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Side-by-side financial comparison of C.H. Robinson (CHRW) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
C.H. Robinson is the larger business by last-quarter revenue ($3.9B vs $2.4B, roughly 1.6× Workday, Inc.). Workday, Inc. runs the higher net margin — 10.4% vs 3.5%, a 6.9% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs -6.5%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $302.4M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% 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.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
CHRW vs WDAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.9B | $2.4B |
| Net Profit | $136.3M | $252.0M |
| Gross Margin | — | — |
| Operating Margin | 4.6% | 10.6% |
| Net Margin | 3.5% | 10.4% |
| Revenue YoY | -6.5% | 12.6% |
| Net Profit YoY | -8.7% | 30.6% |
| EPS (diluted) | $1.12 | $0.94 |
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 | $2.4B | ||
| Q3 25 | $4.1B | $2.3B | ||
| Q2 25 | $4.1B | $2.2B | ||
| Q1 25 | $4.0B | $2.2B | ||
| Q4 24 | $4.2B | $2.2B | ||
| Q3 24 | $4.6B | $2.1B | ||
| Q2 24 | $4.5B | $2.0B | ||
| Q1 24 | $4.4B | $1.9B |
| Q4 25 | $136.3M | $252.0M | ||
| Q3 25 | $163.0M | $228.0M | ||
| Q2 25 | $152.5M | $68.0M | ||
| Q1 25 | $135.3M | $94.0M | ||
| Q4 24 | $149.3M | $193.0M | ||
| Q3 24 | $97.2M | $132.0M | ||
| Q2 24 | $126.3M | $107.0M | ||
| Q1 24 | $92.9M | $1.2B |
| Q4 25 | 4.6% | 10.6% | ||
| Q3 25 | 5.3% | 10.6% | ||
| Q2 25 | 5.2% | 1.7% | ||
| Q1 25 | 4.4% | 3.4% | ||
| Q4 24 | 4.4% | 7.6% | ||
| Q3 24 | 3.9% | 5.3% | ||
| Q2 24 | 4.0% | 3.2% | ||
| Q1 24 | 2.9% | 4.1% |
| Q4 25 | 3.5% | 10.4% | ||
| Q3 25 | 3.9% | 9.7% | ||
| Q2 25 | 3.7% | 3.0% | ||
| Q1 25 | 3.3% | 4.3% | ||
| Q4 24 | 3.6% | 8.9% | ||
| Q3 24 | 2.1% | 6.3% | ||
| Q2 24 | 2.8% | 5.4% | ||
| Q1 24 | 2.1% | 61.8% |
| Q4 25 | $1.12 | $0.94 | ||
| Q3 25 | $1.34 | $0.84 | ||
| Q2 25 | $1.26 | $0.25 | ||
| Q1 25 | $1.11 | $0.34 | ||
| Q4 24 | $1.23 | $0.72 | ||
| Q3 24 | $0.80 | $0.49 | ||
| Q2 24 | $1.05 | $0.40 | ||
| Q1 24 | $0.78 | $4.48 |
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 | $6.8B |
| Total DebtLower is stronger | $1.1B | — |
| Stockholders' EquityBook value | $1.8B | $8.9B |
| Total Assets | $5.1B | $17.8B |
| Debt / EquityLower = less leverage | 0.59× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $160.9M | $6.8B | ||
| Q3 25 | $136.8M | $8.2B | ||
| Q2 25 | $156.0M | $8.0B | ||
| Q1 25 | $129.9M | $8.0B | ||
| Q4 24 | $145.8M | $7.2B | ||
| Q3 24 | $131.7M | $7.4B | ||
| Q2 24 | $113.2M | $7.2B | ||
| Q1 24 | $121.8M | $7.8B |
| 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 | $3.0B | ||
| Q1 24 | $1.7B | $3.0B |
| Q4 25 | $1.8B | $8.9B | ||
| Q3 25 | $1.9B | $9.2B | ||
| Q2 25 | $1.8B | $8.9B | ||
| Q1 25 | $1.7B | $9.0B | ||
| Q4 24 | $1.7B | $8.6B | ||
| Q3 24 | $1.6B | $8.3B | ||
| Q2 24 | $1.5B | $8.2B | ||
| Q1 24 | $1.4B | $8.1B |
| Q4 25 | $5.1B | $17.8B | ||
| Q3 25 | $5.2B | $18.0B | ||
| Q2 25 | $5.3B | $17.2B | ||
| Q1 25 | $5.2B | $18.0B | ||
| Q4 24 | $5.3B | $16.4B | ||
| Q3 24 | $5.6B | $16.2B | ||
| Q2 24 | $5.5B | $15.9B | ||
| Q1 24 | $5.5B | $16.5B |
| 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× | 0.37× | ||
| Q1 24 | 1.19× | 0.37× |
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 | $588.0M |
| Free Cash FlowOCF − Capex | $302.4M | $550.0M |
| FCF MarginFCF / Revenue | 7.7% | 22.6% |
| Capex IntensityCapex / Revenue | 0.1% | 1.6% |
| Cash ConversionOCF / Net Profit | 2.24× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $894.9M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $305.4M | $588.0M | ||
| Q3 25 | $275.4M | $616.0M | ||
| Q2 25 | $227.1M | $457.0M | ||
| Q1 25 | $106.5M | $1.1B | ||
| Q4 24 | $267.9M | $406.0M | ||
| Q3 24 | $108.1M | $571.0M | ||
| Q2 24 | $166.4M | $372.0M | ||
| Q1 24 | $-33.3M | $995.6M |
| Q4 25 | $302.4M | $550.0M | ||
| Q3 25 | $269.5M | $588.0M | ||
| Q2 25 | $219.8M | $421.0M | ||
| Q1 25 | $103.2M | $1.0B | ||
| Q4 24 | $265.3M | $359.0M | ||
| Q3 24 | $103.3M | $516.0M | ||
| Q2 24 | $159.8M | $291.0M | ||
| Q1 24 | $-41.9M | $947.6M |
| Q4 25 | 7.7% | 22.6% | ||
| Q3 25 | 6.5% | 25.0% | ||
| Q2 25 | 5.3% | 18.8% | ||
| Q1 25 | 2.5% | 46.4% | ||
| Q4 24 | 6.3% | 16.6% | ||
| Q3 24 | 2.2% | 24.7% | ||
| Q2 24 | 3.6% | 14.6% | ||
| Q1 24 | -1.0% | 49.3% |
| Q4 25 | 0.1% | 1.6% | ||
| Q3 25 | 0.1% | 1.2% | ||
| Q2 25 | 0.2% | 1.6% | ||
| Q1 25 | 0.1% | 3.9% | ||
| Q4 24 | 0.1% | 2.2% | ||
| Q3 24 | 0.1% | 2.6% | ||
| Q2 24 | 0.1% | 4.1% | ||
| Q1 24 | 0.2% | 2.5% |
| Q4 25 | 2.24× | 2.33× | ||
| Q3 25 | 1.69× | 2.70× | ||
| Q2 25 | 1.49× | 6.72× | ||
| Q1 25 | 0.79× | 11.83× | ||
| Q4 24 | 1.79× | 2.10× | ||
| Q3 24 | 1.11× | 4.33× | ||
| Q2 24 | 1.32× | 3.48× | ||
| Q1 24 | -0.36× | 0.84× |
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% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
