ODFL Gross Margin 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