CHRW C.H. Robinson Worldwide, Inc. - Common Stock
NASDAQ · Logistics & Transportation · View on SEC EDGAR ↗ close Oct 6, 2026 10-K/10-Q Jul 31, 2026CHRW Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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| Ex-date | Split | Type |
|---|---|---|
| Oct. 17, 2005 | 2-for-1 | Forward |
| Dec. 4, 2000 | 2-for-1 | Forward |
About C.H. Robinson Worldwide, Inc. - Common Stock Company overview from Wikipedia
C.H. Robinson Worldwide, Inc. is an American transportation company that includes third-party logistics (3PL). The company offers freight transportation, transportation management, brokerage and warehousing. It offers truckload, less than truckload, air freight, intermodal, and ocean transportation.
Company overview
The company is headquartered in Eden Prairie, Minnesota, with more than 300 offices and over 15,000 employees in North America, Europe, Asia, and South America. The company has contractual relationships with over 66,000 transportation companies, including motor carriers, railroads, air freight, and ocean carriers. It also provides services including supply chain analysis, freight consolidation, core carrier program management, and information reporting. C.H. Robinson also owns Robinson Fresh, which buys and sells produce to the foodservice industry through independent produce growers and suppliers.
C.H. Robinson's transportation of goods accounts for about 94% of its gross net revenues with the remainder coming from sourcing and marketing fresh produce.
History
Origins and early history
In the early 1900s, Charles Henry Robinson owned a small wholesale brokerage house that provided produce throughout North Dakota and Minnesota. He partnered with the Nash brothers on April 11, 1905, and became the company's first president. Nash Finch Company was the leading wholesaler in the region, owning and operating grocery stores. Following Charles Henry Robinson's death in 1909, the Nash Brothers assumed control of the C.H. Robinson Company.
C.H. Robinson became the procurement arm for the Nash Finch Company as it expanded in Iowa, Minnesota, Wisconsin, Illinois, and Texas. In the 1940s, the FTC found Nash Finch Company to have a "price advantage," and under the Robinson-Patman Act of 1936, C.H. Robinson Co. was split into two companies.
The first, C.H. Robinson Co., was formed by the offices that sold produce to Nash Finch's warehouses, and ownership was retained by C.H. Robinson employees. The second company, C.H. Robinson, Inc., remained owned by Nash Finch.
Expansion into logistics and trucking
C.H. Robinson's entrance into the trucking business came after the Federal Highway Act of 1956 and expanded U.S. interstate commerce. C.H. Robinson and other shippers had previously relied on trains to transport goods. In 1968, the firm entered the regulated truck business as a contract carrier named Meat Packers Express based in Omaha, Nebraska. Robco Transportation Inc. was formed by merging Meat Packers Express with additional carriers three years later and was sold in 1986.
In the mid-1960s, C.H. Robinson Co. and C.H. Robinson, Inc., consolidated their operations under the name C.H. Robinson Co. Nash Finch still held a 25% stake in the brokerage company, with C.H. Robinson employees owning the remainder. By 1976, the Nash Finch shares had been bought out and the company was 100% employee owned. C.H. Robinson focused on using emerging technology, and adopted IBM mainframes in 1979.
The Motor Carrier Act of 1980 deregulated transportation industries in America and increased competition for logistics providers and shippers. C.H. Robinson created a contract carrier program, expanded its freight contract operations, and established itself as a middleman sourcing operation for shippable goods.
The company's average annual growth, measured in truckloads, more than doubled and C.H. Robinson posted more than $700 million in sales within five years. Forty per cent was generated by truck brokerage, with the remainder of revenue coming from produce sales.
Renaming and IPO
The company renamed itself C.H. Robinson Worldwide, Inc., in 1997 and had an IPO that raised $190 million for the 101 employees who sold their shares. The initial market value totaled $743 million, and the firm began trading on NASDAQ under the symbol CHRW. Gross revenues for 1997 reached $1.79 billion, while net revenues amounted to $206 million, a 15.1% increase over the previous year. In January 2023, Bob Biesterfeld stepped down as president and CEO; the company announced Scott Anderson as interim CEO.
On June 6, 2023, C.H. Robinson Worldwide, Inc. announced that its board of directors had appointed Dave Bozeman as chief executive officer and member of the board, effective June 26, 2023.
Outreach
The company's work with nonprofits and other charity and community causes has been acknowledged, including selection as a finalist for the Minnesota Business Magazine 2015 Long-Term Achievement Award for "demonstrating a long-term commitment to positively impacting the state's community of nonprofits or other worthy causes."
Acquisitions
Beginning in 1989, C.H. Robinson began expanding its international logistics operations with the opening of its Monterrey, Mexico office. It acquired C.S. Greene International in 1992 to add international freight forwarding, air freight operations, and refrigerated containers. In 1993, C.H. Robinson bought a 30% stake in Transeco, a major French motor carrier, and eventually bought the entire company. C.H. Robinson added to its operations by purchasing companies including Daystar International, a distributor of fruit juice, and FoodSource. It also became an exclusive marketer for Tropicana, Motts, Glory and Welch's.
The company continued expanding its logistics services by purchasing regional logistics firms like the Chicago-based American Backhaulers, Inc. for $136 million in 1999, and acquired the Minnesota-based Trans-Consolidated Inc.
At the end of the 1990s, the company began making acquisitions to expand its shipping and logistics services in international markets. These acquisitions included: Preferred Translocation Systems; the Argentina-based Comexter Group; the Western European transportation provider Norminter; New York-based Vertex Transportation Inc.; Smith Terminal International Services, one of the largest third-party logistics providers in Florida; the Germany-based international freight logistics provider Frank M. Viet GmbH Internationale Spedition; Dalian Decheng Shipping Agency Co.; FoodSource Procurement LLC; Apreo Logistics S.A.; and other major European, Indian, Chinese, and North American logistics providers.
In 2012, C.H Robinson purchased Phoenix International for $635 million and doubled its ocean freight capacity. The company also acquired the Polish shipping firm Apreo Logistics S.A., which provides trucking, air, and ocean shipping services throughout Europe.
The company launched a technology-enabled platform called Navisphere in 2012. The service provides facilities to C.H. Robinson employees, customers, and service providers to manage supply chain logistics, transportation, and sourcing activities on a global scale.
TMC, a division of C.H. Robinson, provides support for C.H. Robinson's network through its Managed TMS, a combination of global transportation management system (TMS) software, and logistics management.
In 2015, the company connected its shipping and logistics services to expand into less-than-truckload markets; it acquired the company Freightquote, a privately owned online transportation broker.
C.H. Robinson acquired Prime Distribution Services on January 28, 2020, for $225 million. This purchase moved the company into warehouse management with a total of 2.6 million square feet of warehouse space.
Litigation
Miller v. C.H. Robinson Worldwide was filed in 2017 when Allen Miller became a quadriplegic after a truck driver contracted by Robinson had a collision in 2016. Plaintiff argued that it was Robinson's duty to select competent contractors and alleged that the brokerage knew or should have known about the driver’s past safety violations. A U.S. district court ruled for Robinson, citing the Federal Aviation Administration Authorization Act. The U.S. Court of Appeals reversed that decision, finding that there was a safety exception which applied to the federal law. The U.S. Supreme Court in 2022 refused to hear the case and Robinson Worldwide settled with plaintiff.
