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Side-by-side financial comparison of C.H. Robinson (CHRW) and Kyndryl Holdings, Inc. (KD). Click either name above to swap in a different company.
C.H. Robinson is the larger business by last-quarter revenue ($3.9B vs $3.9B, roughly 1.0× Kyndryl Holdings, Inc.). C.H. Robinson runs the higher net margin — 3.5% vs 1.5%, a 2.0% gap on every dollar of revenue. On growth, Kyndryl Holdings, Inc. posted the faster year-over-year revenue change (3.1% vs -6.5%). C.H. Robinson produced more free cash flow last quarter ($302.4M vs $208.0M). Over the past eight quarters, Kyndryl Holdings, Inc.'s revenue compounded faster (0.1% CAGR vs -5.8%).
C.H. Robinson Worldwide, Inc. is an American transportation company that includes third-party logistics (3PL). The company offers freight transportation, transportation management, brokerage and warehousing. It offers truckload, less than truckload, air freight, intermodal, and ocean transportation.
Kyndryl Holdings, Inc. is an American multinational information technology infrastructure services provider, headquartered in New York City and created from the spin-off of IBM's infrastructure services business in 2021. The company designs, builds, manages and develops large-scale information systems. The company also has business advisory services. It is currently the world's largest IT infrastructure services provider, and the fifth-largest consulting provider.
CHRW vs KD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.9B | $3.9B |
| Net Profit | $136.3M | $57.0M |
| Gross Margin | — | 21.8% |
| Operating Margin | 4.6% | 2.4% |
| Net Margin | 3.5% | 1.5% |
| Revenue YoY | -6.5% | 3.1% |
| Net Profit YoY | -8.7% | -73.5% |
| EPS (diluted) | $1.12 | $0.25 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $3.9B | $3.9B | ||
| Q3 25 | $4.1B | $3.7B | ||
| Q2 25 | $4.1B | $3.7B | ||
| Q1 25 | $4.0B | $3.8B | ||
| Q4 24 | $4.2B | $3.7B | ||
| Q3 24 | $4.6B | $3.8B | ||
| Q2 24 | $4.5B | $3.7B | ||
| Q1 24 | $4.4B | $3.9B |
| Q4 25 | $136.3M | $57.0M | ||
| Q3 25 | $163.0M | $68.0M | ||
| Q2 25 | $152.5M | $56.0M | ||
| Q1 25 | $135.3M | $69.0M | ||
| Q4 24 | $149.3M | $215.0M | ||
| Q3 24 | $97.2M | $-43.0M | ||
| Q2 24 | $126.3M | $11.0M | ||
| Q1 24 | $92.9M | $-45.0M |
| Q4 25 | — | 21.8% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | — | 21.3% | ||
| Q1 25 | — | 21.7% | ||
| Q4 24 | — | 20.4% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 21.5% | ||
| Q1 24 | — | 18.6% |
| Q4 25 | 4.6% | 2.4% | ||
| Q3 25 | 5.3% | 2.6% | ||
| Q2 25 | 5.2% | 2.5% | ||
| Q1 25 | 4.4% | 3.1% | ||
| Q4 24 | 4.4% | 6.9% | ||
| Q3 24 | 3.9% | -0.1% | ||
| Q2 24 | 4.0% | 1.7% | ||
| Q1 24 | 2.9% | -0.1% |
| Q4 25 | 3.5% | 1.5% | ||
| Q3 25 | 3.9% | 1.8% | ||
| Q2 25 | 3.7% | 1.5% | ||
| Q1 25 | 3.3% | 1.8% | ||
| Q4 24 | 3.6% | 5.7% | ||
| Q3 24 | 2.1% | -1.1% | ||
| Q2 24 | 2.8% | 0.3% | ||
| Q1 24 | 2.1% | -1.2% |
| Q4 25 | $1.12 | $0.25 | ||
| Q3 25 | $1.34 | $0.29 | ||
| Q2 25 | $1.26 | $0.23 | ||
| Q1 25 | $1.11 | $0.30 | ||
| Q4 24 | $1.23 | $0.89 | ||
| Q3 24 | $0.80 | $-0.19 | ||
| Q2 24 | $1.05 | $0.05 | ||
| Q1 24 | $0.78 | $-0.19 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $160.9M | $1.3B |
