Short answer
C.H. Robinson (CHRW) filed its fiscal 2025 10-K annual report with the SEC on Feb 13, 2026. It reported revenue of $16.2B (−8.4% year over year) and net income of $587M.
- Top risk flagged: Trade policy risk: Tariffs and trade policy changes potentially reduce freight volumes, impacting revenue from retail, automotive, and technology sectors
FY2025 key financial metrics · XBRL
- Revenue
- $16.2B
- −8.4% YoY
- Net income
- $587M
- +26.1% YoY
- Operating margin
- 4.9%
- +1.1 pp YoY
- EPS (diluted)
- $4.83
- +25.1% YoY
- ROE
- 31.8%
- +4.8 pp YoY
- Operating cash flow
- $915M
- +79.6% YoY
Source: XBRL data from the C.H. Robinson (CHRW) FY2025 10-K on SEC EDGAR. USD.
C.H. Robinson FY2025 10-K analysis
AI summary of each section, grounded in the filing text
Business Overview
- Core business model: Third-party logistics and supply chain services provider
- No new products, services, or segments introduced or emphasized in this filing
- No strategic shift or changed competitive positioning disclosed this year
- Equity compensation plans include 4,763,449 securities exercisable, weighted average exercise price $79.84
- CEO appointment included 142,584 restricted units and 91,016 performance stock units granted in 2025
Management Discussion & Analysis
- No explicit revenue figures or YoY change disclosed in provided text
- No profitability or margin % details included in provided section
- No segment performance numbers or rankings mentioned
- Contractual obligations total $1.72B through 2030 and thereafter, including $657.75M senior notes, $408.57M long-term notes, $341.31M leases, $146.17M purchase obligations
- No forward-looking guidance or risk commentary provided in the excerpt
Risk Factors
- Trade policy risk: Tariffs and trade policy changes potentially reduce freight volumes, impacting revenue from retail, automotive, and technology sectors
- Economic recession exposure: Decline in customer freight volumes during downturns, especially in manufacturing and chemicals industries
- Transportation provider risk: Significant risk of contracted carriers going out of business, risking service fulfillment and customer commitments
- Pricing pressure: Contract freight rates potentially below rising market carrier prices, causing service delivery at a loss
- Working capital strain: Increasing freight volumes and rates raise working capital due to longer days sales outstanding than payables outstanding
Generated from the filing text; verify against the original. How to read a 10-K
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