It's important to remember that when capacity is high, providing good service is easier. We only see actual service levels when capacity tightens, and it has been loose for a long time. Everyone claims better claims ratios and on-time metrics during these times.

Very true. Our impression of Old Dominion is that their bus routes are going to go as scheduled. When you think about a line haul, for example, let's say you're at your big terminal in Cleveland, Ohio, and you have a line haul that you're going to cut at 10 PM to get to Cincinnati, Ohio. Some providers might say, "It's almost 10 o'clock, but my trailer is half empty. Why don't we wait a few hours to fill it up?" However, our impression of Old Dominion is that the clock is the boss. If they don't cut and run, there's a likelihood they won't make the downstream cuts and will be a day late. Even if volumes are super high or super low, Old Dominion maintains integrity and discipline in their network. Others might be more focused on profitability and make decisions that are better for the bottom line but don't provide consistency. They might make excuses like weather issues. Old Dominion is unique in maintaining this discipline, similar to the company I work for.