VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Carlisle Companies Incorporated vs Old Dominion Freight Line, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Carlisle Companies Incorporated

CSL · New York Stock Exchange

Market cap (USD)$14.4B
Gross margin (TTM)36.2%
Operating margin (TTM)20.7%
Net margin (TTM)15.5%
SectorIndustrials
IndustryConstruction
CountryUS
Data as of2025-12-27
Moat score
61/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Carlisle Companies Incorporated's moat claims, evidence, and risks.

View CSL analysis

Old Dominion Freight Line, Inc.

ODFL · The Nasdaq Stock Market LLC

Market cap (USD)$33.4B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-02
Moat score
76/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL analysis

Comparison highlights

  • Moat score gap: Old Dominion Freight Line, Inc. leads (76 / 100 vs 61 / 100 for Carlisle Companies Incorporated).
  • Segment focus: Carlisle Companies Incorporated has 2 segments (74% in Carlisle Construction Materials (CCM)); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Moat breadth: Carlisle Companies Incorporated has 4 moat types across 2 domains; Old Dominion Freight Line, Inc. has 7 across 2.

Primary market context

Carlisle Companies Incorporated

Carlisle Construction Materials (CCM)

Market

Commercial roofing systems (single-ply membranes, insulation, accessories) and architectural metal roofing/wall systems

Geography

Primarily United States; also Europe

Customer

Contractors, building owners, distributors

Role

Manufacturer and system supplier

Revenue share

74%

Old Dominion Freight Line, Inc.

LTL Services

Market

North American less-than-truckload (LTL) freight transportation

Geography

North America (primarily United States)

Customer

B2B shippers

Role

Asset-based LTL carrier (terminal network + pickup & delivery + linehaul)

Revenue share

99.1%

Side-by-side metrics

Carlisle Companies Incorporated
Old Dominion Freight Line, Inc.
Ticker / Exchange
CSL - New York Stock Exchange
ODFL - The Nasdaq Stock Market LLC
Market cap (USD)
$14.4B
$33.4B
Gross margin (TTM)
36.2%
n/a
Operating margin (TTM)
20.7%
n/a
Net margin (TTM)
15.5%
n/a
Sector
Industrials
Industrials
Industry
Construction
Trucking
HQ country
US
US
Primary segment
Carlisle Construction Materials (CCM)
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
n/a
11%-14% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
76 / 100
Moat domains
Demand, Supply
Supply, Demand
Last update
2025-12-27
2026-01-02

Moat coverage

Shared moat types

Switching Costs GeneralSuite BundlingOperational Excellence

Carlisle Companies Incorporated strengths

Distribution Control

Old Dominion Freight Line, Inc. strengths

Physical Network DensityCapex Knowhow ScaleReputation ReviewsProcurement Inertia

Segment mix

Carlisle Companies Incorporated segments

Full profile >

Carlisle Construction Materials (CCM)

Oligopoly

74%

Carlisle Weatherproofing Technologies (CWT)

Competitive

26%

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Value-added logistics)

Competitive

0.9%

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.