Old Dominion Freight Line, Inc. (ODFL): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico da logística, a antiga linha de frete Dominion (ODFL) se destaca como um titã de transporte, navegando magistralmente no complexo terreno de transporte de carga menos do que caminhada (LTL) com estratégias inovadoras e tecnologia de ponta. Ao misturar perfeitamente plataformas digitais avançadas, uma extensa rede de centro de serviços e um compromisso com a confiabilidade, a ODFL transformou o transporte tradicional de frete em um sofisticado ecossistema centrado no cliente que gera eficiência e valor em diversos setores da indústria. Mergulhe na intrincada tela do modelo de negócios que alimenta essa potência logística e descobre o plano estratégico por trás de seu notável sucesso.

Old Dominion Freight Line, Inc. (ODFL) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com fornecedores de tecnologia de caminhões

A linha de frete da Old Dominion mantém parcerias estratégicas de tecnologia com os seguintes provedores -chave:

Provedor de tecnologia	Foco em parceria	Ano de implementação
Samsara	Gerenciamento de frota e rastreamento de IoT	2019
Ciência da plataforma	Dispositivos de registro eletrônico	2020
Descartes Systems Group	Integração de software de logística	2018

Parcerias com empresas de software de remessa e logística

ODFL colabora com várias plataformas de software de logística:

• Oracle Transportation Management
• Manhattan Associados
• Logística azul

Colaboração com redes de transporte regional e nacional

Estatísticas de colaboração de rede -chave:

Tipo de rede	Número de parcerias	Porcentagem de cobertura
Redes de transportadoras regionais	47	68%
Alianças de transporte nacionais	12	92%

Relações de fornecedores com fabricantes de caminhões e equipamentos

Os relacionamentos de fornecedores de equipamentos primários da ODFL incluem:

Fabricante	Tipo de veículo	Volume anual de compra
Freightliner	Caminhões de classe 8	624 unidades
Peterbilt	Semi-caminhões	412 unidades
Kenworth	Caminhões de longo curso	286 unidades

Old Dominion Freight Line, Inc. (ODFL) - Modelo de negócios: Atividades -chave

Serviços de Transporte de Frete menos do que Truckload (LTL)

O Old Dominion opera 245 centros de serviço em 48 estados a partir de 2023. A receita anual para serviços de LTL atingiu US $ 6,43 bilhões em 2022. Remessas diárias médias: 24.500 remessas.

Métrica	2022 Performance
TOTAL CENTERS DE SERVIÇO	245
Estados cobertos	48
Receita anual da LTL	US $ 6,43 bilhões
Remessas diárias médias	24,500

Otimização avançada de rota e gerenciamento de logística

A ODFL utiliza a tecnologia proprietária para otimização de rotas, reduzindo o consumo de combustível em 12,5% em 2022.

• Implementou sistemas avançados de rastreamento GPS
• Capacidades de ajuste de rota em tempo real
• Análise preditiva para planejamento logístico

Rastreamento abrangente e monitoramento de remessa em tempo real

A plataforma de rastreamento digital cobre 100% das remessas com precisão de 99,2%. Investimento em tecnologia em sistemas de rastreamento: US $ 47,3 milhões em 2022.

Atendimento ao cliente e suporte operacional

Tamanho da equipe de suporte ao cliente: 7.850 funcionários. Tempo médio de resposta: 12 minutos. Taxa de satisfação do cliente: 94,6%.

Métrica de atendimento ao cliente	2022 Performance
Tamanho da equipe de suporte	7.850 funcionários
Tempo médio de resposta	12 minutos
Taxa de satisfação do cliente	94.6%

Manutenção de frota e gerenciamento de infraestrutura tecnológica

Tamanho da frota: 10.200 tratores e 34.500 reboques. Despesas anuais de manutenção: US $ 236 milhões. Investimento em infraestrutura tecnológica: US $ 89,7 milhões em 2022.

