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Stocks/Industrials/Cargo Ground Transportation

Old DominionODFL

Cargo Ground Transportation · Thomasville, North Carolina · In the S&P 500
Solid businessPricier than peers
$172.56+0.12%After hours: $172.56 (0.00%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 26.8% over 1 year
Old Dominion over 1 yearDaily close, $, to 30 Oct 2026
$150$200$250Nov2026MarMayJulSep$172.56$150$200$250NovMarJul$172.56
Source: Nasdaq daily closes
Market value$35.78B
Price to earnings31.0x
Forward P/E27.1x
Dividend yield0.67%
Year to date+10.1%
One year+26.8%
Next earningsNot scheduled
SectorIndustrials
52-week range (closes)
$126.29$248.73

Quality and valuation

How Old Dominion compares with other industrials stocks. A description, not a recommendation.

Old Dominion and 7 cargo ground transportation peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: about averageValuation: pricier than most

An average business among industrials companies, priced above most of them.

Old Dominion trades at 27.1 times the next 12 months of expected earnings, against a median of 21.4x for the 89 industrials stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew slower than the sector median: −0.6% vs +8.2%
  • More profitable (operating margin): 25.8% vs 17.5%
  • Turns more of its sales into cash: 19.9% vs 13.1%
ODFL trades at 27.1x forward earnings, above the sector medianForward p/e, Cargo Ground Transportation peers
LMT20.6xCAT21.6xUNP22.3xRTX26.8xODFL27.1xDE32.3xGE35.7xGEV40.8xSector median 21.4xLMT20.6xCAT21.6xUNP22.3xRTX26.8xODFL27.1xDE32.3xGE35.7xGEV40.8xSector median 21.4x
Source: CNBC quotes; Mostly Markets
At 33.2x earnings, ODFL is cheaper than its average since Aug 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
30x40x50xAverage 34.8x2025202633.2x30x40x50xAverage 34.8x2025202633.2x
Source: Nasdaq prices; SEC filings

Financials

From Old Dominion's SEC filings, through the quarter ending 30 Jun 2026. Hover or tap a bar for its value.

Revenue grew 10.4% from a year earlierQuarterly revenue, $bn, latest Q2 ’26
$0.0bn$0.5bn$1.0bn$1.5bnQ3 ’24Q1 ’25Q3 ’25$1.6bnQ2 ’26$0bn$1bnQ3 ’24Q1 ’25Q3 ’25$1.6bnQ2 ’26
Source: SEC filings
Growth sped up to +10.4% last quarterRevenue growth, year on year, %
−5%0%5%10%Q3 ’24Q1 ’25Q3 ’2510.4%Q2 ’260%10%Q3 ’24Q1 ’25Q3 ’2510.4%Q2 ’26
Source: SEC filings
Operating margin was 29.9% last quarterOperating income as a share of revenue, %
0%10%20%Q3 ’24Q1 ’25Q3 ’2529.9%Q2 ’260%10%20%Q3 ’24Q1 ’25Q3 ’2529.9%Q2 ’26
Source: SEC filings
Free cash flow was $1.1 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$100m$200m$300mQ3 ’24Q1 ’25Q3 ’25$196mQ2 ’26$0m$200mQ3 ’24Q1 ’25Q3 ’25$196mQ2 ’26
Source: SEC filings
Last 12 monthsODFLSector median
Revenue growth−0.6%+8.2%
Operating margin25.8%17.5%
Free cash flow margin19.9%13.1%
Price to earnings31.0x25.8x

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Similar companies

Cargo Ground Transportation, by market value.

CompanyPriceTodayYTDValue
GEGE Aerospace$301.80−3.59%−2.0%$312B
CATCaterpillar$622.75−3.81%+8.7%$286B
RTXRTX$199.80+0.20%+8.9%$270B
GEVGE Vernova$857.87−3.38%+31.3%$227B
DEDeere &$675.48+2.35%+45.1%$182B
UNPUnion Pacific$304.00+0.69%+31.4%$181B
LMTLockheed Martin$636.95−1.03%+31.7%$147B
ETNEaton$369.97−6.03%+16.2%$144B