C.H. Robinson vs Expeditors International
C.H. Robinson is the larger business, with $16.23bn of revenue in fiscal 2025 against $11.07bn for Expeditors International (1.5 times as much). Expeditors International grew faster (4.4% against -8.4%). Expeditors International kept more of each dollar of sales as profit: a net margin of 7.3% against 3.6%. Expeditors International carries less debt relative to equity (0.0% against 59.0%).
| Latest fiscal year | C.H. RobinsonCHRW, 2025 | Expeditors InternationalEXPD, 2025 |
|---|---|---|
| Revenue | $16.23bn | $11.07bn |
| Revenue growth | -8.4% | 4.4% |
| Net income | $587m | $810m |
| Operating margin | 4.9% | 9.5% |
| Net margin | 3.6% | 7.3% |
| Return on equity | 32.9% | 35.4% |
| Free cash flow | $895m | $953m |
| Cash | $161m | $1.31bn |
| Total debt | $1.09bn | $0 |
| Debt to equity | 59.0% | 0.0% |
| Dividend per share | $2.49 | $1.54 |
| Dividend yield | 2.0% | — |
| Share buybacks | $355m | $667m |
| Employees | 11,855 | 20,000 |
| Market value | $14.92bn | $26.08bn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | 70 (Moderate) | 77 (Strong) |
| Insider trades, 12 months | 4 buys, 10 sales | 0 buys, 4 sales |