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Side-by-side financial comparison of Old Dominion (ODFL) and Principal Financial Group (PFG). Click either name above to swap in a different company.
Principal Financial Group is the larger business by last-quarter revenue ($4.6B vs $1.3B, roughly 3.4× Old Dominion). Old Dominion runs the higher net margin — 17.9% vs 11.3%, a 6.6% gap on every dollar of revenue. On growth, Old Dominion posted the faster year-over-year revenue change (-2.9% vs -3.7%). Over the past eight quarters, Principal Financial Group's revenue compounded faster (6.3% CAGR vs -5.6%).
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.
Principal Financial GroupPFGEarnings & Financial Report
Principal Financial Group, Inc. (PFG) is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, United States.
ODFL vs PFG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $1.3B | $4.6B |
| Net Profit | $238.3M | $517.0M |
| Gross Margin | — | — |
| Operating Margin | 23.8% | — |
| Net Margin | 17.9% | 11.3% |
| Revenue YoY | -2.9% | -3.7% |
| Net Profit YoY | -6.4% | -42.9% |
| EPS (diluted) | $1.14 | $2.30 |
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 | $1.3B | $4.6B | ||
| Q3 25 | $1.4B | $3.7B | ||
| Q2 25 | $1.4B | $3.7B | ||
| Q1 25 | $1.4B | $3.7B | ||
| Q4 24 | $1.4B | $4.8B | ||
| Q3 24 | $1.5B | $3.0B | ||
| Q2 24 | $1.5B | $4.3B |
| Q1 26 | $238.3M | — | ||
| Q4 25 | $229.5M | $517.0M | ||
| Q3 25 | $270.9M | $213.8M | ||
| Q2 25 | $268.6M | $406.2M | ||
| Q1 25 | $254.7M | $48.1M | ||
| Q4 24 | $263.1M | $905.4M | ||
| Q3 24 | $308.6M | $-220.0M | ||
| Q2 24 | $322.0M | $353.1M |
| Q1 26 | 23.8% | — | ||
| Q4 25 | 23.3% | — | ||
| Q3 25 | 25.7% | — | ||
| Q2 25 | 25.4% | — | ||
| Q1 25 | 24.6% | — | ||
| Q4 24 | 24.1% | — | ||
| Q3 24 | 27.3% | — | ||
| Q2 24 | 28.1% | — |
| Q1 26 | 17.9% | — | ||
| Q4 25 | 17.6% | 11.3% | ||
| Q3 25 | 19.3% | 5.8% | ||
| Q2 25 | 19.1% | 11.1% | ||
| Q1 25 | 18.5% | 1.3% | ||
| Q4 24 | 19.0% | 19.1% | ||
| Q3 24 | 21.0% | -7.3% | ||
| Q2 24 | 21.5% | 8.2% |
| Q1 26 | $1.14 | — | ||
| Q4 25 | $1.10 | $2.30 | ||
| Q3 25 | $1.28 | $0.95 | ||
| Q2 25 | $1.27 | $1.79 | ||
| Q1 25 | $1.19 | $0.21 | ||
| Q4 24 | $1.23 | $3.92 | ||
| Q3 24 | $1.43 | $-0.95 | ||
| Q2 24 | $1.48 | $1.49 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $288.1M | $4.4B |
| Total DebtLower is stronger | $40.0M | $3.9B |
| Stockholders' EquityBook value | $4.4B | $11.9B |
| Total Assets | $5.7B | $341.4B |
| Debt / EquityLower = less leverage | 0.01× | 0.33× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $288.1M | — | ||
| Q4 25 | $120.1M | $4.4B | ||
| Q3 25 | $46.6M | $5.1B | ||
| Q2 25 | $24.1M | $3.7B | ||
| Q1 25 | $97.2M | $3.9B | ||
| Q4 24 | $108.7M | $4.2B | ||
| Q3 24 | $74.2M | $6.2B | ||
| Q2 24 | $104.6M | $4.8B |
| Q1 26 | $40.0M | — | ||
