CHRWC. H. ROBINSON WORLDWIDE, INC.
Arrangement Of Transportation Of Freight & Cargo
- Revenue
- $16.2B
- 8.4% YoY
- Operating margin
- 4.9%
- 30% YoY
- EBITDA
- $898M
- 17% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.9×
- $1.7B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear156% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear72% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear24% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $23.1B | $24.7B | $17.6B | $17.7B | $16.2B | 8.4% |
| Operating income | $1.1B | $1.3B | $515M | $669M | $795M | 19% |
| Net income | $844M | $941M | $325M | $466M | $587M | 26% |
| Operating cash flow | $95M | $1.7B | $732M | $509M | $915M | 80% |
| Capex | $34M | $62M | $30M | $23M | $20M | 13% |
| Stock-based comp | $130M | $91M | $58M | $85M | $80M | 5.3% |
| Buybacks | $582M | $1.5B | $64M | $0 | $355M | |
| Dividends | $277M | $285M | $292M | $295M | $301M | 2.2% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.