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Side-by-side financial comparison of EPAM Systems (EPAM) and Old Dominion (ODFL). Click either name above to swap in a different company.
EPAM Systems is the larger business by last-quarter revenue ($1.4B vs $1.3B, roughly 1.1× Old Dominion). Old Dominion runs the higher net margin — 17.9% vs 7.8%, a 10.1% gap on every dollar of revenue. On growth, EPAM Systems posted the faster year-over-year revenue change (12.8% vs -2.9%). Over the past eight quarters, EPAM Systems's revenue compounded faster (9.9% CAGR vs -5.6%).
EPAM Systems, Inc. is an American company that specializes in software engineering services, digital platform engineering, and digital product design, operating out of Newtown, Pennsylvania. EPAM is a founding member of the MACH Alliance.
Old Dominion Freight Line, Inc. (ODFL) is an American regional, inter-regional and national less than truckload shipping (LTL) company. In addition to its core LTL services, the company offers expedited, logistics and household moving services.
EPAM vs ODFL — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.3B |
| Net Profit | $109.4M | $238.3M |
| Gross Margin | 30.1% | — |
| Operating Margin | 10.6% | 23.8% |
| Net Margin | 7.8% | 17.9% |
| Revenue YoY | 12.8% | -2.9% |
| Net Profit YoY | 5.9% | -6.4% |
| EPS (diluted) | $1.97 | $1.14 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.1B | $1.5B |
| Q1 26 | — | $238.3M | ||
| Q4 25 | $109.4M | $229.5M | ||
| Q3 25 | $106.8M | $270.9M | ||
| Q2 25 | $88.0M | $268.6M | ||
| Q1 25 | $73.5M | $254.7M | ||
| Q4 24 | $103.3M | $263.1M | ||
| Q3 24 | $136.3M | $308.6M | ||
| Q2 24 | $98.6M | $322.0M |
| Q1 26 | — | — | ||
| Q4 25 | 30.1% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 28.8% | — | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 30.4% | — | ||
| Q3 24 | 34.6% | — | ||
| Q2 24 | 29.3% | — |
| Q1 26 | — | 23.8% | ||
| Q4 25 | 10.6% | 23.3% | ||
| Q3 25 | 10.4% | 25.7% | ||
| Q2 25 | 9.3% | 25.4% | ||
| Q1 25 | 7.6% | 24.6% | ||
| Q4 24 | 10.9% | 24.1% | ||
| Q3 24 | 15.2% | 27.3% | ||
| Q2 24 | 10.5% | 28.1% |
| Q1 26 | — | 17.9% | ||
| Q4 25 | 7.8% | 17.6% | ||
| Q3 25 | 7.7% | 19.3% | ||
| Q2 25 | 6.5% | 19.1% | ||
| Q1 25 | 5.6% | 18.5% | ||
| Q4 24 | 8.3% | 19.0% | ||
| Q3 24 | 11.7% | 21.0% | ||
| Q2 24 | 8.6% | 21.5% |
| Q1 26 | — | $1.14 | ||
| Q4 25 | $1.97 | $1.10 | ||
| Q3 25 | $1.91 | $1.28 | ||
| Q2 25 | $1.56 | $1.27 | ||
| Q1 25 | $1.28 | $1.19 | ||
| Q4 24 | $1.80 | $1.23 | ||
| Q3 24 | $2.37 | $1.43 | ||
| Q2 24 | $1.70 | $1.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.3B | $288.1M |
| Total DebtLower is stronger | — | $40.0M |
| Stockholders' EquityBook value | $3.7B | $4.4B |
| Total Assets | $4.9B | $5.7B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $288.1M | ||
| Q4 25 | $1.3B | $120.1M | ||
| Q3 25 | $1.2B | $46.6M | ||
| Q2 25 | $1.0B | $24.1M | ||
| Q1 25 | $1.2B | $97.2M | ||
| Q4 24 | $1.3B | $108.7M | ||
| Q3 24 | $2.1B | $74.2M | ||
| Q2 24 | $1.8B | $104.6M |
| Q1 26 | — | $40.0M | ||
| Q4 25 | — | $20.0M | ||
| Q3 25 | — | $65.0M | ||
| Q2 25 | — | $150.0M | ||
| Q1 25 | — | $40.0M | ||
| Q4 24 | — | $40.0M | ||
| Q3 24 | — | $40.0M | ||
| Q2 24 | — | $40.0M |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $3.7B | $4.3B | ||
| Q3 25 | $3.7B | $4.3B | ||
| Q2 25 | $3.7B | $4.2B | ||
| Q1 25 | $3.6B | $4.2B | ||
| Q4 24 | $3.6B | $4.2B | ||
| Q3 24 | $3.6B | $4.2B | ||
| Q2 24 | $3.4B | $4.1B |
| Q1 26 | — | $5.7B | ||
| Q4 25 | $4.9B | $5.5B | ||
| Q3 25 | $4.8B | $5.5B | ||
| Q2 25 | $4.7B | $5.6B | ||
| Q1 25 | $4.7B | $5.5B | ||
| Q4 24 | $4.8B | $5.5B | ||
| Q3 24 | $4.5B | $5.4B | ||
| Q2 24 | $4.2B | $5.3B |
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.02× | ||
| Q2 25 | — | 0.04× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.01× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $282.9M | — |
| Free Cash FlowOCF − Capex | $268.1M | — |
| FCF MarginFCF / Revenue | 19.0% | — |
| Capex IntensityCapex / Revenue | 1.1% | — |
| Cash ConversionOCF / Net Profit | 2.59× | — |
| TTM Free Cash FlowTrailing 4 quarters | $612.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $282.9M | $310.3M | ||
| Q3 25 | $294.7M | $437.5M | ||
| Q2 25 | $53.2M | $285.8M | ||
| Q1 25 | $24.2M | $336.5M | ||
| Q4 24 | $130.3M | $401.1M | ||
| Q3 24 | $242.0M | $446.5M | ||
| Q2 24 | $57.0M | $387.9M |
| Q1 26 | — | — | ||
| Q4 25 | $268.1M | $264.5M | ||
| Q3 25 | $286.4M | $343.5M | ||
| Q2 25 | $43.4M | $98.7M | ||
| Q1 25 | $14.8M | $248.4M | ||
| Q4 24 | $114.5M | $230.1M | ||
| Q3 24 | $237.0M | $203.7M | ||
| Q2 24 | $52.3M | $149.7M |
| Q1 26 | — | — | ||
| Q4 25 | 19.0% | 20.2% | ||
| Q3 25 | 20.5% | 24.4% | ||
| Q2 25 | 3.2% | 7.0% | ||
| Q1 25 | 1.1% | 18.1% | ||
| Q4 24 | 9.2% | 16.6% | ||
| Q3 24 | 20.3% | 13.9% | ||
| Q2 24 | 4.6% | 10.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 3.5% | ||
| Q3 25 | 0.6% | 6.7% | ||
| Q2 25 | 0.7% | 13.3% | ||
| Q1 25 | 0.7% | 6.4% | ||
| Q4 24 | 1.3% | 12.3% | ||
| Q3 24 | 0.4% | 16.5% | ||
| Q2 24 | 0.4% | 15.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.59× | 1.35× | ||
| Q3 25 | 2.76× | 1.61× | ||
| Q2 25 | 0.60× | 1.06× | ||
| Q1 25 | 0.33× | 1.32× | ||
| Q4 24 | 1.26× | 1.52× | ||
| Q3 24 | 1.77× | 1.45× | ||
| Q2 24 | 0.58× | 1.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