Montgomery v. Caribe Transport II, LLC (also known as Montgomery v. C.H. Robinson Worldwide) is a landmark Supreme Court case that decided if freight brokers can be sued for negligent hiring following truck accidents. The case was filed after Shawn Montgomery was severely injured when his tractor-trailer was struck by a truck driven for a motor carrier contracted by Robinson. Oral arguments were heard on March 4, 2026. A defense attorney was quoted, "This is an industry defining issue and will re-shape the logistics industry." On May 14, 2026, the Supreme Court ruled unanimously with Justice Barrett writing that negligent-hiring claims against freight brokers are not preempted by the Federal Aviation Administration Authorization Act (FAAAA) because "States retain authority to regulate safety 'with respect to motor vehicles' under the law" and that even if the FAAAA somehow preempted the negligent hiring claim, the claim would fall under the law's safety exception. This decision allowed Montgomery's lawsuit against C.H. Robinson to proceed.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | CHRW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 25.8 | · | 20.0 | Overvalued | |
| P/S (TTM) | 0.9 | · | 0.3 | Overvalued | |
| P/B (MRQ) | 9.7 | · | 6.0 | Overvalued | |
| EV / EBITDA | 21.2 | · | · | · | |
| Price / FCF (TTM) | 23.6 | · | · | · | |
| Price / Cash Flow (TTM) | 23.1 | · | 17.6 | Overvalued | |
| EV / Revenue | 1.0 | · | · | · | |
| EV / FCF | 18.9 | · | · | · | |
| Price / Tangible Book (MRQ) | 10.0 | · | · | · | |
| PEG Ratio | ≈4.8 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | CHRW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 4.9% | · | 4.1% | Top tier | |
| EBITDA Margin | 4.9% | · | 4.2% | Top tier | |
| Pretax Margin (TTM) | 4.6% | · | 3.3% | Top tier | |
| Net Profit Margin (TTM) | 3.7% | · | 2.6% | Top tier | |
| ROA (TTM) | 11.3% | · | 4.8% | Top tier | |
| ROE (TTM) | 37.1% | · | 14.8% | Top tier | |
| ROIC | 22.0% | · | 5.8% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | CHRW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 1.0 | · | 0.5 | High debt | |
| Current Ratio (MRQ) | 1.6 | · | 1.4 | Strong liquidity | |
| Quick Ratio | 1.4 | · | 1.0 | Strong liquidity | |
| Long-Term Debt / Equity (MRQ) | 1.0 | · | 0.4 | High debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | CHRW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -8.4% | · | · | · | |
| Revenue CAGR 3Y | -13.1% | · | · | · | |
| Revenue CAGR 5Y | 0.03% | · | · | · | |
| EPS YoY | 25.1% | · | · | · | |
| Net Income YoY | 26.1% | · | · | · | |
| EPS CAGR 3Y | -13.3% | · | · | · | |
| EPS CAGR 5Y | 5.4% | · | · | · | |
| Net Income CAGR 3Y | -14.5% | · | · | · | |
| Net Income CAGR 5Y | 3.0% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | CHRW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 3.1 | · | 1.2 | Top tier | |
| Receivables Turnover | 6.8 | · | 7.7 | Weak | |
| Revenue / Employee | ≈$1.4M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 4, 2026 | $0.63 | USD | ≈1.7% |
| Jun 5, 2026 | $0.63 | USD | ≈1.4% |
| Mar 6, 2026 | $0.63 | USD | ≈1.4% |
| Dec 5, 2025 | $0.63 | USD | ≈1.6% |
| Sep 5, 2025 | $0.62 | USD | ≈2.0% |
| Jun 6, 2025 | $0.62 | USD | ≈2.6% |
| Mar 7, 2025 | $0.62 | USD | ≈2.4% |
| Dec 6, 2024 | $0.62 | USD | ≈2.3% |
| Sep 6, 2024 | $0.62 | USD | ≈2.4% |
| Jun 7, 2024 | $0.61 | USD | ≈2.8% |
| Feb 29, 2024 | $0.61 | USD | ≈3.3% |
| Nov 30, 2023 | $0.61 | USD | ≈3.0% |
| Aug 31, 2023 | $0.61 | USD | ≈2.7% |
| Jun 1, 2023 | $0.61 | USD | ≈2.5% |
| Mar 2, 2023 | $0.61 | USD | ≈2.3% |
| Dec 1, 2022 | $0.61 | USD | ≈2.3% |
| Sep 1, 2022 | $0.55 | USD | ≈1.9% |
| Jun 2, 2022 | $0.55 | USD | ≈2.0% |
| Mar 3, 2022 | $0.55 | USD | ≈2.1% |
| Dec 14, 2021 | $0.55 | USD | ≈2.0% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 28, 2026 | $1.61 | $1.55 | 3.5% |
| March 31, 2026 | $1.35 | $1.26 | 6.8% | |
| Dec. 31, 2025 | $1.23 | $1.14 | 7.6% | |
| Sept. 30, 2025 | $1.40 | $1.33 | 5.6% | |
| June 30, 2025 | $1.29 | $1.18 | 9.1% | |
| March 31, 2025 | $1.17 | $1.07 | 9.1% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $16.23B | $17.72B | $17.60B | $24.70B | $23.10B | $16.21B | $15.31B | $16.63B | $14.87B | $13.14B | $13.48B | $13.47B | |
| Cost of Revenue | · | · | · | · | · | · | · | · | $1.24B | $1.32B | $1.37B | $1.42B | |
| Operating Expenses | $15.44B | $17.06B | $17.08B | $23.43B | $22.02B | $15.53B | $14.52B | $15.72B | $14.09B | $12.31B | $12.62B | $12.72B | |
| Operating Income | $795M | $669M | $515M | $1.27B | $1.08B | $673M | $790M | $912M | $775M | $838M | $858M | $748M | |
| Pretax Income | $722M | $579M | $409M | $1.17B | $1.02B | $628M | $742M | $880M | $728M | $812M | $823M | $723M | |
| Income Tax | $135M | $114M | $84M | $226M | $178M | $122M | $165M | $216M | $224M | $299M | $313M | $274M | |
| Net Income | $587M | $466M | $325M | $941M | $844M | $506M | $577M | $665M | $505M | $513M | $510M | $450M | |
| EPS (Basic) | $4.88 | $3.89 | $2.74 | $7.48 | $6.37 | $3.74 | $4.21 | $4.78 | $3.59 | $3.60 | $3.52 | $3.06 | |
| EPS (Diluted) | $4.83 | $3.86 | $2.72 | $7.40 | $6.31 | $3.72 | $4.19 | $4.73 | $3.57 | $3.59 | $3.51 | $3.05 | |
| Shares (Basic) | 120,242,000 | 119,805,000 | 118,551,000 | 125,743,000 | 132,482,000 | 135,532,000 | 136,955,000 | 139,010,000 | 140,610,000 | 142,706,000 | 144,967,000 | 147,202,000 | |
| Shares (Diluted) | 121,502,000 | 120,679,000 | 119,677,000 | 127,150,000 | 133,834,000 | 136,173,000 | 137,735,000 | 140,405,000 | 141,382,000 | 142,991,000 | 145,349,000 | 147,542,000 | |
| EBITDA | $795M | $669M | $515M | $1.27B | $1.08B | $673M | $790M | $912M | $775M | $838M | $858M | $748M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $161M | $146M | $146M | $217M | $257M | $244M | $448M | $379M | $334M | $248M | $168M | $129M | |
| Receivables | $2.36B | $2.38B | $2.38B | $2.99B | $3.96B | $2.45B | $1.97B | $2.16B | $2.11B | $1.71B | $1.51B | $1.57B | |
| Prepaid Expense | $120M | $102M | $163M | $122M | $130M | $51M | $85M | $52M | $63M | $49M | $40M | $38M | |
| Current Assets | $2.80B | $2.97B | $2.88B | $3.59B | $4.80B | $2.94B | $2.64B | $2.75B | $2.51B | $2.01B | $1.73B | $2.11B | |
| PP&E (Net) | $116M | $127M | $145M | $159M | $140M | $179M | $208M | $228M | $230M | $233M | $191M | $152M | |
| PP&E (Gross) | $353M | $404M | $437M | $450M | $442M | $479M | $490M | $499M | $498M | $450M | $379M | $314M | |
| Accum. Depreciation | $237M | $277M | $293M | $290M | $302M | $300M | $282M | $271M | $268M | $217M | $188M | $161M | |
| Goodwill | $1.46B | $1.43B | $1.47B | $1.47B | $1.48B | $1.49B | $1.29B | $1.26B | $1.28B | $1.23B | $1.11B | $825M | |
| Intangibles | $18M | $28M | $44M | $64M | $90M | $114M | $91M | $109M | $152M | $168M | $120M | $98M | |