| Q4 25 | $20.0M | $3.9B | ||
| Q3 25 | $65.0M | $3.9B | ||
| Q2 25 | $150.0M | $3.9B | ||
| Q1 25 | $40.0M | $4.3B | ||
| Q4 24 | $40.0M | $4.0B | ||
| Q3 24 | $40.0M | $3.9B | ||
| Q2 24 | $40.0M | $3.9B |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.3B | $11.9B | ||
| Q3 25 | $4.3B | $11.7B | ||
| Q2 25 | $4.2B | $11.4B | ||
| Q1 25 | $4.2B | $11.2B | ||
| Q4 24 | $4.2B | $11.1B | ||
| Q3 24 | $4.2B | $11.2B | ||
| Q2 24 | $4.1B | $11.0B |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.5B | $341.4B | ||
| Q3 25 | $5.5B | $334.5B | ||
| Q2 25 | $5.6B | $323.1B | ||
| Q1 25 | $5.5B | $313.0B | ||
| Q4 24 | $5.5B | $313.7B | ||
| Q3 24 | $5.4B | $322.9B | ||
| Q2 24 | $5.3B | $308.8B |
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.00× | 0.33× | ||
| Q3 25 | 0.02× | 0.34× | ||
| Q2 25 | 0.04× | 0.34× | ||
| Q1 25 | 0.01× | 0.39× | ||
| Q4 24 | 0.01× | 0.36× | ||
| Q3 24 | 0.01× | 0.35× | ||
| Q2 24 | 0.01× | 0.36× |
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 | — | $1.7B |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 3.37× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $310.3M | $1.7B | ||
| Q3 25 | $437.5M | $1.0B | ||
| Q2 25 | $285.8M | $811.9M | ||
| Q1 25 | $336.5M | $977.3M | ||
| Q4 24 | $401.1M | $1.5B | ||
| Q3 24 | $446.5M | $1.1B | ||
| Q2 24 | $387.9M | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | $264.5M | — | ||
| Q3 25 | $343.5M | — | ||
| Q2 25 | $98.7M | — | ||
| Q1 25 | $248.4M | — | ||
| Q4 24 | $230.1M | — | ||
| Q3 24 | $203.7M | — | ||
| Q2 24 | $149.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | 20.2% | — | ||
| Q3 25 | 24.4% | — | ||
| Q2 25 | 7.0% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 16.6% | — | ||
| Q3 24 | 13.9% | — | ||
| Q2 24 | 10.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 13.3% | — | ||
| Q1 25 | 6.4% | — | ||
| Q4 24 | 12.3% | — | ||
| Q3 24 | 16.5% | — | ||
| Q2 24 | 15.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.35× | 3.37× | ||
| Q3 25 | 1.61× | 4.70× | ||
| Q2 25 | 1.06× | 2.00× | ||
| Q1 25 | 1.32× | 20.32× | ||
| Q4 24 | 1.52× | 1.61× | ||
| Q3 24 | 1.45× | — | ||
| Q2 24 | 1.20× | 4.05× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ODFL
Segment breakdown not available.
PFG
| Segment Retirement And Income Solutions | $1.6B | 36% |
| Segment Benefits And Protection | $1.1B | 23% |
| Other | $582.8M | 13% |
| Segment Principal Asset Management | $465.6M | 10% |
| Subsegment Investment Management | $449.4M | 10% |
| Administrative Service | $152.2M | 3% |
| Subsegment International Pension | $91.2M | 2% |
| Segment Corporate | $73.0M | 2% |
| Subsegment Life Insurance | $26.1M | 1% |
| Financial Service Other | $25.1M | 1% |
| Residential Mortgage | $7.4M | 0% |
| Subsegment Specialty Benefits | $3.7M | 0% |
| Deposit Account | $3.4M | 0% |
| Commission Income | $1.8M | 0% |