C.H. Robinson’s Stock Performance ahead of 1Q18 Earnings



C.H. Robinson Worldwide: 1Q18 earnings

C.H Robinson Worldwide (CHRW), a 113-year-old wide-business-moat trucking company, is set to announce its 1Q18 earnings on May 2 at 8:30 AM EST. The company is a major third-party logistics provider. CHRW offers freight transportation and logistics, produce sourcing, outsourcing solutions, and information services to 120,000 clients worldwide. The logistics giant operates through a network of offices in North America, South America, Europe, Asia, and Oceania.

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CHRW’s stock performance

The trucking industry in the United States is highly fragmented. US trucking offers ample scope for third-party logistics giants like CHRW. Year-to-date, the Dow Jones Transportation Average Index (or DJT) fell 2%, closing at 10,400 on April 24. The SPDR S&P 500 ETF Trust (SPY) was down 1.5% since the beginning of January 2018. CHRW was up 3.7%.

On April 24, C.H. Robinson’s stock price closed at $92.36. The stock is hovering near a 52-week high of $100.18 and trading at a 45.7% premium to its 52-week low of $63.41. The company’s stock has delivered a return of ~20% in the past year. Now let’s look at the stock returns for CHRW’s peers.

  • XPO Logistics (XPO): 103.1%
  • Expeditors International of Washington (EXPD): 11.2%
  • J. B. Hunt Transport Services (JBHT): 28.2%
  • United Parcel Service (UPS): 1.2%
  • Forward Air (FWRD): 4.3%
  • Hub Group (HUBG): 5.9%
  • Echo Global Logistics (ECHO): 35.4%

In this series

We’ll look at the key factors that could affect CHRW’s fiscal 1Q18 results. We wind up this series by going through analyst estimates and recommendations for the stock and its peers.


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