C.H. Robinson vs FedEx
FedEx is the larger business, with $94.72bn of revenue in fiscal 2026 against $16.23bn for C.H. Robinson (5.8 times as much). FedEx grew faster (7.7% against -8.4%). FedEx kept more of each dollar of sales as profit: a net margin of 4.7% against 3.6%. C.H. Robinson carries less debt relative to equity (59.0% against 81.3%).
| Latest fiscal year | C.H. RobinsonCHRW, 2025 | FedExFDX, 2026 |
|---|---|---|
| Revenue | $16.23bn | $94.72bn |
| Revenue growth | -8.4% | 7.7% |
| Net income | $587m | $4.43bn |
| Operating margin | 4.9% | 5.8% |
| Net margin | 3.6% | 4.7% |
| Return on equity | 32.9% | 14.8% |
| Free cash flow | $895m | $5.12bn |
| Cash | $161m | $13.06bn |
| Total debt | $1.09bn | $25.72bn |
| Debt to equity | 59.0% | 81.3% |
| Dividend per share | $2.49 | $5.80 |
| Dividend yield | 2.0% | — |
| Share buybacks | $355m | $796m |
| Employees | 11,855 | 452,000 |
| Market value | $15.36bn | $76.41bn |
| Price vs our value range | Above our value range | — |
| Moat score | 70 (Moderate) | 50 (Moderate) |
| Insider trades, 12 months | 4 buys, 10 sales | 0 buys, 11 sales |