economy

February 19, 2026

This freight name on Josh Brown's best stocks list checks all the boxes

Josh Brown and Sean Russo take a look at this freight stock.

This freight name on Josh Brown's best stocks list checks all the boxes

TL;DR

  • Old Dominion (ODFL) is in the right sector and industry group, outperforming peers.
  • The company invested heavily ($2B in Capex) during a freight recession to expand capacity and take market share.
  • Despite declining tonnage, ODFL maintained pricing, with revenue per shipment increasing.
  • Old Dominion repurchased $4.33 billion in shares since 2020, reducing share count and boosting EPS growth potential.
  • The stock shows strong relative strength, holding firm near 52-week highs and respecting key technical levels.
  • Competitors who discounted prices may face challenges re-pricing customers upward, while ODFL enters recovery with intact pricing.

Continue reading the original article

Made withNostr