| Stage | KNX | % of rev | ODFL | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $2.2B | 100.00% | $1.6B | 100.00% | KNX ×1.42 |
| Gross profit | $579M | 26.32% | $790M | 50.86% | ODFL +24.5pp |
| Operating income | $179M | 8.12% | $465M | 29.94% | ODFL +21.8pp |
| Pre-tax income | $163M | 7.38% | $467M | 30.08% | ODFL +22.7pp |
| Net income | $118M | 5.36% | $351M | 22.56% | ODFL +17.2pp |
| Stage | KNX | ODFL | Gap · A − B |
|---|---|---|---|
| Revenue | $2.2B100.00% | $1.6B100.00% | KNX ×1.42 |
| Gross profit | 26.32%$579M | 50.86%$790M | ODFL +24.5pp |
| Operating income | 8.12%$179M | 29.94%$465M | ODFL +21.8pp |
| Pre-tax income | 7.38%$163M | 30.08%$467M | ODFL +22.7pp |
| Net income |
| 5.36%$118M |
| 22.56%$351M |
| ODFL +17.2pp |
None
KNX · 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.”
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.”
None