Old Dominion Freight Line (ODFL)
NASDAQ:ODFL
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Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.44Last Year’s EPS
1.27Same Quarter Last Year
Moderate Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: operational and commercial positives (best-in-class service, disciplined yield gains, improving month-to-month tonnage in Feb–Mar, April revenue per day up ~7%, strong cash generation and continued strategic investments) are offset by meaningful volume declines (LTL tons per day down 7.7% YoY), a year-over-year revenue decline (-2.9%), an 80 bp deterioration in operating ratio to 76.2%, and ongoing cost pressures (overhead, depreciation, fuel, fringe benefits). Management is cautiously optimistic about sequential OR improvement into Q2 (historical 300–350 bp improvement) and market-share upside as demand normalizes, but near-term headwinds leave the narrative balanced.Company Guidance
Best-in-Class Service Metrics
Maintained 99% on-time service and a claims ratio below 0.1% in Q1 2026, reinforcing the company's service differentiation and customer value proposition.
Yield Improvement and Pricing Discipline
LTL revenue per hundredweight increased 5.7% (4.4% excluding fuel) year-over-year; sequential revenue per day rose 0.5% vs. Q4 2025, and April month-to-date revenue per day was ~7% higher versus April 2025, reflecting successful yield management.
Sequential Volume Recovery During Quarter
Tonnage showed strong sequential gains within the quarter: January -3.4% vs. December, February +4.9% vs. January, and March +4.6% vs. February; weight per shipment was up a little over 1% year-over-year in April, indicating improving demand trends.
Robust Cash Flow and Shareholder Returns
Operating cash flow of $373.6 million in Q1; capital expenditures of $62.6 million; returned capital via $88.1 million in share repurchases and $60.5 million in dividends during the quarter.
Continued Strategic Investments
Invested nearly $2 billion in capital expenditures over the past three years and plans an additional $205 million in 2026 to support capacity and service, plus ongoing investments in driver and management training programs.
Positioning for Market Share Gains
Management reports winning more bids, believes the service gap versus competitors remains wide, and expects to leverage excess capacity and investments to capture market share as demand improves.
ODFL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ODFL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $221.77 | $209.35 | -5.60% |
Feb 04, 2026 | $189.50 | $208.25 | +9.89% |
Oct 29, 2025 | $135.63 | $135.67 | +0.03% |
Jul 30, 2025 | $161.27 | $145.69 | -9.66% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Old Dominion Freight Line (ODFL) report earnings?
Old Dominion Freight Line (ODFL) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).
What is Old Dominion Freight Line (ODFL) earnings time?
Old Dominion Freight Line (ODFL) earnings time is at Jul 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ODFL EPS forecast?
ODFL EPS forecast for the fiscal quarter 2026 (Q2) is 1.44.
