C H Robinson Worldwide Inc Stock Price, News & Analysis

C.H. Robinson (Nasdaq: CHRW) announced its Board increased the regular quarterly cash dividend to $0.63 per share. The dividend is payable on January 5, 2026 to shareholders of record on December 5, 2025. The company noted it has paid uninterrupted dividends that have increased annually for more than 25 years. As of November 5, 2025, there were approximately 118,403,777 shares outstanding.

C.H. Robinson (NASDAQ: CHRW) will participate in a fireside chat at the Baird 2025 Global Industrial Conference on Tuesday, November 11, 2025 at 2:20 p.m. Central Time.

A live webcast of the discussion will be available at investor.chrobinson.com, and a replay will be posted within 24 hours after the live event.

C.H. Robinson (Nasdaq: CHRW) raised its 2026 operating income target to $965 million–$1.04 billion, up roughly $50 million from prior guidance based on 2023 adjusted operating income of $553 million.

The company now expects strategic initiatives to deliver $336 million of adjusted operating income in 2026 (previously $220 million), citing productivity gains from its Lean AI strategy and agentic AI innovations. Management said the bottom of the 2026 range assumes zero market volume growth and equates to about $6 of EPS on ~120 million diluted shares.

Separately, the Board authorized an additional $2 billion share repurchase program, intended to be executed over approximately three years, in addition to an existing authorization with ~4.5 million shares remaining.

C.H. Robinson (Nasdaq: CHRW) reported 3Q25 results for the quarter ended September 30, 2025: total revenue $4.1B (down 10.9%), income from operations $220.8M (up 22.6%), adjusted operating margin 31.3% (up 680 bps), and diluted EPS $1.34 (up 67.5%).

Cash from operations rose by $167.4M to $275.4M. NAST volume grew ~3.0% with a 38.9% adjusted operating margin. Global Forwarding revenue fell 31.1% and ocean adjusted gross profit fell sharply due to lower rates and volume.

C.H. Robinson (NASDAQ:CHRW) unveiled the Agentic Supply Chain on October 20, 2025: an AI-driven logistics ecosystem that continuously thinks, learns, adapts and acts. The platform builds on C.H. Robinson’s Always-On Logistics Planner™, a digital workforce of 30+ AI agents reportedly performing millions of shipping tasks, and leverages the company’s dataset of 37 million shipments annually to train agents. Cited benefits include faster planning (hours to seconds), smarter cost optimization, improved visibility, greater resilience and freed workforce capacity. The company said one agent captured 318,000 freight tracking updates in September, feeding predictive ETAs and optimization.

C.H. Robinson (NASDAQ:CHRW) launched an Asset Management System (AMS) inside its Drop Trailer Plus program on October 13, 2025, combining GPS, telematics, geofencing, and facility mapping with the Navisphere platform.

The system covers C.H. Robinson's trailer pool and several contract carrier fleets, supports >800,000 annual shipments and >10,000 trailers in circulation daily, provides GPS updates up to every 5 seconds, and aims to improve utilization, uptime, exception management, theft/fraud prevention, and carrier scorecards. Expansion of AMS across additional fleets is planned throughout 2026.

C.H. Robinson (Nasdaq: CHRW) will release its third quarter 2025 results after the market closes on Wednesday, October 29, 2025. A conference call to discuss results and take live investor questions is scheduled for 5:30 PM ET the same day. Presentation slides and a simultaneous audio webcast will be available at the company's investor website. To join the call by phone, dial the provided number and call ten minutes early. An audio replay will also be posted on the investor site.

ParkOhio (NASDAQ: PKOH) has appointed Andrew C. Clarke, former CFO of C.H. Robinson Worldwide, to its Board of Directors effective September 30, 2025. Clarke, who will serve as an independent director, brings significant logistics and financial expertise to the board. He currently serves as a Board Member at LKQ Corporation.

ParkOhio operates approximately 130 manufacturing sites and supply chain logistics facilities worldwide through three segments: Supply Technologies, Assembly Components, and Engineered Products. The company specializes in supply chain management outsourcing, capital equipment, and manufactured components.

C.H. Robinson (NASDAQ:CHRW), a global leader managing 37 million annual shipments, has launched a groundbreaking cross-border freight consolidation service that can deliver up to 40% cost savings for shippers and provide 48-hour earlier visibility to freight movement.

The new service combines freight consolidation in Mexico, cross-border transport, customs brokerage, and bonded warehousing with AI-optimized delivery across North America. It addresses key inefficiencies in cross-border supply chains, particularly the Mexican law requiring all freight on a truck to be cleared by the same customs broker.

The solution leverages C.H. Robinson's proprietary Optimizer technology and 35 years of Mexico experience, offering significant benefits including same-day visibility, optimized routing, and potential tariff relief through bonded warehouse options. The service particularly benefits automotive, retail, healthcare, and industrial manufacturers importing from Mexico.