| Total DebtLower is stronger | $1.1B | $2.3B |
| Stockholders' EquityBook value | $1.8B | $1.2B |
| Total Assets | $5.1B | $11.3B |
| Debt / EquityLower = less leverage | 0.59× | 1.92× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $160.9M | $1.3B | ||
| Q3 25 | $136.8M | $1.3B | ||
| Q2 25 | $156.0M | $1.5B | ||
| Q1 25 | $129.9M | $1.8B | ||
| Q4 24 | $145.8M | $1.5B | ||
| Q3 24 | $131.7M | $1.3B | ||
| Q2 24 | $113.2M | $1.3B | ||
| Q1 24 | $121.8M | $1.6B |
| Q4 25 | $1.1B | $2.3B | ||
| Q3 25 | $1.2B | $3.0B | ||
| Q2 25 | $1.4B | $3.0B | ||
| Q1 25 | $1.4B | $3.0B | ||
| Q4 24 | $1.4B | $3.1B | ||
| Q3 24 | $1.6B | $3.1B | ||
| Q2 24 | $1.6B | $3.1B | ||
| Q1 24 | $1.7B | $3.1B |
| Q4 25 | $1.8B | $1.2B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.7B | $1.2B | ||
| Q4 24 | $1.7B | $1.1B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.5B | $996.0M | ||
| Q1 24 | $1.4B | $1.0B |
| Q4 25 | $5.1B | $11.3B | ||
| Q3 25 | $5.2B | $11.2B | ||
| Q2 25 | $5.3B | $11.5B | ||
| Q1 25 | $5.2B | $10.5B | ||
| Q4 24 | $5.3B | $9.9B | ||
| Q3 24 | $5.6B | $10.4B | ||
| Q2 24 | $5.5B | $10.2B | ||
| Q1 24 | $5.5B | $10.6B |
| Q4 25 | 0.59× | 1.92× | ||
| Q3 25 | 0.64× | 2.45× | ||
| Q2 25 | 0.76× | 2.44× | ||
| Q1 25 | 0.80× | 2.50× | ||
| Q4 24 | 0.80× | 2.81× | ||
| Q3 24 | 0.95× | 2.92× | ||
| Q2 24 | 1.07× | 3.12× | ||
| Q1 24 | 1.19× | 3.07× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $305.4M | $428.0M |
| Free Cash FlowOCF − Capex | $302.4M | $208.0M |
| FCF MarginFCF / Revenue | 7.7% | 5.4% |
| Capex IntensityCapex / Revenue | 0.1% | 5.7% |
| Cash ConversionOCF / Net Profit | 2.24× | 7.51× |
| TTM Free Cash FlowTrailing 4 quarters | $894.9M | $299.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $305.4M | $428.0M | ||
| Q3 25 | $275.4M | $146.0M | ||
| Q2 25 | $227.1M | $-124.0M | ||
| Q1 25 | $106.5M | $581.0M | ||
| Q4 24 | $267.9M | $260.0M | ||
| Q3 24 | $108.1M | $149.0M | ||
| Q2 24 | $166.4M | $-48.0M | ||
| Q1 24 | $-33.3M | $145.0M |
| Q4 25 | $302.4M | $208.0M | ||
| Q3 25 | $269.5M | $17.0M | ||
| Q2 25 | $219.8M | $-267.0M | ||
| Q1 25 | $103.2M | $341.0M | ||
| Q4 24 | $265.3M | $151.0M | ||
| Q3 24 | $103.3M | $15.0M | ||
| Q2 24 | $159.8M | $-170.0M | ||
| Q1 24 | $-41.9M | $-57.0M |
| Q4 25 | 7.7% | 5.4% | ||
| Q3 25 | 6.5% | 0.5% | ||
| Q2 25 | 5.3% | -7.1% | ||
| Q1 25 | 2.5% | 9.0% | ||
| Q4 24 | 6.3% | 4.0% | ||
| Q3 24 | 2.2% | 0.4% | ||
| Q2 24 | 3.6% | -4.5% | ||
| Q1 24 | -1.0% | -1.5% |
| Q4 25 | 0.1% | 5.7% | ||
| Q3 25 | 0.1% | 3.5% | ||
| Q2 25 | 0.2% | 3.8% | ||
| Q1 25 | 0.1% | 6.3% | ||
| Q4 24 | 0.1% | 2.9% | ||
| Q3 24 | 0.1% | 3.6% | ||
| Q2 24 | 0.1% | 3.3% | ||
| Q1 24 | 0.2% | 5.2% |
| Q4 25 | 2.24× | 7.51× | ||
| Q3 25 | 1.69× | 2.15× | ||
| Q2 25 | 1.49× | -2.21× | ||
| Q1 25 | 0.79× | 8.42× | ||
| Q4 24 | 1.79× | 1.21× | ||
| Q3 24 | 1.11× | — | ||
| Q2 24 | 1.32× | -4.36× | ||
| Q1 24 | -0.36× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CHRW
| North American Service Transportation NAST | $2.8B | 72% |
| Global Forwarding | $731.0M | 19% |
| Sourcing | $340.9M | 9% |
KD
| Principal Markets Segment | $1.4B | 37% |
| United States Segment | $958.0M | 25% |
| Strategic Markets Segment | $905.0M | 23% |
| Other | $568.0M | 15% |
