CluenexOld Dominion Freight Line ODFL
Old Dominion Freight Line scores good on business quality (6.7 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Old Dominion Freight Line does
Old Dominion Freight Line operates a less-than-truckload network, moving multi-shipper freight across the United States. Shippers pay for on-time delivery and low cargo claims.The company is working through a softer shipping demand cycle while protecting its premium service standards and pricing discipline.
- What it does best
It delivers elite service quality, yielding a gross margin of 89.2% that towers over peers like XPO at 60.2%. This pricing power stems from a proprietary network layout that minimizes handling.
- The main risk
Demand softness presents the main threat, evidenced by a revenue decline of 5.5% as freight volumes stall and analysts lower price targets.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 25.8% with an FCF margin of 19.9%, driven by tight yield management. The business retains strong profitability even as volume growth pauses.
Its operational efficiency builds a wide cost and service moat, ranking in the top decile for gross margins at 89.2% and locking in industrial shippers who cannot risk delayed cargo.
Revenue growth sits in the bottom quartile of its sector at -5.5%, fading from prior years as broader freight demand contracts.
Debt is practically non-existent with a debt-to-equity of 0.01 and interest coverage over 2,100x, making debt costs a rounding error. Free cash flow reached $1.1B, showing pristine balance-sheet reality getting stronger.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
1 sold $4.0M outside pre-planned sales.
Our sealed record on ODFL
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Old Dominion Freight Line scores good on the Cluenex quality check (6.7 of 10), measured against its own industry. Profitability is strong, moat strong, growth slow and financial health strong.
In the last 90 days of SEC Form 4 filings: 1 sold $4.0M outside pre-planned sales.
Oct 28, 2026.
See ODFL today
- Today's verdict on ODFL, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Old Dominion Freight Line (ODFL)”, https://cluenex.com/stocks/odfl/, data as of Oct 10, 2026.