Yield Theory

Industrials stock comparison

CHRW vs EXPD: which business are you actually underwriting?

Compare C.H. Robinson Worldwide, Inc. with Expeditors International of Washington, Inc. using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
Sector
Industrials
Industry
Same SIC
Shared themes
1
Updated
2026-02-25

CHRW vs EXPD: quick comparison

Company factCHRWEXPD
CompanyC.H. Robinson Worldwide, Inc.Expeditors International of Washington, Inc.
ExchangeNASDAQNASDAQ
HeadquartersNot recordedNot recorded
FoundedNot recordedNot recorded
SEC industryArrangement of Transportation of Freight & CargoArrangement of Transportation of Freight & Cargo
Fiscal year-endDecember 31December 31
Latest annual filing10-K · 2026-02-1310-K · 2026-02-25

How the businesses differ

C.H. Robinson Worldwide, Inc. (CHRW)

C.H. Robinson is a freight broker and logistics provider connecting shippers with carriers.

Expeditors International of Washington, Inc. (EXPD)

Expeditors International provides global freight forwarding and customs-brokerage logistics.

The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. CHRW is classified by the SEC as Arrangement of Transportation of Freight & Cargo, while EXPD is classified as Arrangement of Transportation of Freight & Cargo. The matching industry code strengthens the peer comparison, although product mix can still differ materially.

Which thesis does each company fit?

Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.

Study CHRW when…

  • Capital-spending and manufacturing PMIs
  • Reshoring and supply-chain reconfiguration
  • Defense budgets and geopolitical conflict
  • Freight rates and logistics demand

Study EXPD when…

  • Capital-spending and manufacturing PMIs
  • Reshoring and supply-chain reconfiguration
  • Defense budgets and geopolitical conflict
  • Freight rates and logistics demand

Shared research themes

US markets

SEC filing comparison and disclosure evidence

Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.CHRW's fiscal year ends December 31, while EXPD's ends December 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.

The current verified House Clerk snapshot contains 0matched transaction rows for CHRWand 0 for EXPD. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.

What this comparison cannot tell you

This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.

A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.

CHRW vs EXPD FAQs

Are CHRW and EXPD direct competitors?

C.H. Robinson Worldwide, Inc. and Expeditors International of Washington, Inc. share the SEC industry classification “Arrangement of Transportation of Freight & Cargo.” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.

Which is better, CHRW or EXPD?

There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.

Does this CHRW vs EXPD comparison include live prices?

No. Yield Theory does not republish unlicensed real-time market data. Use a regulated broker or licensed quote provider for current prices, then use the primary filings here to test the business thesis.

Where does the company information come from?

Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-08-10. Business summaries and research themes are maintained by Yield Theory.

Data snapshot: SEC EDGAR submissions API, refreshed 2026-08-10. Independent educational research; not investment advice.

Go beyond CHRW vs EXPD.

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