Old Dominion Freight Line, Inc.

NasdaqGS:ODFL 주식 리포트

시가총액: US$43.2b

Old Dominion Freight Line 경영진

경영진 기준 점검 4/4

Old Dominion Freight Line CEO는 Marty Freeman, Jul2023 에 임명되었습니다 의 임기는 2.83 년입니다. 총 연간 보상은 $11.62M, 8.9% 급여 및 91.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $15.49M 가치에 해당하는 회사 주식의 0.036% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.8 년과 7 년입니다.

핵심 정보

Marty Freeman

최고경영자

US$11.6m

총 보수

CEO 급여 비율8.90%
CEO 재임 기간2.8yrs
CEO 지분 보유율0.04%
경영진 평균 재임 기간2.8yrs
이사회 평균 재임 기간7yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha May 01

Old Dominion Freight: Solid Fundamentals, But Valuation Shows Bumpy Roads Ahead

Summary Old Dominion Freight Line, Inc. remains fundamentally strong, but valuation has run ahead of fundamentals, justifying a hold rating. ODFL benefits from LTL market undercapacity, sustaining pricing power and high operating margins despite ongoing revenue declines. An integrated business model and robust liquidity provide resilience against inflation, cost pressures, and potential industry shakeouts. Technical indicators for ODFL stock show overbought conditions and bearish divergence, suggesting limited near-term upside and heightened downside risk. Read the full article on Seeking Alpha
내러티브 업데이트 May 01

ODFL: Freight Network And Buybacks Will Support Future Earnings Resilience

Analysts have lifted the fair value estimate for Old Dominion Freight Line to $240 from $232, reflecting a series of higher price targets across the Street that highlight updated views on revenue growth, profitability, and the P/E multiple applied to the shares. Analyst Commentary Recent Street research around Old Dominion Freight Line has been dominated by higher price targets and a series of upgrades, pointing to constructive sentiment on the company’s execution and its role in the transportation group.
내러티브 업데이트 Apr 15

ODFL: HALO Network And Freight Cycle Recovery Will Shape Forward Return Potential

Old Dominion Freight Line's analyst price target edges higher by about $2 to $201.21. This reflects analysts' updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions following a series of recent target raises and rating changes across the Street.
내러티브 업데이트 Mar 31

ODFL: Freight Network And Buybacks Will Drive Future Earnings Resilience

Analysts have nudged Old Dominion Freight Line's overall price target outlook higher by a few dollars, citing a series of target increases across the transport group, improving less than truckload revenue trends versus prior expectations, and the perceived resilience of its physical freight network in an AI focused market. Analyst Commentary Recent research on Old Dominion Freight Line has leaned constructive, with several bullish analysts lifting price targets and highlighting the company as a key less than truckload beneficiary in a freight cycle that remains in recovery mode.
내러티브 업데이트 Mar 17

ODFL: Tighter Capacity And HALO Network Will Shape Freight Recovery Outlook

Old Dominion Freight Line's analyst fair value estimate shifts to $199.25 from $167.79 as analysts adjust price targets across the transports group, citing slightly higher modeled revenue growth, a modestly stronger profit margin profile, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research around Old Dominion Freight Line reflects a mix of optimism on the long term freight cycle and caution on near term earnings power and valuation.
내러티브 업데이트 Mar 03

ODFL: Freight Network And Buybacks Will Support Higher Long Term Earnings Power

Old Dominion Freight Line's updated analyst price target edges higher to $210, as analysts highlight the resilience of its capital intensive freight network model and factor in slightly stronger revenue growth and profitability assumptions alongside a modestly lower future P/E. Analyst Commentary Recent research shows a split tape around Old Dominion, with a clear cluster of bullish analysts lifting their targets and, in some cases, their ratings as they reassess the freight cycle and the value of hard assets in trucking.
내러티브 업데이트 Feb 17

ODFL: Service Strength And Buybacks Will Support Higher Future P E Multiple

Analysts have raised their fair value estimate for Old Dominion Freight Line to $232 from $189, citing a higher assumed future P/E multiple of about 37x and stable margin expectations. Recent research has generally moved price targets higher, although some firms continue to highlight valuation constraints.
내러티브 업데이트 Feb 02

ODFL: Prolonged Freight Weakness And Maturing Network Will Pressure Future Returns

