Partner Interview
Published January 15, 2026
Old Dominion: Capacity, Pricing Discipline & the Post-Yellow Landscape
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Not necessarily more demand, but less supply if some of those terminals aren't repurposed within the industry.
I don't agree with that. From an Old Dominion standpoint, as you mentioned, many carriers have purchased excess capacity to bring it online. They didn't buy it just to let it sit idle. As they bring it online, they have to maintain it, which means there's another piece of capital or property that needs to be fed to keep it moving. They'll need to find new ways to grow their business. I see the opposite happening; I see it adding more capacity to the marketplace, chasing fewer shipments. If you had Old Dominion, Saia, and XPO, and two of them were on the market, now you have a third one entering the market. You're adding another competitor going after the same amount of business. They'll have to find a way to grow that business, including the tractors, people, and facilities that come with running a business.
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