• Programa de manutenção preventiva
• Atualizações regulares de tecnologia de frota
• Sistemas de monitoramento de desempenho contínuo

Frota e métrica de tecnologia	2022 Performance
Total de tratores	10,200
Total de reboques	34,500
Gastos anuais de manutenção	US $ 236 milhões
Investimento de infraestrutura de tecnologia	US $ 89,7 milhões

Old Dominion Freight Line, Inc. (ODFL) - Modelo de negócios: Recursos -chave

Frota extensa de caminhões modernos e com economia de combustível

A partir do quarto trimestre de 2023, a antiga linha de frete Dominion opera uma frota de 10.400 tratores e 38.000 reboques. A idade média da frota é de 3,4 anos, garantindo alta eficiência e tecnologia moderna.

Composição da frota	Unidades totais	Idade média
Tratores	10,400	3,4 anos
Reboques	38,000	3,7 anos

Plataforma avançada de rastreamento e logística digital

A ODFL investiu US $ 89,3 milhões em infraestrutura de tecnologia em 2023, com foco em:

• Rastreamento de remessa em tempo real
• Software de otimização de rota avançada
• Sistemas de gerenciamento de frete digital

Extensa rede de centros de serviço

A partir de 2024, o Old Dominion opera 259 centros de serviços em 48 estados nos Estados Unidos, cobrindo aproximadamente 99,7% da população continental dos EUA.

Cobertura geográfica	Número de centros de serviço	Estados cobertos
Continental EUA	259	48

Força de trabalho qualificada

Em 31 de dezembro de 2023, a ODFL emprega 24.857 membros da equipe, com:

• Drivers profissionais: 15.300
• Equipe de logística e suporte: 9.557
• Posse média do motorista: 7,2 anos

Capital financeiro para investimento de infraestrutura

Recursos Financeiros a partir do quarto trimestre 2023:

Métrica financeira	Quantia
Total de ativos	US $ 6,2 bilhões
Caixa e equivalentes de dinheiro	US $ 379 milhões
Despesas de capital (2023)	US $ 622 milhões

Old Dominion Freight Line, Inc. (ODFL) - Modelo de negócios: proposições de valor

Serviços de transporte de carga confiáveis ​​e eficientes

Linha de frete de Dominion Old fornece uma rede de 303 centros de serviço nos Estados Unidos a partir de 2023. A empresa opera uma frota de 10.233 tratores e 29.382 trailers.

Métrica de serviço	Desempenho
Taxa de entrega no tempo	99.1%
Receita anual (2023)	US $ 9,4 bilhões
Participação de mercado de menos do que o caminhão (LTL)	12.5%

Soluções de envio de porta em porta abrangentes

ODFL oferece várias opções de envio com cobertura abrangente:

• Envio acelerado
• Frete Standard LTL
• Transporte dedicado
• Entrega garantida

Entrega pontual garantida e rastreamento de remessa

Os recursos de rastreamento de remessa incluem atualizações em tempo real por meio Plataformas digitais com 99,5% de precisão de rastreamento.

Preços competitivos para remessa regional e nacional

Segmento de envio	Custo médio por milha
Remessa regional	$2.14
Transporte nacional	$1.89

Opções de transporte flexíveis para diversas necessidades de clientes

O ODFL serve múltiplas verticais da indústria com soluções de remessa especializadas:

• Varejo
• Fabricação
• Automotivo
• Tecnologia
• Assistência médica

Old Dominion Freight Line, Inc. (ODFL) - Modelo de negócios: Relacionamentos do cliente

Equipes de suporte ao cliente dedicados

A linha de frete da Old Dominion mantém uma infraestrutura abrangente de suporte ao cliente, com aproximadamente 235 centros de serviço nos Estados Unidos a partir de 2023. A empresa emprega mais de 24.000 membros da equipe dedicados ao suporte ao cliente e ao suporte logístico.

Canal de suporte	Pontos de contato	Tempo de resposta
Suporte telefônico	1-800-432-6335	Média de 3-5 minutos
Suporte por e -mail	Customer.Service@odfl.com	Garantia de resposta de 24 horas
Portal de suporte on -line	Odfl.com/support	Assistência em tempo real

Plataformas de autoatendimento digital e aplicativos móveis

A plataforma digital da ODFL oferece recursos abrangentes de autoatendimento com os seguintes recursos:

• Rastreamento de remessa em tempo real
• Geração de cotação online
• Informações de cobrança instantânea
• Gerenciamento de documentos digitais

Gerenciamento de contas personalizado

OFFL oferece Gerenciamento de conta dedicado Para clientes de nível corporativo, com equipes de suporte especializadas lidando com requisitos de logística complexos.

