C.H. Robinson vs GXO Logistics
C.H. Robinson is the larger business, with $16.23bn of revenue in fiscal 2025 against $13.18bn for GXO Logistics (1.2 times as much). GXO Logistics grew faster (12.5% against -8.4%). C.H. Robinson kept more of each dollar of sales as profit: a net margin of 3.6% against 0.2%. C.H. Robinson carries less debt relative to equity (59.0% against 102.7%).
| Latest fiscal year | C.H. RobinsonCHRW, 2025 | GXO LogisticsGXO, 2025 |
|---|---|---|
| Revenue | $16.23bn | $13.18bn |
| Revenue growth | -8.4% | 12.5% |
| Net income | $587m | $32.0m |
| Operating margin | 4.9% | 1.9% |
| Net margin | 3.6% | 0.2% |
| Return on equity | 32.9% | 1.1% |
| Free cash flow | $895m | $110m |
| Cash | $161m | $854m |
| Total debt | $1.09bn | $3.06bn |
| Debt to equity | 59.0% | 102.7% |
| Dividend per share | $2.49 | — |
| Dividend yield | 2.0% | — |
| Share buybacks | $355m | $200m |
| Employees | 11,855 | 154,000 |
| Market value | $14.92bn | $5.98bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 70 (Moderate) | 29 (Weak) |
| Insider trades, 12 months | 4 buys, 10 sales | 1 buys, 0 sales |