Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .Analyst’s Disclosure:I/we have a beneficial long position in the shares of ODFL, UNP, CSL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking ...

Old Dominion Freight Line, Inc. (NASDAQ:ODFL) is one of the 13 Best Freight Stocks to Invest in Now. The second quarter’s earnings miss causes mixed opinions among analysts, while the decline in LTL tons per day impacts the August revenue. Old Dominion Faces Analyst Split After Earnings Miss and August LTL Decline The company’s revenue during the quarter declined by 6.1% year-over-year and missed the analyst estimates by 0.7%. Its EPS was also a miss, standing at $1.27 against the analyst expectations o ...

This story was originally published on Trucking Dive. To receive daily news and insights, subscribe to our free daily Trucking Dive newsletter. Dive Brief: Tonnage in August declined year over year for Old Dominion Freight Line, XPO and Saia while ArcBest reported a 2% increase in its asset-based operating segment. Shipments per day similarly declined across most of those carriers. Companies also noted declines in weight per shipment, except for Saia posting an incremental 0.1% increase YoY. “Old Do ...

Thomasville, North Carolina-based Old Dominion Freight Line, Inc. (ODFL) is one of the largest North American less-than-truckload (LTL) motor carriers and provides regional, inter-regional, and national LTL services. With a market cap of $31.2 billion, Old Dominion’s offerings also include various value-added services, including container drayage, truckload brokerage, and supply chain consulting. Companies worth $10 billion or more are generally described as “large-cap stocks.” Old Dominion fits right int ...

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

投资背景 - 在物流行业拥有近二十年从业经验 同时从事股票投资和宏观经济分析近十年 [1] - 当前投资聚焦于东盟及纽交所/纳斯达克市场的银行 电信 物流和酒店类股票 [1] - 自2014年起参与菲律宾股市投资 主要覆盖银行 电信和零售行业 [1] 投资策略 - 投资组合包含不同行业和市值规模的股票 既持有退休长期资产 也进行短线交易获利 [1] - 2020年进入美国市场 通过亲属账户先行接触后开设独立账户 [1] - 2018年起运用Seeking Alpha平台分析报告 与菲律宾市场研究形成交叉验证 [1] 资产配置 - 初始投资集中于知名蓝筹公司 后逐步实现多元化配置 [1] - 美国市场持仓延续东盟投资逻辑 重点配置银行 酒店 航运及物流企业 [1] - 投资动机源于资产多元化需求 替代传统银行储蓄和房地产投资方式 [1]

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .The other day, I wrote an article titled "Buckle Up For The Biggest Market Disruption Since The Industrial Revolution." As you can imagine, it was about artificial intelligence and my belief that mostAnalyst’s Disclosure:I/we have a beneficial long position in the shares of CNQ, ...

核心观点 - 8月运营更新显示收入和货运量持续下滑 但公司通过严格定价和优质服务维持长期竞争力 为经济复苏时的盈利反弹奠定基础 [1][2][3][9][11] - 尽管估值表面偏高 但当前弱势环境为长期投资者提供布局机会 公司通过现金流回报股东和战略性投资强化行业地位 [10][12][13] 运营表现 - 8月日均收入同比下降4.8% LTL吨位日均下降9.2% 其中日均货运量下降8.2% 单票重量下降1.2% [5] - 同比第二季度吨位下降7.7%和货运量下降6.7% 8月数据表明货运衰退进一步加深 [6] - 第二季度收入同比下降6.1% 每股收益下降14.2% 运营比率从71.9%恶化至74.6% [7] - 保持99%准时服务率和0.1%货损率 服务质量维持行业领先水平 [8] 定价策略 - LTL每百磅收入增长4.5% 排除燃油附加费后增长4.7% 在货运量下滑环境下坚持溢价定价 [9] - 通过可靠性声誉和优质服务维持定价能力 体现差异化竞争策略 [3][9] 财务与资本配置 - 2025年上半年经营现金流达6.224亿美元 完成4.25亿美元股票回购 [12] - 总计向股东返还5.43亿美元 其中1.18亿美元用于股息分配 [12] - 计划年度资本支出约4.5亿美元 重点投资房地产和设备以增强长期竞争力 [12] 行业环境 - 货运需求持续疲软 预计复苏时间仍不确定 行业面临周期性压力 [3][6][9] - 公司利用下行周期扩大市场份额 为行业复苏时的盈利杠杆效应做准备 [10][11][13]

Old Dominion Freight Line (NASDAQ: ODFL ) is well-positioned to recover from the current cyclical bottom. With the interest rate cycle likely to reverse, industrial activity should pick up and support volumes. Pricing already remains strong, and volumeI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing ...

8月业绩表现 - 公司8月每日收入同比下降48% 主要由于零担运输每日吨数下降92% [2][6] - 零担运输每日吨数下降原因包括每日货运量下降82%和每批货物重量下降12% [2][6] - 当季至今零担每百磅收入同比增长45% 不含燃油附加费的零担每百磅收入增长47% [2][6] 管理层评论 - 公司首席执行官将业绩下滑归因于国内经济持续疲软 [3] - 强调每百磅收入改善证明客户认可其优质服务价值 [3] - 公司保持最佳价值定位 具备处理增量运力的能力 对长期盈利市场份额增长保持信心 [3] 股价表现与行业对比 - 公司股票过去六个月下跌184% 同期运输卡车行业下跌113% [4] - 公司目前获得Zacks第四评级（卖出） [4] 同业公司比较 - LATAM航空集团获得Zacks第一评级（强力买入） 本年度预期盈利增长率45% [7][8] - 过去四个季度中有两个季度盈利超预期 一个季度未达预期 一个季度符合预期 平均超预期404% [8] - SkyWest公司同样获得Zacks第一评级 本年度预期盈利增长率2806% [7][9] - 过去四个季度盈利全部超预期 平均超预期2192% [9]