| Other Non-current Assets | $96M | $108M | $114M | $117M | $92M | $84M | $85M | $68M | $60M | $44M | $34M | $33M | |
| Total Assets | $5.06B | $5.30B | $5.23B | $5.95B | $7.03B | $5.14B | $4.64B | $4.43B | $4.24B | $3.69B | $3.18B | $3.21B | |
| Accounts Payable | $1.21B | $1.18B | $1.30B | $1.47B | $1.81B | $1.20B | $985M | $971M | $1.00B | $840M | $698M | $717M | |
| Current Liabilities | $1.83B | $2.32B | $2.05B | $3.32B | $3.33B | $1.84B | $1.56B | $1.43B | $1.99B | $1.85B | $1.45B | $1.58B | |
| Capital Leases | $234M | $291M | $298M | $314M | $241M | $269M | $259M | · | · | · | · | · | |
| Deferred Tax | $22M | $13M | $13M | $14M | $16M | $22M | $40M | $36M | $45M | $65M | $65M | $67M | |
| Other Non-current Liabilities | $1M | $2M | $2M | $2M | $315.0K | $15M | $270.0K | $430.0K | $601.0K | $222.0K | $217.0K | $223.0K | |
| Total Liabilities | $3.21B | $3.58B | $3.81B | $4.60B | $5.01B | $3.26B | $2.97B | $2.83B | $2.81B | $2.43B | $2.03B | $2.17B | |
| Long-term Debt | $1.09B | $1.38B | $1.58B | $1.97B | $1.92B | $1.09B | $1.24B | $1.35B | $1.47B | $500M | $500M | $500M | |
| Total Debt | $1.09B | $1.38B | $1.58B | $1.97B | $1.92B | $1.09B | $1.24B | $1.35B | · | · | · | · | |
| Retained Earnings | $6.07B | $5.79B | $5.62B | $5.59B | $4.94B | $4.37B | $4.14B | $3.85B | $3.44B | $3.19B | $2.92B | $2.65B | |
| Treasury Stock | $4.89B | $4.74B | $4.89B | $4.90B | $3.54B | $3.03B | $2.96B | $2.71B | $2.45B | $2.30B | $2.13B | $1.91B | |
| AOCI | $-78M | $-110M | $-81M | $-89M | $-61M | $-46M | $-76M | $-72M | $-18M | $-61M | $-38M | $-29M | |
| Stockholders' Equity | $1.85B | $1.72B | $1.42B | $1.35B | $2.02B | $1.88B | $1.67B | $1.60B | $1.43B | $1.26B | $1.15B | $1.05B | |
| Liabilities + Equity | $5.06B | $5.30B | $5.23B | $5.95B | $7.03B | $5.14B | $4.64B | $4.43B | $4.24B | $3.69B | $3.18B | $3.21B | |
| Shares Outstanding | 118,429,000 | 118,664,000 | 116,768,000 | 116,323,000 | 129,186,000 | 134,298,000 | 134,895,000 | 137,284,000 | 139,542,000 | 141,258,000 | 143,455,000 | 146,458,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $103M | $97M | $99M | $93M | $91M | $102M | $100M | $97M | $93M | $75M | $66M | $57M | |
| Stock-based Comp | $80M | $85M | $58M | $91M | $130M | $44M | $39M | $88M | $42M | $38M | $58M | $48M | |
| Deferred Tax | $8M | $-78M | $-38M | $-58M | $-110M | $-38M | $-2M | $-15M | $-28M | $15M | $-17M | $-3M | |
| Amort. of Intangibles | $10M | $12M | $21M | $23M | $25M | $36M | $38M | $37M | · | · | · | · | |
| Restructuring | · | · | · | $37M | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $915M | $509M | $732M | $1.65B | $95M | $499M | $835M | $793M | $384M | $529M | $718M | $513M | |
| CapEx | $20M | $23M | $30M | $62M | $34M | $23M | $36M | $45M | $40M | $73M | $28M | $22M | |
| Investing Cash Flow | $-55M | $-74M | $-83M | $-65M | $-86M | $-272M | $-113M | $-73M | $-108M | $-313M | $-54M | $-389M | |
| Debt Issued | $949M | $10M | $0 | $200M | $300M | $0 | $1.30B | $591M | $250M | $0 | $0 | $0 | |
| Net Debt Issued | $-262M | $0 | $0 | $200M | $298M | $0 | $-207M | $591M | $250M | · | $0 | $0 | |
| Stock Repurchased | $355M | $0 | $64M | $1.46B | $582M | $178M | $309M | $301M | $185M | $173M | $230M | $164M | |
| Net Stock Activity | $-355M | $0 | $-64M | $-1.46B | $-582M | $-178M | $-309M | $-301M | $-185M | $-173M | $-230M | $-164M | |
| Dividends Paid | $301M | $295M | $292M | $285M | $277M | $210M | $278M | $265M | $258M | $245M | $236M | $215M | |
| Financing Cash Flow | $-863M | $-416M | $-718M | $-1.62B | $8M | $-441M | $-651M | $-655M | $-202M | $-127M | $-608M | $-144M | |
| Net Change in Cash | $4M | $11M | $-72M | $-40M | $14M | $-204M | $69M | $45M | $86M | $79M | $39M | $-33M | |
| Taxes Paid | $95M | $132M | $156M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $895M | $486M | $702M | $1.59B | $61M | $476M | $799M | $748M | $344M | $456M | $690M | $491M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.9% | 3.8% | 2.9% | 5.1% | 4.7% | 4.2% | 5.2% | 5.5% | 5.2% | 6.4% | 6.4% | 5.6% | |
| Net Margin | 3.6% | 2.6% | 1.8% | 3.8% | 3.6% | 3.1% | 3.8% | 4.0% | 3.4% | 3.9% | 3.8% | 3.3% | |
| Pretax Margin | 4.5% | 3.3% | 2.3% | 4.7% | 4.4% | 3.9% | 4.9% | 5.3% | 4.9% | 6.2% | 6.1% | 5.4% | |
| EBITDA Margin | 4.9% | 3.8% | 2.9% | 5.1% | 4.7% | 4.2% | 5.2% | 5.5% | 5.2% | 6.4% | 6.4% | 5.6% | |
| ROA | 11.3% | 8.5% | 6.2% | 14.8% | 12.4% | 9.9% | 12.4% | 14.9% | 12.0% | 14.0% | 15.9% | 14.9% | |
| ROE | 32.4% | 27.7% | 23.0% | 62.1% | 42.5% | 27.0% | 34.5% | 42.0% | 37.6% | 42.6% | 46.4% | 45.3% | |
| ROIC | 22.0% | 17.4% | 13.6% | 30.7% | 22.7% | 18.2% | 21.1% | 23.4% | 37.7% | 42.1% | 46.2% | 44.4% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.3 | 1.4 | 1.1 | 1.4 | 1.6 | 1.7 | 1.9 | 1.3 | 1.1 | 1.2 | 1.3 | |
| Quick Ratio | 1.4 | 1.1 | 1.2 | 1.0 | 1.3 | 1.5 | 1.6 | 1.8 | 1.2 | 1.1 | 1.2 | 1.1 | |
| Debt / Equity | 0.6 | 0.8 | 1.1 | 1.5 | 0.9 | 0.6 | 0.7 | 0.8 | · | · | · | · | |
| LT Debt / Equity | 0.6 | 0.5 | 1.0 | 0.7 | 0.7 | 0.6 | 0.7 | 0.8 | · | · | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 3.1 | 3.2 | 3.3 | 3.9 | 3.4 | 3.2 | 3.3 | 3.7 | 3.5 | 3.6 | 4.2 | 4.5 | |
| Receivables Turnover | 6.8 | 7.4 | 6.5 | 7.1 | 7.2 | 7.3 | 7.4 | 8.0 | 7.8 | 8.2 | 8.8 | 8.9 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $15.58 | $14.51 | $12.15 | $11.63 | $15.65 | $14.00 | $12.39 | $11.62 | $10.22 | $8.90 | $8.02 | $7.15 | |
| Revenue / Share | $133.60 | $146.88 | $147.03 | $194.23 | $172.62 | $119.02 | $111.15 | $118.45 | $105.17 | $91.92 | $92.72 | $91.30 | |
| Cash Flow / Share | $7.53 | $4.22 | $6.12 | $12.98 | $0.71 | $3.67 | $6.07 | $5.65 | $2.72 | $3.70 | $4.94 | $3.48 | |
| Cash / Share | $1.36 | $1.23 | $1.25 | $1.87 | $1.99 | $1.82 | $3.32 | $2.76 | $2.39 | $1.75 | $1.17 | $0.88 | |
| Dividend / Share | $2.49 | $2.46 | $2.44 | $2.26 | $2.08 | $2.04 | $2.01 | $1.88 | $1.81 | $1.74 | $1.57 | $1.43 | |
| EPS (TTM) | $4.83 | $3.86 | $2.72 | $7.40 | $6.31 | $3.72 | $4.19 | $4.73 | $3.57 | $3.59 | $3.51 | $3.05 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -8.4% | 0.73% | -28.7% | 6.9% | 42.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -13.1% | -8.5% | 2.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.03% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 25.1% | 41.9% | -63.2% | 17.3% | 69.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -13.3% | -15.1% | -9.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 5.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 26.1% | 43.2% | -65.4% | 11.4% | 66.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -14.5% | -18.0% | -13.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 3.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 7.5% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $16.23B | $17.72B | $17.60B | $24.70B | $23.10B | $16.21B | $15.31B | $16.63B | $14.87B | $13.14B | $13.48B | $13.47B | |
