| Stage | JBHT | % of rev | ODFL | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $3.7B | 100.00% | $1.6B | 100.00% | JBHT ×2.31 |
| Gross profit | $2.5B | 68.79% | $851M | 53.49% | JBHT +15.3pp |
| Operating income | $247M | 6.72% | $453M | 28.46% | ODFL +21.7pp |
| Pre-tax income | $231M | 6.29% | $455M | 28.60% | ODFL +22.3pp |
| Net income | $172M | 4.69% | $344M | 21.61% | ODFL +16.9pp |
| Stage | JBHT | ODFL | Gap · A − B |
|---|---|---|---|
| Revenue | $3.7B100.00% | $1.6B100.00% | JBHT ×2.31 |
| Gross profit | 68.79%$2.5B | 53.49%$851M | JBHT +15.3pp |
| Operating income | 6.72%$247M | 28.46%$453M | ODFL +21.7pp |
| Pre-tax income | 6.29%$231M | 28.60%$455M | ODFL +22.3pp |
| Net income |
| 4.69%$172M |
| 21.61%$344M |
| ODFL +16.9pp |
JBHT · WNC 10-KFeb 18 '26
“Our competitive strength related to long-term core customer relationships is evidenced by our multi-year order agreement with J.B. Hunt Transport Inc., which we announced in January 2023.”
ODFL · WNC 10-KFeb 18 '26
“We have established relationships as a supplier to many large customers in the transportation industry for our dry and refrigerated van products, platform trailers, and tank trailers, including the following: ▪ Truckload Carriers: Crete Carrier Corp.; J.B. Hunt Transport, Inc.; Werner Enterprises, Inc.; Southland Transportation Company; and Knight/Swift Transportation Holdings, Inc.; and Schneider National, Inc. ▪ Less-Than-Truckload Carriers: Saia, Inc.; FedEx Freight, Inc; Old Dominion Freight Lines, Inc.; and R&L Carriers, Inc. ▪ Leasing Companies: Fleetco, Inc.; Penske Truck Leasing Co., L.P.; Ryder System, Inc.; XTRA, LLC; Brody Transportation Company, Inc.; and Premier Trailer Leasing. ▪ Private Fleets: Dollar General Corporation; and PepsiCo, Inc. ▪ Liquid Carriers: Semo Tank/Baker Equipment Co.; Dana Liquid Transport Corporation; Stuart Tank Sales Corporation; The Jack Olsta Co.; and Hills Stainless Tank Inc.”
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