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Side-by-side financial comparison of C.H. Robinson (CHRW) and KKR & Co. (KKR). Click either name above to swap in a different company.
KKR & Co. is the larger business by last-quarter revenue ($5.7B vs $3.9B, roughly 1.5× C.H. Robinson). KKR & Co. runs the higher net margin — 20.0% vs 3.5%, a 16.5% gap on every dollar of revenue. On growth, KKR & Co. posted the faster year-over-year revenue change (76.1% vs -6.5%). Over the past eight quarters, C.H. Robinson's revenue compounded faster (-5.8% CAGR vs -22.9%).
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.
KKR & Co. Inc., also known as Kohlberg Kravis Roberts & Co., is an American global private equity and investment company. As of December 31, 2024, the firm had completed 770 private-equity investments with approximately $790 billion of total enterprise value. Its assets under management (AUM) and fee paying assets under management (FPAUM) were $553 billion and $446 billion, respectively.
CHRW vs KKR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.9B | $5.7B |
| Net Profit | $136.3M | $1.1B |
| Gross Margin | — | — |
| Operating Margin | 4.6% | 45.3% |
| Net Margin | 3.5% | 20.0% |
| Revenue YoY | -6.5% | 76.1% |
| Net Profit YoY | -8.7% | 1.8% |
| EPS (diluted) | $1.12 | — |
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 | $5.7B | ||
| Q3 25 | $4.1B | $5.5B | ||
| Q2 25 | $4.1B | $5.1B | ||
| Q1 25 | $4.0B | $3.1B | ||
| Q4 24 | $4.2B | $3.3B | ||
| Q3 24 | $4.6B | $4.8B | ||
| Q2 24 | $4.5B | $4.2B | ||
| Q1 24 | $4.4B | $9.7B |
| Q4 25 | $136.3M | $1.1B | ||
| Q3 25 | $163.0M | $900.4M | ||
| Q2 25 | $152.5M | $510.1M | ||
| Q1 25 | $135.3M | $-185.9M | ||
| Q4 24 | $149.3M | $1.1B | ||
| Q3 24 | $97.2M | $600.5M | ||
| Q2 24 | $126.3M | $667.9M | ||
| Q1 24 | $92.9M | $682.2M |
| Q4 25 | 4.6% | 45.3% | ||
| Q3 25 | 5.3% | 39.8% | ||
| Q2 25 | 5.2% | 30.0% | ||
| Q1 25 | 4.4% | 24.8% | ||
| Q4 24 | 4.4% | 50.4% | ||
| Q3 24 | 3.9% | 34.3% | ||
| Q2 24 | 4.0% | 29.0% | ||
| Q1 24 | 2.9% | 14.1% |
| Q4 25 | 3.5% | 20.0% | ||
| Q3 25 | 3.9% | 16.3% | ||
| Q2 25 | 3.7% | 10.0% | ||
| Q1 25 | 3.3% | -6.0% | ||
| Q4 24 | 3.6% | 34.5% | ||
| Q3 24 | 2.1% | 12.5% | ||
| Q2 24 | 2.8% | 16.0% | ||
| Q1 24 | 2.1% | 7.1% |
| Q4 25 | $1.12 | — | ||
| Q3 25 | $1.34 | — | ||
| Q2 25 | $1.26 | — | ||
| Q1 25 | $1.11 | — | ||
| Q4 24 | $1.23 | — | ||
| Q3 24 | $0.80 | — | ||
| Q2 24 | $1.05 | — | ||
| Q1 24 | $0.78 | — |
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 | — |
| Total DebtLower is stronger | $1.1B | — |
| Stockholders' EquityBook value | $1.8B | $30.9B |
| Total Assets | $5.1B | $410.1B |
| Debt / EquityLower = less leverage | 0.59× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $160.9M | — | ||