Tipo de conta	Limite anual de receita	Nível de suporte dedicado
Conta padrão	$50,000 - $500,000	Suporte padrão
Conta corporativa	$500,001 - $5,000,000	Gerente de conta dedicado
Parceria estratégica	$5,000,001+	Suporte em nível executivo

Mecanismos regulares de comunicação e feedback

O ODFL implementa estratégias de comunicação estruturadas, incluindo:

• Revisões trimestrais de desempenho
• Pesquisas anuais de satisfação do cliente
• Relatórios periódicos de eficiência operacional

Construção de relacionamento de longo prazo

A empresa mantém um 98,4% da taxa de retenção de clientes A partir de 2023, demonstrando qualidade consistente de serviço e comprometimento com parcerias de longo prazo.

Métrica de fidelidade do cliente	2023 desempenho
Taxa de retenção de clientes	98.4%
Pontuação do promotor líquido	72
Posse média do cliente	8,6 anos

Old Dominion Freight Line, Inc. (ODFL) - Modelo de negócios: canais

Equipe de vendas diretas

A partir de 2024, a linha de frete antigo de Dominion mantém um Força de vendas direta dedicada de aproximadamente 1.845 representantes de vendas nos Estados Unidos.

Métrica da equipe de vendas	Quantidade
Total de representantes de vendas	1,845
Receita representativa de vendas médias	US $ 2,3 milhões anualmente
Cobertura geográfica	50 estados

Plataforma de reserva e rastreamento online

A plataforma digital da ODFL processa aproximadamente 68% de todas as remessas de clientes através de canais on -line.

Métrica de plataforma online	Desempenho
Porcentagem de remessa digital	68%
Transações online anuais	3,2 milhões
Tempo de atividade da plataforma	99.97%

Aplicativo móvel

Suportes para aplicativos móveis da ODFL Rastreamento de remessa em tempo real com mais de 425.000 usuários mensais ativos.

• Usuários ativos mensais: 425.000
• Métricas de download de aplicativos: 1,2 milhão de downloads totais
• Plataformas disponíveis: iOS e Android

Centros de atendimento ao cliente

ODFL opera 7 Centros de atendimento ao cliente centralizado lidar com aproximadamente 185.000 interações com os clientes mensalmente.

Métrica de call center	Desempenho
Tota de call centers	7
Interações mensais do cliente	185,000
Tempo médio de resposta	2,5 minutos

Rede de centro de serviço físico

ODFL mantém 245 locais do centro de serviço Nos Estados Unidos, cobrindo 48 estados e regiões estratégicas.

Métrica do centro de serviço	Quantidade
TOTAL CENTERS DE SERVIÇO	245
Estados cobertos	48
Remessas anuais do centro de serviço	12,4 milhões

Old Dominion Freight Line, Inc. (ODFL) - Modelo de negócios: segmentos de clientes

Pequenas e médias empresas

Em 2023, a antiga linha de frete Dominion serviu aproximadamente 42.378 clientes ativos no segmento de negócios de pequeno a médio porte. O volume médio de envio anual para esses clientes foi de 1.247 remessas por ano.

Características do segmento de clientes	Número de clientes	Receita média anual por cliente
Pequenas empresas (1-50 funcionários)	26,845	$87,500
Empresas médias (51-500 funcionários)	15,533	$342,000

Empresas de Manufatura e Industrial

A ODFL atende a 18.642 clientes industriais e de fabricação com um volume total de remessa de 5,2 milhões de toneladas em 2023.

• Clientes de fabricação automotiva: 3.276
• Fabricantes de equipamentos industriais: 2.845
• Fabricação de produtos químicos e materiais: 1.937

Empresas de varejo e comércio eletrônico

Em 2023, a ODFL lidou com 3,8 milhões de remessas para clientes de varejo e comércio eletrônico, representando 22% de seu volume total de frete.

