The Filing Desk

Old Dominion vs TFI International

Old Dominion ODFL · TFI International TFII · Cargo Ground Transportation

TFI International reported revenue of $7.9 billion in fiscal 2025, 1.4 times Old Dominion's $5.5 billion in fiscal 2025. Old Dominion's revenue fell 5.5% in its latest year, and TFI International's fell 6.1%. Old Dominion had an operating margin of 24.8%, against 7.2% at TFI International. Free cash flow was $955 million at Old Dominion and $705 million at TFI International.

Side by side

Old DominionTFI International
Latest fiscal yearFY2025, Dec 31, 2025FY2025, Dec 31, 2025
Revenue$5.5B$7.9B
Revenue growth−5.5%−6.1%
Revenue growth a year, last 5 years6.5%15.8%
Gross margin——
Operating margin24.8%7.2%
Net margin18.6%3.9%
Free cash flow$955M$705M
Free cash flow margin17.4%8.9%
Return on capital24.3%8.6%
Net debt to EBITDA−0.1x2.0x
Dividends and buybacks$966M$377M
Change in diluted share count−2.3%−2.1%
Last close$182.47$111.81
P/E at the last close35.1×—
Insider trades, last 12 monthssold $26.2 million—
Piotroski F-score6 of 86 of 8
Amounts in each company's own currency, US$ 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
Old DominionTFI International
Operating margin
Percent of revenue
Old DominionTFI International
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Old DominionTFI International

Start a new comparison

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 Old Dominion and TFI International pages.