OD ODFL Old Dominion Freight Line 로딩 중... : 애널리스트의 강세 및 약세 의견

Union Pacific currently operates with >100 fewer locomotives on the main line versus historical levels due to velocity gains, representing latent capacity that can absorb 10%+ volume growth with little incremental cost. — This physical slack means Union Pacific can win truck conversion volumes without needing major capex, pressuring truckload carriers' pricing and market share.