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Side-by-side financial comparison of C.H. Robinson (CHRW) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.
C.H. Robinson is the larger business by last-quarter revenue ($3.9B vs $2.5B, roughly 1.6× Tapestry, Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 3.5%, a 18.9% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs -6.5%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $302.4M). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% 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.
Tapestry, Inc. is a leading American multinational luxury fashion holding company. It owns three iconic lifestyle brands: Coach, Kate Spade New York, and Stuart Weitzman, offering premium handbags, apparel, footwear, accessories, and fragrances to global consumers via physical retail stores and e-commerce platforms.
CHRW vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.9B | $2.5B |
| Net Profit | $136.3M | $561.3M |
| Gross Margin | — | 75.5% |
| Operating Margin | 4.6% | 28.6% |
| Net Margin | 3.5% | 22.4% |
| Revenue YoY | -6.5% | 14.0% |
| Net Profit YoY | -8.7% | 80.8% |
| EPS (diluted) | $1.12 | $2.68 |
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 | $2.5B | ||
| Q3 25 | $4.1B | $1.7B | ||
| Q2 25 | $4.1B | $1.7B | ||
| Q1 25 | $4.0B | $1.6B | ||
| Q4 24 | $4.2B | $2.2B | ||
| Q3 24 | $4.6B | $1.5B | ||
| Q2 24 | $4.5B | $1.6B | ||
| Q1 24 | $4.4B | $1.5B |
| Q4 25 | $136.3M | $561.3M | ||
| Q3 25 | $163.0M | $274.8M | ||
| Q2 25 | $152.5M | $-517.1M | ||
| Q1 25 | $135.3M | $203.3M | ||
| Q4 24 | $149.3M | $310.4M | ||
| Q3 24 | $97.2M | $186.6M | ||
| Q2 24 | $126.3M | $159.3M | ||
| Q1 24 | $92.9M | $139.4M |
| Q4 25 | — | 75.5% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | — | 75.3% | ||
| Q2 24 | — | 74.9% | ||
| Q1 24 | — | 74.7% |
| Q4 25 | 4.6% | 28.6% | ||
| Q3 25 | 5.3% | 19.3% | ||
| Q2 25 | 5.2% | -33.9% | ||
| Q1 25 | 4.4% | 16.0% | ||
| Q4 24 | 4.4% | 22.4% | ||
| Q3 24 | 3.9% | 16.7% | ||
| Q2 24 | 4.0% | 14.8% | ||
| Q1 24 | 2.9% | 13.8% |
| Q4 25 | 3.5% | 22.4% | ||
| Q3 25 | 3.9% | 16.1% | ||
| Q2 25 | 3.7% | -30.0% | ||
| Q1 25 | 3.3% | 12.8% | ||
| Q4 24 | 3.6% | 14.1% | ||
| Q3 24 | 2.1% | 12.4% | ||
| Q2 24 | 2.8% | 10.0% | ||
| Q1 24 | 2.1% | 9.4% |
| Q4 25 | $1.12 | $2.68 | ||
| Q3 25 | $1.34 | $1.28 | ||
| Q2 25 | $1.26 | $-2.30 | ||
| Q1 25 | $1.11 | $0.95 | ||
| Q4 24 | $1.23 | $1.38 | ||
| Q3 24 | $0.80 | $0.79 | ||
| Q2 24 | $1.05 | $0.67 | ||
| Q1 24 | $0.78 | $0.60 |
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 | $1.1B |
| Total DebtLower is stronger | $1.1B | $2.4B |
| Stockholders' EquityBook value | $1.8B | $551.2M |
| Total Assets | $5.1B | $6.5B |
| Debt / EquityLower = less leverage | 0.59× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $160.9M | $1.1B | ||
