Old Dominion (ODFL) FY2024 10-K Annual Report

Filed: Feb 25, 2025
Industrials
Trucking (No Local)SEC EDGAR

Old Dominion (ODFL) 10-K annual report for fiscal year 2024, filed with SEC EDGAR on Feb 25, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Old Dominion FY2024 10-K Analysis

Business Overview

  • Core business: North American less-than-truckload (LTL) motor carrier providing integrated regional and national freight services through 261 service centers
  • Service center expansion: Opened 4 new centers in past year, totaling 261 locations with 239 owned and 22 leased as of Dec 31, 2024
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Management Discussion & Analysis

  • Revenue $5.815B, down 0.9% YoY, driven by 2.8% decline in LTL tons partially offset by 2.4% increase in LTL revenue per hundredweight
  • Operating margin 26.6% vs 28.0%; net income margin 20.4% vs 21.1%; operating ratio 73.4% vs 72.0%—profitability declined due to lower volumes and cost inflation
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Risk Factors

  • Regulatory risk: potential increased insurance collateralization requirements could reduce borrowing capacity per insurance market conditions changes
  • Macroeconomic threat: freight volume declines in 2023-2024 from U.S. economic softness reducing shipment density and profitability
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Old Dominion FY2024 Key Financial Metrics
XBRL

Revenue

$5.8B

-0.9% YoY

Net Income

$1.2B

-4.3% YoY

Operating Margin

26.6%

-142bp YoY

Net Margin

20.4%

-73bp YoY

ROE

27.9%

-117bp YoY

Total Assets

$5.5B

-0.4% YoY

EPS (Diluted)

$5.48

-51.3% YoY

Operating Cash Flow

$1.7B

+5.7% YoY

Source: XBRL data from Old Dominion FY2024 10-K filing on SEC EDGAR. All figures in USD.

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