Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Kuehne + Nagel International AG is a leading global transport and logistics company headquartered in Schindellegi, Switzerland. Founded in 1890 in Bremen, Germany, by August Kühne and Friedrich Nagel, it has evolved into one of the world's top logistics providers, offering sea freight and airfreight forwarding, contract logistics, road logistics, and integrated supply chain solutions. The company operates through four key business units—Sea Logistics, Air Logistics, Road Logistics, and Contract Logistics—serving diverse industries such as aerospace, automotive, pharmaceuticals, high-tech, consumer goods, oil and gas, and retail. With nearly 85,000 employees across approximately 1,300 locations in over 100 countries, it manages around 12 million square meters of warehouse space and supports 400,000 customers worldwide through IT-based innovations, customs clearance, and sustainable practices. Owned primarily by Kühne Holding and the Kühne Foundation under Klaus-Michael Kühne, Kuehne + Nagel International AG plays a pivotal role in global trade by optimizing complex supply chains, enhancing visibility, and driving efficiency across all transport modes. Its strategic focus on customer-centric solutions and digital technologies underscores its position as a trusted partner in the logistics sector.
Operating margin is thin at 5.05%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue declined 1.3% YoY. The question is whether this is cyclical or a structural shift.
ROIC dropped from 23.43% to 15.79%, capital efficiency is deteriorating.
Profitability & Returns
Revenue (TTM)
CHF 23.75B
▼ -1.3% YoY
Net Income (TTM)
CHF 870M
▼ -24.8% YoY
Op. Margin
4.96%
▼ -1.6pp YoY
ROIC
15.79%
▼ -7.6pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
CHF 1.48B
▲ +30.7% YoY
Op. Cash Flow (TTM)
CHF 1.63B
▲ +32.1% YoY
Net Debt
CHF 3.21B
Cash & Equiv.
CHF 750M
3Y CAGR: -14.7%
3Y CAGR: -28.1%
Continue Research