J.B. Hunt: From Asset Fleet to Freight Marketplace
J.B. Hunt didn’t disrupt the freight industry—it outlasted the disruptors. While digital brokers burned VC cash, Hunt built J.B. Hunt 360°, a $1B+ freight marketplace layered onto its existing fleet, intermodal network, and contract base. With nearly half its revenue now coming from intermodal—and a tech stack rooted in operational execution—it may be the most future-proof freight company in America.
Old Dominion Is Still a Freight Machine—But the Landscape Is Changing
Old Dominion Freight Line has long been the gold standard in LTL—disciplined, focused, and remarkably consistent. But in 2024, the cracks began to show. With revenue and profit slipping for the first time in years, and competitors like XPO and Saia gaining ground, Old Dominion is at a crossroads. As both a logistics professional and a shareholder, I break down what these shifts mean—not just for Old Dominion, but for the future of freight.