| Net Income TTM | $587M | $466M | $325M | $941M | $844M | $506M | $577M | $665M | $505M | $513M | $510M | $450M | |
| Market Cap | $19.04B | $12.26B | $10.09B | $10.65B | $13.90B | $12.61B | $10.55B | $11.54B | $12.43B | $10.35B | $8.90B | $10.97B | |
| Enterprise Value | $19.97B | $13.49B | $11.52B | $12.41B | $15.57B | $13.46B | $11.34B | $12.51B | · | · | · | · | |
| P/E | 33.3 | 26.8 | 31.8 | 12.4 | 17.1 | 25.2 | 18.7 | 17.8 | 25.0 | 20.4 | 17.7 | 24.6 | |
| P/S | 1.2 | 0.7 | 0.6 | 0.4 | 0.6 | 0.8 | 0.7 | 0.7 | 0.8 | 0.8 | 0.7 | 0.8 | |
| P/B | 10.3 | 7.1 | 7.1 | 7.9 | 6.9 | 6.7 | 6.3 | 7.2 | 8.7 | 8.2 | 7.7 | 10.5 | |
| P / Tangible Book | 51.5 | 46.3 | · | · | 31.1 | 45.2 | · | · | · | · | · | · | |
| P / Cash Flow | 20.8 | 24.1 | 13.8 | 6.5 | 146.4 | 25.3 | 12.6 | 14.6 | 32.4 | 19.5 | 12.4 | 21.4 | |
| P / FCF | 21.3 | 25.2 | 14.4 | 6.7 | 228.8 | 26.5 | 13.2 | 15.4 | 36.2 | 22.7 | 12.9 | 22.3 | |
| EV / EBITDA | 25.1 | 20.2 | 22.4 | 9.8 | 14.4 | 20.0 | 14.4 | 13.7 | · | · | · | · | |
| EV / FCF | 22.3 | 27.7 | 16.4 | 7.8 | 256.2 | 28.3 | 14.2 | 16.7 | · | · | · | · | |
| EV / Revenue | 1.2 | 0.8 | 0.7 | 0.5 | 0.7 | 0.8 | 0.7 | 0.8 | · | · | · | · | |
| Dividend Yield | 1.6% | 2.4% | 2.9% | 2.7% | 2.0% | 1.7% | 2.6% | 2.3% | 2.1% | 2.4% | 2.6% | 2.0% | |
| Earnings Yield | 3.0% | 3.7% | 3.1% | 8.1% | 5.9% | 4.0% | 5.4% | 5.6% | 4.0% | 4.9% | 5.7% | 4.1% | |
| Payout Ratio | 51.3% | 63.3% | 89.7% | 30.3% | 32.9% | 41.5% | 48.1% | 39.9% | 51.1% | 47.8% | 46.2% | 47.8% | |
| Annual Payout | $301M | $295M | $292M | $285M | $277M | $210M | $278M | $265M | $258M | $245M | $236M | $215M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.93B | $4.01B | $3.91B | $4.14B | $4.14B | $4.05B | $4.18B | $4.64B | $4.48B | $4.41B | $4.22B | $4.34B | $4.42B | $4.61B | $5.07B | $6.02B | |
| Operating Expenses | $4.68B | $3.84B | $3.73B | $3.92B | $3.92B | $3.87B | $4.00B | $4.46B | $4.31B | $4.29B | $4.11B | $4.23B | $4.29B | $4.45B | $4.90B | $5.73B | |
| Operating Income | $256M | $176M | $181M | $221M | $216M | $177M | $184M | $180M | $178M | $127M | $107M | $114M | $133M | $161M | $164M | $288M | |
| Pretax Income | $238M | $167M | $167M | $205M | $194M | $157M | $168M | $144M | $157M | $110M | $69M | $93M | $114M | $133M | $122M | $272M | |
| Income Tax | $51M | $19M | $30M | $42M | $41M | $22M | $19M | $47M | $30M | $17M | $38M | $11M | $17M | $18M | $25M | $46M | |
| Net Income | $187M | $147M | $136M | $163M | $152M | $135M | $149M | $97M | $126M | $93M | $31M | $82M | $97M | $115M | $96M | $226M | |
| EPS (Basic) | $1.58 | $1.23 | $1.13 | $1.36 | $1.27 | $1.12 | $1.24 | $0.81 | $1.06 | $0.78 | $0.26 | $0.69 | $0.82 | $0.97 | $0.89 | $1.81 | |
| EPS (Diluted) | $1.56 | $1.22 | $1.12 | $1.34 | $1.26 | $1.11 | $1.23 | $0.80 | $1.05 | $0.78 | $0.27 | $0.68 | $0.81 | $0.96 | $0.90 | $1.78 | |
| Shares (Basic) | 118,565,000 | 119,803,000 | · | 119,887,000 | 120,244,000 | 120,969,000 | · | 119,860,000 | 119,418,000 | 119,344,000 | · | 118,464,000 | 118,500,000 | 118,636,000 | · | 124,980,000 | |
| Shares (Diluted) | 119,751,000 | 121,010,000 | · | 121,349,000 | 121,025,000 | 121,932,000 | · | 121,179,000 | 119,920,000 | 119,604,000 | · | 119,751,000 | 119,807,000 | 119,909,000 | · | 127,190,000 | |
| EBITDA | $256M | $176M | · | $221M | $216M | $177M | · | $180M | $178M | $127M | · | $114M | $133M | $161M | · | $288M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $155M | $160M | $161M | $137M | $156M | $130M | $146M | $132M | $113M | $122M | · | $175M | $210M | $239M | · | $188M | |
| Receivables | $3.06B | $2.54B | $2.36B | $2.54B | $2.54B | $2.48B | $2.38B | $2.63B | $2.65B | $2.59B | · | $2.44B | $2.51B | $2.68B | · | $3.80B | |
| Prepaid Expense | $121M | $124M | $120M | $129M | $131M | $113M | $102M | $138M | $155M | $174M | · | $137M | $148M | $122M | · | $80M | |
| Current Assets | $3.56B | $3.01B | $2.80B | $2.99B | $3.01B | $2.92B | $2.97B | $3.34B | $3.18B | $3.12B | · | $2.96B | $3.05B | $3.23B | · | $4.43B | |
| PP&E (Net) | $108M | $111M | $116M | $121M | $123M | $123M | $127M | $133M | $140M | $143M | · | $151M | $159M | $161M | · | $159M | |
| PP&E (Gross) | · | · | $353M | · | · | · | $404M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $237M | · | · | · | $277M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.51B | $1.46B | $1.46B | $1.44B | $1.44B | $1.43B | $1.43B | $1.45B | $1.47B | $1.47B | $1.47B | $1.47B | $1.47B | $1.47B | $1.47B | $1.46B | |
| Intangibles | $39M | $16M | $18M | $21M | $23M | $26M | $28M | $31M | $37M | $40M | · | $47M | $53M | $58M | · | $68M | |
| Other Non-current Assets | $97M | $95M | $96M | $99M | $128M | $127M | $108M | $109M | $110M | $111M | · | $130M | $127M | $123M | · | $120M | |
| Total Assets | $5.84B | $5.24B | $5.06B | $5.23B | $5.32B | $5.23B | $5.30B | $5.61B | $5.51B | $5.47B | $5.23B | $5.32B | $5.41B | $5.60B | $5.95B | $6.80B | |
| Accounts Payable | $1.66B | $1.34B | $1.21B | $1.28B | $1.33B | $1.25B | $1.18B | $1.33B | $1.43B | $1.39B | · | $1.38B | $1.36B | $1.41B | · | $1.66B | |
| Current Liabilities | $2.25B | $1.90B | $1.83B | $1.88B | $2.30B | $2.26B | $2.32B | $2.24B | $2.24B | $2.27B | · | $2.65B | $2.76B | $2.95B | · | $3.36B | |
| Capital Leases | $217M | $230M | $234M | $247M | $265M | $269M | $291M | $281M | $300M | $310M | · | $295M | $289M | $301M | · | $293M | |
| Deferred Tax | $21M | $22M | $22M | $10M | $10M | $10M | $13M | $12M | $12M | $12M | · | $15M | $15M | $15M | · | $18M | |
| Other Non-current Liabilities | $2M | $2M | $1M | $4M | $3M | $3M | $2M | $4M | $4M | $3M | · | $4M | $3M | $3M | · | $1M | |
| Total Liabilities | $4.22B | $3.53B | $3.21B | $3.37B | $3.54B | $3.49B | $3.58B | $3.97B | $4.00B | $4.04B | · | $3.91B | $4.02B | $4.21B | · | $5.12B | |
| Long-term Debt | $1.69B | $1.34B | $1.09B | $1.18B | $1.35B | $1.39B | $1.38B | $1.56B | $1.61B | $1.70B | · | $1.58B | $1.74B | $1.87B | · | $2.20B | |
| Total Debt | $1.69B | $1.34B | · | $1.18B | $1.35B | $1.39B | · | $1.56B | $1.61B | $1.70B | · | $1.58B | $1.74B | $1.87B | · | $2.20B | |
| Retained Earnings | $6.25B | $6.14B | $6.07B | $6.01B | $5.92B | $5.85B | $5.79B | $5.71B | $5.69B | $5.64B | · | $5.66B | $5.66B | $5.63B | · | $5.57B | |
| Treasury Stock | $5.27B | $5.07B | $4.89B | $4.83B | $4.80B | $4.74B | $4.74B | $4.78B | $4.85B | $4.87B | · | $4.91B | $4.92B | $4.91B | · | $4.50B | |
| AOCI | $-78M | $-78M | $-78M | $-75M | $-72M | $-100M | $-110M | $-72M | $-102M | $-100M | · | $-108M | $-93M | $-86M | · | $-138M | |