Segmento de varejo	Número de clientes	Volume de envio anual
Varejistas on -line	6,724	1,7 milhão de remessas
Varejistas de tijolo e argamassa	4,532	2,1 milhões de remessas

Cadeias de suprimentos automotivos e industriais

O ODFL gerencia a logística para 7.845 clientes da cadeia de suprimentos automotivos e industriais, com um valor total de remessa de US $ 2,3 bilhões em 2023.

• Fornecedores de peças automotivas: 2.345 clientes
• Fabricantes de componentes industriais: 3.276 clientes
• Redes de concessionária automotiva: 2.224 clientes

Transportadores comerciais regionais e nacionais

A ODFL atende a 12.543 clientes de remessas comerciais regionais e nacionais em 48 estados, com uma cobertura total da rede de 99,7% dos Estados Unidos continentais.

Segmento geográfico	Número de clientes	Receita anual
Remetentes regionais	8,234	US $ 1,4 bilhão
Remetentes nacionais	4,309	US $ 2,1 bilhões

Old Dominion Freight Line, Inc. (ODFL) - Modelo de negócios: estrutura de custos

Despesas de aquisição e manutenção de frota

A partir de 2023, a antiga linha de frete Dominion manteve uma frota de aproximadamente 10.500 tratores e 37.500 reboques. Os custos de aquisição e manutenção da frota totalizaram US $ 386,4 milhões em 2022.

Categoria de ativos de frota	2022 Despesas
Aquisição do trator	US $ 189,2 milhões
Aquisição de reboque	US $ 97,6 milhões
Manutenção da frota	US $ 99,6 milhões

Custos de combustível e operacional

As despesas com combustível representaram uma parcela significativa dos custos operacionais da ODFL em 2022.

• Despesas totais de combustível: US $ 436,7 milhões
• Custo médio de combustível por milha: US $ 0,42
• Consumo anual de combustível diesel: aproximadamente 124 milhões de galões

Salários e treinamento de funcionários

Em 2022, a ODFL investiu substancialmente em capital humano:

Categoria de funcionários	Compensação total
Salários totais dos funcionários	US $ 1,2 bilhão
Treinamento e desenvolvimento	US $ 18,3 milhões

Investimentos de infraestrutura de tecnologia

ODFL comprometeu recursos significativos à infraestrutura tecnológica:

• Investimento de tecnologia total em 2022: US $ 87,5 milhões
• Desenvolvimento da plataforma digital: US $ 42,3 milhões
• Aprimoramentos de segurança cibernética: US $ 12,6 milhões

Despesas operacionais do centro de instalações e serviços

Despesas operacionais para instalações e centros de serviço em 2022:

Categoria de despesa	Quantia
Manutenção da instalação	US $ 64,2 milhões
Operações do centro de serviço	US $ 129,6 milhões
Utilitários e infraestrutura	US $ 37,8 milhões

Old Dominion Freight Line, Inc. (ODFL) - Modelo de negócios: fluxos de receita

Taxas de remessa menos do que o caminhão (LTL)

Para o ano fiscal de 2023, a antiga linha de frete Dominion registrou receitas operacionais totais de US $ 9,67 bilhões. O frete LTL representa o fluxo de receita primária, representando aproximadamente 90% da receita total da empresa.

Categoria de receita	Valor (2023)	Porcentagem da receita total
Frete LTL	US $ 8,70 bilhões	90%

Serviços de remessa expedidos

Os serviços de remessa acelerados da ODFL geraram aproximadamente US $ 450 milhões em receita para 2023, representando cerca de 4,7% do total de receitas operacionais.

Taxas de transporte de carga especializadas

Os serviços de transporte especializados contribuíram com cerca de US $ 290 milhões para a receita da empresa em 2023.

Tipo de serviço especializado	Contribuição da receita
Transporte dedicado	US $ 180 milhões
Manuseio especializado	US $ 110 milhões

Serviços de logística de valor agregado

Os serviços de valor agregado geraram aproximadamente US $ 130 milhões em receita adicional para 2023.

