C.H. Robinson(US:CHRW) ZACKS·2026-01-06 13:40Core Viewpoint - C.H. Robinson Worldwide (CHRW) is experiencing strong performance due to effective cost-cutting measures and solid liquidity, making it an attractive investment opportunity [1] Financial Performance - The Zacks Consensus Estimate for earnings per share (EPS) has been revised upward by 0.2% for 2025 and 0.51% for 2026, indicating broker confidence in CHRW stock [2] - CHRW shares have surged 24.5% over the past 90 days, outperforming the Zacks Transportation - Services industry's 9.1% increase [3][8] - The company has a positive earnings surprise history, with an average surprise of 10.4% over the trailing four quarters [5] Cost Management - CHRW's total operating costs fell by 12.3% year over year in Q3 2025, aided by a 29.8% decline in selling, general, and administrative expenses [6][8] Shareholder Returns - The company announced a dividend increase to $0.63 per share in November 2025, reflecting over 25 years of uninterrupted and annually growing dividends, signaling confidence in cash flows [7] Liquidity Position - CHRW's current ratio improved to 1.59 in Q3 2025, indicating a strong liquidity position with sufficient short-term assets to meet obligations [9]