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Side-by-side financial comparison of Old Dominion (ODFL) and RXO, Inc. (RXO). Click either name above to swap in a different company.
RXO, Inc. is the larger business by last-quarter revenue ($1.5B vs $1.3B, roughly 1.1× Old Dominion). Old Dominion runs the higher net margin — 17.6% vs -3.1%, a 20.7% gap on every dollar of revenue. On growth, Old Dominion posted the faster year-over-year revenue change (-5.7% vs -11.9%). Old Dominion produced more free cash flow last quarter ($264.5M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs -5.4%).
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.
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
ODFL vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $1.5B |
| Net Profit | $229.5M | $-46.0M |
| Gross Margin | — | — |
| Operating Margin | 23.3% | -2.9% |
| Net Margin | 17.6% | -3.1% |
| Revenue YoY | -5.7% | -11.9% |
| Net Profit YoY | -12.8% | -84.0% |
| EPS (diluted) | $1.10 | $-0.28 |
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.
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.5B | $930.0M | ||
| Q1 24 | $1.5B | $913.0M |
| Q4 25 | $229.5M | $-46.0M | ||
| Q3 25 | $270.9M | $-14.0M | ||
| Q2 25 | $268.6M | $-9.0M | ||
| Q1 25 | $254.7M | $-31.0M | ||
| Q4 24 | $263.1M | $-25.0M | ||
| Q3 24 | $308.6M | $-243.0M | ||
| Q2 24 | $322.0M | $-7.0M | ||
| Q1 24 | $292.3M | $-15.0M |
| Q4 25 | 23.3% | -2.9% | ||
| Q3 25 | 25.7% | -0.5% | ||
| Q2 25 | 25.4% | — | ||
| Q1 25 | 24.6% | -2.1% | ||
| Q4 24 | 24.1% | -1.4% | ||
| Q3 24 | 27.3% | -1.9% | ||
| Q2 24 | 28.1% | — | ||
| Q1 24 | 26.5% | -1.3% |
| Q4 25 | 17.6% | -3.1% | ||
| Q3 25 | 19.3% | -1.0% | ||
| Q2 25 | 19.1% | -0.6% | ||
| Q1 25 | 18.5% | -2.2% | ||
| Q4 24 | 19.0% | -1.5% | ||
| Q3 24 | 21.0% | -23.4% | ||
| Q2 24 | 21.5% | -0.8% | ||
| Q1 24 | 20.0% | -1.6% |
| Q4 25 | $1.10 | $-0.28 | ||
| Q3 25 | $1.28 | $-0.08 | ||
| Q2 25 | $1.27 | $-0.05 | ||
| Q1 25 | $1.19 | $-0.18 | ||
| Q4 24 | $1.23 | $-0.17 | ||
| Q3 24 | $1.43 | $-1.81 | ||
| Q2 24 | $1.48 | $-0.06 | ||
| Q1 24 | $1.34 | $-0.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $120.1M | $17.0M |
| Total DebtLower is stronger | $20.0M | $387.0M |
| Stockholders' EquityBook value | $4.3B | $1.5B |
| Total Assets | $5.5B | $3.3B |
| Debt / EquityLower = less leverage | 0.00× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.1M | $17.0M | ||
| Q3 25 | $46.6M | $25.0M | ||
| Q2 25 | $24.1M | $18.0M | ||
| Q1 25 | $97.2M | $16.0M | ||
| Q4 24 | $108.7M | $35.0M | ||
| Q3 24 | $74.2M | $55.0M | ||
| Q2 24 | $104.6M | $7.0M | ||
