ARCB vs ODFL
Arcbest Corp. and OLD Dominion Freight Line, Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | ARCB | ODFL |
|---|---|---|
| Revenue | $4.0B | $5.5B |
| Net income | $60.1M | $1.0B |
| Gross margin | · | · |
| Net margin | 1.5% | 18.6% |
| Return on equity | 4.6% | 23.9% |
| Diluted EPS | $2.62 | $4.84 |
| Dividend / share | · | $1.12 |
| Payout ratio | 18.3% | 23.0% |
| Free cash flow | $114.2M | $955.1M |
| Equity | $1.3B | $4.3B |
| Net debt / equity | 0.09× | −0.02× |
| Current ratio | 0.95× | 1.44× |
| Revenue CAGR 5y | 6.4% | 6.5% |
| Profit CAGR 5y | −3.3% | 8.8% |
ODFL bills 1.4× the revenue of ARCB, and keeps more of each dollar of revenue as profit (18.6% against 1.5%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | ARCB | ODFL |
|---|---|---|
| FY2025 | $4.0B | $5.5B |
| FY2024 | $4.2B | $5.8B |
| FY2023 | $4.4B | $5.9B |
| FY2022 | $5.0B | $6.3B |
| FY2021 | $3.8B | $5.3B |
| FY2020 | $2.9B | $4.0B |
| FY2019 | $3.0B | $4.1B |
| FY2018 | $3.1B | $4.0B |
| FY2017 | $2.8B | $3.4B |
| FY2016 | $2.7B | $3.0B |
Bottom line
| Fiscal year | ARCB | ODFL |
|---|---|---|
| FY2025 | $60.1M | $1.0B |
| FY2024 | $174.0M | $1.2B |
| FY2023 | $195.4M | $1.2B |
| FY2022 | $298.2M | $1.4B |
| FY2021 | $213.5M | $1.0B |
| FY2020 | $71.1M | $672.7M |
| FY2019 | $40.0M | $615.5M |
| FY2018 | $67.3M | $605.7M |
| FY2017 | $59.7M | $463.8M |
| FY2016 | $18.7M | $295.8M |
18 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$1,486,231,000 | ODFL |
| FY2024 | −$1,635,791,000 | ODFL |
| FY2023 | −$1,438,709,000 | ODFL |
| FY2022 | −$1,231,069,000 | ODFL |
| FY2021 | −$1,490,143,000 | ODFL |
| FY2020 | −$1,074,966,000 | ODFL |
| FY2019 | −$1,120,801,000 | ODFL |
| FY2018 | −$949,907,000 | ODFL |
| FY2017 | −$531,655,000 | ODFL |
| FY2016 | −$291,298,000 | ODFL |
| FY2015 | −$305,537,000 | ODFL |
| FY2014 | −$175,204,000 | ODFL |
| FY2013 | −$38,099,000 | ODFL |
| FY2012 | −$68,580,000 | ODFL |
| FY2011 | +$3,809,000 | ARCB |
| FY2010 | +$176,866,000 | ARCB |
| FY2009 | +$227,896,000 | ARCB |
| FY2008 | +$295,328,000 | ARCB |
The higher-revenue side has changed between ARCB and ODFL over this period. The gap has widened since the earliest year compared.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.
18 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −17.1 pp | ODFL |
| FY2024 | −16.2 pp | ODFL |
| FY2023 | −16.7 pp | ODFL |
| FY2022 | −16.1 pp | ODFL |
| FY2021 | −14.0 pp | ODFL |
| FY2020 | −14.3 pp | ODFL |
| FY2019 | −13.6 pp | ODFL |
| FY2018 | −12.8 pp | ODFL |
| FY2017 | −11.7 pp | ODFL |
| FY2016 | −9.2 pp | ODFL |
| FY2015 | −8.6 pp | ODFL |
| FY2014 | −7.8 pp | ODFL |
| FY2013 | −8.1 pp | ODFL |
| FY2012 | −8.3 pp | ODFL |
| FY2011 | −7.0 pp | ODFL |
| FY2010 | −7.1 pp | ODFL |
| FY2009 | −11.5 pp | ODFL |
| FY2008 | −2.9 pp | ODFL |
ODFL has kept the higher net margin in every one of these 18 fiscal years.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
ODFL's net margin has been more volatile than ARCB's over the 18 comparable fiscal years — 6.0 percentage points of standard deviation against 3.1.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
ODFL led in net margin in every one of the 18 comparable fiscal years — a structural lead, not a recent swing.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
ARCB's return on equity has been more volatile than ODFL's over the 18 comparable fiscal years — 10.9 percentage points of standard deviation against 7.3.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
ODFL led in return on equity in every one of the 18 comparable fiscal years — a structural lead, not a recent swing.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.