$ODFL Old Dominion Freight Line Tape Reports
Per Ticker.id: $ODFL Old Dominion Freight Line Tape Reports — 2 podcast mentions across 1 podcast (30 days), latest 2026-08-27 00:06 UTC.
I want to know what's your opinion on Old Dominion Freight Line, ODFL. Thank you.
Speaker C — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27All right, looking ODFL, Old Dominion Freight Lines. This is an interesting one. Because historically it's been a very, very profitable business. High return on equity. If you go look at long-term returns, it's one of the best performers. I don't wanna say in history, but over the last 20, 30 years, what do they do? They are in the logistics business, asset-light logistics. Their return equity is 25%. Let's see, is that rising or falling? Yeah, it's been coming down. It was a high of 38%, but if you zoom out over 10 years, it's still kind of at, you know, the 10-year average. So still very profitable, good balance sheet, free cash flow about $1.1 billion, but it's been in a downtrend. And I think what you're seeing is that, you know, there's just a correction in the the profit metrics, operating margins have come down a bit, but earnings are supposed to be up 20% this year, 14% next year. I still generally like it. What I don't like though is that chart. And I think it's one of those names where it was trading at— it, it kind of had this great reputation and there was a premium that was built into it. And that premium is slowly bleeding out because I think those margins are compressing a bit. So I would be very patient with it. It is now certainly in a downtrend. I think there's much more downside potentially to come. I would want to be buying this at a relative discount. Right now enterprise value is around 21. I still think it's pretty high for a name that doesn't have a lot of growth. It's a $41 billion market cap. It's going to be very cyclical in its business, but it's still a very good business. But I would want to own it back when it's in— let's say that their trough was around 16 times enterprise value EBITDA. If this gets to 150, 160 in that range, it's about 200 now, that's probably where I'd pick up ODFL, Old Dominion Freight Lines. We had a great show yesterday. It was Luke and myself. We looked into Ray Dalio's debt crisis warning and the US heading for a fiscal breaking point. So we dug into that, kind of both sides, each argument.
Justin Klein — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27