C. H. ROBINSON WORLDWIDE, INC.
CHRW · Arrangement of Transportation of Freight & Cargo · 117.9M shares · -3%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $6M (gross $64M, SBC $58M)
Reference price $168.24 · est. market cap ~$19.8B — last insider purchase, 2026-02-12 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B78Largest North American freight broker with asset-light scale, top-tier returns and cash generation despite a soft freight cycle.
Strengths
- Strong ROA 11.6% (89th pct) and FCF $895M (89th pct); adjusted operating margin expanded to 29.1%
- Scaled network (75k customers, 450k carriers) with dynamic pricing/AI driving share gains over the Cass index
Risks
- Total revenue fell 8.4% on the Europe divestiture and weak ocean/air pricing in a prolonged down-cycle
- Net margin 3.6% reflects the pass-through brokerage model and exposure to freight-rate volatility
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $161M cash & investments
- Insider buyingInsider buying — 4 open-market buy(s) by 4 insider(s) (cluster of 4 insiders, ~$501,637, last 6mo) Form 4 ↗
- Buying back stockNet buyback — share count -3%/yr over 4y
- Insider sellingInsider selling — 5 open-market sale(s) by 3 insider(s) (cluster of 3 insiders, ~$4M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
4.9%
Net margin
3.6%
Return on equity
31.8%
Return on assets
11.6%
ROIC
21.4%
Revenue growth (QoQ)
2.6%
Net-income growth
26.1%
Debt / equity
0.6×
Net debt / EBITDA
1.0×
Current ratio
1.5×
Free cash flow
$895M
EBITDA
$898M
Tangible book value
$369M
Cash & investments
$161M
Stock comp / revenue
0.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-29 | RAJAN ARUN | Grant | 8.7K | — |
| 2026-05-05 | Capers Dorothy Trefon | Tax withheld | 1.2K | $161.24 |
| 2026-02-17 | Freeman Angela K. | Tax withheld | 6.8K | $176.01 |
| 2026-02-17 | Castagnetto Michael D. | Tax withheld | 3.0K | $176.01 |
| 2026-02-17 | RAJAN ARUN | Tax withheld | 9.0K | $176.01 |
| 2026-02-17 | Short Michael John | Tax withheld | 7.8K | $176.01 |
| 2026-02-12 | Bozeman David P | Buy | 1.2K | $163.34 |
| 2026-02-12 | Castagnetto Michael D. | Buy | 594 | $168.24 |
| 2026-02-12 | RAJAN ARUN | Buy | 605 | $167.11 |
| 2026-02-12 | Lee Damon J. | Buy | 620 | $162.52 |
| 2026-02-09 | Freeman Angela K. | Tax withheld | 5.9K | $200.59 |
| 2026-02-09 | Freeman Angela K. | Sell | 8.6K | $200.52 |
| 2026-02-09 | Short Michael John | Tax withheld | 3.8K | $200.59 |
| 2026-02-09 | Short Michael John | Sell | 6.4K | $201.30 |
| 2026-02-04 | Freeman Angela K. | Grant | 2.6K | — |
| 2026-02-04 | RAJAN ARUN | Grant | 12K | — |
| 2026-02-04 | RAJAN ARUN | Grant | 7.2K | — |
| 2026-02-04 | Short Michael John | Grant | 4.7K | — |
| 2026-02-04 | Short Michael John | Grant | 3.6K | — |
| 2026-02-04 | Freeman Angela K. | Grant | 3.9K | — |
| 2026-02-04 | Castagnetto Michael D. | Grant | 4.9K | — |
| 2026-02-04 | Castagnetto Michael D. | Grant | 1.8K | — |
| 2026-02-04 | Lee Damon J. | Grant | 5.6K | — |
| 2026-02-04 | Capers Dorothy Trefon | Grant | 3.5K | — |
| 2026-02-04 | Bozeman David P | Grant | 21K | — |
| 2026-02-04 | Bozeman David P | Grant | 31K | — |
| 2026-02-04 | Bozeman David P | Tax withheld | 14K | $199.71 |
| 2026-02-02 | Castagnetto Michael D. | Sell | 2.8K | $194.20 |
| 2026-01-15 | Short Michael John | Sell | 1.2K | $175.00 |
| 2026-01-02 | RAJAN ARUN | Tax withheld | 7.8K | $160.76 |
| 2025-12-31 | Short Michael John | Tax withheld | 2.9K | $161.96 |
| 2025-12-31 | Capers Dorothy Trefon | Tax withheld | 711 | $161.96 |
| 2025-12-31 | Castagnetto Michael D. | Tax withheld | 2.4K | $161.96 |
| 2025-12-31 | Freeman Angela K. | Tax withheld | 2.2K | $161.96 |
| 2025-12-31 | Lee Damon J. | Tax withheld | 2.6K | $161.96 |
| 2025-12-31 | Short Michael John | Sell | 2.4K | $161.91 |
| 2025-12-31 | Bozeman David P | Tax withheld | 11K | $161.96 |
| 2025-12-31 | RAJAN ARUN | Tax withheld | 6.2K | $161.96 |
| 2025-11-17 | RAJAN ARUN | Sell | 2.5K | $152.77 |
| 2025-11-06 | Freeman Angela K. | Sell | 11K | $150.47 |
| 2025-11-06 | Freeman Angela K. | Option exercise | 11K | $87.15 |