| Stockholders' Equity | $1.63B | $1.70B | $1.85B | $1.86B | $1.78B | $1.73B | $1.72B | $1.64B | $1.51B | $1.43B | $1.42B | $1.40B | $1.39B | $1.38B | $1.35B | $1.68B | |
| Liabilities + Equity | $5.84B | $5.24B | $5.06B | $5.23B | $5.32B | $5.23B | $5.30B | $5.61B | $5.51B | $5.47B | · | $5.32B | $5.41B | $5.60B | · | $6.80B | |
| Shares Outstanding | 117,113,000 | 118,157,000 | 118,429,000 | 118,421,000 | 118,317,000 | 118,958,000 | 118,664,000 | 118,083,000 | 117,262,000 | 117,000,000 | · | 116,465,000 | 116,335,000 | 116,437,000 | · | 120,594,000 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $25M | $26M | $26M | $25M | $26M | $24M | $24M | $25M | $24M | $23M | $26M | $26M | $24M | $24M | $23M | |
| Stock-based Comp | $25M | $28M | $17M | $19M | $21M | $23M | $20M | $22M | $20M | $23M | $21M | $16M | $6M | $16M | $12M | $26M | |
| Deferred Tax | $3M | $22M | $-23M | $15M | $-256.0K | $16M | $-71M | $6M | $-7M | $-7M | $-2M | $-13M | $-12M | $-10M | $19M | $-71M | |
| Amort. of Intangibles | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $6M | $6M | $6M | $6M | $6M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | $3M | $14M | $4M | · | · | |
| Operating Cash Flow | $36M | $69M | $305M | $275M | $227M | $107M | $268M | $108M | $166M | $-33M | $47M | $205M | $225M | $255M | $773M | $625M | |
| CapEx | $5M | $3M | $3M | $6M | $7M | $3M | $3M | $5M | $7M | $9M | $4M | $4M | $10M | $11M | $11M | $14M | |
| Investing Cash Flow | $-97M | $-3M | $-28M | $-19M | $-20M | $12M | $-15M | $-17M | $-19M | $-22M | $-16M | $-15M | $-24M | $-27M | $-27M | $-31M | |
| Debt Issued | $1.27B | $678M | $605M | $344M | $0 | $0 | $10M | · | · | · | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Debt Issued | · | $253M | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Stock Repurchased | $220M | $213M | $114M | $111M | $81M | $48M | $0 | $0 | $0 | $0 | $0 | $1M | $32M | $31M | $436M | $533M | |
| Net Stock Activity | · | $-213M | · | · | · | $-48M | · | · | · | $0 | · | · | · | $-31M | · | · | |
| Dividends Paid | $75M | $79M | $74M | $75M | $75M | $77M | $75M | $73M | $73M | $75M | $73M | $73M | $73M | $73M | $69M | $71M | |
| Financing Cash Flow | $56M | $-66M | $-255M | $-276M | $-186M | $-146M | $-232M | $-64M | $-155M | $35M | $-66M | $-219M | $-226M | $-206M | $-726M | $-637M | |
| Net Change in Cash | $-5M | $-1M | $24M | $-19M | $26M | $-27M | $13M | · | · | · | · | · | $-29M | $22M | $30M | $-51M | |
| Free Cash Flow | · | $66M | · | · | · | $103M | · | · | · | $-42M | · | · | · | $243M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 5.2% | 4.4% | · | 5.3% | 5.2% | 4.4% | · | 3.9% | 4.0% | 2.9% | · | 2.6% | 3.0% | 3.5% | · | 4.8% | |
| Net Margin | 3.8% | 3.7% | · | 3.9% | 3.7% | 3.3% | · | 2.1% | 2.8% | 2.1% | · | 1.9% | 2.2% | 2.5% | · | 3.8% | |
| Pretax Margin | 4.8% | 4.2% | · | 5.0% | 4.7% | 3.9% | · | 3.1% | 3.5% | 2.5% | · | 2.1% | 2.6% | 2.9% | · | 4.5% | |
| EBITDA Margin | 5.2% | 4.4% | · | 5.3% | 5.2% | 4.4% | · | 3.9% | 4.0% | 2.9% | · | 2.6% | 3.0% | 3.5% | · | 4.8% | |
| ROA | 3.4% | 2.8% | · | 3.0% | 2.8% | 2.5% | · | 1.8% | 2.3% | 1.7% | · | 1.4% | 1.5% | 1.8% | · | 3.4% | |
| ROE | 10.9% | 8.6% | · | 9.3% | 9.3% | 8.6% | · | 6.4% | 8.7% | 6.6% | · | 5.3% | 5.7% | 6.6% | · | 12.4% | |
| ROIC | 6.1% | 5.1% | · | 5.8% | 5.4% | 4.9% | · | 3.8% | 4.6% | 3.4% | · | 3.4% | 3.6% | 4.3% | · | 6.2% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.6 | · | 1.6 | 1.3 | 1.3 | · | 1.5 | 1.4 | 1.4 | · | 1.1 | 1.1 | 1.1 | · | 1.3 | |
| Quick Ratio | 1.4 | 1.4 | · | 1.4 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.0 | 1.0 | 1.0 | · | 1.2 | |
| Debt / Equity | 1.0 | 0.8 | · | 0.6 | 0.8 | 0.8 | · | 1.0 | 1.1 | 1.2 | · | 1.1 | 1.3 | 1.4 | · | 1.3 | |
| LT Debt / Equity | 1.0 | 0.8 | · | 0.6 | 0.5 | 0.5 | · | 0.9 | 0.9 | 1.0 | · | 0.7 | 0.7 | 0.7 | · | 0.8 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 0.7 | 0.7 | 0.7 | · | 0.9 | |
| Receivables Turnover | 1.8 | 1.6 | · | 1.6 | 1.6 | 1.6 | · | 1.8 | 1.7 | 1.7 | · | 1.4 | 1.3 | 1.3 | · | 1.6 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $13.90 | $14.42 | · | $15.68 | $15.08 | $14.58 | · | $13.89 | $12.88 | $12.22 | · | $12.06 | $11.93 | $11.86 | · | $13.91 | |
| Revenue / Share | $41.20 | $33.16 | · | $34.09 | $34.18 | $33.19 | · | $38.33 | $37.39 | $36.89 | · | $36.25 | $36.91 | $38.46 | · | $47.29 | |
| Cash Flow / Share | · | $0.57 | · | · | · | $0.87 | · | · | · | $-0.28 | · | · | · | $2.12 | · | · | |
| Cash / Share | $1.32 | $1.35 | · | $1.16 | $1.32 | $1.09 | · | $1.12 | $0.97 | $1.04 | · | $1.50 | $1.81 | $2.05 | · | $1.56 | |
| Dividend / Share | $0.63 | $0.63 | $0.63 | $0.62 | $0.62 | $0.62 | $0.62 | $0.62 | $0.61 | $0.61 | $0.61 | $0.61 | $0.61 | $0.61 | $0.61 | $0.55 | |
| EPS (TTM) | $5.24 | $4.94 | · | $4.94 | $4.40 | $4.19 | · | $2.90 | $2.78 | $2.54 | · | $3.35 | $4.45 | $6.31 | · | $8.24 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $17.00B | $16.20B | · | $16.50B | $17.01B | $17.36B | · | $17.76B | $17.46B | $17.40B | · | $18.44B | $20.12B | $22.49B | · | $26.13B | |
| Net Income TTM | $633M | $599M | · | $600M | $534M | $508M | · | $347M | $332M | $303M | · | $390M | $534M | $785M | · | $1.07B | |
| Market Cap | $22.06B | $19.62B | · | $15.68B | $11.35B | $12.18B | · | $13.03B | $10.33B | $8.91B | · | $10.03B | $10.98B | $11.57B | · | $11.61B | |
| Enterprise Value | $23.59B | $20.81B | · | $16.73B | $12.55B | $13.44B | · | $14.46B | $11.83B | $10.49B | · | $11.44B | $12.50B | $13.20B | · | $13.63B | |
| P/E | 35.9 | 33.6 | · | 26.8 | 21.8 | 24.4 | · | 38.1 | 31.7 | 30.0 | · | 25.7 | 21.2 | 15.7 | · | 11.7 | |
| P/S | 1.3 | 1.2 | · | 0.9 | 0.7 | 0.7 | · | 0.7 | 0.6 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | |
| P/B | 13.6 | 11.5 | · | 8.4 | 6.4 | 7.0 | · | 7.9 | 6.8 | 6.2 | · | 7.1 | 7.9 | 8.4 | · | 6.9 | |
| P / Tangible Book | 273.6 | 85.7 | · | 39.7 | 35.5 | 44.0 | · | 80.3 | 2036.9 | · | · | · | · | · | · | 76.8 | |
| P / Cash Flow | · | 286.0 | · | · | · | 114.3 | · | · | · | -267.3 | · | · | · | 45.5 | · | · | |
| EV / Revenue | 1.4 | 1.3 | · | 1.0 | 0.7 | 0.8 | · | 0.8 | 0.7 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | |
| Dividend Yield | 1.4% | 1.5% | · | 1.9% | 2.6% | 2.4% | · | 2.2% | 2.8% | 3.3% | · | 2.9% | 2.6% | 2.5% | · | 2.5% | |
| Earnings Yield | 2.8% | 3.0% | · | 3.7% | 4.6% | 4.1% | · | 2.6% | 3.1% | 3.3% | · | 3.9% | 4.7% | 6.3% | · | 8.6% | |
| Payout Ratio | · | 53.7% | · | · | · | 57.3% | · | · | · | 80.3% | · | · | · | 63.9% | · | · | |
| Annual Payout | $303M | $303M | · | $302M | $300M | $298M | · | $293M | $293M | $293M | · | $288M | $286M | $286M | · | $285M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Revenue | $16.23B | · | · | $17.72B | · |
| Operating Margin % | 4.9% | · | · | 3.8% | · |
