ODFL
Old Dominion Freight Line, Inc.156.94
-0.52-0.33%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q1 guide flags demand inflection
Q&A surfaced Q1 revenue guidance of $1.25B-$1.3B and OR expansion of 150bps to ~91.7%, with January lagging seasonality but February-March eyed for catch-up. Management detailed weight per shipment climbs—to 1520lbs in December and 1492lbs in January—as key demand inflection, tied to truckload spillover from capacity cuts, plus optimistic ISM read. They noted 35% service center slack but tighter fleet, lower 2026 CapEx at $265M, and mid-40s incremental margins on recovery. Analysts pressed on cycle timing; replies stayed measured. Weight per shipment is rising. Watch spring tonnage for leverage proof.
Key Stats
Market Cap
32.98BP/E (TTM)
31.51Basic EPS (TTM)
4.98Dividend Yield
0.01%Recent Filings
8-K
ODFL Q1 LTL metrics dip
Old Dominion Freight Line reported February 2026 LTL metrics, with revenue per day down 3.3% year-over-year from a 6.8% drop in tons per day—driven by 7.0% fewer shipments—partly offset by higher revenue per hundredweight. Quarter-to-date, LTL revenue per hundredweight rose 3.5%, excluding fuel surcharges 4.1%. Capacity stands ready. Risks include economic downturns.
10-K
FY2025 results
Old Dominion's FY2025 revenue fell 5.5% y/y to $5.50B amid an 8.8% drop in LTL tons/day, yet LTL revenue per hundredweight rose 3.9% (4.8% ex-fuel) on yield discipline—Q4 buybacks accelerated with 877K shares repurchased at $143 avg. Operating ratio widened to 75.2% from 73.4% as volume deleveraging and 5.8% higher depreciation outpaced gains; net income dipped 13.7% to $1.02B ($4.84 diluted EPS). Cash from operations funded $367M capex and $728M repurchases, leaving $362M revolver availability and $1.54B buyback capacity. Q4 held steady versus soft annual trends. Fuel fluctuations threaten margins.
8-K
Q4 revenue down, EPS $1.09
8-K
LTL revenue down 4.4%
Old Dominion Freight Line reported November 2025 LTL metrics showing revenue per day down 4.4% year-over-year, driven by a 10.0% drop in tons per day—9.4% fewer shipments and 0.6% lighter weight per shipment—but partially offset by higher revenue per hundredweight. Quarter-to-date, LTL revenue per hundredweight rose 5.9%, excluding fuel surcharges 5.2%. Volumes softened amid economic weakness. Yield gains held firm.
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