| Q3 25 | $136.8M | — | ||
| Q2 25 | $156.0M | — | ||
| Q1 25 | $129.9M | — | ||
| Q4 24 | $145.8M | — | ||
| Q3 24 | $131.7M | — | ||
| Q2 24 | $113.2M | — | ||
| Q1 24 | $121.8M | — |
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | $1.7B | — |
| Q4 25 | $1.8B | $30.9B | ||
| Q3 25 | $1.9B | $29.7B | ||
| Q2 25 | $1.8B | $28.2B | ||
| Q1 25 | $1.7B | $27.5B | ||
| Q4 24 | $1.7B | $23.7B | ||
| Q3 24 | $1.6B | $24.1B | ||
| Q2 24 | $1.5B | $21.7B | ||
| Q1 24 | $1.4B | $21.4B |
| Q4 25 | $5.1B | $410.1B | ||
| Q3 25 | $5.2B | $398.5B | ||
| Q2 25 | $5.3B | $380.9B | ||
| Q1 25 | $5.2B | $372.4B | ||
| Q4 24 | $5.3B | $360.1B | ||
| Q3 24 | $5.6B | $360.7B | ||
| Q2 24 | $5.5B | $348.5B | ||
| Q1 24 | $5.5B | $339.8B |
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.64× | — | ||
| Q2 25 | 0.76× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 0.80× | — | ||
| Q3 24 | 0.95× | — | ||
| Q2 24 | 1.07× | — | ||
| Q1 24 | 1.19× | — |
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 | $-4.9B |
| Free Cash FlowOCF − Capex | $302.4M | — |
| FCF MarginFCF / Revenue | 7.7% | — |
| Capex IntensityCapex / Revenue | 0.1% | — |
| Cash ConversionOCF / Net Profit | 2.24× | -4.28× |
| TTM Free Cash FlowTrailing 4 quarters | $894.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $305.4M | $-4.9B | ||
| Q3 25 | $275.4M | $2.4B | ||
| Q2 25 | $227.1M | $438.8M | ||
| Q1 25 | $106.5M | $2.5B | ||
| Q4 24 | $267.9M | $-111.7M | ||
| Q3 24 | $108.1M | $1.9B | ||
| Q2 24 | $166.4M | $3.4B | ||
| Q1 24 | $-33.3M | $1.5B |
| Q4 25 | $302.4M | — | ||
| Q3 25 | $269.5M | — | ||
| Q2 25 | $219.8M | — | ||
| Q1 25 | $103.2M | — | ||
| Q4 24 | $265.3M | — | ||
| Q3 24 | $103.3M | — | ||
| Q2 24 | $159.8M | — | ||
| Q1 24 | $-41.9M | — |
| Q4 25 | 7.7% | — | ||
| Q3 25 | 6.5% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 3.6% | — | ||
| Q1 24 | -1.0% | — |
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.1% | — | ||
| Q1 24 | 0.2% | — |
| Q4 25 | 2.24× | -4.28× | ||
| Q3 25 | 1.69× | 2.65× | ||
| Q2 25 | 1.49× | 0.86× | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 1.79× | -0.10× | ||
| Q3 24 | 1.11× | 3.12× | ||
| Q2 24 | 1.32× | 5.03× | ||
| Q1 24 | -0.36× | 2.24× |
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% |
KKR
| Insurance Segment | $3.5B | 61% |
| Asset Management1 | $703.7M | 12% |
| Transaction Fee | $512.0M | 9% |
| Transaction And Monitoring Fees | $268.7M | 5% |
| Fee Credit | $230.1M | 4% |
| Other | $201.5M | 4% |
| Fixed Annuity | $77.0M | 1% |
| Asset Management Segment | $56.9M | 1% |
| Monitoring Fee | $53.5M | 1% |
| Investment Advice | $40.6M | 1% |
| Fee Related Performance | $33.6M | 1% |
| Interest Sensitive Life | $21.7M | 0% |
| Incentive Fee | $11.0M | 0% |
