C.H. Robinson Worldwide (CHRW) showed no change in stock price despite several recent developments. The company reported fourth quarter 2025 results with adjusted diluted earnings per share of $1.23, beating the expected $1.12, though revenue of $3.91 billion missed estimates and declined 6.5% year-over-year. CEO Dave Bozeman stated that AI adoption would drive consolidation in freight brokerage rather than disruption. The company declared a quarterly dividend of $0.63. Former CEO Bob Biesterfeld joined ATL Partners as a Senior Operating Executive. Twenty-four brokerages cover the stock with an average "Moderate Buy" rating and a 12-month price target of $181.29. The Supreme Court struck down tariff authority under the International Emergency Economic Powers Act, affecting the trucking and logistics industry.
Read full analysisC.H. Robinson Worldwide (CHRW) showed no change in stock price despite several recent developments. The company reported fourth quarter 2025 results with adjusted diluted earnings per share of $1.23, beating the expected $1.12, though revenue of $3.91 billion missed estimates and declined 6.5% year-over-year. CEO Dave Bozeman stated that AI adoption would drive consolidation in freight brokerage rather than disruption. The company declared a quarterly dividend of $0.63. Former CEO Bob Biesterfeld joined ATL Partners as a Senior Operating Executive. Twenty-four brokerages cover the stock with an average "Moderate Buy" rating and a 12-month price target of $181.29. The Supreme Court struck down tariff authority under the International Emergency Economic Powers Act, affecting the trucking and logistics industry.
C.H. Robinson is one of the largest third-party logistics companies in the world, operating an 'asset-light' freight brokerage model that connects shippers with carriers without owning trucks. The company has invested heavily in AI and automation tools to optimize pricing and operations, with CEO Dave Bozeman arguing to Reuters that AI will drive industry consolidation that benefits scaled players like CHRW. The stock has been at the center of a dramatic AI-disruption narrative after a micro-cap company's freight tool announcement triggered a 14.5% single-day selloff in February, followed by a near-complete recovery.