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Side-by-side financial comparison of C.H. Robinson (CHRW) and Zoetis (ZTS). Click either name above to swap in a different company.
C.H. Robinson is the larger business by last-quarter revenue ($4.0B vs $2.4B, roughly 1.7× Zoetis). Zoetis runs the higher net margin — 25.3% vs 3.7%, a 21.6% gap on every dollar of revenue. On growth, Zoetis posted the faster year-over-year revenue change (3.0% vs -0.8%). Over the past eight quarters, Zoetis's revenue compounded faster (4.4% CAGR vs -5.4%).
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.
Zoetis Inc. (/zō-EH-tis/) is an American drug company, the world's largest producer of medicine and vaccinations for pets and livestock. The company was a subsidiary of Pfizer, the world's largest drug maker, but with Pfizer's spinoff of its 83% interest in the firm it is now a completely independent company. The company directly markets its products in approximately 45 countries, and sells them in more than 100 countries. Operations outside the United States accounted for 50% of the total re...
CHRW vs ZTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.0B | $2.4B |
| Net Profit | $147.2M | $603.0M |
| Gross Margin | 16.1% | 70.2% |
| Operating Margin | 3.6% | 31.9% |
| Net Margin | 3.7% | 25.3% |
| Revenue YoY | -0.8% | 3.0% |
| Net Profit YoY | — | 3.8% |
| EPS (diluted) | — | $1.37 |
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 | — | ||
| Q4 25 | $3.9B | $2.4B | ||
| Q3 25 | $4.1B | $2.4B | ||
| Q2 25 | $4.1B | $2.5B | ||
| Q1 25 | $4.0B | $2.2B | ||
| Q4 24 | $4.2B | $2.3B | ||
| Q3 24 | $4.6B | $2.4B | ||
| Q2 24 | $4.5B | $2.4B |
| Q1 26 | $147.2M | — | ||
| Q4 25 | $136.3M | $603.0M | ||
| Q3 25 | $163.0M | $721.0M | ||
| Q2 25 | $152.5M | $718.0M | ||
| Q1 25 | $135.3M | $631.0M | ||
| Q4 24 | $149.3M | $581.0M | ||
| Q3 24 | $97.2M | $682.0M | ||
| Q2 24 | $126.3M | $624.0M |
| Q1 26 | 16.1% | — | ||
| Q4 25 | — | 70.2% | ||
| Q3 25 | — | 71.5% | ||
| Q2 25 | — | 73.6% | ||
| Q1 25 | — | 72.0% | ||
| Q4 24 | — | 69.5% | ||
| Q3 24 | — | 70.6% | ||
| Q2 24 | — | 71.7% |
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.6% | 31.9% | ||
| Q3 25 | 5.3% | 37.0% | ||
| Q2 25 | 5.2% | 36.7% | ||
| Q1 25 | 4.4% | 36.5% | ||
| Q4 24 | 4.4% | 31.6% | ||
| Q3 24 | 3.9% | 36.6% | ||
| Q2 24 | 4.0% | 33.0% |
| Q1 26 | 3.7% | — | ||
| Q4 25 | 3.5% | 25.3% | ||
| Q3 25 | 3.9% | 30.0% | ||
| Q2 25 | 3.7% | 29.2% | ||
| Q1 25 | 3.3% | 28.4% | ||
| Q4 24 | 3.6% | 25.1% | ||
| Q3 24 | 2.1% | 28.6% | ||
| Q2 24 | 2.8% | 26.4% |
| Q1 26 | — | — | ||
| Q4 25 | $1.12 | $1.37 | ||
| Q3 25 | $1.34 | $1.63 | ||
| Q2 25 | $1.26 | $1.61 | ||
| Q1 25 | $1.11 | $1.41 | ||
| Q4 24 | $1.23 | $1.29 | ||
| Q3 24 | $0.80 | $1.50 | ||
| Q2 24 | $1.05 | $1.37 |
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 | — |
