Arcbest vs Old Dominion
Old Dominion is the larger business, with $5.50bn of revenue in fiscal 2025 against $4.01bn for Arcbest (1.4 times as much). Arcbest grew faster (-4.0% against -5.5%). Old Dominion kept more of each dollar of sales as profit: a net margin of 18.6% against 1.5%. Old Dominion carries less debt relative to equity (0.9% against 17.3%).
| Latest fiscal year | ArcbestARCB, 2025 | Old DominionODFL, 2025 |
|---|---|---|
| Revenue | $4.01bn | $5.50bn |
| Revenue growth | -4.0% | -5.5% |
| Net income | $60.1m | $1.02bn |
| Operating margin | 2.3% | 24.8% |
| Net margin | 1.5% | 18.6% |
| Return on equity | 4.6% | 23.9% |
| Free cash flow | $114m | $955m |
| Cash | $102m | $120m |
| Total debt | $224m | $40.0m |
| Debt to equity | 17.3% | 0.9% |
| Dividend per share | — | $1.12 |
| Dividend yield | 0.4% | 0.7% |
| Share buybacks | $75.6m | $730m |
| Employees | — | 20,591 |
| Market value | $3.01bn | $36.94bn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | 48 (Moderate) | 94 (Strong) |
| Insider trades, 12 months | 0 buys, 9 sales | 0 buys, 12 sales |