Q4/FY update – UBS on CH Robinson: 'Strong execution, idiosyncratic drivers remain'
“Solid 4Q EPS [earnings per share] despite rising spot rates; Cycle likely the key to ...
There is no other way to gauge the CH Robinson (CHRW) corporate story, I think: rewind to exactly a year ago, 2 August 2023.
New boss Dave Bozeman (pictured below) had recently taken over as group CEO, effective 26 June, leading $94-a-share CHRW into Q2 23 numbers – the dark* post-Covid, post-Bob Biesterfeld days.
(*So much so that the run to mid-April this year ended with a multi-year nadir of $65, in line with early-Covid level, call it the point of maximum ...
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