| Net Income | $587M | · | · | $466M | · |
| Diluted EPS | $4.83 | · | · | $3.86 | · |
| Metric | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Debt / Equity | 0.6 | · | · | 0.8 | · |
| Current Ratio | 1.5 | · | · | 1.3 | · |
| Quick Ratio | 1.4 | · | · | 1.1 | · |
| Metric | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $895M | · | · | $486M | · |
Institutional owners (13F) 959 filers · $25.1B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 127 (-53 vs prior Q) | 101 (+25 vs prior Q) | 313 (-29 vs prior Q) | 337 (+68 vs prior Q) | -1.5M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $2,341,535,151 | 14,565,409 | 9.33% | Shares |
| BlackRock, Inc. | $2,142,049,668 | 11,373,312 | 8.53% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $1,413,125,567 | 7,503,056 | 5.63% | Shares |
| STATE STREET CORP | $1,228,619,476 | 6,502,365 | 4.89% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,114,959,993 | 5,919,932 | 4.44% | Shares |
| FMR LLC | $703,901,191 | 3,737,396 | 2.80% | Shares |
| First Eagle Investment Management, LLC | $686,019,630 | 3,642,453 | 2.73% | Shares |
| WCM INVESTMENT MANAGEMENT, LLC | $680,568,194 | 3,683,725 | 2.71% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $666,216,401 | 3,537,307 | 2.65% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $654,806,511 | 3,489,240 | 2.61% | Shares |
| Boston Partners | $552,105,071 | 2,921,377 | 2.20% | Shares |
| FIRST TRUST ADVISORS LP | $515,385,526 | 2,736,463 | 2.05% | Shares |
| Invesco Ltd. | $380,761,387 | 2,021,670 | 1.52% | Shares |
| MORGAN STANLEY | $347,663,052 | 1,845,931 | 1.38% | Shares |
| NORTHERN TRUST CORP | $342,274,426 | 1,817,322 | 1.36% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $313,751,650 | 1,665,879 | 1.25% | Shares |
| Winslow Capital Management, LLC | $307,142,423 | 1,630,787 | 1.22% | Shares |
| NORGES BANK | $295,176,618 | 1,567,254 | 1.18% | Shares |
| UBS Group AG | $261,209,498 | 1,386,904 | 1.04% | Shares |
| RAYMOND JAMES FINANCIAL INC | $245,616,418 | 1,304,112 | 0.98% | Shares |
| GOLDMAN SACHS GROUP INC | $244,229,541 | 1,296,748 | 0.97% | Shares |
| BANK OF AMERICA CORP /DE/ | $226,145,794 | 1,200,732 | 0.90% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $226,113,471 | 1,200,560 | 0.90% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $221,963,399 | 1,178,525 | 0.88% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $218,102,078 | 1,158,157 | 0.87% | Shares |
| Select Equity Group, L.P. | $215,722,376 | 1,145,388 | 0.86% | Shares |
| Cresset Asset Management, LLC | $202,396,321 | 1,071,055 | 0.81% | Shares |
| Capital World Investors | $198,014,649 | 1,051,368 | 0.79% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $189,846,720 | 1,008,000 | 0.76% | Call option |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $184,252,457 | 978,297 | 0.73% | Shares |
| Bank of New York Mellon Corp | $172,626,361 | 916,567 | 0.69% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $171,174,493 | 1,030,737 | 0.68% | Shares |
| JPMORGAN CHASE & CO | $170,639,939 | 918,334 | 0.68% | Shares |
| ProShare Advisors LLC | $168,566,184 | 895,010 | 0.67% | Shares |
| ALLIANCEBERNSTEIN L.P. | $161,312,925 | 971,355 | 0.64% | Shares |
| JUPITER ASSET MANAGEMENT LTD | $154,878,574 | 822,335 | 0.62% | Shares |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $152,360,279 | 808,964 | 0.61% | Shares |
| MAIRS & POWER INC | $145,155,131 | 770,708 | 0.58% | Shares |
| US BANCORP \DE\ | $143,182,034 | 760,231 | 0.57% | Shares |
| D. E. Shaw & Co., Inc. | $141,494,191 | 751,270 | 0.56% | Shares |
| SEI INVESTMENTS CO | $126,613,857 | 672,249 | 0.50% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $126,439,046 | 671,334 | 0.50% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $125,517,037 | 666,439 | 0.50% | Shares |
| DEUTSCHE BANK AG\ | $122,823,294 | 652,136 | 0.49% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $113,584,854 | 603,084 | 0.45% | Shares |
| Artisan Partners Limited Partnership | $112,651,855 | 598,130 | 0.45% | Shares |
| TD Asset Management Inc | $110,457,267 | 586,478 | 0.44% | Shares |
| Alyeska Investment Group, L.P. | $107,585,835 | 571,232 | 0.43% | Shares |
| Amundi | $104,410,988 | 554,375 | 0.42% | Shares |
| Qube Research & Technologies Ltd | $95,654,308 | 507,881 | 0.38% | Shares |
Company insiders 61 insiders · 36 officers · 28 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| David P Bozeman | President & CEO | June 26, 2026 F | 178,978 | 1 | 0 | $199,765 |
| Robert C Biesterfeld Jr | President and CEO | June 14, 2022 M | 181,610 | 0 | 0 | $0 |
| Damon J. Lee | Chief Financial Officer | July 8, 2026 F | 36,736 | 1 | 0 | $100,762 |
| Zechmeister Michael Paul | Chief Financial Officer | Feb. 8, 2024 F | 64,473 | 0 | 0 | $0 |
| Andrew C Clarke | Chief Financial Officer | Jan. 29, 2019 A | 18,312 | 0 | 0 | $0 |
| Michael John Short | President, Global Forwarding | Feb. 17, 2026 F | 44,298 | 0 | 3 | $-1,884,093 |
| Jordan T Kass | President, Managed Services | Feb. 8, 2023 A | 64,664 | 0 | 0 | $0 |
| Jeroen Eijsink | President, CH Robinson Europe | Feb. 9, 2022 A | 21,790 | 0 | 0 | $0 |
| James Lemke | President, Robinson Fresh | Feb. 6, 2019 S | 189,257 | 0 | 0 | $0 |
| Bryan Foe | President, CH Robinson Europe | Feb. 4, 2015 A | 86,265 | 0 | 0 | $0 |
| Arun Rajan | Chief Strat & Innov Officer | May 29, 2026 A | 133,340 | 1 | 1 | $-280,823 |
| Dorothy Trefon Capers | Chief Legal Officer | May 5, 2026 F | 19,360 | 0 | 0 | $0 |
| Michael D. Castagnetto | Pres, NAST | Feb. 17, 2026 F | 32,479 | 1 | 3 | $-7,320,227 |
| Angela K. Freeman | CHRO and ESG Officer | Feb. 17, 2026 F | 48,824 | 0 | 3 | $-9,188,344 |
| Ben G Campbell | Chief Legal Officer/Secretary | Dec. 31, 2024 F | 67,818 | 0 | 0 | $0 |
| Mac S Pinkerton | Pres. of North America Trans. | May 1, 2023 M | 87,001 | 0 | 0 | $0 |
| Michael W Neill | Chief Technology Officer | Feb. 8, 2023 A | 46,679 | 0 | 0 | $0 |
| Chris Obrien | Chief Commercial Officer | Feb. 8, 2023 A | 80,031 | 0 | 0 | $0 |
| John Wiehoff | Executive Chairman | April 14, 2020 S | 535,506 | 0 | 0 | $0 |
| Chad Lindbloom | Chief Information Officer | Feb. 27, 2018 S | 126,539 | 0 | 0 | $0 |
| Scott Satterlee | Senior Vice President | Feb. 19, 2015 S | 0 | 0 | 0 | $0 |
| Stephane Rambaud | Senior Vice President | Feb. 4, 2015 A | 89,758 | 0 | 0 | $0 |
| Tom Mahlke | Vice President and CIO | July 16, 2014 S | 49,921 | 0 | 0 | $0 |
| Mark A Walker | Vice President | Feb. 6, 2013 A | 270,255 | 0 | 0 | $0 |
| James Butts | Senior Vice President | Nov. 28, 2012 S | 259,897 | 0 | 0 | $0 |
| Linda U Feuss | VP, Gen. Counsel & Secretary | Nov. 24, 2008 M | 1,157 | 0 | 0 | $0 |
| Timothy P Manning | Vice President | Feb. 15, 2006 A | 95,525 | 0 | 0 | $0 |
