ODFLOLD Dominion Freight LINE, Inc.
Old Dominion Freight Line, Inc. (ODFL) operates as a less-than-truckload (LTL) carrier, hauling freight across the U.S. via a network of regional terminals. The next catalyst is Nov 5, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to sustain pricing power amid softening freight volumes.
- ODFL’s revenue growth has slowed, with a -5.5% YoY decline in 2026.
- Net margin stands at 19.8%, with a debt-to-equity ratio of 0.02x.
- The company’s stock fell 9% after Q1 2026 results, despite beating earnings.
The Read
After beating Q1 2026 earnings with higher revenue but declining year-over-year results, ODFL's stock fell 9%.
The schedule
- Wed4Nov
Q3 2026 Earnings Release and LTL Yield Update
- Tue9Feb
Q4 2026 Earnings Release and Guidance
- Wed5May
Q1 2027 Earnings Release and Guidance
- Wed4Aug
Q2 2027 Earnings Release and Guidance
Past
- Wed5Aug
Actual outcome: Mixed · $212.55 at outcome
ODFL's Q2 earnings matched estimates at $1.14 per share, with stronger yield, cost discipline, and margin gains offsetting freight-volume pressure. The stock remained flat, reflecting cautious optimism around pricing power and demand recovery, though broader macroeconomic concerns and a weak consumer sentiment index tempered immediate price movement.
- Fri5Jun
Actual outcome: Mixed · $247.01 at outcome
Old Dominion reported mixed May operating metrics, as a 12.3% increase in daily revenue driven by higher shipping rates offset a 3.8% decline in daily cargo volume. The stock saw a muted initial reaction of 1.8% as investors weighed the strong yield against falling tonnage, and shares later drifted lower following news of Amazon expanding into the LTL shipping space.
- Wed6May
Actual outcome: Bear · $198.33 at outcome
Although Old Dominion Freight Line beat Q1 estimates with an EPS of $1.14 and revenue of $1.33 billion, both top and bottom lines declined year-over-year. The market reacted negatively to the shrinking revenues and earnings, driving the stock down 9.8% to the bear floor amid broader valuation concerns.
- Wed1Apr
Actual outcome: Bull · $210.41 at outcome
The stock reached and held above the bull target of $198.45 as macro indicators from the ISM Manufacturing and Cass Freight Index reports provided the necessary confirmation of stable domestic tonnage trends. This positive macro backdrop, coupled with the announcement of the Q1 2026 earnings date and continued institutional investment, reinforced investor confidence in the company's ability to maintain its industry-leading margins.
- Tue24Feb
Actual outcome: Bull · $202.14 at outcome
Price reached or exceeded bull target ($180.00) at outcome date.
