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 stronger TL [truckload] volumes; no change to our EPS; Idiosyncratic story remains attractive” – these are some of the key takeaways on CH Robinson from the equity research team of UBS post-Q4/FY numbers.

The full note can be downloaded here.

(Stock down to $104.88, -2.83%, in after-hours trade post-management call with the sell-side analysts.)