| Laura Gillund | VP-HR | Feb. 15, 2006 M | 5,605 | 0 | 0 | $0 |
| James Larsen | Vice President | Dec. 7, 2005 A | 50,524 | 0 | 0 | $0 |
| Steve Weiby | Vice President | Dec. 7, 2005 A | 61,046 | 0 | 0 | $0 |
| Molly Dubois | Vice President | Dec. 7, 2005 A | 50,000 | 0 | 0 | $0 |
| Troy Renner | Treasurer and Ass't Secretary | Dec. 7, 2005 A | 28,024 | 0 | 0 | $0 |
| Paul Radunz | VP-CIO | Dec. 7, 2005 A | 61,658 | 0 | 0 | $0 |
| Joseph Mulvehill | Vice President | May 6, 2005 A | 374,940 | 0 | 0 | $0 |
| Michael Rempe | Vice President | Nov. 18, 2003 A | 10,000 | 0 | 0 | $0 |
| Owen Gleason | VP, General Counsel & Secy | Sept. 16, 2003 S | 362,560 | 0 | 0 | $0 |
| Mark A. Goodburn | Director | Sept. 30, 2026 A | · | 0 | 0 | $0 |
| Timothy C Gokey | Director | Sept. 30, 2026 A | · | 0 | 0 | $0 |
| Paula Tolliver | Director | May 7, 2026 A | · | 0 | 0 | $0 |
| Paige K Robbins | Director | May 7, 2026 A | · | 0 | 0 | $0 |
| Edward G. Feitzinger | Director | May 7, 2026 A | · | 0 | 0 | $0 |
| Michael H Mcgarry | Director | May 7, 2026 A | · | 0 | 0 | $0 |
| Jodee A Kozlak | Director | May 7, 2026 A | · | 0 | 0 | $0 |
| Kermit R Crawford | Director | May 7, 2026 A | 1,000 | 0 | 0 | $0 |
| Mary Guilfoile | Director | May 7, 2026 A | 3,098 | 0 | 0 | $0 |
| Henry Ward Winship IV | Director | May 8, 2025 A | 266,732 | 0 | 0 | $0 |
| Henry J Maier | Director | March 31, 2025 A | 1,922 | 0 | 0 | $0 |
| James J. Barber | Director | March 31, 2025 A | · | 0 | 0 | $0 |
| Scott P Anderson | Director | March 31, 2024 A | 27,305 | 0 | 0 | $0 |
| James B Stake | Director | March 31, 2024 A | · | 0 | 0 | $0 |
| Brian Short | Director | June 30, 2022 A | 21,951 | 0 | 0 | $0 |
| FORTUN WAYNE M | Director | June 30, 2022 A | 24,658 | 0 | 0 | $0 |
| Robert Ezrilov | Director | Sept. 28, 2018 A | 88,636 | 0 | 0 | $0 |
| Rebecca Koenig Roloff | Director | June 30, 2016 A | · | 0 | 0 | $0 |
| David Maclennan | Director | March 31, 2015 A | 1,600 | 0 | 0 | $0 |
| Michael W Wickham | Director | March 29, 2013 A | 0 | 0 | 0 | $0 |
| Steven L. Polacek | Director | Dec. 31, 2010 A | 399 | 0 | 0 | $0 |
| Gerald A Schwalbach | Director | March 31, 2009 A | 8,878 | 0 | 0 | $0 |
| Kenneth E Keiser | Director | Dec. 31, 2008 A | 3,390 | 0 | 0 | $0 |
| D R Verdoorn | Director | Feb. 16, 2006 M | 5,956,568 | 0 | 0 | $0 |
| Barry Butzow | Director | Feb. 20, 2004 S | 1,023,769 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 139 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| KMID · Virtus ETF Trust II | 2.95% | 9,101 NS | July 31, 2026 | N-PORT |
| IYT · iShares Trust | 2.38% | 314,587 SH | Sept. 11, 2026 | Daily |
| BOBP · EXCHANGE TRADED CONCEPTS TRUST | 2.17% | 86 NS | July 31, 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 1.39% | 429 NS | July 31, 2026 | N-PORT |
| RSPN · Invesco Exchange-Traded Fund Trust | 1.28% | 58,453 SH | Oct. 5, 2026 | Daily |
| IWFG · New York Life Investments Active ET… | 1.10% | 4,501 NS | July 31, 2026 | N-PORT |
| KNG · First Trust Exchange-Traded Fund IV | 1.07% | 255,208 NS | July 31, 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 1.01% | 30,288 NS | July 31, 2026 | N-PORT |
| TPOR · Direxion Shares ETF Trust | 0.98% | 1,170 NS | July 31, 2026 | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0.92% | 69,058 SH | Oct. 5, 2026 | Daily |
| SHPP · Pacer Funds Trust | 0.90% | 126 NS | July 31, 2026 | N-PORT |
| LCLG · Advisors Series Trust | 0.79% | 5,732 NS | July 31, 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.68% | 15,159 NS | July 31, 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0.61% | 54,588 NS | July 31, 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0.59% | 27,979 NS | July 31, 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.53% | 26,476 NS | July 31, 2026 | N-PORT |
| NULV · Nushares ETF Trust | 0.50% | 73,762 NS | July 31, 2026 | N-PORT |
| IWP · iShares Trust | 0.49% | 611,685 SH | Sept. 11, 2026 | Daily |
| VMAX · Lattice Strategies Trust | 0.48% | 1,605 NS | July 31, 2026 | N-PORT |
| PALC · Pacer Funds Trust | 0.46% | 6,536 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.45% | 1,629,915 SH | Aug. 19, 2026 | Daily |
| BKMC · BNY Mellon ETF Trust | 0.43% | 18,858 NS | July 31, 2026 | N-PORT |
| QDEF · FlexShares Trust | 0.41% | 15,006 NS | July 31, 2026 | N-PORT |
| QLC · FlexShares Trust | 0.39% | 26,432 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.36% | 49,839 NS | July 31, 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.35% | 36,812 SH | Aug. 19, 2026 | Daily |
| HQGO · Lattice Strategies Trust | 0.33% | 1,106 NS | July 31, 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.30% | 11,863 NS | July 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.30% | 143,097 SH | Aug. 19, 2026 | Daily |
| FEX · First Trust Exchange-Traded AlphaDE… | 0.28% | 29,926 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.27% | 45,052 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.25% | 2,567,774 SH | Aug. 19, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.25% | 6,256 SH | Aug. 19, 2026 | Daily |
| SMMD · iShares Trust | 0.25% | 62,852 SH | Sept. 11, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.25% | 38,681 NS | July 31, 2026 | N-PORT |
| FBCV · FIDELITY COVINGTON TRUST | 0.24% | 2,918 NS | July 31, 2026 | N-PORT |
| IMCG · iShares Trust | 0.24% | 62,867 SH | Sept. 11, 2026 | Daily |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.24% | 7,508 NS | July 31, 2026 | N-PORT |
| DUSL · Direxion Shares ETF Trust | 0.23% | 871 NS | July 31, 2026 | N-PORT |
| IYJ · iShares Trust | 0.22% | 27,867 SH | Sept. 11, 2026 | Daily |
| EUSA · iShares, Inc. | 0.21% | 26,998 SH | Sept. 11, 2026 | Daily |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.21% | 6,631 NS | July 31, 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0.21% | 1,294,459 SH | Oct. 5, 2026 | Daily |
| SUSA · iShares Trust | 0.21% | 54,410 SH | Sept. 11, 2026 | Daily |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0.21% | 245,356 SH | Oct. 5, 2026 | Daily |
| EXI · iShares Trust | 0.18% | 16,808 SH | Sept. 11, 2026 | Daily |
| EVUS · iShares Trust | 0.18% | 4,397 SH | Sept. 11, 2026 | Daily |
| SIZE · iShares Trust | 0.17% | 4,784 SH | Sept. 11, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.16% | 5,998 SH | Aug. 19, 2026 | Daily |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.14% | 180,000 | Oct. 5, 2026 | Daily |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0.14% | 4,866,000 | Oct. 5, 2026 | Daily |
| IWR · iShares Trust | 0.13% | 481,277 SH | Sept. 11, 2026 | Daily |
| RECS · Columbia ETF Trust I | 0.12% | 48,863 NS | July 31, 2026 | N-PORT |
| IMCB · iShares Trust | 0.12% | 13,382 SH | Sept. 11, 2026 | Daily |
