Old Dominion Freight Line reaffirmed its status as the gold standard in LTL freight, with strong performance and a substantial lead over competitors.

A slump in international trade, geopolitical conflicts and economic uncertainty created a difficult business environment for the largest transportation and logistics providers in 2023.

Over the longer term, we think UPS can generate average top-line growth in the midsingle digits as it capitalizes on continued e-commerce growth. We bake in a midcycle operating margin of 10.5%-11.0%, ...

The less-than-truckload (LTL) market is faring better but still has freight volumes below pre-pandemic levels, according to ...

Analysts are particularly focused on the potential for strategic shifts among competitors, such as FedEx (NYSE:FDX) Freight, which could alter the competitive dynamics of the LTL market.

LTL weight guidelines can vary greatly. While NFMC says weights range from 100 to 10,000 pounds, some carriers — such as FedEx — only accept LTL freight of at least 150 pounds. Some carriers ...

FedEx's Q1 2025 results missed expectations ... weights dropped by 3% as a lot of heavier shipments moved over to the truckload market, where rates are lower. Investors should pay close attention ...

The market has consistently undervalued FedEx’s less-than-truckload operations. A spin-off or sale could unlock substantial value, as peers like Old Dominion and Saia trade at higher multiples ...

The market has consistently undervalued FedEx's less-than-truckload operations. A spin-off or sale could unlock substantial ...

Following impressive growth over the past decade, Old Dominion Freight Line is the second-largest US less-than-truckload carrier by revenue (after FedEx Freight) and the clear industry leader in ...