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Side-by-side financial comparison of C.H. Robinson (CHRW) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
C.H. Robinson is the larger business by last-quarter revenue ($4.0B vs $2.2B, roughly 1.8× RENAISSANCERE HOLDINGS LTD). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 3.7%, a 19.8% gap on every dollar of revenue. On growth, C.H. Robinson posted the faster year-over-year revenue change (-0.8% vs -36.8%). Over the past eight quarters, C.H. Robinson's revenue compounded faster (-5.4% CAGR vs -11.9%).
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.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
CHRW vs RNR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.0B | $2.2B |
| Net Profit | $147.2M | $515.8M |
| Gross Margin | 16.1% | — |
| Operating Margin | 3.6% | — |
| Net Margin | 3.7% | 23.5% |
| Revenue YoY | -0.8% | -36.8% |
| Net Profit YoY | — | 72.6% |
| EPS (diluted) | — | $6.57 |
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.
| Q1 26 | $4.0B | $2.2B | ||
| Q4 25 | $3.9B | $3.0B | ||
| Q3 25 | $4.1B | $3.2B | ||
| Q2 25 | $4.1B | $3.2B | ||
| Q1 25 | $4.0B | $3.5B | ||
| Q4 24 | $4.2B | $2.3B | ||
| Q3 24 | $4.6B | $4.0B | ||
| Q2 24 | $4.5B | $2.8B |
| Q1 26 | $147.2M | $515.8M | ||
| Q4 25 | $136.3M | $760.5M | ||
| Q3 25 | $163.0M | $916.5M | ||
| Q2 25 | $152.5M | $835.4M | ||
| Q1 25 | $135.3M | $170.0M | ||
| Q4 24 | $149.3M | $-189.7M | ||
| Q3 24 | $97.2M | $1.2B | ||
| Q2 24 | $126.3M | $503.9M |
| Q1 26 | 16.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.6% | 42.5% | ||
| Q3 25 | 5.3% | 46.3% | ||
| Q2 25 | 5.2% | 41.8% | ||
| Q1 25 | 4.4% | -2.0% | ||
| Q4 24 | 4.4% | -3.6% | ||
| Q3 24 | 3.9% | 43.7% | ||
| Q2 24 | 4.0% | 25.0% |
| Q1 26 | 3.7% | 23.5% | ||
| Q4 25 | 3.5% | 25.6% | ||
| Q3 25 | 3.9% | 28.7% | ||
| Q2 25 | 3.7% | 26.1% | ||
| Q1 25 | 3.3% | 4.9% | ||
| Q4 24 | 3.6% | -8.3% | ||
| Q3 24 | 2.1% | 29.8% | ||
| Q2 24 | 2.8% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.12 | $16.16 | ||
| Q3 25 | $1.34 | $19.40 | ||
| Q2 25 | $1.26 | $17.20 | ||
| Q1 25 | $1.11 | $3.27 | ||
| Q4 24 | $1.23 | $-3.76 | ||
| Q3 24 | $0.80 | $22.62 | ||
| Q2 24 | $1.05 | $9.41 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $159.7M | $1.6B |
| Total DebtLower is stronger | $1.3B | — |
| Stockholders' EquityBook value | — | $4.3B |
| Total Assets | $5.2B | $53.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $159.7M | $1.6B | ||
| Q4 25 | $160.9M | $1.7B | ||
| Q3 25 | $136.8M | $1.7B | ||
| Q2 25 | $156.0M | $1.4B | ||
| Q1 25 | $129.9M | $1.6B | ||
| Q4 24 | $145.8M | $1.7B | ||
| Q3 24 | $131.7M | $1.6B | ||
| Q2 24 | $113.2M | $1.6B |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.1B | $2.3B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.4B | $2.3B | ||
| Q1 25 | $1.4B | $2.8B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.6B | $1.9B | ||
| Q2 24 | $1.6B | $2.0B |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.8B | $11.6B | ||
| Q3 25 | $1.9B | $11.5B | ||
| Q2 25 | $1.8B | $10.8B | ||
| Q1 25 | $1.7B | $10.3B | ||
| Q4 24 | $1.7B | $10.6B | ||
| Q3 24 | $1.6B | $11.2B | ||
| Q2 24 | $1.5B | $10.2B |
| Q1 26 | $5.2B | $53.7B | ||
| Q4 25 | $5.1B | $53.8B | ||
| Q3 25 | $5.2B | $54.5B | ||
| Q2 25 | $5.3B | $54.7B | ||
| Q1 25 | $5.2B | $53.6B | ||
| Q4 24 | $5.3B | $50.7B | ||
| Q3 24 | $5.6B | $52.8B | ||
| Q2 24 | $5.5B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.59× | 0.20× | ||
| Q3 25 | 0.64× | 0.19× | ||
| Q2 25 | 0.76× | 0.21× | ||
| Q1 25 | 0.80× | 0.27× | ||
| Q4 24 | 0.80× | 0.18× | ||
| Q3 24 | 0.95× | 0.17× | ||
| Q2 24 | 1.07× | 0.19× |
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 | $68.6M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.47× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $68.6M | — | ||
| Q4 25 | $305.4M | $483.0M | ||
| Q3 25 | $275.4M | $1.6B | ||
| Q2 25 | $227.1M | $1.5B | ||
| Q1 25 | $106.5M | $157.8M | ||
| Q4 24 | $267.9M | $778.9M | ||
| Q3 24 | $108.1M | $1.5B | ||
| Q2 24 | $166.4M | $1.2B |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | 0.47× | — | ||
| Q4 25 | 2.24× | 0.64× | ||
| Q3 25 | 1.69× | 1.73× | ||
| Q2 25 | 1.49× | 1.76× | ||
| Q1 25 | 0.79× | 0.93× | ||
| Q4 24 | 1.79× | — | ||
| Q3 24 | 1.11× | 1.26× | ||
| Q2 24 | 1.32× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CHRW
| Transportation | $3.6B | 91% |
| Sourcing | $369.2M | 9% |
RNR
Segment breakdown not available.
