It has been about a month since the last earnings report for C.H. Robinson Worldwide (CHRW) . Shares have added about 2.1% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is C.H. Robinson due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. C.H. Robinson Beats on Q3 Earni ...

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C.H. Robinson Worldwide (CHRW) is benefiting from its cost-reduction initiatives. The company’s shareholder-friendly initiatives also bode well.Let us delve deep to unearth the factors working in favor of this Zacks Rank #2 (Buy) stock.CHRW’s Northward Earnings Estimates: The Zacks Consensus Estimate for current-quarter, current-year and next-year earnings has been revised upward 3.8%, 5.8% and 3.3%, respectively, in the past 60 days. Such favorable estimate revisions reflect brokers’ confidence in the stoc ...

Investors interested in Transportation stocks should always be looking to find the best-performing companies in the group. C.H. Robinson Worldwide (CHRW) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Transportation sector should help us answer this question.C.H. Robinson Worldwide is one of 135 individual stocks in the Transport ...

The Zacks Transportation-Services industry faces headwinds from inflation-induced elevated interest rates, weak freight rates and lingering supply-chain disruptions. Despite the shortcomings, we believe that stocks like Expeditors International of Washington (EXPD) , C.H. Robinson Worldwide (CHRW) and Matson (MATX) should be on investors’ watchlists.About the Industry The companies housed in the Zacks Transportation-Services industry offer transporters logistics, leasing and maintenance services. Some indus ...

财务业绩 - 总收入增长7.0%至46.46亿美元，主要由于海运服务定价和业务量增加，部分被卡车运输服务定价和业务量下降所抵消[121] - 毛利增长15.5%至7.24亿美元，调整后毛利增长15.8%至7.35亿美元，主要由于海运和卡车运输服务的每单交易调整后毛利增加[123] - 营业利润增加58.7%至1.80亿美元，由于调整后毛利增加所致，部分被营业费用增加所抵消[123] - 调整后营业利润率为24.5%，增加660个基点[123] - 净利润增加18.6%至0.97亿美元[123] - 每股摊薄收益增加17.6%至0.80美元[123] 成本费用 - 人工成本增加5.2%至3.62亿美元，主要由于浮动薪酬增加，部分被成本优化和平均员工人数下降9.6%所抵消[123] - 其他销售、一般及管理费用增加8.9%至1.94亿美元，主要由于计划剥离欧洲地面运输业务产生5700万美元损失，部分被其他费用类别的降低所抵消[123] 现金流 - 经营活动产生的现金流量在9个月内减少4.44亿美元，主要由于营运资本净增加所致[124] 分部业绩 - 总收入和直接成本增加主要由于海运服务定价和采购运输成本上升[126] - 运输调整后毛利增加主要由于海运和干线运输服务每单交易毛利率提高以及海运货量增加[128] - 总收入和直接成本基本持平,海运和干线运输服务变动抵消[134] - 运输调整后毛利增加主要由于海运和干线运输服务每单交易毛利率提高[136] - 总收入和直接成本下降主要由于卡车运输服务定价和采购运输成本下降以及运量下降[144] - 调整后毛利增加主要由于卡车运输服务每单交易毛利提高和LTL服务运量增加[145] - 总收入和直接成本下降主要由于卡车运输服务定价和采购运输成本下降以及运量下降[149] - 调整后毛利增加主要由于卡车运输服务每单交易毛利提高,尽管卡车运输服务运量下降[150] - 全球货运总收入和直接成本增加,主要由于海运服务定价和运输成本上涨,以及各类全球货运服务量增加[160] - 全球货运调整后毛利增加,主要由于每票货运调整后毛利上升,反映了全球货运市场面临的挑战,导致定价上升和业务量增加,相比去年疲弱的需求[161] - 罗宾逊新鲜业务收入和毛利增加,主要由于零售客户平均定价上升和餐饮客户案件量增加[166,169] - 管理服务业务调整后毛利下降,主要由于交易量下降[167,170] - 其他地面运输业务调整后毛利下降,主要由于欧洲卡车运输每票调整后毛利和运输量下降[167,170] 其他 - 公司预计未来12个月及可预见未来内，现有现金、预期经营活动产生的现金流、信贷额度以及市场可获得的信贷将足以满足其营运资金、资本支出和现金股利的需求[180] - 截至2024年9月30日，公司已遵守其债务协议项下的所有契约[181] - 公司2023年年报中已披露了最近发布的会计准则的讨论[182] - 公司2023年年报中已详细讨论了关键会计政策和估计，截至2024年9月30日未发生重大变化[184] - 公司2023年年报中已披露了市场风险的讨论，截至2024年9月30日市场风险未发生重大变化[185]