Analysts have nudged their average price expectations for Old Dominion Freight Line higher, with our fair value estimate rising by about $0.63 to $167.79 as they factor in sector wide price target increases and updated assumptions for future P/E multiples. Analyst Commentary Recent research on Old Dominion Freight Line shows a mix of optimism on long term execution and caution on near term freight demand and valuation.
내러티브 업데이트 Jan 19

ODFL: Capacity Tightening And Buybacks Will Shape Returns Through 2026

Analysts nudged their price targets on Old Dominion Freight Line higher, lifting the fair value estimate from about $155.92 to $167.17 as they weigh tighter trucking capacity, potential margin recovery into 2026, and updated earnings models against ongoing demand and cyclicality risks. Analyst Commentary Recent research on Old Dominion Freight Line clusters around a higher fair value range, but the reasoning splits between optimism on execution into 2026 and caution on the freight cycle and earnings risk.
내러티브 업데이트 Jan 05

ODFL: Service Strength And Buybacks Will Support Future Premium Pricing

Analysts have trimmed their average price target for Old Dominion Freight Line by about US$9. This reflects updated models that point to slightly lower fair value and profit margins, a higher discount rate, and a modestly reduced future P/E, even as revenue growth assumptions move higher and recent research flags concerns about diminishing returns and mixed tonnage trends.
내러티브 업데이트 Dec 15

ODFL: Service Strength And Buybacks Will Balance Maturing Returns Ahead

Analysts have nudged our Old Dominion Freight Line price target slightly higher to approximately $156 from about $155, as they balance concerns over moderating growth, weaker industrial volumes and diminishing incremental returns with the company’s best in class service quality, resilient margins and solid earnings execution. Analyst Commentary Recent Street research on Old Dominion Freight Line reflects a more balanced stance, with modest target revisions clustering around the mid $140s to mid $150s and a mix of Neutral, Overweight and Sell ratings.
내러티브 업데이트 Dec 01

ODFL: Strong Service Execution And Buybacks Will Sustain Margin Leadership Moving Forward

Old Dominion Freight Line's analyst price target has decreased modestly from $156.95 to $155.38, as analysts cite evolving industry headwinds and a maturing margin profile. This comes despite ongoing strength in service and performance.
내러티브 업데이트 Nov 17

ODFL: Service Quality And Buybacks Will Drive Stronger Performance Amid Industry Pressure

Old Dominion Freight Line's analyst price target has decreased slightly by $0.43 to $156.95, as analysts highlight ongoing volume and industry headwinds, balanced by operational outperformance and the company's resilient service results. Analyst Commentary Recent Street research on Old Dominion Freight Line reveals a mix of positive and cautious perspectives regarding the company's outlook and industry positioning.
내러티브 업데이트 Nov 01

ODFL: Service Quality Will Drive Market Share Gains Amid Industry Shifts

Old Dominion Freight Line's fair value estimate has been updated from $159.59 to $157.38. This change reflects analysts' ongoing adjustments to revenue growth expectations, profitability outlook, and industry conditions highlighted in recent price target revisions.
내러티브 업데이트 Oct 17

Capacity Investments And Expense Management Will Secure Future Market Share

Old Dominion Freight Line's average analyst price target has edged down by approximately $0.60, as analysts weigh modest improvements in profit margin and revenue growth against persistent industry headwinds, including weak industrial demand and continued freight oversupply. Analyst Commentary Recent Street research on Old Dominion Freight Line reflects a mixed view, as analysts weigh positive developments against ongoing headwinds in the freight and transportation sectors.
내러티브 업데이트 Oct 03

Capacity Investments And Expense Management Will Secure Future Market Share

Analysts have slightly reduced their average price target for Old Dominion Freight Line, lowering it by less than $1 to $160.19. They cite ongoing weak industrial growth and persistently soft freight demand across the transportation sector.
분석 기사 Sep 13

We Like Old Dominion Freight Line's (NASDAQ:ODFL) Returns And Here's How They're Trending

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
분석 기사 Jul 02

Should You Think About Buying Old Dominion Freight Line, Inc. (NASDAQ:ODFL) Now?