• Serviços de armazenamento
• Consolidação de frete
• Embalagem personalizada
• Logistics Consulting

Plataforma digital e receitas de serviço de rastreamento

Os serviços de plataforma digital e as soluções de rastreamento contribuíram com cerca de US $ 100 milhões para a receita da empresa em 2023.

Serviço digital	Contribuição da receita
Plataforma de reserva on -line	US $ 60 milhões
Serviços de rastreamento em tempo real	US $ 40 milhões

Old Dominion Freight Line, Inc. (ODFL) - Canvas Business Model: Value Propositions

Old Dominion Freight Line, Inc.'s value proposition centers on delivering premium, reliable service execution, which supports their ability to command pricing discipline in the less-than-truckload (LTL) market.

The commitment to superior service is quantified by industry recognition and operational metrics. For the 2025 Mastio & Company quality survey, Old Dominion Freight Line, Inc. was selected as the #1 National LTL Carrier for Quality for a record 16th consecutive year, a position held since 2010. This recognition is based on direct feedback from LTL shippers.

Operational performance data from 2025 reinforces this quality claim:

• - Cargo claims ratio reported at 0.1% for the third quarter of 2025, and 0.1% in the second quarter of 2025.
• - On-time service performance achieved 99% in the third quarter of 2025, second quarter of 2025, and first quarter of 2025.
• - The company was ranked number one in 23 of the 28 national service categories evaluated by Mastio in 2025.

Further validation comes from the 42nd Annual Quest for Quality survey by Logistics Management in 2025, where Old Dominion Freight Line, Inc. achieved the highest overall score in the LTL category at 51.97.

2025 Quest for Quality Metric (National LTL Group)	Old Dominion Freight Line, Inc. Score
Overall Total Weighted Score	51.97
On-time Performance	13.09
Information Technology	8.52
Customer Service	11.13
Equipment & Operations	9.64

This focus on quality underpins the core value proposition: providing an unmatched value proposition of superior service at a fair price. The company's operational efficiency is reflected in its profitability metrics, such as a Net Margin of 21.19% and a Gross Margin of 34.12%, alongside an operating ratio of 74.6% for the second quarter of 2025.

The service scope is comprehensive, offering national, regional, and inter-regional LTL coverage all sourced from a single integrated, union-free organization.

Beyond core LTL, Old Dominion Freight Line, Inc. extends its offering with expedited transportation and various value-added services. These services include:

• - Expedited transportation.
• - Truckload brokerage.
• - Container drayage.
• - Supply chain consulting.

Revenue from these 'Other services' was reported at $12,612 thousand for the three months ended June 30, 2025.

Key attributes where Old Dominion Freight Line, Inc. was recognized as #1 in the 2025 Mastio study include:

• - Shipments delivered with no damages.
• - Consistent transit times (on time %).
• - Carrier is trustworthy.
• - Billing accuracy.
• - Problem resolution.
• - Ease of doing business with the carrier.

The company's LTL revenue per hundredweight, excluding fuel surcharges, increased 5.2% in November 2025 compared to the prior year.

Old Dominion Freight Line, Inc. (ODFL) - Canvas Business Model: Customer Relationships

You're looking at how Old Dominion Freight Line, Inc. (ODFL) manages its relationships, which is clearly anchored in delivering superior, reliable service that keeps high-value customers coming back. This isn't a transactional model; it's about deep integration and trust, supported by dedicated human touchpoints and modern digital tools.

The relationship structure is tiered, reflecting the importance of volume. For the largest accounts, the support is high-touch. To put this into perspective, the top 20 customers accounted for 31.1% of the 2024 revenue, showing a significant reliance on-and commitment to-that top tier. This concentration suggests dedicated sales and customer service teams are definitely deployed for personalized support for these key partners.

The data on service consistency backs up the value proposition that underpins these long-term relationships. For the third quarter of 2025, Old Dominion Freight Line, Inc. reported maintaining an on-time service performance of 99% and a cargo claims ratio of 0.1%. This level of reliability is the bedrock of trust, especially when you consider that for the full year 2024, the company generated total revenue of $5.814810 billion.