| Q1 24 | $581.0M | $7.0M |
| Q4 25 | $20.0M | $387.0M | ||
| Q3 25 | $65.0M | $387.0M | ||
| Q2 25 | $150.0M | $387.0M | ||
| Q1 25 | $40.0M | $387.0M | ||
| Q4 24 | $40.0M | $351.0M | ||
| Q3 24 | $40.0M | $352.0M | ||
| Q2 24 | $40.0M | $370.0M | ||
| Q1 24 | $60.0M | $351.0M |
| Q4 25 | $4.3B | $1.5B | ||
| Q3 25 | $4.3B | $1.6B | ||
| Q2 25 | $4.2B | $1.6B | ||
| Q1 25 | $4.2B | $1.6B | ||
| Q4 24 | $4.2B | $1.6B | ||
| Q3 24 | $4.2B | $1.7B | ||
| Q2 24 | $4.1B | $579.0M | ||
| Q1 24 | $4.4B | $582.0M |
| Q4 25 | $5.5B | $3.3B | ||
| Q3 25 | $5.5B | $3.2B | ||
| Q2 25 | $5.6B | $3.2B | ||
| Q1 25 | $5.5B | $3.3B | ||
| Q4 24 | $5.5B | $3.4B | ||
| Q3 24 | $5.4B | $3.4B | ||
| Q2 24 | $5.3B | $1.8B | ||
| Q1 24 | $5.7B | $1.8B |
| Q4 25 | 0.00× | 0.25× | ||
| Q3 25 | 0.02× | 0.24× | ||
| Q2 25 | 0.04× | 0.24× | ||
| Q1 25 | 0.01× | 0.24× | ||
| Q4 24 | 0.01× | 0.22× | ||
| Q3 24 | 0.01× | 0.21× | ||
| Q2 24 | 0.01× | 0.64× | ||
| Q1 24 | 0.01× | 0.60× |
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 | $310.3M | $7.0M |
| Free Cash FlowOCF − Capex | $264.5M | $-9.0M |
| FCF MarginFCF / Revenue | 20.2% | -0.6% |
| Capex IntensityCapex / Revenue | 3.5% | 1.1% |
| Cash ConversionOCF / Net Profit | 1.35× | — |
| TTM Free Cash FlowTrailing 4 quarters | $955.1M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $310.3M | $7.0M | ||
| Q3 25 | $437.5M | $23.0M | ||
| Q2 25 | $285.8M | $23.0M | ||
| Q1 25 | $336.5M | $-2.0M | ||
| Q4 24 | $401.1M | $-7.0M | ||
| Q3 24 | $446.5M | $-7.0M | ||
| Q2 24 | $387.9M | $-5.0M | ||
| Q1 24 | $423.9M | $7.0M |
| Q4 25 | $264.5M | $-9.0M | ||
| Q3 25 | $343.5M | $9.0M | ||
| Q2 25 | $98.7M | $9.0M | ||
| Q1 25 | $248.4M | $-17.0M | ||
| Q4 24 | $230.1M | $-19.0M | ||
| Q3 24 | $203.7M | $-18.0M | ||
| Q2 24 | $149.7M | $-16.0M | ||
| Q1 24 | $304.4M | $-4.0M |
| Q4 25 | 20.2% | -0.6% | ||
| Q3 25 | 24.4% | 0.6% | ||
| Q2 25 | 7.0% | 0.6% | ||
| Q1 25 | 18.1% | -1.2% | ||
| Q4 24 | 16.6% | -1.1% | ||
| Q3 24 | 13.9% | -1.7% | ||
| Q2 24 | 10.0% | -1.7% | ||
| Q1 24 | 20.8% | -0.4% |
| Q4 25 | 3.5% | 1.1% | ||
| Q3 25 | 6.7% | 1.0% | ||
| Q2 25 | 13.3% | 1.0% | ||
| Q1 25 | 6.4% | 1.0% | ||
| Q4 24 | 12.3% | 0.7% | ||
| Q3 24 | 16.5% | 1.1% | ||
| Q2 24 | 15.9% | 1.2% | ||
| Q1 24 | 8.2% | 1.2% |
| Q4 25 | 1.35× | — | ||
| Q3 25 | 1.61× | — | ||
| Q2 25 | 1.06× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.45× | — | ||
| Q2 24 | 1.20× | — | ||
| Q1 24 | 1.45× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ODFL
| LTL Service Revenue | $1.3B | 99% |
| Other Service Revenue | $11.4M | 1% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
