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OLD DOMINION FREIGHT LINE (ODFL)

Earnings summaries and quarterly performance for OLD DOMINION FREIGHT LINE.

Research analysts who have asked questions during OLD DOMINION FREIGHT LINE earnings calls.

Bascome Majors

Susquehanna Financial Group

8 questions for ODFL

Also covers: CHRW, CNI, CSX +20 more

Christian Wetherbee

Wells Fargo

8 questions for ODFL

Also covers: ARCB, CHRW, CNI +14 more

Jason Seidl

TD Cowen

8 questions for ODFL

Also covers: ARCB, CHRW, CSX +17 more

Jonathan Chappell

Evercore ISI

8 questions for ODFL

Also covers: ASC, CHRW, CNI +20 more

Jordan Alliger

Goldman Sachs

8 questions for ODFL

Also covers: ARCB, CSX, FDX +12 more

Ken Hoexter

BofA Securities

8 questions for ODFL

Also covers: ARCB, CHRW, CNI +21 more

Ravi Shanker

Morgan Stanley

8 questions for ODFL

Also covers: AAL, ALGT, ALK +27 more

Scott Group

Wolfe Research

8 questions for ODFL

Also covers: AAL, ALGT, ALK +35 more

Ariel Rosa

Citigroup

6 questions for ODFL

Also covers: ARCB, CHRW, CNI +16 more

Daniel Imbro

Stephens Inc.

6 questions for ODFL

Also covers: ARCB, CHRW, CNI +23 more

Eric Morgan

Barclays

6 questions for ODFL

Also covers: CSX, JBHT, KNX +3 more

J. Bruce Chan

Stifel

6 questions for ODFL

Also covers: ARCB, CENN, CHRW +14 more

Richa Harnain

Deutsche Bank

6 questions for ODFL

Also covers: CHRW, CSX, FDX +6 more

Stephanie Moore

Jefferies

6 questions for ODFL

Also covers: APG, ARCB, ARMK +30 more

Tom Wadewitz

UBS Group

5 questions for ODFL

Also covers: ARCB, CHRW, CNI +19 more

Brian Ossenbeck

JPMorgan Chase & Co.

4 questions for ODFL

Also covers: ARCB, CHRW, CNI +18 more

Jeffrey Kauffman

Vertical Research Partners

3 questions for ODFL

Also covers: ARCB, CHRW, CMI +12 more

Thomas Wadewitz

UBS

3 questions for ODFL

Also covers: ALK, ARCB, CHRW +20 more

Brandon Oglenski

Barclays

2 questions for ODFL

Also covers: AAL, ALGT, ALK +20 more

Reed Seay

Stephens Inc.

2 questions for ODFL

Also covers: KEX, KNX, LSTR +1 more

Joe Hafling

Jefferies

1 question for ODFL

Also covers: UNP

Tyler Brown

Raymond James Financial, Inc.

1 question for ODFL

Also covers: CLH, CWST, MLM +7 more

Recent press releases and 8-K filings for ODFL.