To support both the high-touch relationships and the broader customer base, Old Dominion Freight Line, Inc. uses automation heavily. They have planned to invest $50 million in information technology and other key assets for 2025, specifically to enable customer API integrations and new feature enhancements to ODFL.com. This self-service capability helps streamline processes for all customers, offering flexibility in how they manage their shipping needs.

The focus on service excellence is recognized externally, which reinforces the relationship with every customer. Old Dominion Freight Line, Inc. was named the #1 national LTL carrier by Mastio and Company for the 16th consecutive year in 2025. This commitment to quality is what allows the company to maintain pricing discipline; for instance, LTL revenue per hundredweight, excluding fuel surcharges, increased 4.7% in the third quarter of 2025 compared to the third quarter of 2024.

Here's a snapshot of the service and relationship metrics:

Metric Category	Specific Data Point	Value/Amount	Period/Context
Customer Concentration	Top 20 Customers as % of Revenue	31.1%	Fiscal Year 2024
Service Reliability	On-Time Service Performance	99%	Q3 2025
Service Reliability	Cargo Claims Ratio	0.1%	Q3 2025
Technology Investment	Planned IT Capital Expenditure	$50 million	2025 Plan
Pricing Power	LTL Revenue per Hundredweight Increase (excl. Fuel)	4.7%	Q3 2025 vs. Q3 2024
Customer Recognition	Consecutive Years as #1 National LTL Carrier (Mastio)	16	As of 2025

The company supports its customer base with direct access points, too. For instance, they offer a direct customer service line, 1-800-235-5569, operating Monday-Friday, 7:30 a.m.-8 p.m. ET. Also, they aim for a response within 24 hours via the email address Customer.Service@odfl.com.

The relationship is further cemented by the company's proactive capacity management, which ensures they are ready when customer demand shifts. They ended 2024 with over 30% excess capacity in their network, positioning them to handle incremental volumes immediately.

Old Dominion Freight Line, Inc. (ODFL) - Canvas Business Model: Channels

The Channels block for Old Dominion Freight Line, Inc. centers on a multi-faceted approach, blending a traditional, high-touch sales presence with sophisticated digital self-service tools and a vast physical network for execution.

Direct Sales Force Managing Customer Accounts

The direct sales force acts as the primary relationship channel for many accounts, ensuring complex service needs are met with personalized attention. This human element is critical for maintaining the premium service proposition that supports yield management initiatives. While the exact size of the direct sales team isn't a publicly itemized figure, its function is to manage the relationships that drive the core Less-Than-Truckload (LTL) business. This channel is intrinsically linked to Old Dominion Freight Line, Inc.'s ability to command strong pricing, evidenced by the LTL revenue per hundredweight, excluding fuel surcharges, increasing by 4.7% in the third quarter of 2025 compared to the third quarter of 2024.

ODFL.com for Quoting, Tracking, and Booking Shipments

The digital front door, ODFL.com, facilitates self-service transactions, mirroring the convenience customers expect from e-commerce trends. This channel supports the core functions of quoting, tracking, and booking shipments, allowing for an effortless and transparent shipping experience. The company's commitment to operational excellence, including maintaining 99% on-time service performance in Q3 2025, reinforces the credibility of the information provided through these digital tools.

Electronic Data Interchange (EDI) and API Connections with Large Shippers

For high-volume shippers, Old Dominion Freight Line, Inc. uses deep system integration via Electronic Data Interchange (EDI) and Application Program Interfaces (APIs) to exchange business data electronically, avoiding manual re-keying of information.

The technology stack supporting this channel is actively being modernized:

• The EDI platform utilizes the Cleo Clarify Business Integrator software tool set.
• Key required EDI transaction sets include the 850 Purchase Order and the 810 Invoice.
• Old Dominion Freight Line, Inc. is retiring most of its SOAP API endpoints on December 31, 2025, mandating migration to REST API endpoints for critical functions like Tracking, Bill of Lading (BOL), Pickup, Labels, and Document Retrieval.
• The Rate Estimate SOAP API is scheduled for sunset later in 2026.

Network of Service Centers for Pickup and Delivery Operations

The physical channel is the network of service centers, which is the backbone for executing the LTL service promise. Investment in this network is a hallmark of the long-term strategic plan.

