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Side-by-side financial comparison of C.H. Robinson (CHRW) and MARKEL GROUP INC. (MKL). Click either name above to swap in a different company.
C.H. Robinson is the larger business by last-quarter revenue ($3.9B vs $3.6B, roughly 1.1× MARKEL GROUP INC.). MARKEL GROUP INC. runs the higher net margin — 16.1% vs 3.5%, a 12.6% gap on every dollar of revenue. On growth, C.H. Robinson posted the faster year-over-year revenue change (-6.5% vs -6.9%). MARKEL GROUP INC. produced more free cash flow last quarter ($599.1M vs $302.4M). Over the past eight quarters, C.H. Robinson's revenue compounded faster (-5.8% CAGR vs -10.5%).
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.
MARKEL GROUP INC.MKLEarnings & Financial Report
Markel Group Inc. is a group of companies headquartered in Richmond, Virginia, and originally founded in 1930 as an insurance company.
CHRW vs MKL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.9B | $3.6B |
| Net Profit | $136.3M | $576.8M |
| Gross Margin | — | — |
| Operating Margin | 4.6% | 22.2% |
| Net Margin | 3.5% | 16.1% |
| Revenue YoY | -6.5% | -6.9% |
| Net Profit YoY | -8.7% | 5.0% |
| EPS (diluted) | $1.12 | $48.22 |
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 | $3.6B | ||
| Q3 25 | $4.1B | $3.9B | ||
| Q2 25 | $4.1B | $4.6B | ||
| Q1 25 | $4.0B | $3.4B | ||
| Q4 24 | $4.2B | $3.8B | ||
| Q3 24 | $4.6B | $4.6B | ||
| Q2 24 | $4.5B | $3.7B | ||
| Q1 24 | $4.4B | $4.5B |
| Q4 25 | $136.3M | $576.8M | ||
| Q3 25 | $163.0M | $751.3M | ||
| Q2 25 | $152.5M | $657.1M | ||
| Q1 25 | $135.3M | $121.7M | ||
| Q4 24 | $149.3M | $549.2M | ||
| Q3 24 | $97.2M | $905.0M | ||
| Q2 24 | $126.3M | $267.7M | ||
| Q1 24 | $92.9M | $1.0B |
| Q4 25 | 4.6% | 22.2% | ||
| Q3 25 | 5.3% | 25.7% | ||
| Q2 25 | 5.2% | 24.1% | ||
| Q1 25 | 4.4% | 8.3% | ||
| Q4 24 | 4.4% | 15.5% | ||
| Q3 24 | 3.9% | 29.7% | ||
| Q2 24 | 4.0% | 11.1% | ||
| Q1 24 | 2.9% | 29.9% |
| Q4 25 | 3.5% | 16.1% | ||
| Q3 25 | 3.9% | 19.1% | ||
| Q2 25 | 3.7% | 14.3% | ||
| Q1 25 | 3.3% | 3.6% | ||
| Q4 24 | 3.6% | 14.3% | ||
| Q3 24 | 2.1% | 19.6% | ||
| Q2 24 | 2.8% | 7.2% | ||
| Q1 24 | 2.1% | 23.0% |
| Q4 25 | $1.12 | $48.22 | ||
| Q3 25 | $1.34 | $59.25 | ||
| Q2 25 | $1.26 | $49.67 | ||
| Q1 25 | $1.11 | $12.08 | ||
| Q4 24 | $1.23 | $39.02 | ||
| Q3 24 | $0.80 | $66.25 | ||
| Q2 24 | $1.05 | $18.62 | ||
| Q1 24 | $0.78 | $75.43 |
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 | $4.0B |
| Total DebtLower is stronger | $1.1B | $4.3B |
| Stockholders' EquityBook value | $1.8B | $18.6B |
| Total Assets | $5.1B | $68.9B |
| Debt / EquityLower = less leverage | 0.59× | 0.23× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $160.9M | $4.0B | ||
| Q3 25 | $136.8M | $4.0B | ||
| Q2 25 | $156.0M | $3.7B | ||
| Q1 25 | $129.9M | $4.2B | ||
