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Side-by-side financial comparison of Old Dominion (ODFL) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
RENAISSANCERE HOLDINGS LTD is the larger business by last-quarter revenue ($2.2B vs $1.3B, roughly 1.6× Old Dominion). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 17.9%, a 5.7% gap on every dollar of revenue. On growth, Old Dominion posted the faster year-over-year revenue change (-2.9% vs -36.8%). Over the past eight quarters, Old Dominion's revenue compounded faster (-5.6% CAGR vs -11.9%).
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.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
ODFL vs RNR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $2.2B |
| Net Profit | $238.3M | $515.8M |
| Gross Margin | — | — |
| Operating Margin | 23.8% | — |
| Net Margin | 17.9% | 23.5% |
| Revenue YoY | -2.9% | -36.8% |
| Net Profit YoY | -6.4% | 72.6% |
| EPS (diluted) | $1.14 | $6.57 |
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 | $2.2B | ||
| Q4 25 | $1.3B | $3.0B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.4B | $3.2B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.5B | $4.0B | ||
| Q2 24 | $1.5B | $2.8B |
| Q1 26 | $238.3M | $515.8M | ||
| Q4 25 | $229.5M | $760.5M | ||
| Q3 25 | $270.9M | $916.5M | ||
| Q2 25 | $268.6M | $835.4M | ||
| Q1 25 | $254.7M | $170.0M | ||
| Q4 24 | $263.1M | $-189.7M | ||
| Q3 24 | $308.6M | $1.2B | ||
| Q2 24 | $322.0M | $503.9M |
| Q1 26 | 23.8% | — | ||
| Q4 25 | 23.3% | 42.5% | ||
| Q3 25 | 25.7% | 46.3% | ||
| Q2 25 | 25.4% | 41.8% | ||
| Q1 25 | 24.6% | -2.0% | ||
| Q4 24 | 24.1% | -3.6% | ||
| Q3 24 | 27.3% | 43.7% | ||
| Q2 24 | 28.1% | 25.0% |
| Q1 26 | 17.9% | 23.5% | ||
| Q4 25 | 17.6% | 25.6% | ||
| Q3 25 | 19.3% | 28.7% | ||
| Q2 25 | 19.1% | 26.1% | ||
| Q1 25 | 18.5% | 4.9% | ||
| Q4 24 | 19.0% | -8.3% | ||
| Q3 24 | 21.0% | 29.8% | ||
| Q2 24 | 21.5% | 17.8% |
| Q1 26 | $1.14 | $6.57 | ||
| Q4 25 | $1.10 | $16.16 | ||
| Q3 25 | $1.28 | $19.40 | ||
| Q2 25 | $1.27 | $17.20 | ||
| Q1 25 | $1.19 | $3.27 | ||
| Q4 24 | $1.23 | $-3.76 | ||
| Q3 24 | $1.43 | $22.62 | ||
| Q2 24 | $1.48 | $9.41 |
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 | $1.6B |
| Total DebtLower is stronger | $40.0M | — |
| Stockholders' EquityBook value | $4.4B | $4.3B |
| Total Assets | $5.7B | $53.7B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $288.1M | $1.6B | ||
| Q4 25 | $120.1M | $1.7B | ||
| Q3 25 | $46.6M | $1.7B | ||
| Q2 25 | $24.1M | $1.4B | ||
| Q1 25 | $97.2M | $1.6B | ||
| Q4 24 | $108.7M | $1.7B | ||
| Q3 24 | $74.2M | $1.6B | ||
| Q2 24 | $104.6M | $1.6B |
| Q1 26 | $40.0M | — | ||
| Q4 25 | $20.0M | $2.3B | ||
| Q3 25 | $65.0M | $2.2B | ||
| Q2 25 | $150.0M | $2.3B | ||
| Q1 25 | $40.0M | $2.8B | ||
| Q4 24 | $40.0M | $1.9B | ||
| Q3 24 | $40.0M | $1.9B | ||
| Q2 24 | $40.0M | $2.0B |
| Q1 26 | $4.4B | $4.3B | ||
| Q4 25 | $4.3B | $11.6B | ||
| Q3 25 | $4.3B | $11.5B | ||
| Q2 25 | $4.2B | $10.8B | ||
| Q1 25 | $4.2B | $10.3B | ||
| Q4 24 | $4.2B | $10.6B | ||
| Q3 24 | $4.2B | $11.2B | ||
| Q2 24 | $4.1B | $10.2B |
| Q1 26 | $5.7B | $53.7B | ||
| Q4 25 | $5.5B | $53.8B | ||
| Q3 25 | $5.5B | $54.5B | ||
| Q2 25 | $5.6B | $54.7B | ||
| Q1 25 | $5.5B | $53.6B | ||
| Q4 24 | $5.5B | $50.7B | ||
| Q3 24 | $5.4B | $52.8B | ||
| Q2 24 | $5.3B | $51.6B |
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.00× | 0.20× | ||
| Q3 25 | 0.02× | 0.19× | ||
| Q2 25 | 0.04× | 0.21× | ||
| Q1 25 | 0.01× | 0.27× | ||
| Q4 24 | 0.01× | 0.18× | ||
| Q3 24 | 0.01× | 0.17× | ||
| Q2 24 | 0.01× | 0.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
