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Robinson, the company, we, us, or our ) is one of the largest global logistics providers in the world, with consolidated total revenues of $16.2 billion in 2025. As a leader in Lean artificial intelligence ( AI ) supply chains, we deliver logistics like no one else.
Operating margin is thin at 4.90%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue declined 8.4% YoY. The question is whether this is cyclical or a structural shift.
Insufficient data to identify specific risks. Treat any missing metrics as a data gap, not a clean bill of health.
Profitability & Returns
Revenue (TTM)
$16.20B
▼ -8.4% YoY
Net Income (TTM)
$599M
▲ +26.1% YoY
Op. Margin
4.90%
▲ +1.1pp YoY
ROIC
19.68%
▲ +3.4pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$858M
▲ +84.0% YoY
Op. Cash Flow (TTM)
$877M
▲ +79.6% YoY
Net Debt
$1.48B
Cash & Equiv.
$160M
5Y CAGR: +0.0%
5Y CAGR: +13.5%
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