| Q3 25 | $136.8M | $743.2M | ||
| Q2 25 | $156.0M | $1.1B | ||
| Q1 25 | $129.9M | $1.1B | ||
| Q4 24 | $145.8M | $1.0B | ||
| Q3 24 | $131.7M | $7.3B | ||
| Q2 24 | $113.2M | $7.2B | ||
| Q1 24 | $121.8M | $7.4B |
| Q4 25 | $1.1B | $2.4B | ||
| Q3 25 | $1.2B | $2.4B | ||
| Q2 25 | $1.4B | $2.4B | ||
| Q1 25 | $1.4B | $2.4B | ||
| Q4 24 | $1.4B | $2.4B | ||
| Q3 24 | $1.6B | $7.0B | ||
| Q2 24 | $1.6B | $6.9B | ||
| Q1 24 | $1.7B | $7.7B |
| Q4 25 | $1.8B | $551.2M | ||
| Q3 25 | $1.9B | $399.5M | ||
| Q2 25 | $1.8B | $857.8M | ||
| Q1 25 | $1.7B | $1.5B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $1.6B | $3.0B | ||
| Q2 24 | $1.5B | $2.9B | ||
| Q1 24 | $1.4B | $2.8B |
| Q4 25 | $5.1B | $6.5B | ||
| Q3 25 | $5.2B | $6.4B | ||
| Q2 25 | $5.3B | $6.6B | ||
| Q1 25 | $5.2B | $7.3B | ||
| Q4 24 | $5.3B | $7.3B | ||
| Q3 24 | $5.6B | $13.7B | ||
| Q2 24 | $5.5B | $13.4B | ||
| Q1 24 | $5.5B | $13.7B |
| Q4 25 | 0.59× | 4.32× | ||
| Q3 25 | 0.64× | 5.95× | ||
| Q2 25 | 0.76× | 2.77× | ||
| Q1 25 | 0.80× | 1.59× | ||
| Q4 24 | 0.80× | 1.78× | ||
| Q3 24 | 0.95× | 2.35× | ||
| Q2 24 | 1.07× | 2.39× | ||
| Q1 24 | 1.19× | 2.77× |
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 | $1.1B |
| Free Cash FlowOCF − Capex | $302.4M | $1.0B |
| FCF MarginFCF / Revenue | 7.7% | 41.5% |
| Capex IntensityCapex / Revenue | 0.1% | 1.7% |
| Cash ConversionOCF / Net Profit | 2.24× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | $894.9M | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $305.4M | $1.1B | ||
| Q3 25 | $275.4M | $112.6M | ||
| Q2 25 | $227.1M | $446.8M | ||
| Q1 25 | $106.5M | $144.3M | ||
| Q4 24 | $267.9M | $506.0M | ||
| Q3 24 | $108.1M | $119.5M | ||
| Q2 24 | $166.4M | $256.0M | ||
| Q1 24 | $-33.3M | $97.8M |
| Q4 25 | $302.4M | $1.0B | ||
| Q3 25 | $269.5M | $80.2M | ||
| Q2 25 | $219.8M | $411.5M | ||
| Q1 25 | $103.2M | $113.4M | ||
| Q4 24 | $265.3M | $475.1M | ||
| Q3 24 | $103.3M | $93.9M | ||
| Q2 24 | $159.8M | $209.8M | ||
| Q1 24 | $-41.9M | $78.8M |
| Q4 25 | 7.7% | 41.5% | ||
| Q3 25 | 6.5% | 4.7% | ||
| Q2 25 | 5.3% | 23.9% | ||
| Q1 25 | 2.5% | 7.2% | ||
| Q4 24 | 6.3% | 21.6% | ||
| Q3 24 | 2.2% | 6.2% | ||
| Q2 24 | 3.6% | 13.2% | ||
| Q1 24 | -1.0% | 5.3% |
| Q4 25 | 0.1% | 1.7% | ||
| Q3 25 | 0.1% | 1.9% | ||
| Q2 25 | 0.2% | 2.0% | ||
| Q1 25 | 0.1% | 2.0% | ||
| Q4 24 | 0.1% | 1.4% | ||
| Q3 24 | 0.1% | 1.7% | ||
| Q2 24 | 0.1% | 2.9% | ||
| Q1 24 | 0.2% | 1.3% |
| Q4 25 | 2.24× | 1.93× | ||
| Q3 25 | 1.69× | 0.41× | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 0.79× | 0.71× | ||
| Q4 24 | 1.79× | 1.63× | ||
| Q3 24 | 1.11× | 0.64× | ||
| Q2 24 | 1.32× | 1.61× | ||
| Q1 24 | -0.36× | 0.70× |
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% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