Here are key figures related to the physical network and associated capital deployment:

Metric	Value/Status	Context/Date
Service Center Count	261	Across 48 states, as of December 31, 2024
2025 Real Estate/Service Center CapEx Plan	$210 million	Planned expenditure for 2025
Total CapEx (First Nine Months 2025)	$369.3 million	Total capital expenditures through Q3 2025
Q3 2025 Operating Ratio	74.3%	Reflects network efficiency and cost control

This physical infrastructure supports the movement of freight, which saw LTL tons per day decrease by 10.0% in November 2025 compared to November 2024, though this was partially offset by yield increases.

Old Dominion Freight Line, Inc. (ODFL) - Canvas Business Model: Customer Segments

You're looking at the core clientele Old Dominion Freight Line, Inc. (ODFL) serves, which is quite broad, spanning the industrial and retail sectors across the U.S. The company's service quality is what keeps these diverse shippers coming back, even when volumes soften, as seen in November 2025 when LTL tons per day dropped 10.0% year-over-year. Still, the value proposition holds, evidenced by LTL revenue per hundredweight (yield) increasing by 5.9% quarter-to-date compared to the prior year.

The customer base is heavily weighted toward industrial shippers, which is a key factor when you look at the manufacturing sector's contribution to revenue. Here's the quick math on the revenue split based on the latest available detailed breakdown:

Customer Industry Segment	Revenue Contribution Percentage
Manufacturing	38%
Retail	22%
Automotive	15%
Construction	12%
Other industries	13%

Large national accounts are definitely a cornerstone, as they demand the consistent, high-quality Less-Than-Truckload (LTL) service that Old Dominion Freight Line, Inc. (ODFL) is known for, like their 99% on-time service performance reported in Q2 2025. These are the customers who value reliability over chasing the lowest spot rate. The company's commitment to its long-term strategic plan supports these relationships, even when the broader domestic economy shows softness, as reflected in the 9.4% year-over-year decrease in daily LTL shipments in November 2025.

Small to mid-sized businesses (SMBs) form the bulk of the standard LTL service utilization, feeding the network daily. While volumes are down, Old Dominion Freight Line, Inc. (ODFL) continues to focus on yield management, which helps support all customer tiers. For context, the second quarter of 2025 saw total revenue at $1,407,724 thousand, showing the scale of the business serving these shippers.

Beyond the core LTL offering, Old Dominion Freight Line, Inc. (ODFL) caters to customers needing specific logistics solutions. These specialized services are critical for a complete supply chain offering:

• - Customers needing container drayage services.
• - Shippers utilizing truckload brokerage.
• - Businesses seeking supply chain consulting.
• - Those requiring expedited transportation options.

The company maintains a vast network of over 250 service centers across 48 states to support this diverse customer base.

Old Dominion Freight Line, Inc. (ODFL) - Canvas Business Model: Cost Structure

You're analyzing the cost structure for Old Dominion Freight Line, Inc. (ODFL) as of late 2025, and the picture is one of managing high fixed costs against fluctuating, but price-disciplined, revenue. The company's premium service model requires significant upfront investment, which shows up clearly in the cost base.

The cost structure is characterized by substantial fixed components, stemming from the decision to own the network infrastructure. This includes significant investment in owned real estate and service centers, which drives high depreciation and property-related overhead. This fixed nature means that when freight volumes soften, as they did in 2025, the operating ratio naturally deteriorates due to deleveraging-fixed costs become a larger slice of the revenue pie.

Variable costs remain significant, primarily tied to the direct operation of the large, modern fleet. Employee compensation is a major component here. For instance, in the first quarter of 2025, the cost of employee benefits represented 38.2% of salaries. This highlights the competitive nature of labor costs in the industry, which Old Dominion Freight Line, Inc. must manage while maintaining its union-free status.

Fuel and maintenance expenses are always key variables for a carrier of this scale. While on-highway diesel prices have seen some fluctuation, the focus remains on maintaining a modern fleet to manage efficiency and compliance costs. This commitment to fleet quality is part of the long-term strategy, though it requires consistent spending.

