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Old Dominion（ODFL）与Schneider National, Inc.（SNDR）财务数据对比。点击上方公司名可切换其他公司
Schneider National, Inc.的季度营收约是Old Dominion的1.1倍（$1.4B vs $1.3B）。Old Dominion净利率更高（17.6% vs 1.6%，领先16.0%）。Schneider National, Inc.同比增速更快（4.5% vs -5.7%）。Old Dominion自由现金流更多（$264.5M vs $145.5M）。过去两年Schneider National, Inc.的营收复合增速更高（3.0% vs -5.4%）
Old Dominion Freight Line（简称ODFL）是美国领先的零担货运企业，服务覆盖区域、跨区域及全国范围。除核心零担货运业务外，公司还提供加急运输、综合物流及家庭搬家服务，拥有成熟的运营网络，可满足不同客户的多元运输需求。
美国施耐德国家公司是知名交通运输企业，提供整车运输、多式联运及综合物流服务，业务涵盖区域配送、长途运输、加急运输、专属运力、散货运输、货运代理、越库物流、共同配送点分拨、供应链管理、港口物流等领域，可为客户提供定制化供应链解决方案。
ODFL vs SNDR — 直观对比
营收规模更大
SNDR
是对方的1.1倍
$1.3B
营收增速更快
SNDR
高出10.2%
-5.7%
净利率更高
ODFL
高出16.0%
1.6%
自由现金流更多
ODFL
多$119.0M
$145.5M
两年增速更快
SNDR
近两年复合增速
-5.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $229.5M | $22.1M |
| 毛利率 | — | — |
| 营业利润率 | 23.3% | 2.6% |
| 净利率 | 17.6% | 1.6% |
| 营收同比 | -5.7% | 4.5% |
| 净利润同比 | -12.8% | -32.2% |
| 每股收益（稀释后） | $1.10 | $0.13 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ODFLSNDR
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.5B | $1.3B | ||
| Q1 24 | $1.5B | $1.3B |
净利润ODFLSNDR
| Q4 25 | $229.5M | $22.1M | ||
| Q3 25 | $270.9M | $19.4M | ||
| Q2 25 | $268.6M | $36.0M | ||
| Q1 25 | $254.7M | $26.1M | ||
| Q4 24 | $263.1M | $32.6M | ||
| Q3 24 | $308.6M | $30.6M | ||
| Q2 24 | $322.0M | $35.3M | ||
| Q1 24 | $292.3M | $18.5M |
营业利润率ODFLSNDR
| Q4 25 | 23.3% | 2.6% | ||
| Q3 25 | 25.7% | 2.4% | ||
| Q2 25 | 25.4% | 3.9% | ||
| Q1 25 | 24.6% | 3.0% | ||
| Q4 24 | 24.1% | 3.2% | ||
| Q3 24 | 27.3% | 3.3% | ||
| Q2 24 | 28.1% | 3.9% | ||
| Q1 24 | 26.5% | 2.2% |
净利率ODFLSNDR
| Q4 25 | 17.6% | 1.6% | ||
| Q3 25 | 19.3% | 1.3% | ||
| Q2 25 | 19.1% | 2.5% | ||
| Q1 25 | 18.5% | 1.9% | ||
| Q4 24 | 19.0% | 2.4% | ||
| Q3 24 | 21.0% | 2.3% | ||
| Q2 24 | 21.5% | 2.7% | ||
| Q1 24 | 20.0% | 1.4% |
每股收益（稀释后）ODFLSNDR
| Q4 25 | $1.10 | $0.13 | ||
| Q3 25 | $1.28 | $0.11 | ||
| Q2 25 | $1.27 | $0.20 | ||
| Q1 25 | $1.19 | $0.15 | ||
| Q4 24 | $1.23 | $0.19 | ||
| Q3 24 | $1.43 | $0.17 | ||
| Q2 24 | $1.48 | $0.20 | ||
| Q1 24 | $1.34 | $0.10 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $120.1M | $41.8M |
| 总债务越低越好 | $20.0M | $390.9M |
| 股东权益账面价值 | $4.3B | $3.0B |
| 总资产 | $5.5B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资ODFLSNDR
| Q4 25 | $120.1M | $41.8M | ||
| Q3 25 | $46.6M | $235.7M | ||
| Q2 25 | $24.1M | $205.1M | ||
| Q1 25 | $97.2M | $154.3M | ||
| Q4 24 | $108.7M | $165.5M | ||
| Q3 24 | $74.2M | $231.6M | ||
| Q2 24 | $104.6M | $157.2M | ||
| Q1 24 | $581.0M | $124.2M |
总债务ODFLSNDR
| Q4 25 | $20.0M | $390.9M | ||
| Q3 25 | $65.0M | $509.8M | ||