| 2025-11-06 | Freeman Angela K. | Option exercise | 20K | $88.87 |
| 2025-11-06 | Freeman Angela K. | Option exercise | 19K | $72.74 |
| 2025-11-06 | Freeman Angela K. | Sell | 39K | $149.49 |
| 2025-11-04 | Castagnetto Michael D. | Gift | 658 | — |
| 2025-11-03 | Castagnetto Michael D. | Option exercise | 6.9K | $88.87 |
| 2025-11-03 | Castagnetto Michael D. | Option exercise | 21K | $72.74 |
| 2025-11-03 | Castagnetto Michael D. | Sell | 26K | $151.48 |
| 2025-11-03 | Castagnetto Michael D. | Option exercise | 7.8K | $76.72 |
| 2025-11-03 | Castagnetto Michael D. | Sell | 19K | $152.00 |
| 2025-11-03 | Castagnetto Michael D. | Option exercise | 10K | $87.15 |
| 2025-08-15 | RAJAN ARUN | Sell | 2.5K | $121.74 |
| 2025-08-11 | Freeman Angela K. | Sell | 5.7K | $116.24 |
| 2025-08-06 | Short Michael John | Option exercise | 6.4K | $72.74 |
| 2025-08-06 | Short Michael John | Sell | 6.4K | $117.24 |
| 2025-07-08 | Lee Damon J. | Tax withheld | 5.8K | $95.17 |
| 2025-06-26 | Bozeman David P | Tax withheld | 18K | $92.71 |
| 2025-05-14 | Freeman Angela K. | Sell | 5.7K | $97.42 |
| 2025-05-05 | Capers Dorothy Trefon | Grant | 6.7K | — |
| 2025-05-05 | Capers Dorothy Trefon | Grant | 11K | — |
| 2025-02-27 | Freeman Angela K. | Sell | 8.0K | $100.39 |
| 2025-02-18 | Short Michael John | Tax withheld | 5.3K | $99.49 |
| 2025-02-18 | Castagnetto Michael D. | Tax withheld | 2.3K | $99.49 |
| 2025-02-18 | Castagnetto Michael D. | Sell | 5.0K | $99.60 |
| 2025-02-18 | Freeman Angela K. | Tax withheld | 5.2K | $99.49 |
| 2025-02-18 | RAJAN ARUN | Tax withheld | 7.4K | $99.49 |
| 2025-02-18 | Short Michael John | Sell | 12K | $99.58 |
| 2025-02-05 | RAJAN ARUN | Grant | 17K | — |
| 2025-02-05 | RAJAN ARUN | Grant | 1.5K | — |
| 2025-02-05 | Short Michael John | Grant | 7.7K | — |
| 2025-02-05 | Short Michael John | Grant | 921 | — |
| 2025-02-05 | Freeman Angela K. | Grant | 6.2K | — |
| 2025-02-05 | Freeman Angela K. | Grant | 703 | — |
| 2025-02-05 | Castagnetto Michael D. | Grant | 6.9K | — |
| 2025-02-05 | Castagnetto Michael D. | Grant | 487 | — |
| 2025-02-05 | Bozeman David P | Grant | 29K | — |
| 2025-02-05 | Bozeman David P | Grant | 23K | — |
| 2025-02-05 | Bozeman David P | Tax withheld | 9.0K | $98.83 |
| 2025-02-05 | Lee Damon J. | Grant | 7.7K | — |
| 2024-12-31 | Castagnetto Michael D. | Tax withheld | 897 | $103.48 |
| 2024-12-31 | Castagnetto Michael D. | Sell | 2.0K | $103.81 |
| 2024-12-31 | Bozeman David P | Tax withheld | 6.8K | $103.48 |
| 2024-12-31 | Campbell Ben G | Tax withheld | 1.2K | $103.48 |
| 2024-12-31 | Freeman Angela K. | Tax withheld | 1.3K | $103.48 |
| 2024-12-31 | Lee Damon J. | Tax withheld | 1.3K | $103.48 |
| 2024-12-31 | RAJAN ARUN | Tax withheld | 3.6K | $103.48 |
| 2024-12-31 | Short Michael John | Tax withheld | 1.7K | $103.48 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-02 | Exec/director changeExhibits | filing ↗ |
| 2026-05-11 | Shareholder vote | filing ↗ |
| 2026-04-29 | ResultsExhibits | filing ↗ |
| 2026-01-28 | ResultsExhibits | filing ↗ |
| 2025-11-07 | Exec/director changeExhibits | filing ↗ |
| 2025-10-29 | ResultsReg FD | filing ↗ |
| 2025-08-27 | Exec/director changeExhibits | filing ↗ |
| 2025-08-12 | Material agreementDebt obligationExec/director changeExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-02 | 2026-05-29 | 0001043277-26-000023 ↗ |
| 8-K | 2026-05-11 | 2026-05-07 | 0001043277-26-000018 ↗ |
| 10-Q | 2026-05-01 | 2026-03-31 | 0001043277-26-000016 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0001043277-26-000014 ↗ |
| 10-K | 2026-02-13 | 2025-12-31 | 0001043277-26-000009 ↗ |
| 8-K | 2026-01-28 | 2026-01-28 | 0001043277-26-000005 ↗ |
| 8-K/A | 2025-11-07 | 2025-11-06 | 0001043277-25-000058 ↗ |
| 10-Q | 2025-10-31 | 2025-09-30 | 0001043277-25-000052 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0001043277-25-000050 ↗ |
| 8-K | 2025-08-27 | 2025-08-25 | 0001043277-25-000047 ↗ |
| 8-K | 2025-08-12 | 2025-08-12 | 0001043277-25-000044 ↗ |
| 8-K | 2025-08-07 | 2025-08-07 | 0001043277-25-000041 ↗ |