ODFL
Old Dominion Freight Line, Inc.
ODFL has the edge over RDW overall, supported by lower modeled downside and stronger valuation.
RDW
Redwire Corporation
RDW's outlook is improving, though it still trails on the overall score.
ODFL Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
ODFL's revenue, profitability, cash flow and balance sheet are all currently healthy.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
ODFL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 26x | $172 | — |
| Cheap | 27x | $150 | -12% |
| Current | 31x | $172 | — |
| Fair | 34x | $188 | +9.7% |
| Expensive | 40x | $225 | +31% |
Historical ranges are pointers, not guarantees.
ODFL's PE is in its fair range at 31x. If earnings grow as analysts expect, today's price would be 26x next year's earnings, in its cheap range.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
ODFL Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for ODFL, with profitability improving.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
ODFL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.62 | +19% |
| Q3 2026 | $5.57 | +12% |
| Q2 2026 | $5.20 | +1.6% |
| Q1 2026 | $4.79 | -10% |
| Q4 2025 | $4.84 | -12% |
| Q3 2025 | $4.97 | -13% |
| Q2 2025 | $5.12 | -12% |
| Q1 2025 | $5.33 | -6.2% |
| Q4 2024 | $5.48 | -2.7% |
ODFL has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
ODFL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.6B | +13% |
| Q2 2026 | $1.6B | +10% |
| Q1 2026 | $1.3B | -2.9% |
| Q4 2025 | $1.3B | -5.7% |
| Q3 2025 | $1.4B | -4.3% |
| Q2 2025 | $1.4B | -6.1% |
| Q1 2025 | $1.4B | -5.8% |
| Q4 2024 | $1.4B | -7.3% |
ODFL's revenue grew through 2023 and has held roughly level since: $1.6B last quarter, up 13% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 28% | +2.8 points |
| Q2 2026 | 30% | +4.5 points |
| Q1 2026 | 24% | -0.8 points |
| Q4 2025 | 23% | -0.8 points |
| Q3 2025 | 26% | -1.7 points |
| Q2 2025 | 25% | -2.7 points |
| Q1 2025 | 25% | -1.9 points |
| Q4 2024 | 24% | -4 points |
ODFL has the edge over RDW on profitability, with a higher operating margin.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW has the edge over ODFL on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
ODFL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $402.4M | +17% |
| Q2 2026 | $195.7M | +98% |
| Q1 2026 | $311.1M | +25% |
| Q4 2025 | $264.5M | +15% |
| Q3 2025 | $343.5M | +69% |
| Q2 2025 | $98.7M | -34% |
| Q1 2025 | $248.4M | -18% |
| Q4 2024 | $230.1M | -30% |
ODFL has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
ODFL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -593K shares |
| 1 year | -1.3% | -2.8M shares |
| 3 years | -5.3% | -11.5M shares |
| 5 years | -10% | -24.2M shares |
| Available history | -14% | -33.1M shares |
ODFL has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $160.9M |
| Q2 2026 | $151.6M |
| Q1 2026 | $88.1M |
| Q4 2025 | $124.9M |
| Q3 2025 | $180.8M |
| Q2 2025 | $223.5M |
| Q1 2025 | $201.1M |
| Q4 2024 | $182.5M |
ODFL spent $526M buying back its own shares over the past year, down 33% from the year before.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
ODFL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.2x | Net Cash |
| Q1 2026 | -0.2x | Net Cash |
| Q4 2025 | -0.1x | Net Cash |
| Q3 2025 | 0.0x | Very low |
| Q2 2025 | 0.1x | Very low |
| Q1 2025 | -0.0x | Net Cash |
| Q4 2024 | -0.0x | Net Cash |
ODFL has more cash than debt.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
ODFL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 39.5 | Neutral |
| Stochastic | 8.0 | Oversold |
ODFL's weekly RSI is 40 (neutral) and its Stochastic is 8 (oversold).
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
ODFL PE vs Industrials Sector
| Metric | ODFL | Sector median | Relative |
|---|---|---|---|
| PE | 31x | 24x | 28% above |
| PE % | 35 | 58 | 23 pts below |
ODFL is trading at 31x earnings, a 28% premium to the Industrials sector's median of 24x.
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
ODFL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $176.9 | 3% below |
| 20 week MA | $195.5 | 12% below |
| 50 week MA | $195.2 | 12% below |
| 100 week MA | $177.6 | 3.3% below |
| 200 week MA | $184.6 | 7% below |
ODFL is in a downtrend: it's below all five of its weekly moving averages, and 7% below its 200-week average.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
ODFL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $63.0 | $99.1 | +57% |
| 2021 | $99.1 | $174.2 | +76% |
| 2022 | $174.2 | $143.1 | -18% |
| 2023 | $143.1 | $202.7 | +42% |
| 2024 | $202.7 | $180.2 | -11% |
| 2025 | $180.2 | $159.5 | -12% |
| 2026 YTD | $159.5 | $171.7 | +7.6% |
ODFL has finished lower in three of the last six years. It's up 7.6% so far in 2026.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW has the edge over ODFL on returns for 2026, with the stronger performance.