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Old Dominion Freight Line Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $1.05 |
| EPS actual | $1.14 |
| EPS Surprise | 8.57% |
| Revenue estimate | 1.314B |
| Revenue actual | 1.335B |
| Revenue Surprise | 1.58% |
| Release date | Feb 04, 2026 |
| EPS estimate | $1.06 |
| EPS actual | $1.09 |
| EPS Surprise | 2.83% |
| Revenue estimate | 1.299B |
| Revenue actual | 1.307B |
| Revenue Surprise | 0.641% |
| Release date | Oct 29, 2025 |
| EPS estimate | $1.22 |
| EPS actual | $1.28 |
| EPS Surprise | 4.92% |
| Revenue estimate | 1.403B |
| Revenue actual | 1.407B |
| Revenue Surprise | 0.244% |
| Release date | Jul 30, 2025 |
| EPS estimate | $1.28 |
| EPS actual | $1.27 |
| EPS Surprise | -0.781% |
| Revenue estimate | 1.416B |
| Revenue actual | 1.408B |
| Revenue Surprise | -0.615% |
Last 4 Quarters for Old Dominion Freight Line
Below you can see how ODFL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $146.46 |
| EPS estimate | $1.28 |
| EPS actual | $1.27 |
| EPS surprise | -0.781% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $167.79 |
| Jul 25, 2025 | $167.09 |
| Jul 28, 2025 | $164.32 |
| Jul 29, 2025 | $162.12 |
| Jul 30, 2025 | $146.46 |
| Jul 31, 2025 | $149.25 |
| Aug 01, 2025 | $141.85 |
| Aug 04, 2025 | $144.36 |
| Aug 05, 2025 | $147.15 |
| 4 days before | -12.71% |
| 4 days after | 0.471% |
| On release day | 1.90% |
| Change in period | -12.30% |
| Release date | Oct 29, 2025 |
| Price on release | $136.13 |
| EPS estimate | $1.22 |
| EPS actual | $1.28 |
| EPS surprise | 4.92% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $135.86 |
| Oct 24, 2025 | $136.12 |
| Oct 27, 2025 | $136.73 |
| Oct 28, 2025 | $136.09 |
| Oct 29, 2025 | $136.13 |
| Oct 30, 2025 | $137.25 |
| Oct 31, 2025 | $140.42 |
| Nov 03, 2025 | $137.51 |
| Nov 04, 2025 | $141.36 |
| 4 days before | 0.199% |
| 4 days after | 3.84% |
| On release day | 0.82% |
| Change in period | 4.05% |
| Release date | Feb 04, 2026 |
| Price on release | $208.54 |
| EPS estimate | $1.06 |
| EPS actual | $1.09 |
| EPS surprise | 2.83% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $172.59 |
| Jan 30, 2026 | $173.20 |
| Feb 02, 2026 | $186.13 |
| Feb 03, 2026 | $189.77 |
| Feb 04, 2026 | $208.54 |
| Feb 05, 2026 | $202.14 |
| Feb 06, 2026 | $202.47 |
| Feb 09, 2026 | $196.11 |
| Feb 10, 2026 | $194.49 |
| 4 days before | 20.83% |
| 4 days after | -6.74% |
| On release day | -3.07% |
| Change in period | 12.69% |
| Release date | Apr 29, 2026 |
| Price on release | $209.35 |
| EPS estimate | $1.05 |
| EPS actual | $1.14 |
| EPS surprise | 8.57% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $222.78 |
| Apr 24, 2026 | $219.98 |
| Apr 27, 2026 | $220.53 |
| Apr 28, 2026 | $221.77 |
| Apr 29, 2026 | $209.35 |
| Apr 30, 2026 | $212.43 |
| May 01, 2026 | $205.81 |
| May 04, 2026 | $192.18 |
| May 05, 2026 | $196.08 |
| 4 days before | -6.03% |
| 4 days after | -6.34% |
| On release day | 1.47% |
| Change in period | -11.98% |
Old Dominion Freight Line Earnings Call Transcript Summary of Q1 2026
Old Dominion (Q1 2026): Revenue $1.33B, down 2.9% YoY. LTL tons per day down 7.7% YoY but LTL revenue per hundredweight rose 5.7% (4.4% excluding fuel), reflecting disciplined pricing. Sequentially volumes accelerated in Feb–Mar; April month-to-date revenue per day was up ~7% YoY while tons per day remained down (~6.5%). Service remained best-in-class (reported 99% on-time and claims <0.1%). Operating ratio worsened to 76.2% (+80 bps YoY) as overhead deleveraged vs. revenue and depreciation/general supplies increased as a percent of revenue; direct costs improved. Management expects a typical Q1→Q2 seasonal OR improvement of ~300–350 bps if volumes continue to recover and is cautiously optimistic about continued sequential volume gains. CapEx: $62.6M in Q1; company invested nearly $2.0B over the past 3 years and plans ~$265M in 2026. Cash flow remains strong: Q1 operating cash flow $373.6M; returned capital via ~$88M buybacks and $60.5M dividends. Strategy: continue investing in capacity, technology and workforce to capture market-share gains in an improving demand environment; company reiterates confidence in long-term market-share wins but remains appropriately cautious on near-term macro/geopolitical risks.