| ACWV · iShares, Inc. | 0.12% | 25,766 SH | Sept. 11, 2026 | Daily |
| ESGU · iShares Trust | 0.11% | 134,320 SH | Sept. 11, 2026 | Daily |
| DUHP · Dimensional ETF Trust | 0.10% | 87,121 NS | July 31, 2026 | N-PORT |
| GLOF · iShares Trust | 0.10% | 1,339 SH | Sept. 11, 2026 | Daily |
| XOEF · iShares Trust | 0.10% | 147 SH | Sept. 11, 2026 | Daily |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.10% | 665,914 SH | Aug. 19, 2026 | Daily |
| LRGF · iShares Trust | 0.10% | 23,643 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.10% | 14,921 NS | July 31, 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.09% | 56,382 SH | Oct. 5, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.09% | 469,719 SH | Aug. 19, 2026 | Daily |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.08% | 27,060 SH | Aug. 19, 2026 | Daily |
| USXF · iShares Trust | 0.07% | 6,970 SH | Sept. 11, 2026 | Daily |
| PFM · Invesco Exchange-Traded Fund Trust | 0.07% | 3,357 SH | Oct. 5, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.07% | 213,973 NS | July 31, 2026 | N-PORT |
| PWS · Pacer Funds Trust | 0.06% | 102 NS | July 31, 2026 | N-PORT |
| IVE · iShares Trust | 0.06% | 195,441 SH | Sept. 11, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.06% | 171,888 SH | Aug. 19, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.06% | 2,230 NS | July 31, 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.06% | 17,869 SH | Oct. 5, 2026 | Daily |
| IUSV · iShares Trust | 0.06% | 103,511 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.06% | 12,589 NS | July 31, 2026 | N-PORT |
| ILCG · iShares Trust | 0.05% | 11,122 SH | Sept. 11, 2026 | Daily |
| SUSL · iShares Trust | 0.05% | 4,115 SH | Sept. 11, 2026 | Daily |
| AQLT · iShares Trust | 0.05% | 1,116 SH | Sept. 11, 2026 | Daily |
| DSI · iShares Trust | 0.05% | 18,000 SH | Sept. 11, 2026 | Daily |
| DGRO · iShares Trust | 0.05% | 141,889 SH | Sept. 11, 2026 | Daily |
| IWF · iShares Trust | 0.05% | 407,790 SH | Sept. 11, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.05% | 30,136 SH | Oct. 5, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.05% | 2,305 SH | Oct. 5, 2026 | Daily |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.04% | 2,741 SH | Oct. 5, 2026 | Daily |
| EGLE · Global X Funds | 0.04% | 6 NS | July 31, 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0.04% | 26,629 SH | Aug. 19, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.04% | 29,818 NS | July 31, 2026 | N-PORT |
| CATH · Global X Funds | 0.03% | 3,031 NS | July 31, 2026 | N-PORT |
| ACVF · ETF Opportunities Trust | 0.03% | 345 NS | July 31, 2026 | N-PORT |
| TOPC · iShares Trust | 0.03% | 70 SH | Sept. 11, 2026 | Daily |
| CHRI · Global X Funds | 0.03% | 17 NS | July 31, 2026 | N-PORT |
| DFVX · Dimensional ETF Trust | 0.03% | 1,115 NS | July 31, 2026 | N-PORT |
| XTR · Global X Funds | 0.03% | 10 NS | July 31, 2026 | N-PORT |
| XVV · iShares Trust | 0.03% | 1,342 SH | Sept. 11, 2026 | Daily |
| VOO · VANGUARD INDEX FUNDS | 0.03% | 3,062,450 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.03% | 3,554,311 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.03% | 19,326 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.03% | 9,915 SH | Aug. 19, 2026 | Daily |
| QVML · Invesco Exchange-Traded Fund Trust … | 0.03% | 3,197 SH | Oct. 5, 2026 | Daily |
| XYLG · Global X Funds | 0.03% | 127 NS | July 31, 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.03% | 19,209 SH | Oct. 5, 2026 | Daily |
| PBP · Invesco Exchange-Traded Fund Trust | 0.03% | 697 SH | Oct. 5, 2026 | Daily |
| IVV · iShares Trust | 0.03% | 1,485,409 SH | Sept. 11, 2026 | Daily |
| PTLC · Pacer Funds Trust | 0.03% | 6,008 NS | July 31, 2026 | N-PORT |
| XYLD · Global X Funds | 0.03% | 5,905 NS | July 31, 2026 | N-PORT |
| ILCB · iShares Trust | 0.03% | 2,200 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.03% | 81,967 SH | Sept. 11, 2026 | Daily |
| VOTE · TCW ETF Trust | 0.03% | 1,920 NS | July 31, 2026 | N-PORT |
| XRMI · Global X Funds | 0.03% | 87 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.03% | 35,696 NS | July 31, 2026 | N-PORT |
| USCL · iShares Trust | 0.03% | 4,689 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.03% | 4,976 SH | Sept. 11, 2026 | Daily |
| SPUU · Direxion Shares ETF Trust | 0.02% | 444 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.02% | 32,752 SH | Sept. 11, 2026 | Daily |
| XCLR · Global X Funds | 0.02% | 6 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.02% | 153,636 SH | Sept. 11, 2026 | Daily |
| QDPL · Pacer Funds Trust | 0.02% | 2,832 NS | July 31, 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0.02% | 94 SH | Oct. 5, 2026 | Daily |
| ESG · FlexShares Trust | 0.02% | 210 NS | July 31, 2026 | N-PORT |
| HCMT · Direxion Shares ETF Trust | 0.02% | 825 NS | July 31, 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0.02% | 9,215 NS | July 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.02% | 100,828 SH | Aug. 19, 2026 | Daily |
| TOV · EA Series Trust | 0.02% | 431 NS | July 31, 2026 | N-PORT |
| TOK · iShares Trust | 0.02% | 310 SH | Sept. 11, 2026 | Daily |
| URTH · iShares, Inc. | 0.02% | 10,443 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.02% | 2,844 NS | July 31, 2026 | N-PORT |
| NUDV · Nushares ETF Trust | 0.02% | 62 NS | July 31, 2026 | N-PORT |
| ACWI · iShares Trust | 0.02% | 37,741 SH | Sept. 11, 2026 | Daily |
| DYNF · BlackRock ETF Trust | 0.01% | 38,828 SH | Sept. 11, 2026 | Daily |
| REVS · Columbia ETF Trust I | 0.01% | 320 NS | July 31, 2026 | N-PORT |
| IWS · iShares Trust | 0.01% | 13,533 SH | Sept. 11, 2026 | Daily |
| VOXP · Advisors Series Trust | 0.01% | 3 NS | July 31, 2026 | N-PORT |
| CRBN · iShares Trust | 0.01% | 557 SH | Sept. 11, 2026 | Daily |
| IWD · iShares Trust | 0.00% | 20,218 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.00% | 5,495 SH | Aug. 19, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 14, 2026 | Daily |
CHRW Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
25 analysts · 2026-10-03Mean target $197.56 +46.3%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| CHRW | $19.04B | 33.3 | -8.4% | 3.6% | 32.4% | · |
| UPS | · | 15.1 | -2.6% | 6.3% | 33.8% | · |
| FDX | · | 17.9 | 7.7% | 4.7% | 14.8% | · |
| EXPD | $19.95B | 25.0 | 4.4% | 7.3% | 35.4% | · |
| GXO | $6.03B | 188.0 | 12.6% | 0.24% | 1.1% | · |
| HUBG | · | 26.2 | -6.1% | 2.6% | 6.3% | · |
| FWRD | $783M | -7.1 | 0.84% | -4.3% | -68.4% | · |
| AIRT | $46M | -7.6 | 1.8% | -2.1% | -790.2% | · |
| AIRTP | $52M | 0.7 | 12.1% | 23.8% | 203.6% | · |
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Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
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