Old Dominion's Q2 2026 results mark a decisive cyclical inflection, with revenue up 10.4% YoY and operating income surging 30.0% on premium pricing and disciplined cost control, driving operating margin to 29.9%. The fortress balance sheet, with debt-to-equity...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Q2 2026 revenue grew 10.4% YoY to $1.6B with gross margin expanding to 35.0% and operating margin hitting 29.9%, reversing a six-quarter negative revenue streak, though TTM growth remains -5.5%.
Higher less-than-truckload (LTL) pricing is more than offsetting lower shipment volumes, driving revenue growth.
ODFL maintains the best operating ratio in the LTL industry, showcasing superior cost management and profitability.
The company is recognized as the premier LTL carrier in North America and the gold standard in LTL operations.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $1.68+9.1% vs $1.54 | $1.6B+0.9% vs $1.5B |
Q2 2026 Apr 29, 2026 | $1.14+8.6% vs $1.05 | $1.3B+1.6% vs $1.3B |
Q1 2026 Feb 4, 2026 | $1.09+2.8% vs $1.06 | $1.3B+0.6% vs $1.3B |
Q4 2025 Oct 29, 2025 | $1.28+4.9% vs $1.22 | $1.4B+0.2% vs $1.4B |
The heavy selling pressure might have exhausted for Old Dominion (ODFL) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
THOMASVILLE, N.C.--(BUSINESS WIRE)--Old Dominion Freight Line, Inc. (Nasdaq: ODFL) today announced a general rate increase (GRI) of 4.9 percent applicable to rates established under the existing ODFL 559, 670, and 550 tariffs effective October 5, 2026. The GRI may vary by customer depending on specific shipment lanes and distance travel, and it also includes a nominal increase in minimum charges for intrastate, interstate, and cross-border lanes. Greg P. Lawrence, Old Dominion's Vice President.
Here is how Old Dominion Freight Line (ODFL) and Schneider National (SNDR) have performed compared to their sector so far this year.
Investors need to pay close attention to ODFL stock based on the movements in the options market lately.
Benchmark ODFL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Old Dominion Freight Line, Inc. (ODFL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $177.72 | $36.96B | 36.80 | -5.48% | 18.63% | 23.93% | 0.63% | |
| $343.85 | $9.17B | 36.12 | 0.79% | 8.19% | 10.63% | — | |
| $131.08 | $2.92B | 50.03 | -4.04% | 0.39% | 1.26% | — | |
| $34.41 | $2.06B | -143.38 | -1.84% | -1.42% | -3.31% | — | |
| $179.92 | $21.12B | 68.15 | 1.05% | 4.71% | 21.57% | — | |
| $124.96 | $10.27B | 24.03 | 31.1% | 4.1% | 13.57% | — |
Old Dominion Freight Line, Inc. (ODFL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Old Dominion Freight Line, Inc. (ODFL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jul 23, 2026·SEC
Jun 3, 2026·SEC
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Old Dominion Freight Line, Inc. (ODFL) stock FAQ — growth, dividends, profitability & financials explained
Old Dominion Freight Line, Inc. (ODFL) reported $5.60B in revenue for fiscal year 2025. This represents a 1812% increase from $293.0M in 1996.
Old Dominion Freight Line, Inc. (ODFL) saw revenue decline by 5.5% over the past year.
Yes, Old Dominion Freight Line, Inc. (ODFL) is profitable, generating $1.09B in net income for fiscal year 2025 (18.6% net margin).
Yes, Old Dominion Freight Line, Inc. (ODFL) pays a dividend with a yield of 0.63%. This makes it attractive for income-focused investors.
Old Dominion Freight Line, Inc. (ODFL) has a return on equity (ROE) of 23.9%. This is excellent, indicating efficient use of shareholder capital.
Old Dominion Freight Line, Inc. (ODFL) generated $1.11B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
