Old Dominion vs Cummins
Side-by-side comparison of AI visibility scores, market position, and capabilities
Old Dominion (ODFL) reported $6.2B revenue in FY2024, down 5% YoY. #1 US LTL trucking company by service quality. ~22,000 employees. HQ: Thomasville, NC. Exceptional margins in trucking.
About
Old Dominion Freight Line, Inc. is the premier less-than-truckload (LTL) freight carrier in the United States, headquartered in Thomasville, North Carolina. Founded in 1934 as a regional carrier in Virginia and North Carolina, Old Dominion has grown into the largest LTL carrier by revenue and operating income through relentless investment in service quality, network density, and technology. The company reported revenues of $6.2B in FY2024, down approximately 5% year-over-year due to freight recession conditions, with a market capitalization of approximately $45B.
Columbus IN power technology (NYSE: CMI) at record $34.1B 2024 revenue, net income $3.9B; diesel + hydrogen + electric power solutions, Jennifer Rumsey first female CEO, Accelera EV segment competing with Caterpillar.
About
Cummins Inc. is a Columbus, Indiana-based power technology manufacturer — publicly traded on the New York Stock Exchange (NYSE: CMI) as an S&P 500 Industrials component — designing, manufacturing, and distributing diesel, natural gas, electrified power, and hydrogen power solutions for commercial trucks, buses, construction and mining equipment, generators, rail, and marine applications through approximately 73,000 employees in 190 countries and territories. In fiscal year 2024, Cummins reported record full-year revenues of $34.1 billion (flat versus 2023), record net income of $3.9 billion ($28.37 diluted EPS), and record EBITDA of $6.3 billion — an exceptional performance given a significant decline in heavy-duty truck build rates in North America, demonstrating the benefit of geographic diversification and product breadth across power segments. Results included gains from the 2023 separation of Atmus Filtration Technologies (NYSE: ATMU) as an independent public company. CEO Jennifer Rumsey — the first female CEO of a major engine company in US history, who assumed leadership in 2022 — leads Cummins' strategic evolution through its Destination Zero strategy: achieving near-zero carbon emissions from Cummins products by 2050 through a portfolio of diesel, natural gas, hydrogen internal combustion engine, hydrogen fuel cell, and battery electric power solutions that allows customers to decarbonize at their own pace based on fuel availability, infrastructure, and economics. Cummins' Accelera (electrification) business unit develops battery systems, fuel cell modules, and e-axles for the zero-emission commercial vehicle transition.
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