| Q4 24 | $145.8M | $3.7B | ||
| Q3 24 | $131.7M | $3.9B | ||
| Q2 24 | $113.2M | $3.5B | ||
| Q1 24 | $121.8M | $3.6B |
| Q4 25 | $1.1B | $4.3B | ||
| Q3 25 | $1.2B | $4.3B | ||
| Q2 25 | $1.4B | $4.4B | ||
| Q1 25 | $1.4B | $4.4B | ||
| Q4 24 | $1.4B | $4.3B | ||
| Q3 24 | $1.6B | $4.4B | ||
| Q2 24 | $1.6B | $4.4B | ||
| Q1 24 | $1.7B | $3.9B |
| Q4 25 | $1.8B | $18.6B | ||
| Q3 25 | $1.9B | $18.0B | ||
| Q2 25 | $1.8B | $17.3B | ||
| Q1 25 | $1.7B | $17.1B | ||
| Q4 24 | $1.7B | $16.9B | ||
| Q3 24 | $1.6B | $17.0B | ||
| Q2 24 | $1.5B | $15.9B | ||
| Q1 24 | $1.4B | $15.7B |
| Q4 25 | $5.1B | $68.9B | ||
| Q3 25 | $5.2B | $67.4B | ||
| Q2 25 | $5.3B | $66.8B | ||
| Q1 25 | $5.2B | $64.6B | ||
| Q4 24 | $5.3B | $61.9B | ||
| Q3 24 | $5.6B | $62.3B | ||
| Q2 24 | $5.5B | $59.7B | ||
| Q1 24 | $5.5B | $57.3B |
| Q4 25 | 0.59× | 0.23× | ||
| Q3 25 | 0.64× | 0.24× | ||
| Q2 25 | 0.76× | 0.25× | ||
| Q1 25 | 0.80× | 0.26× | ||
| Q4 24 | 0.80× | 0.26× | ||
| Q3 24 | 0.95× | 0.26× | ||
| Q2 24 | 1.07× | 0.28× | ||
| Q1 24 | 1.19× | 0.25× |
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 | $662.2M |
| Free Cash FlowOCF − Capex | $302.4M | $599.1M |
| FCF MarginFCF / Revenue | 7.7% | 16.7% |
| Capex IntensityCapex / Revenue | 0.1% | 1.8% |
| Cash ConversionOCF / Net Profit | 2.24× | 1.15× |
| TTM Free Cash FlowTrailing 4 quarters | $894.9M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $305.4M | $662.2M | ||
| Q3 25 | $275.4M | $1.2B | ||
| Q2 25 | $227.1M | $504.4M | ||
| Q1 25 | $106.5M | $376.2M | ||
| Q4 24 | $267.9M | $493.9M | ||
| Q3 24 | $108.1M | $890.8M | ||
| Q2 24 | $166.4M | $578.6M | ||
| Q1 24 | $-33.3M | $630.7M |
| Q4 25 | $302.4M | $599.1M | ||
| Q3 25 | $269.5M | $1.2B | ||
| Q2 25 | $219.8M | $453.8M | ||
| Q1 25 | $103.2M | $335.5M | ||
| Q4 24 | $265.3M | $420.0M | ||
| Q3 24 | $103.3M | $838.9M | ||
| Q2 24 | $159.8M | $521.4M | ||
| Q1 24 | $-41.9M | $558.7M |
| Q4 25 | 7.7% | 16.7% | ||
| Q3 25 | 6.5% | 29.6% | ||
| Q2 25 | 5.3% | 9.9% | ||
| Q1 25 | 2.5% | 9.9% | ||
| Q4 24 | 6.3% | 10.9% | ||
| Q3 24 | 2.2% | 18.2% | ||
| Q2 24 | 3.6% | 14.1% | ||
| Q1 24 | -1.0% | 12.5% |
| Q4 25 | 0.1% | 1.8% | ||
| Q3 25 | 0.1% | 1.3% | ||
| Q2 25 | 0.2% | 1.1% | ||
| Q1 25 | 0.1% | 1.2% | ||
| Q4 24 | 0.1% | 1.9% | ||
| Q3 24 | 0.1% | 1.1% | ||
| Q2 24 | 0.1% | 1.5% | ||
| Q1 24 | 0.2% | 1.6% |
| Q4 25 | 2.24× | 1.15× | ||
| Q3 25 | 1.69× | 1.62× | ||
| Q2 25 | 1.49× | 0.77× | ||
| Q1 25 | 0.79× | 3.09× | ||
| Q4 24 | 1.79× | 0.90× | ||
| Q3 24 | 1.11× | 0.98× | ||
| Q2 24 | 1.32× | 2.16× | ||
| Q1 24 | -0.36× | 0.62× |
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% |
MKL
| Industrial | $1.6B | 45% |
| Consumer And Other | $958.3M | 27% |
| Financial | $737.0M | 21% |
| Other | $198.8M | 6% |
| Corporate Operations | $52.0M | 1% |
| Revenue From Contract With Customer | $10.5M | 0% |
