GXO Logistics Inc vs Old Dominion Freight Line Inc — how do they compare? GXO Logistics Inc trades at $47.96 (market cap $5.37B), while Old Dominion Freight Line Inc trades at $209.64 (market cap $43.43B). The key difference: Old Dominion Freight Line Inc is far larger — about 8.1× GXO Logistics Inc's market cap, and Old Dominion Freight Line Inc pays a 0.55% dividend while GXO Logistics Inc pays none. Which is the better fit depends on your goals.
| GXO | ODFL | |
|---|---|---|
Market Cap | $5.37B | $43.43B |
Sector | Industrials | Industrials |
52-Week High | $65.59 | $248.73 |
52-Week Low | $45.52 | $126.29 |
Enterprise Value | $10.72B | $43.17B |
Dividend Yield | — | 0.55% |
Signals from Pluang's Aura AI — not financial advice
GXO Logistics trades at $47.98, up 2.17% today, with a bearish technical signal but strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $0.59 exceeding expectations, and revenue growth to $13.6B in 2026. Recent news highlights CEO commentary on data center growth and business transfers, while margins face pressure.
Outlook is mixed: high P/E of 41.3 suggests premium valuation, but low P/S of 0.4 and 88.9% buy ratings from analysts signal upside potential to a $65.67 consensus target. Risks include margin stagnation and competitive logistics market, requiring monitoring of profit expansion.
ODFL trades at $212.58, showing minimal daily movement with a 0.01% gain. The stock demonstrates strong fundamental performance with consistent earnings beats and robust profitability metrics including 19.44% net income margin and 24.82% ROE. Recent Q2 2026 earnings of $1.68 per share exceeded expectations by 9%, driven by yield improvements and cost discipline. Technical indicators show bearish momentum with the price trading near pivot point resistance at $213.
The outlook remains positive given ODFL's operational excellence and pricing power, though premium valuation at 40.28 P/E requires flawless execution. Key risks include freight volume pressures and economic sensitivity. Analyst consensus targets $239.85, suggesting 13% upside potential from current levels, supported by the company's strong balance sheet and dividend payments.
Trailing returns across standard periods
Latest headlines on both assets
GXO is the world's largest pure-play contract logistics provider. It offers cutting-edge supply chain solutions, including automated warehousing and fulfillment, for global blue-chip companies.
Read more on GXO →Old Dominion Freight Line is the fourth-largest less-than-truckload carrier in the United States, with more than 240 service centers and 9,200-plus tractors. OD is by far one of the most disciplined and efficient providers in the trucking industry, and its profitability and capital returns stand head and shoulders above its peers. Strategic initiatives revolve around increasing network density through market share gains and maintaining industry-leading service via consistent infrastructure investment.
Read more on ODFL →