| Total DebtLower is stronger | $1.3B | — |
| Stockholders' EquityBook value | — | $3.3B |
| Total Assets | $5.2B | $15.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $159.7M | — | ||
| Q4 25 | $160.9M | — | ||
| Q3 25 | $136.8M | $2.1B | ||
| Q2 25 | $156.0M | $1.4B | ||
| Q1 25 | $129.9M | $1.7B | ||
| Q4 24 | $145.8M | $2.0B | ||
| Q3 24 | $131.7M | $1.7B | ||
| Q2 24 | $113.2M | $1.6B |
| Q1 26 | $1.3B | — | ||
| 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 26 | — | — | ||
| Q4 25 | $1.8B | $3.3B | ||
| Q3 25 | $1.9B | $5.4B | ||
| Q2 25 | $1.8B | $5.0B | ||
| Q1 25 | $1.7B | $4.7B | ||
| Q4 24 | $1.7B | $4.8B | ||
| Q3 24 | $1.6B | $5.2B | ||
| Q2 24 | $1.5B | $5.0B |
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.1B | $15.5B | ||
| Q3 25 | $5.2B | $15.2B | ||
| Q2 25 | $5.3B | $14.5B | ||
| Q1 25 | $5.2B | $14.1B | ||
| Q4 24 | $5.3B | $14.2B | ||
| Q3 24 | $5.6B | $14.4B | ||
| Q2 24 | $5.5B | $14.2B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $893.0M |
| Free Cash FlowOCF − Capex | — | $732.0M |
| FCF MarginFCF / Revenue | — | 30.7% |
| Capex IntensityCapex / Revenue | — | 6.7% |
| Cash ConversionOCF / Net Profit | 0.47× | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.3B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $68.6M | — | ||
| Q4 25 | $305.4M | $893.0M | ||
| Q3 25 | $275.4M | $938.0M | ||
| Q2 25 | $227.1M | $486.0M | ||
| Q1 25 | $106.5M | $587.0M | ||
| Q4 24 | $267.9M | $905.0M | ||
| Q3 24 | $108.1M | $951.0M | ||
| Q2 24 | $166.4M | $502.0M |
| Q1 26 | — | — | ||
| Q4 25 | $302.4M | $732.0M | ||
| Q3 25 | $269.5M | $805.0M | ||
| Q2 25 | $219.8M | $308.0M | ||
| Q1 25 | $103.2M | $438.0M | ||
| Q4 24 | $265.3M | $689.0M | ||
| Q3 24 | $103.3M | $784.0M | ||
| Q2 24 | $159.8M | $370.0M |
| Q1 26 | — | — | ||
| Q4 25 | 7.7% | 30.7% | ||
| Q3 25 | 6.5% | 33.5% | ||
| Q2 25 | 5.3% | 12.5% | ||
| Q1 25 | 2.5% | 19.7% | ||
| Q4 24 | 6.3% | 29.7% | ||
| Q3 24 | 2.2% | 32.8% | ||
| Q2 24 | 3.6% | 15.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 6.7% | ||
| Q3 25 | 0.1% | 5.5% | ||
| Q2 25 | 0.2% | 7.2% | ||
| Q1 25 | 0.1% | 6.7% | ||
| Q4 24 | 0.1% | 9.3% | ||
| Q3 24 | 0.1% | 7.0% | ||
| Q2 24 | 0.1% | 5.6% |
| Q1 26 | 0.47× | — | ||
| Q4 25 | 2.24× | 1.48× | ||
| Q3 25 | 1.69× | 1.30× | ||
| Q2 25 | 1.49× | 0.68× | ||
| Q1 25 | 0.79× | 0.93× | ||
| Q4 24 | 1.79× | 1.56× | ||
| Q3 24 | 1.11× | 1.39× | ||
| Q2 24 | 1.32× | 0.80× |
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% |
ZTS
| Other | $1.3B | 56% |
| Livestock | $234.0M | 10% |
| Pain Sedation | $209.0M | 9% |
| Other Pharmaceuticals | $188.0M | 8% |
| Swine | $125.0M | 5% |
| Poultry | $117.0M | 5% |
| Fish | $81.0M | 3% |
| Other Non Pharmaceuticals | $70.0M | 3% |
| Manufactured Product Other | $18.0M | 1% |
| Medicated Feed Additives | $12.0M | 1% |
