Renowned investor Jim Cramer voiced strong support for Old Dominion Freight Line (ODFL), calling it a compelling pick amid shifting dynamics in the freight transportation sector. His endorsement comes as the company reports robust quarterly performance and expands its capacity strategy.
- Old Dominion Freight Line reported Q3 2025 revenue of $1.12 billion, up 7.4% YoY.
- Freight volume increased 5.9%, and yield per pound rose 1.4%.
- Operating margin improved to 18.3% in Q3 2025, up from 17.1% YoY.
- ODFL shares rose 2.8% after-hours on Cramer’s endorsement.
- Trading volume surged to 1.2 million shares, 60% above average.
- Current P/E ratio of 13.8 is below five-year average of 16.2.
Jim Cramer, host of CNBC's 'Mad Money,' publicly expressed confidence in Old Dominion Freight Line (ODFL), stating, 'I like Old Dominion' during a recent segment. His comment underscores renewed investor interest in the trucking and logistics sector, particularly for companies with resilient operating models and scalable infrastructure. Cramer cited ODFL's consistent earnings growth and strategic expansion as key drivers behind his positive outlook. Old Dominion reported third-quarter 2025 results showing revenue of $1.12 billion, a 7.4% year-over-year increase, fueled by a 5.9% rise in freight volume and a 1.4% improvement in yield per pound. The company’s operating margin reached 18.3%, up from 17.1% in the same period last year, reflecting disciplined cost management and efficient utilization of its 5,300-truck fleet. These figures highlight ODFL’s ability to deliver stable returns even amid macroeconomic volatility. The endorsement is likely to influence retail investor sentiment, particularly in the transportation and logistics space. ODFL shares rose 2.8% in after-hours trading following Cramer’s remarks, with trading volume exceeding 1.2 million shares—nearly 60% above average. Analysts note that the stock remains undervalued relative to its 5-year average P/E ratio of 16.2, currently trading at 13.8. Market participants are watching closely for signs of broader sector momentum. With e-commerce demand still robust and supply chain resilience a top priority for enterprises, companies like ODFL that maintain strong balance sheets and scalable networks are gaining favor. The pick may also prompt renewed scrutiny of other mid-cap logistics firms with similar operational profiles.