C.H. Robinson Worldwide, Inc. (CHRW)
C.H. Robinson is a freight broker and logistics provider connecting shippers with carriers.
Industrials stock comparison
CHRW vs JCI: how the two businesses compare
- Bigger business: JCI, with $23.6B of yearly revenue, about 1.5× CHRW's $16.2B.
- More profitable: JCI keeps 14 cents of each sales dollar as profit, against 4 cents at CHRW.
From each company's latest annual SEC filing. Fiscal years can end on different dates.
Johnson Controls International (JCI) is the larger business by reported revenue: $23.6B in its fiscal year ended Sep 2025, about 1.5× CHRW's $16.2B (fiscal year ended Dec 2025). CHRW's net margin was 3.6% and JCI's 13.9%. The SEC classifies them differently (Arrangement of Transportation of Freight & Cargo; Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip); what connects them is shared exposure to the Economic trends research theme, not a common industry.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Sector
- Industrials
- SEC industry
- Different
- Separate classifications
- Fiscal year ends
- Different
- CHRW December 31 · JCI September 30
- Reviewed
- Feb 13, 2026
CHRW vs JCI: quick comparison
| Company fact | CHRW | JCI |
|---|---|---|
| Company | C.H. Robinson Worldwide, Inc. | Johnson Controls International plc |
| Exchange | NASDAQ | NYSE |
| SEC industry | Arrangement of Transportation of Freight & Cargo | Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip |
| Fiscal year-end | December 31 | September 30 |
| Latest annual filing | 10-K · 2026-02-13 | 10-K · 2025-11-14 |
CHRW vs JCI: audited financials
- Scale: JCI's $23.6B of revenue is about 1.5× CHRW's $16.2B.
- Net margin: JCI kept 13.9% of revenue as net income versus 3.6% at CHRW.
- Periods: the fiscal years end about 3 months apart (2025-12-31 for CHRW, 2025-09-30 for JCI), so each figure reflects somewhat different demand and cost conditions.
| Metric | CHRW | JCI |
|---|---|---|
| Revenue | $16.2B2025-01-01 to 2025-12-31 · SEC filing | $23.6B2024-10-01 to 2025-09-30 · SEC filing |
| Net income | $587M2025-01-01 to 2025-12-31 · SEC filing | $3.3B2024-10-01 to 2025-09-30 · SEC filing |
| Operating cash flow | $915M2025-01-01 to 2025-12-31 · SEC filing | — |
| Diluted EPS | $4.832025-01-01 to 2025-12-31 · SEC filing | $5.032024-10-01 to 2025-09-30 · SEC filing |
| Net margin | 3.6%2025-01-01 to 2025-12-31 · SEC filing | 13.9%2024-10-01 to 2025-09-30 · SEC filing |
CHRW: FY ending 2025-12-31 · JCI: FY ending 2025-09-30. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Where CHRW and JCI overlap, and where they don't
Overlap
- Shared research theme: Economic trends.
Differences
- Different SEC industries: CHRW files as Arrangement of Transportation of Freight & Cargo; JCI as Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip.
- Offset fiscal calendars: CHRW's year ends December 31 and JCI's September 30, about 3 months apart.
- Profitability: net margin of 3.6% for CHRW versus 13.9% for JCI.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
Johnson Controls International plc (JCI)
Johnson Controls makes building systems for climate control, fire safety, and security.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves CHRW
We have not yet published a company-specific driver list for CHRW. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-02-13.
What moves JCI
We have not yet published a company-specific driver list for JCI. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2025-11-14.
The investment question
You now know JCI reports about 1.5× CHRW's revenue, and JCI keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about their exposure to economic trends, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchSEC 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 JCI's ends September 30. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 20 matched transaction rows for CHRW and 7 matched transaction rows for JCI. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
CHRW primary filings
JCI primary filings
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.
More comparisons involving CHRW or JCI
CHRW vs JCI FAQs
Are CHRW and JCI direct competitors?
Not necessarily. C.H. Robinson Worldwide files as Arrangement of Transportation of Freight & Cargo and Johnson Controls International as Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip. The pair is compared because both map to the Economic trends research theme, not because the filings show head-to-head competition.
Is CHRW or JCI the bigger company by revenue?
Johnson Controls International (JCI) is the larger business by reported revenue: $23.6B in its fiscal year ended Sep 2025, about 1.5× CHRW's $16.2B (fiscal year ended Dec 2025). CHRW's net margin was 3.6% and JCI's 13.9%. The SEC classifies them differently (Arrangement of Transportation of Freight & Cargo; Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip); what connects them is shared exposure to the Economic trends research theme, not a common industry. Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
Which is better, CHRW or JCI?
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 JCI comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers C.H. Robinson Worldwide, Inc. and Johnson Controls International plc tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-10-03. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-10-03. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
CHRW vs JCI compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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