The Filing Desk

C.H. Robinson vs FedEx

C.H. Robinson CHRW · FedEx FDX · Air Freight & Logistics

FedEx reported revenue of $94.7 billion in fiscal 2026, 5.8 times C.H. Robinson's $16.2 billion in fiscal 2025. C.H. Robinson's revenue fell 8.4% in its latest year, and FedEx's grew 7.7%. C.H. Robinson had an operating margin of 4.9%, against 5.8% at FedEx. Free cash flow was $895 million at C.H. Robinson and $5.1 billion at FedEx. Their fiscal years end in different months (December 31 and May 31), so the periods don't line up exactly.

Side by side

C.H. RobinsonFedEx
Latest fiscal yearFY2025, Dec 31, 2025FY2026, May 31, 2026
Revenue$16.2B$94.7B
Revenue growth−8.4%7.7%
Revenue growth a year, last 5 years0.0%2.4%
Gross margin——
Operating margin4.9%5.8%
Net margin3.6%4.7%
Free cash flow$895M$5.1B
Free cash flow margin5.5%5.4%
Return on capital22.6%9.3%
Net debt to EBITDA1.0x1.4x
Dividends and buybacks$656M$2.2B
Change in diluted share count0.7%−1.6%
Last close$140.15$300.58
P/E at the last close26.7×16.2×
Insider trades, last 12 monthsbought $501,641, sold $18.9 millionsold $20.2 million
Piotroski F-score6 of 87 of 8
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.

Ten years

Revenue
US$ billions, fiscal years
C.H. RobinsonFedEx
Operating margin
Percent of revenue
C.H. RobinsonFedEx
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
C.H. RobinsonFedEx

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Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the C.H. Robinson and FedEx pages.