ODFLCAUTIOUS

ODFL Gross Margin Analysis

36.3%

Updated 249h ago·SEC filings & market data

Key Takeaway

Gross margin, the share of revenue left after direct production costs, is 36.3% — meaning ODFL keeps $0.363 of every sales dollar before other expenses.

Sector Performance

30th percentile

ODFL

36.3%

Sector Median

46.6%

Sector Avg

47.6%

Prior Period

32.2%(Aug 2026)

↑ Improving

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Deep Analysis

Gross margin, the share of revenue left after direct production costs, is 36.3% — meaning ODFL keeps $0.363 of every sales dollar before other expenses.

That is below the sector median of 46.4%, placing the company at the 31st percentile among peers, so profitability on each sale trails most competitors. The year-over-year change is N/A, but quarter-over-quarter margin rose by 12.7%, with historical values improving from 32.2% to 36.3% in the most recent period. The combination of a below-median margin with a sharp recent increase suggests the company is catching up, though it still operates with thinner unit economics than the typical peer. This level implies elevated risk if input costs rise or pricing power weakens, but the upward momentum offers some near-term offset. This metric supports the overall CAUTIOUS verdict, as the current margin remains below the sector norm despite the positive quarterly shift.

Frequently Asked Questions

What does the Gross Margin tell investors about ODFL?

Gross margin reveals pricing power and cost structure. Software companies often sustain 70–80%; manufacturers typically 30–50%. Expansion is a bullish signal.

How is the Gross Margin calculated?

Gross Margin is calculated as: Gross Profit / Revenue.

Who are ODFL's closest peers by Gross Margin?

The closest peers by Gross Margin include: LVS (46.9%), ORLY (51.4%), MPWR (55.2%), NEM (56.0%), REI (56.0%).

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Learn More About Gross Margin

Gross Margin vs Net Margin: Why the Gap Between Them Tells You Everything

Gross margin vs net margin: learn what the spread between them reveals about operating leverage, cost structure, and early warning signs in any stock.

The Formula

Gross Profit / Revenue

Why It Matters

Gross margin reveals pricing power and cost structure. Software companies often sustain 70–80%; manufacturers typically 30–50%. Expansion is a bullish signal.