
CHRW Stock Forecast & Price Target
CHRW Analyst Ratings
Bulls say
C.H. Robinson Worldwide has demonstrated robust financial performance, with adjusted income from operations for its NAST segment rising by 40% year-over-year to $134.4 million, indicating strong operational efficiency. The company's consolidated net revenue reached $684.6 million, reflecting a 10.7% increase year-over-year and driving a consolidated net revenue margin improvement of 170 basis points to 16.4%. Additionally, the growth in truckload adjusted gross profit per shipment by 9.5% year-over-year, combined with an increase in the gross margin for Robinson Fresh, underscores the company's successful revenue management strategies and price discipline.
Bears say
C.H. Robinson Worldwide faces a challenging outlook due to a projected flat to declining guidance for personal expenses, which is expected to range from $1.375 billion to $1.475 billion, below prior estimates and indicative of ongoing operational challenges. The company's net operating margin decreased to 33.3%, reflecting a significant decline from prior quarter levels amid a contraction in truckload volumes during a prolonged freight recession, as evidenced by a 6.6% year-over-year drop in gross revenue within the North American Surface Transportation segment. Additionally, there are concerns regarding the potential normalization of ocean rates in 2025 and the risk of earnings per share (EPS) declining by $1.40-$1.50 if Global Forwarding results revert to pre-COVID levels, further complicating the financial outlook.
This aggregate rating is based on analysts' research of C.H. Robinson Worldwide and is not a guaranteed prediction by Public.com or investment advice.
CHRW Analyst Forecast & Price Prediction
Start investing in CHRW
Order type
Buy in
Order amount
Est. shares
0 shares