The analyst is bullish on Old Dominion Freight due to its market dominance in the LTL sector, strong revenue growth, and impressive operating margins. The long-term catalyst of self-driving trucks is expected to significantly boost profitability, while current e-commerce trends provide solid returns.
“When we get to commercialization of self-driving trucks the profits are going to Boom for the entire industry that's more of a long-term reasoning but those other Tailwinds like e-commerce make for solid returns until that self-driving Catalyst kicks it higher.”