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Old Dominion Freight Line (ODFL)
NASDAQ:ODFL
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.03Last Year’s EPS
1.19Same Quarter Last Year
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear operational and financial strengths (industry-leading service, strong cash generation, disciplined yields, and maintained direct cost control) against meaningful near-term demand weakness (declines in revenue, tons and shipments), a higher operating ratio, and higher expected cost and tax pressures. Management expressed cautious optimism about an early-cycle recovery and positioned the company to capture share, but near-term metrics remain challenged.Company Guidance
Strong Service Metrics
Maintained 99% on-time service in Q4 and a cargo claims ratio of 0.1%, reinforcing consistent operational execution and customer satisfaction.
Yield Improvement
LTL revenue per hundredweight increased 5.6% year-over-year in the quarter; excluding fuel surcharges, LTL revenue per hundredweight rose 4.9% versus 2024, supporting revenue quality.
Cash Generation and Capital Allocation
Generated $310.2M in operating cash flow in Q4 and $1.4B for the year; repurchased $124.9M in Q4 and $730.3M for the year; paid $58.4M in Q4 dividends ($235.6M for the year) and announced a $0.29 quarterly dividend for 2026 (+3.6% vs Q1 2025).
Maintained Direct Operating Cost Discipline
Direct operating expenses were ~53% of revenue in 2025 (unchanged vs 2022), demonstrating effective variable cost control despite lower volumes and inflationary pressures; direct operating cost as a percent of revenue improved 60 basis points versus 2024.
Network Capacity and Fleet Positioning
Company reports ~35% spare capacity in its service center network and the tractor fleet average age reduced to ~3.9 years, positioning Old Dominion to capture market-share in an eventual recovery.
Long-Term Financial Performance
Despite the recent freight downturn, the company cited a ten-year average net income growth of ~15% and returns on invested capital in the ~25-30% range, underlining historical profitability and capital efficiency.
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 |
|---|---|---|---|
Feb 04, 2026 | $189.77 | $208.54 | +9.89% |
Oct 29, 2025 | $135.82 | $135.86 | +0.03% |
Jul 30, 2025 | $161.50 | $145.90 | -9.66% |
Apr 23, 2025 | $151.22 | $152.38 | +0.76% |
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 Apr 29, 2026, Before Open (Confirmed).
What is Old Dominion Freight Line (ODFL) earnings time?
Old Dominion Freight Line (ODFL) earnings time is at Apr 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 (Q1) is 1.03.
