| Stage | ARCB | % of rev | ODFL | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.2B | 100.00% | $1.6B | 100.00% | ODFL ×1.31 |
| Gross profit | $1.2B | 100.00% | $851M | 53.49% | ARCB +46.5pp |
| Operating income | $73M | 6.06% | $453M | 28.46% | ODFL +22.4pp |
| Pre-tax income | $71M | 5.85% | $455M | 28.60% | ODFL +22.7pp |
| Net income | $52M | 4.27% | $344M | 21.61% | ODFL +17.3pp |
| Stage | ARCB | ODFL | Gap · A − B |
|---|---|---|---|
| Revenue | $1.2B100.00% | $1.6B100.00% | ODFL ×1.31 |
| Gross profit | 100.00%$1.2B | 53.49%$851M | ARCB +46.5pp |
| Operating income | 6.06%$73M | 28.46%$453M | ODFL +22.4pp |
| Pre-tax income | 5.85%$71M | 28.60%$455M | ODFL +22.7pp |
| Net income | 4.27%$52M | 21.61%$344M | ODFL +17.3pp |