TacticScaleWhat CH Robinson Worldwide Does & How It Makes Money (CHRW)
Updated October 2026 · reflects CH Robinson Worldwide's latest reported financials
Freight brokerage and logistics provider connecting shippers with carriers. It mainly earns money as a middleman, charging shippers for transportation it arranges with third-party carriers and keeping the difference, plus fees for customs brokerage, managed logistics and warehousing.
How CH Robinson Worldwide makes money
It mainly earns money as a middleman, charging shippers for transportation it arranges with third-party carriers and keeping the difference, plus fees for customs brokerage, managed logistics and warehousing. It also earns margins on fresh produce it buys and sells to grocers, restaurants and wholesalers.
What CH Robinson Worldwide does
C.H. Robinson Worldwide, founded in 1905 and headquartered in Eden Prairie, Minnesota, is a freight transportation and logistics company operating in the United States and internationally. It reports two segments: North American Surface Transportation, covering truckload, less-than-truckload brokerage and intermodal truck-rail shipping, and Global Forwarding, covering ocean freight as a non-vessel operating common carrier, air freight forwarding and door-to-door services. Beyond moving freight, the company offers customs brokerage, fee-based managed logistics, warehousing, and supply chain consulting and optimization. Its Robinson Fresh business buys, sells and markets fresh fruits, vegetables and other perishables for grocery retailers, restaurants and produce wholesalers.
Products & services
- Truckload and LTL freight brokerage
- Intermodal (truck and rail) transportation
- Ocean (NVOCC) and air freight forwarding
- Customs brokerage
- Managed logistics and warehousing services
- Robinson Fresh produce
What is CH Robinson Worldwide worth?
On an owner-earnings DCF, CH Robinson Worldwide's most-likely value is about $78 versus a recent price near $142 (45% above fair value). But TacticScale only calls a stock undervalued when the price sits below its conservative no-growth floor (~$40) with a margin of safety — so the honest verdict here is “Fairly priced — no edge.” Fair value earns its keep only at the extremes, not in the wide middle.
Price sits in the normal range — fair value isn't actionable here; it earns its keep only when price drops below the no-growth floor, or runs to roughly double the optimistic case.
Analysis, not advice. Fair value is a margin-of-safety estimate from a deterministic owner-earnings DCF, not a price target or recommendation. See the full breakdown →
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