Old Dominion Sets Freight Standard As Rivals Trail Behind
Old Dominion Sets Freight Standard As Rivals Trail Behind
Ossenbeck puts it simply—executing Old Dominion's playbook is easier said than done.Old Dominion Freight Line Inc (NASDAQ:ODFL) just reaffirmed its status as the gold standard in less-than-truckload (LTL) freight, according to JPMorgan analyst Brian Ossenbeck, who recently pored over insights from the 2024 Mastio Survey.
Old Dominion Freight Line Inc (纳斯达克股票代码:ODFL) 刚刚再次证实了在少于整车货物运输市场中的金字塔标准的地位，根据摩根大通分析师布莱恩·奥森贝克(Brian Ossenbeck)最近查阅了2024年马斯蒂奥调查的见解。
Old Dominion's Playbook: The Industry's Gold Standard For 15 Years
Old Dominion的策略：15年来行业的黄金标杆
The survey, with feedback from roughly 1,600 shippers, showcases Old Dominion's dominance in an industry where rivals are scrambling to catch up.
这项调查收集了大约1600名承运商的反馈，展示了Old Dominion在一个行业中的主导地位，竞争对手们正在竭尽全力追赶。
Despite the buzz around newer strategies, Ossenbeck's analysis indicates that Old Dominion still has a substantial lead. Peers like XPO Inc. (NYSE:XPO) and Saia Inc (NASDAQ:SAIA) may be adopting aspects of Old Dominion's "playbook". They've been prioritizing service, improving network efficiency, and leveraging pricing power. But even after implementing these strategies, they've only narrowed the gap by 7%.
尽管围绕着新策略的热闹，奥森贝克的分析表明Old Dominion仍然拥有实质性的领先优势。像XPO Inc.（纽约交易所:XPO）和Saia公司（纳斯达克股票代码:SAIA）这样的同行可能正在采纳Old Dominion的“策略”。他们一直在优先考虑服务、提高网络效率以及利用定价权。但即使执行了这些策略，他们只能将差距缩小了7％。
Ossenbeck puts it simply—executing Old Dominion's playbook is easier said than done.
奥森贝克简单地说，执行Old Dominion的策略说起来容易做起来难。
Read Also: Old Dominion Freight Line Q3: Misses On Earnings And Revenue As Economic Headwinds Weigh
阅读更多：Old Dominion Freight Line第三季度：在经济逆风加重下盈利和营业收入不及预期
ArcBest, XPO Make Gains, While TForce, Saia Lag
ArcBest公司、XPO取得进展，而TForce、Saia走势疲软
Among the pack, ArcBest Corp (NASDAQ:ARCB) and XPO made notable strides in 2024.
在竞争中，ArcBest公司（纳斯达克股票代码:ARCB）和XPO在2024年取得了明显进展。
ArcBest showed the largest service improvement, with strong gains in on-time pickup and delivery, key metrics for shippers.
arcbest展示了最大的服务改善，在准时提货和交付方面取得了强劲增长，这是货运商的关键指标。
XPO, with its LTL 2.0 strategy, also achieved robust performance gains, especially with smaller shippers. Meanwhile, Estes held steady, maintaining a high service level but not outpacing peers in improvement.
xpo凭借其LTL 2.0策略，也取得了强劲的业绩增长，尤其是在较小的货运商中表现突出。与此同时，Estes保持稳定，保持高水平的服务水平，但在改进方面没有超过同行。
At the other end of the spectrum, TForce Freight is struggling with cost efficiencies and service expectations. Saia, despite a network expansion, saw its service performance slip, a trend Ossenbeck expects to stabilize in the coming year.
在另一端，TForce Freight在成本效率和服务期望方面陷入困境。尽管Saia进行了网络扩张，但其服务表现有所下滑，这是Ossenbeck预计将在未来一年稳定的趋势。
And then there's FedEx Freight – which has the second-slowest performance improvement among national carriers.
而联邦快递货运则是全国运营商中改善速度第二慢的。
For 15 years running, Old Dominion has been the reigning champ in LTL freight, while peers have been taking notes. According to Ossenbeck, OD's mastery in service, pricing, and network efficiency keeps it miles ahead – leaving everyone else playing catch-up.
15年来，old dominion freight line一直是LTL货运的冠军，而同行一直在听取。根据Ossenbeck的说法，OD在服务、定价和网络效率方面的精湛表现使其遥遥领先，其他人只能追赶。
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Photo: Jon Tetzlaff/Shutterstock.com
照片：Jon Tetzlaff/Shutterstock.com
