ArcBest vs Old Dominion
Old Dominion reported revenue of $5.5 billion in fiscal 2025, 1.4 times ArcBest's $4.0 billion in fiscal 2025. ArcBest's revenue fell 4.0% in its latest year, and Old Dominion's fell 5.5%. ArcBest had an operating margin of 2.2%, against 24.8% at Old Dominion. Free cash flow was $114 million at ArcBest and $955 million at Old Dominion.
Side by side
| ArcBest | Old Dominion | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2025, Dec 31, 2025 |
| Revenue | $4.0B | $5.5B |
| Revenue growth | −4.0% | −5.5% |
| Revenue growth a year, last 5 years | 6.4% | 6.5% |
| Gross margin | — | — |
| Operating margin | 2.2% | 24.8% |
| Net margin | 1.5% | 18.6% |
| Free cash flow | $114M | $955M |
| Free cash flow margin | 2.9% | 17.4% |
| Return on capital | 4.8% | 24.3% |
| Net debt to EBITDA | 0.4x | −0.1x |
| Dividends and buybacks | $87M | $966M |
| Change in diluted share count | −3.7% | −2.3% |
| Last close | $127.91 | $164.92 |
| P/E at the last close | 99.2× | 29.6× |
| Insider trades, last 12 months | sold $3.2 million | sold $26.2 million |
| Piotroski F-score | 4 of 8 | 6 of 8 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
ArcBestOld Dominion
Operating margin
Percent of revenue
ArcBestOld Dominion
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
ArcBestOld Dominion
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the ArcBest and Old Dominion pages.