSD) | 68.4% | 66.9% | 1.07 | 7.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/29/2026 | -2.5% | -9.6% | |
| 1/28/2026 | 5.1% | 7.8% | 0.5% |
| 7/30/2025 | 18.1% | 20.6% | 32.4% |
| 4/30/2025 | 1.2% | -1.9% | 7.6% |
| 1/29/2025 | -6.9% | -9.9% | -5.8% |
| 10/30/2024 | -6.0% | -2.9% | -3.7% |
| 7/31/2024 | 14.8% | 9.8% | 15.7% |
| 5/1/2024 | 12.3% | 12.3% | 19.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 12 | 12 |
| # Negative | 12 | 11 | 10 |
| Median Positive | 7.3% | 7.9% | 7.5% |
| Median Negative | -6.1% | -9.6% | -4.8% |
| Max Positive | 18.1% | 20.6% | 32.4% |
| Max Negative | -12.6% | -15.6% | -11.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/01/2026 | 10-Q |
| 12/31/2025 | 02/13/2026 | 10-K |
| 09/30/2025 | 10/31/2025 | 10-Q |
| 06/30/2025 | 08/01/2025 | 10-Q |
| 03/31/2025 | 05/02/2025 | 10-Q |
| 12/31/2024 | 02/14/2025 | 10-K |
| 09/30/2024 | 11/01/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/16/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 04/28/2023 | 10-Q |
| 12/31/2022 | 02/17/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 07/29/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q1 2026 Earnings Reported 4/29/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Effective Tax Rate | 18.0% | 19.0% | 20.0% | 0 | 0 | Affirmed | Guidance: 19.0% for 2026 |
| 2026 Capital Expenditures | 75.00 Mil | 80.00 Mil | 85.00 Mil | 0 | Affirmed | Guidance: 80.00 Mil for 2026 | |
Prior: Q4 2025 Earnings Reported 1/28/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Effective Tax Rate | 18.0% | 19.0% | 20.0% | 0 | 0 | Affirmed | Actual: 19.0% for 2025 |
| 2026 Capital Expenditures | 75.00 Mil | 80.00 Mil | 85.00 Mil | 14.3% | Higher New | Actual: 70.00 Mil for 2025 | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Castagnetto, Michael D | Pres, NAST | Direct | Buy | 2132026 | 168.24 | 594 | 100,000 | 5,970,566 | Form |
| 2 | Bozeman, David P | President & CEO | Direct | Buy | 2132026 | 163.34 | 1,223 | 199,771 | 31,133,557 | Form |
| 3 | Rajan, Arun | Chief Strat & Innov Officer | Direct | Buy | 2132026 | 167.11 | 605 | 101,102 | 22,335,388 | Form |
| 4 | Lee, Damon J | Chief Financial Officer | Direct | Buy | 2132026 | 162.52 | 620 | 100,764 | 6,722,564 | Form |
| 5 | Freeman, Angela K | CHRO and ESG Officer | Direct | Sell | 2112026 | 200.52 | 8,579 | 1,720,261 | 11,151,118 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.