ODFLOLD DOMINION FREIGHT LINE, INC.
Trucking (no Local)
- Revenue
- $5.5B
- 5.5% YoY
- Operating margin
- 24.8%
- 6.7% YoY
- EBITDA
- $1.7B
- 8.6% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -0.2×
- −$264M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear134% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear71% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $5.3B | $6.3B | $5.9B | $5.8B | $5.5B | 5.5% |
| Operating income | $1.4B | $1.8B | $1.6B | $1.5B | $1.4B | 12% |
| Net income | $1.0B | $1.4B | $1.2B | $1.2B | $1.0B | 14% |
| Operating cash flow | $1.2B | $1.7B | $1.6B | $1.7B | $1.4B | 17% |
| Capex | $550M | $775M | $757M | $771M | $415M | 46% |
| Stock-based comp | $15M | $16M | $11M | $11M | $13M | 13% |
| Buybacks | $536M | $1.3B | $454M | $967M | $730M | 24% |
| Dividends | $92M | $134M | $175M | $224M | $236M | 5.4% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 165 | 149 |
| FY2024 | — | — | 285 | 157 |
| FY2023 | — | — | 325 | 154 |
| FY2022 | — | — | 227 | 128 |
| FY2021 | — | — | 285 | 155 |