Old Dominion Freight Line, Inc. ( NASDAQ:ODFL ) saw a double-digit share price rise of over 10% in the past couple of...
분석 기사 May 26

What Old Dominion Freight Line, Inc.'s (NASDAQ:ODFL) P/E Is Not Telling You

With a price-to-earnings (or "P/E") ratio of 29.7x Old Dominion Freight Line, Inc. ( NASDAQ:ODFL ) may be sending very...
Seeking Alpha Apr 19

Old Dominion: Light At The End Of The Tunnel

Summary The US trucking industry is facing prolonged challenges with declining freight volumes and pricing softness, despite slight recent improvements. Old Dominion stands out with superior capital allocation, minimal debt, and excellent customer service, maintaining a strong competitive position. The long-term outlook for the LTL segment remains positive, driven by anticipated economic and manufacturing growth, despite current uncertainties. Investors should focus on long-term opportunities, as lower stock prices present buying opportunities, especially for companies like Old Dominion. Read the full article on Seeking Alpha
Seeking Alpha Feb 28

Old Dominion Freight Line: Just Getting Started

Summary Warren Buffett highlighted Enterprise Rent-A-Car's success through exceptional customer service, I suggest a similar moat for Old Dominion Freight Lines in the LTL trucking industry. ODFL's superior service quality, evidenced by a 99% on-time performance and low claim ratio, has driven significant market share gains and industry recognition. ODFL's strategic investments in service centers, fleet, and employee training have created a robust, profitable network, enabling sustained growth and high returns. Despite industry downturns and potential risks like cyber-attacks, ODFL's strong moat and runway for growth suggest continued long-term success. Read the full article on Seeking Alpha
Seeking Alpha Jan 13

Old Dominion Freight Line: Closer To The Buy Zone

Summary Deregulation and corporate tax cuts under Trump 2.0 could modestly benefit ODFL, though the effect of tariffs is more uncertain. FedEx's spin-off of its LTL division poses no significant new threats. Early signs of a trucking industry rebound are emerging, but it's too soon to confirm a sustained recovery. ODFL remains a hold with my valuation model unchanged, though the stock price is getting closer to good value. Read the full article on Seeking Alpha
Seeking Alpha Dec 20

Old Dominion Freight Line: A Dividend Grower That Should Benefit From Lower Interest Rates

Summary Old Dominion Freight Line faces headwinds from high interest rates, but resilient financials and expected earnings growth in 2025 and beyond make it a strong long-term investment. Despite higher operating costs, ODFL's solid dividend growth, low debt, and strong cash flow highlight its financial strength and astute capital allocation. The stock appears overvalued with a forward P/E of 37.01x, suggesting investors should consider adding on market corrections or crashes. Higher interest rates have pressured ODFL, but long-term growth prospects and a strong balance sheet justify a hold rating for now. Read the full article on Seeking Alpha
Seeking Alpha Oct 24

Old Dominion: A Classy Operator But Not Quite Cheap Enough

Summary Old Dominion Freight Line is a cut above its competitors in LTL trucking, with 99% on-time delivery, 0.1% loss ratio and winning best national carrier 15 times in a row. This superiority is borne out in the financials with superior margins and ROIC, and a strong balance sheet. With plenty of room to grow and a successful culture powering constant improvement, the company has a bright future, notwithstanding normal cyclicality. I think ODFL is trading close to fair value. Some margin of safety would be required for me to recommend a buy. Read the full article on Seeking Alpha
Seeking Alpha Aug 20

Old Dominion: A Trucking Titan, But Its Stock Seems Overvalued

Summary Old Dominion Freight Line is a key player in the U.S. LTL trucking industry thanks to its superb network density and vertical integration. The firm continues to execute on its long-term expansion strategies, which allow ODFL to be both more adaptable and productive compared to rivals. Despite my sincerest admiration for Old Dominion's economics and returns, the trucking titan appears to be trading at a real overvaluation. My base-case IV calculation suggests a 34% overvaluation of shares, leaving little room for value-oriented investors to become engaged with the stock. As a result, I rate ODFL a Hold at the present time. Read the full article on Seeking Alpha
Seeking Alpha Jul 28

Old Dominion: The Dividend Growth Stock That Keeps On Giving

Summary Old Dominion Freight Lines (ODFL) is a top dividend growth stock, excelling in the less-than-truckload ("LTL") segment with remarkable efficiency and service. In 2Q24, ODFL showcased strong pricing power, improved volumes, and a lowered operating ratio, reflecting its operational excellence and strategic investments. With minimal debt, proactive buybacks, and impressive dividend growth, ODFL stands out as a resilient investment, poised for long-term gains in any market condition. Read the full article on Seeking Alpha

