C.H. Robinson
CHRW · Air Freight & Logistics
$141.17
0.8%GXO Logistics
GXO · Air Freight & Logistics
$48.43
1.0%The short version
- C.H. Robinson is the larger business, with $16.2B of revenue in fiscal 2025 against $13.2B for GXO Logistics.
- GXO Logistics grew revenue faster (12.6%, against −8.4%).
- C.H. Robinson kept more of each dollar of sales as operating profit (4.9% operating margin, against 1.9% operating margin).
- C.H. Robinson turned more of its sales into free cash flow (5.5% FCF margin, against 0.8% FCF margin).
- C.H. Robinson earned a higher return on the capital invested in it (22.6%, against 2.3%).
- Investors pay more for each dollar of GXO Logistics’s earnings: a P/E of 42.9x against 26.9x for C.H. Robinson.
| Latest fiscal year | CHRW · FY25 | GXO · FY25 |
|---|---|---|
| Size | ||
| Market cap | $16.9B | $5.6B |
| Revenue | $16.2B | $13.2B |
| Free cash flow | $895M | $110M |
| Net income | $587M | $32.0M |
| Growth | ||
| Revenue growth | −8.4% | 12.6% |
| 5-year growth | 0.0% | 16.3% |
| Share count change | 0.7% | −2.9% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 4.9% | 1.9% |
| Net margin | 3.6% | 0.2% |
| FCF margin | 5.5% | 0.8% |
| Return on capital | 22.6% | 2.3% |
| Return on equity | 32.9% | 1.1% |
| Balance sheet | ||
| Net debt | $929M | $2.2B |
| Net debt / EBITDA | 1.0x | 3.2x |
| Dividends and buybacks | $656M | $200M |
| Valuation & quality | ||
| P/E | 26.9x | 42.9x |
| Piotroski F-score | 6 | 5 |
FY16
CHRW $13.1B
GXO —
FY17
CHRW $14.9B
GXO —
FY18
CHRW $16.6B
GXO —
FY19
CHRW $15.3B
GXO $6.1B
FY20
CHRW $16.2B
GXO $6.2B
FY21
CHRW $23.1B
GXO $7.9B
FY22
CHRW $24.7B
GXO $9.0B
FY23
CHRW $17.6B
GXO $9.8B
FY24
CHRW $17.7B
GXO $11.7B
FY25
CHRW $16.2B
GXO $13.2B
CHRW
GXO
FY16
CHRW 6.4%
GXO —
FY17
CHRW 5.2%
GXO —
FY18
CHRW 5.5%
GXO —
FY19
CHRW 5.2%
GXO 2.5%
FY20
CHRW 4.2%
GXO 0.3%
FY21
CHRW 4.7%
GXO 1.9%
FY22
CHRW 5.1%
GXO 2.7%
FY23
CHRW 2.9%
GXO 3.3%
FY24
CHRW 3.8%
GXO 1.9%
FY25
CHRW 4.9%
GXO 1.9%
CHRW
GXO
FY16
CHRW $456M
GXO —
FY17
CHRW $344M
GXO —
FY18
CHRW $748M
GXO —
FY19
CHRW $799M
GXO −$77.0M
FY20
CHRW $476M
GXO $111M
FY21
CHRW $60.8M
GXO $205M
FY22
CHRW $1.6B
GXO $200M
FY23
CHRW $702M
GXO $284M
FY24
CHRW $486M
GXO $190M
FY25
CHRW $895M
GXO $110M
CHRW
GXO
FY16
CHRW 35.4%
GXO —
FY17
CHRW 26.4%
GXO —
FY18
CHRW 26.9%
GXO —
FY19
CHRW 24.5%
GXO —
FY20
CHRW 20.9%
GXO —
FY21
CHRW 27.9%
GXO 4.8%
FY22
CHRW 30.1%
GXO 5.2%
FY23
CHRW 13.7%
GXO 6.9%
FY24
CHRW 18.5%
GXO 4.4%
FY25
CHRW 22.6%
GXO 2.3%
CHRW
GXO
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.