Jim Cramer Says "I Like Old Dominion"

Old Dominion Freight Line, Inc. (NASDAQ:ODFL) is one of the stocks on Jim Cramer’s radar recently. When a caller mentioned that ODFL looks like “an interesting stock to play”, Cramer replied:

“I agree with you. I agree with you. I do. Now, just so you know, I like Old Dominion. I really, really, really like J.B. Hunt, but my favorite is Federal Express, FedEx.”

Old Dominion Freight Line, Inc. (NASDAQ:ODFL) provides less-than-truckload shipping and fast delivery services, along with supply chain solutions and fleet maintenance. PBCM Concentrated Value Strategy stated the following regarding Old Dominion Freight Line, Inc. (NASDAQ:ODFL) in its third quarter 2025 investor letter:

“We replaced Kinsale with Old Dominion Freight Line, Inc. (NASDAQ:ODFL), the undisputed leader in the Less-Than-Truckload (LTL) freight market.

The trucking industry is notoriously competitive and prone to cyclicality. Despite this, over the last three decades, ODFL has built a business with significant competitive advantages protected by real moats.

While most peers struggle to generate a profit, ODFL maintains 20% operating margins and a high 20%+ return on invested capital (ROIC), all while keeping a net cash balance sheet. More importantly, the company is known as the only consistently reliable player in the LTL industry, which allows it to charge a premium price for its service.

This higher pricing power gives ODFL the ability to invest more than peers in its network infrastructure across the economic cycle, including during down markets when other trucking companies must cut capital spending. This willingness and ability to invest through the cycle is the critical differentiator between ODFL and its competition…” (Click here to read the full text)

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Disclosure: None. This article is originally published at Insider Monkey.