Old Dominion Is Still a Freight Machine—But the Landscape Is Changing

Old Dominion Freight Line has long been the gold standard in LTL—disciplined, focused, and remarkably consistent. But in 2024, the cracks began to show. With revenue and profit slipping for the first time in years, and competitors like XPO and Saia gaining ground, Old Dominion is at a crossroads. As both a logistics professional and a shareholder, I break down what these shifts mean—not just for Old Dominion, but for the future of freight.