
CHRW Stock Forecast & Price Target
CHRW Analyst Ratings
Bulls say
C.H. Robinson Worldwide has raised its 2026 adjusted operating income target to a range of $965 million to $1.04 billion, indicating a positive shift from its previous guidance and showcasing robust growth potential. The improvement in the operating ratio by approximately 160 basis points year-over-year to 94.7% is a testament to the company's effective cost management and productivity enhancements. Anticipated double-digit productivity gains in both North America Surface Transportation and Global Forwarding are expected to contribute to gross margin expansion, underlining C.H. Robinson's capacity for structural improvement and sustained operational leverage in an evolving market landscape.
Bears say
C.H. Robinson Worldwide's stock outlook is negatively impacted by a decline in EBIT dollars, which came in at $221 million, representing a 9% decrease compared to restructuring expectations, as a result of a 13% year-over-year decline in average headcount. Additionally, the company's strategy to implement Lean AI has not yet translated into improved operational efficiency, maintaining flat SG&A expenses while raising concerns about potential revenue and profitability impacts if the strategic direction falters. Furthermore, heightened risks related to inflation, cybersecurity, and overall macroeconomic conditions may adversely affect demand for C.H. Robinson’s services, posing further challenges to its financial performance.
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
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