CHRW
C.H. Robinson Worldwide, Inc.
CHRW has lower modeled downside risk, despite its lower overall score.
RDW
Redwire Corporation
RDW has a slight edge over CHRW overall, supported by stronger fundamentals.
CHRW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Under pressure | |
| Stable |
CHRW's revenue and profitability are currently healthy, and its balance sheet is stable, but its cash flow is under pressure.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
CHRW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $85.25 | -37% |
| Forward | 18x | $134 | — |
| Fair | 24x | $132 | -1.6% |
| Current | 24x | $134 | — |
| Expensive | 34x | $188 | +40% |
Historical ranges are pointers, not guarantees.
CHRW's PE is in its fair range at 24x. If earnings grow as analysts expect, today's price would be 18x next year's earnings, in its cheap range.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
CHRW Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for CHRW, with profitability holding steady.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over CHRW on the outlook, with more favorable profitability expectations.
CHRW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $7.30 | +31% |
| Q3 2026 | $5.57 | +13% |
| Q2 2026 | $5.24 | +19% |
| Q1 2026 | $4.94 | +18% |
| Q4 2025 | $4.83 | +25% |
| Q3 2025 | $4.94 | +70% |
| Q2 2025 | $4.40 | +58% |
| Q1 2025 | $4.19 | +65% |
| Q4 2024 | $3.86 | +42% |
CHRW has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
CHRW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.4B | +30% |
| Q2 2026 | $4.9B | +19% |
| Q1 2026 | $4B | -0.8% |
| Q4 2025 | $3.9B | -6.5% |
| Q3 2025 | $4.1B | -11% |
| Q2 2025 | $4.1B | -7.7% |
| Q1 2025 | $4B | -8.3% |
| Q4 2024 | $4.2B | -0.9% |
CHRW's revenue is recovering but still below its 2022 peak: $5.4B last quarter, up 30% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.1% | -0.3 points |
| Q2 2026 | 5.2% | 0 points |
| Q1 2026 | 4.4% | 0 points |
| Q4 2025 | 4.6% | +0.3 points |
| Q3 2025 | 5.3% | +1.5 points |
| Q2 2025 | 5.2% | +1.2 points |
| Q1 2025 | 4.4% | +1.5 points |
| Q4 2024 | 4.4% | +1.8 points |
CHRW has the edge over RDW on profitability, with a higher operating margin.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW has the edge over CHRW on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
CHRW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $120.5M | -55% |
| Q2 2026 | $30.9M | -86% |
| Q1 2026 | $66M | -36% |
| Q4 2025 | $302.4M | +14% |
| Q3 2025 | $269.5M | +161% |
| Q2 2025 | $219.8M | +38% |
| Q1 2025 | $103.2M | +$145.1M |
| Q4 2024 | $265.3M | +514% |
CHRW has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
CHRW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.9% | -1M shares |
| 1 year | -2.2% | -2.6M shares |
| 3 years | -0.9% | -1M shares |
| 5 years | -11% | -14.7M shares |
| Available history | -13% | -17.9M shares |
CHRW has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $207.7M |
| Q2 2026 | $219.5M |
| Q1 2026 | $212.7M |
| Q4 2025 | $114.4M |
| Q3 2025 | $111.5M |
| Q2 2025 | $81.1M |
| Q1 2025 | $47.7M |
| Q4 2024 | — |
CHRW spent $754M buying back its own shares over the past year, about three times what it spent the year before.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
CHRW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.7x | Healthy |
| Q2 2026 | 1.6x | Healthy |
| Q1 2026 | 1.3x | Healthy |
| Q4 2025 | 1.0x | Healthy |
| Q3 2025 | 1.2x | Healthy |
| Q2 2025 | 1.4x | Healthy |
| Q1 2025 | 1.5x | Healthy |
| Q4 2024 | 1.6x | Healthy |
CHRW's net debt is about 1.7 years of its operating earnings (EBITDA), up from 1.2 years a year ago.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
CHRW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.0 | Neutral |
| Stochastic | 15.4 | Oversold |
CHRW's weekly RSI is 41 (neutral) and its Stochastic is 15 (oversold).
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
CHRW PE vs Industrials Sector
| Metric | CHRW | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 24x | 0.2% above |
| PE % | 51 | 58 | 7 pts below |
CHRW is trading at 24x earnings, in line with the Industrials sector's median of 24x.
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
CHRW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $139.0 | 3.3% below |
| 20 week MA | $154.1 | 13% below |
| 50 week MA | $166.9 | 19% below |
| 100 week MA | $139.0 | 3.3% below |
| 200 week MA | $115.3 | 17% above |
CHRW has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
CHRW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $77.9 | $94.7 | +21% |
| 2021 | $94.7 | $102.5 | +8.2% |
| 2022 | $102.5 | $93.1 | -9.1% |
| 2023 | $93.1 | $86.4 | -7.2% |
| 2024 | $86.4 | $103.9 | +20% |
| 2025 | $103.9 | $164.6 | +58% |
| 2026 YTD | $164.6 | $134.4 | -18% |
CHRW has finished higher in four of the last six years. It's down 18% so far in 2026.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW has the edge over CHRW on returns for 2026, with the stronger performance.