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Side-by-side financial comparison of Old Dominion (ODFL) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
Old Dominion is the larger business by last-quarter revenue ($1.3B vs $677.3M, roughly 2.0× WATTS WATER TECHNOLOGIES INC). Old Dominion runs the higher net margin — 17.9% vs 14.7%, a 3.1% gap on every dollar of revenue. On growth, WATTS WATER TECHNOLOGIES INC posted the faster year-over-year revenue change (21.4% vs -2.9%). Over the past eight quarters, WATTS WATER TECHNOLOGIES INC's revenue compounded faster (6.5% 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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
ODFL vs WTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $677.3M |
| Net Profit | $238.3M | $99.6M |
| Gross Margin | — | 48.1% |
| Operating Margin | 23.8% | 19.6% |
| Net Margin | 17.9% | 14.7% |
| Revenue YoY | -2.9% | 21.4% |
| Net Profit YoY | -6.4% | 34.6% |
| EPS (diluted) | $1.14 | $2.97 |
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 | $677.3M | ||
| Q4 25 | $1.3B | $625.1M | ||
| Q3 25 | $1.4B | $611.7M | ||
| Q2 25 | $1.4B | $643.7M | ||
| Q1 25 | $1.4B | $558.0M | ||
| Q4 24 | $1.4B | $540.4M | ||
| Q3 24 | $1.5B | $543.6M | ||
| Q2 24 | $1.5B | $597.3M |
| Q1 26 | $238.3M | $99.6M | ||
| Q4 25 | $229.5M | $83.7M | ||
| Q3 25 | $270.9M | $82.2M | ||
| Q2 25 | $268.6M | $100.9M | ||
| Q1 25 | $254.7M | $74.0M | ||
| Q4 24 | $263.1M | $67.5M | ||
| Q3 24 | $308.6M | $69.1M | ||
| Q2 24 | $322.0M | $82.0M |
| Q1 26 | — | 48.1% | ||
| Q4 25 | — | 49.5% | ||
| Q3 25 | — | 48.8% | ||
| Q2 25 | — | 50.6% | ||
| Q1 25 | — | 48.8% | ||
| Q4 24 | — | 46.7% | ||
| Q3 24 | — | 47.3% | ||
| Q2 24 | — | 47.7% |
| Q1 26 | 23.8% | 19.6% | ||
| Q4 25 | 23.3% | 18.2% | ||
| Q3 25 | 25.7% | 18.2% | ||
| Q2 25 | 25.4% | 21.0% | ||
| Q1 25 | 24.6% | 15.7% | ||
| Q4 24 | 24.1% | 16.5% | ||
| Q3 24 | 27.3% | 17.1% | ||
| Q2 24 | 28.1% | 18.7% |
| Q1 26 | 17.9% | 14.7% | ||
| Q4 25 | 17.6% | 13.4% | ||
| Q3 25 | 19.3% | 13.4% | ||
| Q2 25 | 19.1% | 15.7% | ||
| Q1 25 | 18.5% | 13.3% | ||
| Q4 24 | 19.0% | 12.5% | ||
| Q3 24 | 21.0% | 12.7% | ||
| Q2 24 | 21.5% | 13.7% |
| Q1 26 | $1.14 | $2.97 | ||
| Q4 25 | $1.10 | $2.50 | ||
| Q3 25 | $1.28 | $2.45 | ||
| Q2 25 | $1.27 | $3.01 | ||
| Q1 25 | $1.19 | $2.21 | ||
| Q4 24 | $1.23 | $2.02 | ||
| Q3 24 | $1.43 | $2.06 | ||
| Q2 24 | $1.48 | $2.44 |
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 | $374.7M |
| Total DebtLower is stronger | $40.0M | $197.8M |
| Stockholders' EquityBook value | $4.4B | $2.1B |