Old Dominion Freight Line reports Q3 2025 earnings
ODFL
Earnings
Demand Weakening
Share Buyback
  • Revenue was $1.41 billion, down 4.3% YoY, driven by a 9.0% drop in LTL tons/day partly offset by a 4.7% rise in revenue per hundredweight.
  • Operating ratio rose 160 bps to 74.3% as lower volumes deleveraged fixed overhead and increased depreciation costs.
  • Cash flow from operations was $437.5 million; capital expenditures totaled $94 million; share repurchases were $180.8 million; dividends paid amounted to $58.7 million in Q3.
  • Early October trends show revenue/day down 6.5%–7% and LTL tons/day down 11.6%, implying a 250–350 bps sequential increase in operating ratio for Q4 if current trends persist.
Oct 29, 2025, 2:00 PM
Old Dominion Freight Line reports Q3 2025 earnings
ODFL
Earnings
Demand Weakening
Share Buyback
  • Q3 revenue of $1.41 billion, down 4.3% year-over-year; LTL tons/day –9.0%, partially offset by a 4.7% increase in yield per hundredweight.
  • Operating ratio of 74.3%, a 160 bps increase year-over-year due to deleveraging from lower revenue and higher overhead and depreciation costs.
  • Q3 operating cash flow of $437.5 million; capital expenditures of $94 million; share repurchases of $180.8 million; dividends of $58.7 million.
  • Early-quarter demand remains weak: October revenue per day down 6.5–7%, LTL tons per day down 11.6%, reflecting continued softness.
Oct 29, 2025, 2:00 PM
Old Dominion Freight Line reports Q3 2025 results
ODFL
Earnings
Share Buyback
Demand Weakening
  • Revenue of $1.41 billion, down 4.3% YoY, reflecting a 9.0% decline in LTL tons/day partially offset by a 4.7% increase in yield.
  • Operating ratio rose to 74.3% (+160 bps) due to deleveraging from lower revenue and increased overhead; direct costs were flat YoY.
  • Cash flow from operations of $437.5 million, CapEx of $94 million, share repurchases of $180.8 million, and dividends of $58.7 million in Q3.
  • Maintained 99% on-time service and 0.1% cargo claims, earning #1 national LTL provider designation for the 16th consecutive year and top rankings in 23 of 28 surveyed categories.
Oct 29, 2025, 2:00 PM
Old Dominion Freight Line reports Q3 2025 earnings
ODFL
Earnings
Demand Weakening
  • Diluted EPS of $1.28, down 10.5% year-over-year in Q3 2025
  • Total revenue of $1.406 billion, a 4.3% decrease from Q3 2024
  • Operating income of $360.8 million with an operating ratio of 74.3%, up 160 bps year-over-year
  • LTL tons per day fell 9.0%, while LTL revenue per hundredweight increased 4.7%, reflecting yield improvements amid volume softness
  • YTD diluted EPS of $3.74 on $4.189 billion revenue, down 12.0% and 5.4%, respectively
Oct 29, 2025, 1:12 PM
Old Dominion Reports Second Quarter 2025 Operating Metrics
ODFL
Guidance Update
Demand Weakening
  • CFO Adam N. Satterfield led the update on operating metrics for May 2025, providing key details on LTL performance.
  • The update noted a 5.8% decline in revenue per day versus May 2024, driven by an 8.4% decrease in LTL tons per day, which itself was due to a 6.8% drop in shipments per day and a 1.9% reduction in weight per shipment.
  • For the quarter-to-date, there were increases of 3.2% in LTL revenue per hundredweight and 5.6% when excluding fuel surcharges compared to the same period last year.
Jun 4, 2025, 12:00 AM
Old Dominion Freight Line Announces Quarterly Dividend
ODFL
Dividends
  • The Board of Directors declared a quarterly cash dividend of $0.28 per share as announced by the Executive Vice President and Chief Financial Officer, Adam N. Satterfield.
  • This dividend represents a 7.7% increase over the dividend paid in June 2024, with a payment date of June 18, 2025 and a record date of June 4, 2025.
May 22, 2025, 12:00 AM
Old Dominion Freight Line Q1 2025 Earnings Call Results Summary
ODFL
Earnings
Dividends
Share Buyback
  • Revenue declined to $1.37 billion (-5.8% YoY) with total revenue of $1,374,858K.
  • Diluted EPS stood at $1.19.
  • Operating ratio increased to 75.4%, with operating income of $338,055K and net income of $254,660K.
  • Revised capital investment plans to approximately $450 million for the year, including $88.1M in Q1 capital expenditures.
  • Delivered shareholder returns with $201.1 million in share repurchases and $59.5 million in dividends during Q1.
Apr 23, 2025, 2:01 PM

Recent SEC filings and earnings call transcripts for ODFL.

No recent filings or transcripts found for ODFL.