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（納斯達克股票代碼：ODFL）剛剛證實其在零擔運輸行業的黃金標準地位，根據JPMorgan分析師布賴恩·奧森貝克最近對2024年Mastio調查結果進行了深入分析。
Old Dominion's Playbook: The Industry's Gold Standard For 15 Years
老道FTL的策略：15年來行業的黃金標準
The survey, with feedback from roughly 1,600 shippers, showcases Old Dominion's dominance in an industry where rivals are scrambling to catch up.
這項調查收集了大約1600名承運商的反饋，突顯了老道FTL在一個競爭激烈的行業中的統治地位，其他競爭對手競相追趕。
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%.
儘管圍繞新策略的討論不斷，奧森貝克的分析顯示，老道FTL仍然領先優勢明顯。同行企業如XPO公司（紐約證券交易所股票代碼：XPO）和Saia公司（納斯達克股票代碼：SAIA）可能正在採納老道FTL「策略方針」的某些方面。他們一直優先考慮服務、提高網絡效率，並利用定價權。但即便實施了這些策略，他們只能將差距縮小7%。
Ossenbeck puts it simply—executing Old Dominion's playbook is easier said than done.
奧森貝克簡單地表達，執行老道FTL的策略要說起來容易，做起來卻並非易事。
Read Also: Old Dominion Freight Line Q3: Misses On Earnings And Revenue As Economic Headwinds Weigh
閱讀更多：老道FTL第三季度營業收入和收益未能達預期，經濟阻力加重
ArcBest, XPO Make Gains, While TForce, Saia Lag
ArcBest、XPO取得進展，而TForce、Saia則表現低迷
Among the pack, ArcBest Corp (NASDAQ:ARCB) and XPO made notable strides in 2024.
在這一群體中，ArcBest公司（納斯達克股票代碼：ARCB）和XPO在2024年取得了顯著進展。
ArcBest showed the largest service improvement, with strong gains in on-time pickup and delivery, key metrics for shippers.
ArcBest 在準時提貨和送貨方面取得了最大的服務改善，這對承運商來說是關鍵的指標增長。
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 憑藉其LTL 2.0 策略，也實現了強勁的業績增長，特別是對於規模較小的承運商。與此同時，Estes保持穩定，保持高水平的服務水平，但並未超越同行的改善速度。
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 正在苦於成本效率和服務預期。Saia 儘管網絡擴張，但其服務績效下滑，Ossenbeck 預計這一趨勢將在未來一年內穩定下來。
And then there's FedEx Freight – which has the second-slowest performance improvement among national carriers.
然後是聯邦快遞貨運— 其中表現改善最慢的是全國承運商之一。
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.
在連續15年運行後，Old Dominion 一直是LTL貨運的冠軍，而同行一直在學習。據 Ossenbeck 稱，OD 在服務、定價和網絡效率方面的掌握使其遙遙領先—將其他人遠遠甩在後面。
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Photo: Jon Tetzlaff/Shutterstock.com
圖片：Jon Tetzlaff/shutterstock.com