| Q2 25 | $150.0M | $512.7M | ||
| Q1 25 | $40.0M | $565.8M | ||
| Q4 24 | $40.0M | $420.8M | ||
| Q3 24 | $40.0M | $124.7M | ||
| Q2 24 | $40.0M | $125.8M | ||
| Q1 24 | $60.0M | $96.6M |
股东权益ODFLSNDR
| Q4 25 | $4.3B | $3.0B | ||
| Q3 25 | $4.3B | $3.0B | ||
| Q2 25 | $4.2B | $3.0B | ||
| Q1 25 | $4.2B | $3.0B | ||
| Q4 24 | $4.2B | $3.0B | ||
| Q3 24 | $4.2B | $3.0B | ||
| Q2 24 | $4.1B | $3.0B | ||
| Q1 24 | $4.4B | $2.9B |
总资产ODFLSNDR
| Q4 25 | $5.5B | $4.8B | ||
| Q3 25 | $5.5B | $5.0B | ||
| Q2 25 | $5.6B | $5.0B | ||
| Q1 25 | $5.5B | $5.0B | ||
| Q4 24 | $5.5B | $4.9B | ||
| Q3 24 | $5.4B | $4.6B | ||
| Q2 24 | $5.3B | $4.5B | ||
| Q1 24 | $5.7B | $4.6B |
负债/权益比ODFLSNDR
| Q4 25 | 0.00× | 0.13× | ||
| Q3 25 | 0.02× | 0.17× | ||
| Q2 25 | 0.04× | 0.17× | ||
| Q1 25 | 0.01× | 0.19× | ||
| Q4 24 | 0.01× | 0.14× | ||
| Q3 24 | 0.01× | 0.04× | ||
| Q2 24 | 0.01× | 0.04× | ||
| Q1 24 | 0.01× | 0.03× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $310.3M | $186.0M |
| 自由现金流经营现金流 - 资本支出 | $264.5M | $145.5M |
| 自由现金流率自由现金流/营收 | 20.2% | 10.4% |
| 资本支出强度资本支出/营收 | 3.5% | 2.9% |
| 现金转化率经营现金流/净利润 | 1.35× | 8.42× |
| 过去12个月自由现金流最近4个季度 | $955.1M | $285.4M |
8季度趋势，按日历期对齐
经营现金流ODFLSNDR
| Q4 25 | $310.3M | $186.0M | ||
| Q3 25 | $437.5M | $184.2M | ||
| Q2 25 | $285.8M | $175.5M | ||
| Q1 25 | $336.5M | $91.7M | ||
| Q4 24 | $401.1M | $199.5M | ||
| Q3 24 | $446.5M | $206.4M | ||
| Q2 24 | $387.9M | $182.6M | ||
| Q1 24 | $423.9M | $97.6M |
自由现金流ODFLSNDR
| Q4 25 | $264.5M | $145.5M | ||
| Q3 25 | $343.5M | $56.2M | ||
| Q2 25 | $98.7M | $106.4M | ||
| Q1 25 | $248.4M | $-22.7M | ||
| Q4 24 | $230.1M | $113.6M | ||
| Q3 24 | $203.7M | $98.7M | ||
| Q2 24 | $149.7M | $85.5M | ||
| Q1 24 | $304.4M | $-25.7M |
自由现金流率ODFLSNDR
| Q4 25 | 20.2% | 10.4% | ||
| Q3 25 | 24.4% | 3.9% | ||
| Q2 25 | 7.0% | 7.5% | ||
| Q1 25 | 18.1% | -1.6% | ||
| Q4 24 | 16.6% | 8.5% | ||
| Q3 24 | 13.9% | 7.5% | ||
| Q2 24 | 10.0% | 6.5% | ||
| Q1 24 | 20.8% | -1.9% |
资本支出强度ODFLSNDR
| Q4 25 | 3.5% | 2.9% | ||
| Q3 25 | 6.7% | 8.8% | ||
| Q2 25 | 13.3% | 4.9% | ||
| Q1 25 | 6.4% | 8.2% | ||
| Q4 24 | 12.3% | 6.4% | ||
| Q3 24 | 16.5% | 8.2% | ||
| Q2 24 | 15.9% | 7.4% | ||
| Q1 24 | 8.2% | 9.3% |
现金转化率ODFLSNDR
| Q4 25 | 1.35× | 8.42× | ||
| Q3 25 | 1.61× | 9.49× | ||
| Q2 25 | 1.06× | 4.88× | ||
| Q1 25 | 1.32× | 3.51× | ||
| Q4 24 | 1.52× | 6.12× | ||
| Q3 24 | 1.45× | 6.75× | ||
| Q2 24 | 1.20× | 5.17× | ||
| Q1 24 | 1.45× | 5.28× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ODFL
| LTL Service Revenue | $1.3B | 99% |
| Other Service Revenue | $11.4M | 1% |
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
