Valued at a market cap of $19.6 billion, C.H. Robinson Worldwide, Inc. (CHRW) provides freight transportation and related logistics and supply chain services. The Eden Prairie, Minnesota-based company is scheduled to announce its fiscal Q1 earnings for 2026 in the near future.
Ahead of this event, analysts expect this freight transportation company to report a profit of $1.26 per share, up 7.7% from $1.17 per share in the year-ago quarter. The company has topped Wall Street’s bottom-line estimates in each of the last four quarters. In Q4 2025, CHRW’s EPS of $1.23 outpaced the consensus expectations by 9.8%.
More Top Stocks Daily: Go behind Wall Street’s hottest headlines with Barchart’s Active Investor newsletter.
For the current fiscal year, ending in December, analysts expect CHRW to report a profit of $5.91 per share, up 16.1% from $5.09 per share in fiscal 2025. Its EPS is expected to further grow 15.7% year-over-year to $6.84 in fiscal 2027.
www.barchart.com CHRW has soared 98.3% over the past 52 weeks, notably outpacing both the S&P 500 Index's ($SPX) 36.1% return and the State Street Industrial Select Sector SPDR ETF’s (XLI) 46.4% uptick over the same time period.
www.barchart.com On Apr. 8, CHRW shares climbed 3.8% after ship-tracking data showed the first vessels moving through the Strait of Hormuz following a two-week ceasefire agreement between the U.S. and Iran. The easing tensions pushed WTI crude below $94 per barrel, sharply lowering the expected cost of running global logistics networks and improving margin outlooks for freight and shipping companies. With safer passage restored, logistics providers can shift back to shorter, more efficient routes that had been avoided during the conflict. At the same time, declining fuel surcharges and reduced operating costs for air and ground transport enable these firms to retain a greater share of value from existing contracts.
Wall Street analysts are moderately optimistic about CHRW’s stock, with a "Moderate Buy" rating overall. Among 26 analysts covering the stock, 15 recommend "Strong Buy," one advises a "Moderate Buy,” nine suggest "Hold," and one indicates a “Moderate Sell” rating. The mean price target for CHRW is $190.84, indicating a 10.7% potential upside from the current levels.
On the date of publication, Neharika Jain did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
Lockheed Martin Stock Is Up 30% in 2026 and Yields 2%. Is It a Top Buy While the Iran War Drags On? Bank of America Warns That the Middle East Oil Shock Is Bad News for Carvana Stock. Should You Sell CVNA Now? Protect Your Profits Before It’s Too Late: The Options Strategy That Smart Investors Use Before a Drop Exxon Mobil Stock Threatens to Break Below Its 50-Day MA. Should You Buy the Dip?