C.H. Robinson Worldwide, Inc. CHRW reported better-than-expected earnings for the third quarter on Wednesday.The company posted quarterly earnings of $1.28 per share which beat the analyst consensus estimate of $1.15 per share. The company reported quarterly sales of $4.645 billion which beat the analyst consensus estimate of $4.527 billion.“I’m pleased with our third quarter results that reflect continued improvement in our execution, as we continue to deploy our new operating model. We are raising the bar ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium also includes the Zacks Style Scores.What are the Zacks Style Scores?The Zacks Style ...

C.H. Robinson Worldwide, Inc. (CHRW) reported solid third-quarter 2024 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate. Quarterly earnings per share (EPS) of $1.28 outpaced the Zacks Consensus Estimate of $1.12 and improved year over year.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Total revenues of $4.64 billion beat the Zacks Consensus Estimate of $4.50 billion and improved 6.9% year over year, owing to higher pricing and volume in the company’ ...

财务数据和关键指标变化 - 第三季度调整后的营业收入同比增长75% [12] - 调整后的毛利（AGP）同比增长1亿美元，增长15.8% [36] - 第三季度的总公司AGP每日平均增长13%至18% [36] 各条业务线数据和关键指标变化 - 北美表面运输（NAST）业务的调整毛利每卡车装载量同比增长21% [19] - 全球转运业务的海洋货运量同比增长7%，空运吨位增长20% [10] - 全球转运的调整后营业收入同比增长230% [11] 各个市场数据和关键指标变化 - 第三季度现金货运发货指数同比下降2.8%，为2010年以来的最低水平 [21] - 货运市场处于供给过剩阶段，尽管承运人流失，但速度较慢，未能显著影响整体市场 [23] 公司战略和发展方向和行业竞争 - 公司专注于通过新运营模式提升效率，预计到2024年底实现超过30%的生产力复合增长 [9] - 公司计划在目标市场中获取盈利份额，优化流程，利用生成性人工智能降低成本 [17] - 公司在北美市场的掉落拖车业务接近10亿美元，成为北美第四大掉落拖车提供商 [26] 管理层对经营环境和未来前景的评论 - 管理层对当前的货运市场持谨慎乐观态度，强调将专注于可控因素 [17][24] - 管理层预计第四季度通常是季节性较弱的季度，现金货运发货指数预计将下降 [24][38] - 管理层对未来市场反弹持积极态度，认为公司在市场复苏时将处于有利地位 [44] 其他重要信息 - 公司在第三季度结束时的流动性约为10亿美元，财务实力是行业中的关键差异化因素 [44] - 公司预计2024年的资本支出将在7500万至8500万美元之间 [43] 问答环节所有提问和回答 问题: 关于NAST的运营利润和毛利的展望 - 管理层表示将继续控制可控因素，保持对生产力提升的信心，并设定了持续改进的目标 [55][56] 问题: 市场反弹的预期 - 管理层认为需要看到需求的反弹才能真正修复市场，当前市场活动仍然较低 [68][69] 问题: 关于收入增长的拉动因素 - 管理层指出，虽然存在一些提前拉动的因素，但整体影响不大，特别是在卡车运输业务中 [73][74] 问题: 行业竞争动态的变化 - 管理层认为市场中的并购活动是正常现象，公司将继续专注于控制可控因素，保持竞争优势 [106][108] 问题: 算法定价的使用情况 - 管理层表示算法定价是公司战略的一部分，能够更好地满足客户需求并提高效率 [113][115]