CEO 보수 분석

Marty Freeman의 보수는 Old Dominion Freight Line의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$12mUS$1m

US$1b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$13mUS$985k

US$1b

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$9mUS$784k

US$1b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$8mUS$604k

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$6mUS$583k

US$1b

Sep 30 2021n/an/a

US$945m

Jun 30 2021n/an/a

US$861m

Mar 31 2021n/an/a

US$739m

Dec 31 2020US$5mUS$577k

US$673m

Sep 30 2020n/an/a

US$627m

Jun 30 2020n/an/a

US$589m

Mar 31 2020n/an/a

US$615m

Dec 31 2019US$4mUS$546k

US$616m

보상 대 시장: Marty의 총 보수(USD11.62M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.80M) 수준입니다.

보상과 수익: Marty의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Marty Freeman (66 yo)

2.8yrs
재임 기간
US$11,615,896
보수

Mr. Kevin M. Freeman, also known as Marty, has been President and Chief Executive Officer of Old Dominion Freight Line, Inc. since July 01, 2023 and is its Director since 2024. Mr. Freeman served as Execut...


리더십 팀

이름직위재임 기간보수지분
David Congdon
Executive Chairman of the Board28yrs데이터 없음3.73%
$ 1.6b
Kevin Freeman
President2.8yrsUS$11.62m0.036%
$ 15.5m
Adam Satterfield
Executive VP10.3yrsUS$6.37m0.038%
$ 16.3m
Gregory Plemmons
Executive VP & COO2.8yrsUS$6.35m0.018%
$ 8.0m
Ross Parr
Senior VP of Legal Affairs14yrsUS$3.94m0.021%
$ 9.3m
Cecil Overbey
Senior Vice President of Strategic Development15.3yrsUS$3.94m0.025%
$ 10.8m
Earl Congdon
Chairman Emeritus & Senior Advisorno dataUS$4.72m2.3%
$ 994.0m
Clayton Brinker
VP of Accounting & Finance and Principal Accounting Officer1.8yrs데이터 없음0.0011%
$ 470.8k
Jack Atkins
Director of Investor Relations2.2yrs데이터 없음데이터 없음
Sam Faucette
Vice President of Safety & Complianceno data데이터 없음데이터 없음
Steven Hartsell
Senior Vice President of Sales2.8yrs데이터 없음0.0073%
$ 3.1m
Christopher Brooks
Senior Vice President of Human Resources & Safety8.3yrs데이터 없음0.020%
$ 8.7m
2.8yrs
평균 재임 기간
57.5yo
평균 나이

경험이 풍부한 관리: ODFL의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.8 년).


이사회 구성원

이름직위재임 기간보수지분
David Congdon
Executive Chairman of the Board28yrs데이터 없음3.73%
$ 1.6b
Kevin Freeman
President2.3yrsUS$11.62m0.036%
$ 15.5m
Earl Congdon
Chairman Emeritus & Senior Advisor5.3yrsUS$4.72m2.3%
$ 994.0m
John Congdon
Director28.3yrsUS$280.80k4.22%
$ 1.8b
John Kasarda
Independent Director18.3yrsUS$314.38k0.0078%
$ 3.4m
Cheryl Miller
Independent Director2yrsUS$289.80k0.0013%
$ 557.2k
Greg Gantt
Director8yrsUS$279.80k0.043%
$ 18.6m
Bradley Gabosch
Independent Director10yrsUS$307.40k0.0058%
$ 2.5m
Sherry Aaholm
Independent Director8yrsUS$299.80k0.0061%
$ 2.6m
Andrew Davis
Independent Director3yrsUS$291.46k0.0013%
$ 574.5k
Wendy Stallings
Independent Director6yrsUS$282.79k0.0038%
$ 1.6m
Thomas Stith
Independent Director5yrsUS$282.80k0.0023%
$ 1.0m
7.0yrs
평균 재임 기간
67yo
평균 나이

경험이 풍부한 이사회: ODFL의 이사회경험이 있음으로 간주됩니다(평균 재임 7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 21:37
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Old Dominion Freight Line, Inc.는 38명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John EadeArgus Research Company
Daniel MooreBaird
Brandon OglenskiBarclays