Industry Revenues:

• LTL (Less-Than-Truckload) Freight: approx. 90% (2025)
• Logistics Solutions and Other Services: approx. 10% (2025)

TOP 3 Markets:

1. USA: approx. 85%
2. Canada: approx. 10%
3. Mexico: approx. 5%

Old Dominion Freight Line, Inc. generates the majority of its revenues through the LTL freight sector, which constitutes the core of its business model. The U.S. market is the dominant market, followed by Canada and Mexico, collectively covering the North American market. This distribution reflects the company's strategic focus on the North American region to efficiently provide its services.

Production Sites: No specific production, as it is a service company

Old Dominion Freight Line, Inc. is a leading company in the field of truck transportation services, specializing in less-than-truckload (LTL) freight. The company does not produce physical products but offers transportation and logistics services.

Its operational network includes numerous service centers and terminals in the United States, strategically positioned to provide efficient transportation solutions. This infrastructure enables Old Dominion to offer a wide range of logistics services without operating production facilities.

Revenue growth: 10.5% (estimated 2024)
Profit growth: 9.8% (estimated 2024)

Old Dominion Freight Line, Inc. pursues a growth strategy based on continuous improvement of its operational efficiency and expansion of its service capacities. The company heavily invests in technology to enhance the efficiency of its logistics and transportation processes. This includes the implementation of advanced tracking systems and route optimization.

Another focus is on geographical expansion. Old Dominion plans to strengthen its presence in existing markets and tap into new markets, both nationally and internationally. This is supported by expanding their infrastructure and opening new service centers.

Additionally, the company is focusing on diversifying its services to meet the changing needs of its customers. This includes expanding the range of specialized transport solutions to reach new customer segments and deepen existing customer relationships.

Main raw materials: Steel, Aluminum, Rubber

Countries of origin: USA, China, Canada

Old Dominion Freight Line, Inc. is a leading company in the field of freight and logistics services. As such, it mainly imports materials needed for the construction and maintenance of its fleet of trucks and trailers. These include in particular steel and aluminum used for vehicle construction, as well as rubber for tire production.

The USA is a significant supplier of these raw materials due to its strong metal and automotive industry. China is also an important partner, especially for aluminum and steel, due to its large production capacities and competitive prices. Canada also supplies raw materials, particularly due to its geographical proximity and trade relationships within North America.

Market share: 10% (estimated, 2025)
EBIT margin: 30% (2025)
Return on Equity (ROE): 35% (2025)

Old Dominion Freight Line, Inc. has a significant competitive advantage in the LTL (Less-Than-Truckload) transportation industry. The company stands out for its high operational efficiency and strong service quality, reflected in an impressive EBIT margin of 30%. This margin is well above the industry average, indicating effective cost control and pricing strategies.

The 35% Return on Equity demonstrates the company's ability to utilize its equity extremely efficiently to achieve high returns. This is an indicator of a strong market position and the ability to reinvest capital effectively.

Furthermore, Old Dominion benefits from a well-developed infrastructure and an extensive network that enables fast and reliable deliveries. Together, these factors give the company a sustainable competitive advantage over its competitors.

Institutional investor share: approx. 80% (2025, estimated)

Insider purchases/sales: No significant transactions in the last year (2025, estimated)

The institutional investor share at Old Dominion Freight Line, Inc. has traditionally been high, as the company is considered a stable player in the transportation and logistics sector. This makes it attractive to large investment funds and institutional investors.

In 2025, no significant insider purchases or sales were reported, indicating that the management has confidence in the current company strategy and performance. Such transactions are often seen as an indicator of the company's future development.

Market share of Old Dominion Freight Line: 10% (estimated, 2025)

Main competitors and their market shares:

1. FedEx Corporation: 15%
2. United Parcel Service (UPS): 14%
3. XPO Logistics: 12%
4. Old Dominion Freight Line: 10%
5. J.B. Hunt Transport Services: 9%
6. Schneider National: 8%
7. YRC Worldwide: 7%
8. Knight-Swift Transportation: 6%
9. Werner Enterprises: 5%
10. Ryder System: 4%

Old Dominion Freight Line has established itself as a leading company in the less than truckload (LTL) sector. The company's moat mainly consists of its excellent operational efficiency, a strong network of service centers, and high customer satisfaction. These factors enable Old Dominion to consistently achieve high margins and gain market share.

Compared to other companies, Old Dominion has a significant advantage in the LTL sector, while companies like FedEx and UPS have a broader moat due to their more comprehensive logistics and package services. XPO Logistics and J.B. Hunt also provide strong competition through their diversified services and technological investments.

Overall, Old Dominion's moat in its specific segment is strong, but some of the larger competitors have a broader competitive advantage due to their wider range of services and global reach.

Revenue growth: 8.5% (2024) Profit growth: 10.2% (2024) Market share in the LTL segment: 20% (2024)

Old Dominion Freight Line, Inc. recorded solid revenue growth of 8.5% in 2024, attributed to strong demand in the Less-Than-Truckload (LTL) freight segment. The company has further solidified its market position through efficient operations and high service quality.

The profit growth of 10.2% in the same period shows that Old Dominion is able to maintain and even improve its margins, indicating effective cost control and pricing. The strong financial performance is supported by continuous investments in technology and infrastructure aimed at further increasing efficiency.

With a market share of 20% in the LTL segment, Old Dominion remains a leading player in the industry. This position allows the company to benefit from economies of scale and compete against rivals.

Overall, the financial stability and strategic direction of the company suggest that Old Dominion Freight Line, Inc.'s stock could be an attractive investment for investors interested in long-term growth.

Dividend yield: 0.5% (estimated for 2025)
Dividend history: Regular payouts for several years

Old Dominion Freight Line, Inc. has started distributing dividends regularly in recent years, although the dividend yield is relatively low compared to other companies in the industry. The reliability of the payout can be considered high, as the company has a strong financial position and steady revenue growth.

Old Dominion's dividend policy shows that the company aims to return a portion of profits to shareholders while also investing in its own growth. This indicates a sustainable and reliable dividend strategy.