| Total Assets | $5.7B | $2.9B |
| Debt / EquityLower = less leverage | 0.01× | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $288.1M | $374.7M | ||
| Q4 25 | $120.1M | $405.5M | ||
| Q3 25 | $46.6M | $457.7M | ||
| Q2 25 | $24.1M | $369.3M | ||
| Q1 25 | $97.2M | $336.8M | ||
| Q4 24 | $108.7M | $386.9M | ||
| Q3 24 | $74.2M | $303.9M | ||
| Q2 24 | $104.6M | $279.4M |
| Q1 26 | $40.0M | $197.8M | ||
| 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 | $2.1B | ||
| Q4 25 | $4.3B | $2.0B | ||
| Q3 25 | $4.3B | $2.0B | ||
| Q2 25 | $4.2B | $1.9B | ||
| Q1 25 | $4.2B | $1.8B | ||
| Q4 24 | $4.2B | $1.7B | ||
| Q3 24 | $4.2B | $1.7B | ||
| Q2 24 | $4.1B | $1.6B |
| Q1 26 | $5.7B | $2.9B | ||
| Q4 25 | $5.5B | $2.9B | ||
| Q3 25 | $5.5B | $2.7B | ||
| Q2 25 | $5.6B | $2.6B | ||
| Q1 25 | $5.5B | $2.5B | ||
| Q4 24 | $5.5B | $2.4B | ||
| Q3 24 | $5.4B | $2.4B | ||
| Q2 24 | $5.3B | $2.4B |
| Q1 26 | 0.01× | 0.09× | ||
| 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 | — | $17.9M |
| Free Cash FlowOCF − Capex | — | $6.6M |
| FCF MarginFCF / Revenue | — | 1.0% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 0.18× |
| TTM Free Cash FlowTrailing 4 quarters | — | $317.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $17.9M | ||
| Q4 25 | $310.3M | $154.7M | ||
| Q3 25 | $437.5M | $122.4M | ||
| Q2 25 | $285.8M | $69.7M | ||
| Q1 25 | $336.5M | $55.2M | ||
| Q4 24 | $401.1M | $139.5M | ||
| Q3 24 | $446.5M | $90.7M | ||
| Q2 24 | $387.9M | $85.3M |
| Q1 26 | — | $6.6M | ||
| Q4 25 | $264.5M | $140.3M | ||
| Q3 25 | $343.5M | $110.9M | ||
| Q2 25 | $98.7M | $59.5M | ||
| Q1 25 | $248.4M | $45.6M | ||
| Q4 24 | $230.1M | $127.5M | ||
| Q3 24 | $203.7M | $84.3M | ||
| Q2 24 | $149.7M | $78.5M |
| Q1 26 | — | 1.0% | ||
| Q4 25 | 20.2% | 22.4% | ||
| Q3 25 | 24.4% | 18.1% | ||
| Q2 25 | 7.0% | 9.2% | ||
| Q1 25 | 18.1% | 8.2% | ||
| Q4 24 | 16.6% | 23.6% | ||
| Q3 24 | 13.9% | 15.5% | ||
| Q2 24 | 10.0% | 13.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | 2.3% | ||
| Q3 25 | 6.7% | 1.9% | ||
| Q2 25 | 13.3% | 1.6% | ||
| Q1 25 | 6.4% | 1.7% | ||
| Q4 24 | 12.3% | 2.2% | ||
| Q3 24 | 16.5% | 1.2% | ||
| Q2 24 | 15.9% | 1.1% |
| Q1 26 | — | 0.18× | ||
| Q4 25 | 1.35× | 1.85× | ||
| Q3 25 | 1.61× | 1.49× | ||
| Q2 25 | 1.06× | 0.69× | ||
| Q1 25 | 1.32× | 0.75× | ||
| Q4 24 | 1.52× | 2.07× | ||
| Q3 24 | 1.45× | 1.31× | ||
| Q2 24 | 1.20× | 1.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ODFL
Segment breakdown not available.
WTS
| segment net | $517.8M | 76% |
| Other | $159.5M | 24% |
