C.H. Robinson (CHRW)
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-07-08
$190.95+1.26%
Close 2026-07-07 · 1-day change
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Track CHRW free→Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
C.H. Robinson's growth strategy relies on its recent acquisition and the launch of BidBoardX, which supports productivity improvements. Revenue growth has been steady, with the latest earnings beat showing an EPS surprise of 9.8%. The stock trades at 36× P/E versus a peer median of 32×, indicating that the market is pricing in more growth than is forecasted. A specific risk is the potential for CHRW to cut guidance, with a 21% probability of a miss in the next quarter. Peer multiples imply a price about 32% below where it trades, suggesting it looks expensive on this basis; our standing thesis is forming.
Trailing returns as of 2026-07-07. CHRW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 24 analysts currently covering CHRW (as of Jul 2026).
Based on 7 Wall Street analysts offering 12-month price targets for CHRW in the last 4 months.
A consensus fair price across 12 valuation methods, at three horizons. Current price $190.95. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Air Freight & Logistics — fair value, gap to price, and forward P/E.
Threatens: Manage capital expenditures
Logistics deal may strain capital expenditures management.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $190.95
The last 12 months of price, then the range of analyst 12-month targets from today’s $190.95.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Acquisition supports growth and market share objectives.
Advances: Lean AI strategy for productivity improvements
New product enhances productivity and efficiency.
New CFO appointment may enhance financial strategy.
CFO from GE Aerospace brings valuable experience.