The company demonstrated agility in managing its capital outlay in response to the softer macro environment. Management scaled back its initial capital expenditure plan, projecting aggregate capital expenditures for 2025 to total approximately $450 million. This was a reduction from earlier expectations, showing a clear action to preserve cash while still investing for the eventual upcycle.

Here's a breakdown of that revised 2025 capital plan:

• - Real estate and service center expansion projects: $210 million
• - Tractors and trailers: $190 million
• - Information technology and other assets: $50 million

The ultimate measure of cost control effectiveness is the operating ratio (OR), which is operating expenses as a percentage of revenue-lower is better. For the third quarter of 2025, Old Dominion Freight Line, Inc.'s operating ratio stood at 74.3%. This was an increase from 72.7% in the year-ago period, which management attributed directly to the deleveraging effect of the decrease in revenue on fixed overhead costs. Still, the company was pleased to maintain its direct operating expenses at the same percentage of revenue compared to Q3 2024, underscoring strong variable cost discipline.

To put some of these cost and efficiency metrics in context for the near term, consider this snapshot based on 2025 performance data:

Metric	Period	Value
Operating Ratio (OR)	Q3 2025	74.3%
Operating Ratio (OR)	Q1 2025	75.4%
Overhead Costs as % of Revenue Change	Q3 2025 vs. Q3 2024	Increased 160 basis points
Total Projected 2025 Capital Expenditures	Full Year 2025 Estimate	Approximately $450 million
Cumulative Network/Fleet Spend	Last Three Years (through 2025)	$2 billion

The company has historically spent heavily to build out its network, having spent approximately $2 billion cumulatively over the last three years on network expansion and fleet replacement cycles, positioning it for higher density when volumes recover. This past investment is what creates the high fixed cost base you see today.

Finance: draft 13-week cash view by Friday.

Old Dominion Freight Line, Inc. (ODFL) - Canvas Business Model: Revenue Streams

You're looking at how Old Dominion Freight Line, Inc. actually brings in the money, which, as you'd expect for a top-tier LTL carrier, is heavily weighted toward core transportation services. The financial reality for the first nine months of 2025 shows the backbone of the business is strong, even with some volume softness in the market. Honestly, their pricing discipline is what's keeping the top line healthy.

Here's a quick look at the reported revenue breakdown for the nine months ended September 30, 2025, in thousands of US Dollars, which really grounds the discussion:

Revenue Component	9M 2025 Revenue (in thousands USD)	9M 2024 Revenue (in thousands USD)	Year-over-Year % Change
Core LTL services revenue	$4,150,289	$4,388,808	(5.4)%
Other services revenue	$38,804	$40,173	(3.4)%
Total revenue	$4,189,093	$4,428,981	(5.4)%

That core LTL services revenue totaled $4.150 billion for the 9M 2025 period. That number is the key performance indicator for their main operation. Also, you can see that Other services revenue, which includes things like brokerage and consulting, was $38.804 million for the same nine months, showing a slight dip of 3.4% year-over-year.

Yield management is a huge part of their revenue story, especially when volumes are choppy. To offset rising costs for real estate, new equipment, and competitive employee wages, Old Dominion Freight Line announced a General Rate Increase (GRI) of 4.9 percent. This increase was effective November 3, 2025, applying to their existing ODFL 559, 670, and 550 tariffs. That 4.9% is the headline number, but the actual impact varies by lane and distance traveled, which is just how LTL pricing works.

Revenue from fuel surcharges is definitely a variable stream, directly tied to diesel prices, though the company uses programs to help offset the impact. What's interesting is how they talk about yield. For the quarter-to-date period ending in November 2025, LTL revenue per hundredweight was up 5.9 percent year-over-year. But, if you strip out the fuel surcharges, the core yield increase was 5.2 percent. That 5.2% is what management points to as evidence of their sustained yield discipline.

So, to map out the streams you asked about:

• - Core LTL services revenue, totaling $4.150 billion for 9M 2025.
• - Revenue from fuel surcharges, which fluctuates with diesel prices and is reported separately from the core yield increases.
• - Other services revenue, which was $38.804 million for 9M 2025, covering truckload brokerage and supply chain consulting.
• - The General Rate Increase (GRI), specifically the 4.9 percent increase effective November 3, 2025.