| Stage | ODFL | % of rev | KNX | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.6B | 100.00% | $2.2B | 100.00% | KNX ×1.38 |
| Gross profit | $851M | 53.49% | $579M | 26.32% | ODFL +27.2pp |
| Operating income | $453M | 28.46% | $179M | 8.12% | ODFL +20.3pp |
| Pre-tax income | $455M | 28.60% | $163M | 7.38% | ODFL +21.2pp |
| Net income | $344M | 21.61% | $118M | 5.36% | ODFL +16.2pp |
| Stage | ODFL | KNX | Gap · A − B |
|---|---|---|---|
| Revenue | $1.6B100.00% | $2.2B100.00% | KNX ×1.38 |
| Gross profit | 53.49%$851M | 26.32%$579M | ODFL +27.2pp |
| Operating income | 28.46%$453M | 8.12%$179M | ODFL +20.3pp |
| Pre-tax income | 28.60%$455M | 7.38%$163M | ODFL +21.2pp |
| Net income | 21.61%$344M | 5.36%$118M | ODFL +16.2pp |
None
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.”
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.”
None