C.H. Robinson (CHRW): financials, SEC filings and peers
C.H. Robinson (CHRW) is an air freight & logistics company in the Industrials sector of the S&P 500, headquartered in Eden Prairie, Minnesota.
It was founded in 1905 and joined the S&P 500 on March 2, 2007.
Its fiscal year ends in December, and its shares trade on the Nasdaq.
In its SEC filings it is classified as “Arrangement of Transportation of Freight & Cargo”.
C.H. Robinson at a glance
- Revenue (12 months)
- $18.2B
- Revenue growth
- +10.4%
- Operating margin
- 4.9%
- Net income (12 months)
- $669M
- Free cash flow (12 months)
- $520M
- Cash
- $193M
- Debt
- $1.9B
- Diluted EPS (12 months)
- $5.57
Twelve months to September 30, 2026, from the 10-Q filed October 30, 2026.
Latest twelve months
Over the twelve months to September 30, 2026, C.H. Robinson reported revenue of $18.2 billion, up 10.4% from a year earlier.
Its operating margin was 4.9%: for every $100 of sales, about $5 was left as operating profit.
Net income was $669 million (3.7% of revenue), 11.5% higher than a year earlier.
Operating cash flow was $534 million and capital spending $14 million, leaving free cash flow of $520 million (2.9% of revenue).
At the end of the period it held $193 million in cash and $1.9 billion in debt, a net debt position of $1.7 billion.
The diluted share count fell 2.2% in a year, typically the result of buybacks.
Five-year trend
- Revenue went from $16.2 billion in fiscal 2020 to $16.2 billion in fiscal 2025, about 0.0% a year.
- Operating margin has been steady, around 4.9%.
- Free cash flow was positive in each of the last 6 fiscal years.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $23.1B | $24.7B | $17.6B | $17.7B | $16.2B |
| Revenue growth | 42.5% | 6.9% | -28.7% | 0.7% | -8.4% |
| Operating margin | 4.7% | 5.1% | 2.9% | 3.8% | 4.9% |
| Net income | $844M | $941M | $325M | $466M | $587M |
| Free cash flow | $61M | $1.6B | $702M | $486M | $895M |
| Diluted EPS | $6.31 | $7.40 | $2.72 | $3.86 | $4.83 |
Fiscal years as reported in C.H. Robinson’s 10-K filings. Free cash flow is operating cash flow minus capital spending.
Recent SEC filings
- 8-K filed November 4, 2026 — Material agreement; New debt obligation
- 10-Q filed October 30, 2026 — quarterly report
- 8-K filed October 28, 2026 — Material agreement; Earnings results
- 8-K filed October 5, 2026 — Material agreement; Regulation FD disclosure
- 10-Q filed July 31, 2026 — quarterly report
- 8-K filed July 29, 2026 — Earnings results
- 8-K filed July 24, 2026 — Regulation FD disclosure
- 8-K filed June 2, 2026 — Executive or director change
Companies like C.H. Robinson
Other S&P 500 companies in Air Freight & Logistics:
- EXPDExpeditors InternationalSeattle, Washington
- FDXFedExMemphis, Tennessee
- UPSUnited Parcel ServiceSandy Springs, Georgia
More from Industrials
Questions about C.H. Robinson
Is C.H. Robinson's revenue growing?
Yes. Revenue for the twelve months to September 30, 2026 was $18.2 billion, up 10.4% from a year earlier, according to its SEC filings.
Is C.H. Robinson profitable?
Yes. It earned $669 million in net income over the twelve months to September 30, 2026, a net margin of 3.7%.
Does C.H. Robinson have more cash or more debt?
At September 30, 2026 it had $193 million in cash and $1.9 billion in debt, so more debt than cash.
When did C.H. Robinson last file financial results?
Its latest quarterly report (10-Q) was filed with the SEC on October 30, 2026.
Which companies are similar to C.H. Robinson?
In the S&P 500, C.H. Robinson is grouped in Air Freight & Logistics within the Industrials sector. Expeditors International (EXPD), FedEx (FDX), United Parcel Service (UPS) are in the same group.
Understand the numbers
Source: C.H. Robinson’s filings with the U.S. Securities and Exchange Commission (EDGAR), retrieved November 11, 2026. Figures are as reported by the company and may be restated. This page is for information only and is not financial advice.