| Stage | ODFL | % of rev | SAIA | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.6B | 100.00% | $956M | 100.00% | ODFL ×1.62 |
| Gross profit | $790M | 50.86% | $522M | 54.59% | SAIA +3.7pp |
| Operating income | $465M | 29.94% | $125M | 13.09% | ODFL +16.9pp |
| Pre-tax income | $467M | 30.08% | $125M | 13.12% | ODFL +17.0pp |
| Net income | $351M | 22.56% | $94M | 9.85% | ODFL +12.7pp |
| Stage | ODFL | SAIA | Gap · A − B |
|---|---|---|---|
| Revenue | $1.6B100.00% | $956M100.00% | ODFL ×1.62 |
| Gross profit | 50.86%$790M | 54.59%$522M | SAIA +3.7pp |
| Operating income | 29.94%$465M | 13.09%$125M | ODFL +16.9pp |
| Pre-tax income | 30.08%$467M | 13.12%$125M | ODFL +17.0pp |
| Net income |
| 22.56%$351M |
| 9.85%$94M |
| ODFL +12.7pp |
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.”
SAIA · 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.”