O

    Old Dominion Freight Line Inc (ODFL)

    Official site

    INDUSTRIALS • TRUCKING • NASDAQ

    $199.96
    +1.33 (+0.67%)

    Market Cap: $41.31B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    88%(35/40)
    Avg Surprise
    +7.52%
    Streak
    4 Q

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$1.59
    Range$1.52 - $1.67
    17 analysts
    EPS Revisions
    6
    0
    7d
    16
    0
    30d
    EPS Estimate Drift
    90d ago$1.46-8.1%
    60d ago$1.48-7.0%
    30d ago$1.49-6.2%
    7d ago$1.53-3.6%
    Current$1.59
    Revenue Consensus
    $1.5B
    Range$1.5B - $1.6B
    17 analysts
    Dec 31, 2026
    EPS Consensus$1.63
    Range$1.43 - $1.80
    19 analysts
    Revenue Consensus
    $1.5B
    Range$1.4B - $1.6B
    20 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$1.63---
    Sep 26EST
    		-$1.59---
    Jun 26
    		$1.68$1.52+10.53%Beat+32.3%
    Mar 26
    		$1.14$1.05+8.57%Beat-4.2%
    Dec 25
    		$1.09$1.06+2.83%Beat-11.4%
    Sep 25
    		$1.28$1.22+4.92%Beat-10.5%
    Jun 25
    		$1.27$1.29-1.55%Miss-14.2%
    Mar 25
    		$1.19$1.14+4.39%Beat-11.2%
    Dec 24
    		$1.23$1.16+6.03%Beat-16.3%
    Sep 24
    		$1.43$1.42+0.70%Beat-7.7%
    Jun 24
    		$1.48$1.45+2.07%Beat+13.8%
    Mar 24
    		$1.34$1.34+0.00%Beat+3.9%
    Dec 23
    		$1.47$1.42+3.52%Beat+0.7%
    Sep 23
    		$1.55$1.45+6.90%Beat-7.7%
    Jun 23
    		$1.30$1.32-1.52%Miss-21.2%
    Mar 23
    		$1.29$1.35-4.44%Miss-0.8%
    Dec 22
    		$1.46$1.34+8.96%Beat+20.7%
    Sep 22
    		$1.68$1.54+9.09%Beat+35.5%
    Jun 22
    		$1.65$1.58+4.43%Beat+42.2%
    Mar 22
    		$1.30$1.21+7.44%Beat+52.9%
    Dec 21
    		$1.21$1.14+6.14%Beat+49.4%
    Sep 21
    		$1.24$1.19+4.20%Beat+44.2%
    Jun 21
    		$1.16$1.11+4.50%Beat+84.1%
    Mar 21
    		$0.85$0.79+7.59%Beat+51.8%
    Dec 20
    		$0.81$0.79+2.53%Beat+35.0%
    Sep 20
    		$0.86$0.76+13.16%Beat+26.5%
    Jun 20
    		$0.63$0.53+18.87%Beat-12.5%
    Mar 20
    		$0.56$0.56+0.00%Beat+1.8%
    Dec 19
    		$0.60$0.60+0.00%Beat-7.7%
    Sep 19
    		$0.68$0.71-4.23%Miss-4.2%
    Jun 19
    		$0.72$0.71+1.41%Beat+9.1%
    Mar 19
    		$0.55$0.52+5.77%Beat+25.0%
    Dec 18
    		$0.65$0.58+12.07%Beat-18.8%
    Sep 18
    		$0.71$0.65+9.23%Beat+73.2%
    Jun 18
    		$0.66$0.61+8.20%Beat+65.0%
    Mar 18
    		$0.44$0.43+2.33%Beat+63.0%
    Dec 17
    		$0.80$0.37+116.22%Beat+185.7%
    Sep 17
    		$0.41$0.39+5.13%Beat+20.6%
    Jun 17
    		$0.40$0.37+8.11%Beat-
    Mar 17
    		$0.27$0.26+3.85%Beat-
    Dec 16
    		$0.28$0.29-3.45%Miss-
    Sep 16
    		$0.34$0.32+6.25%Beat-

    Dividends

    Dividend Metrics

    Yield0.57%
    Annual/Share$1.14
    Payout Ratio21.73%
    Frequency4
    Pay MonthsMar, Jun, Sep, Dec

    Growth

    3Y CAGR+23.13%
    5Y CAGR+30.00%
    View ODFL's full dividend history

    Key Metrics

    Valuation
    P/E Ratio38.53EV/EBITDA22.65x
    Price/FCF37.25xFCF Yield2.68%
    Profitability
    Profit Margin19.40%Operating Margin28.80%
    ROE24.80%ROIC23.75%
    Financial Health
    Debt/Equity0.00xInterest Coverage2179.09x
    Current Ratio1.89xQuick Ratio1.89x
    Trading Statistics
    Beta1.18Avg Volume1.47M
    52-Week High$252.0352-Week Low$125.43

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$202.20
    SMA 20$207.89
    SMA 50$217.22
    SMA 200$195.28
    EMA 10$202.55
    EMA 20$207.15
    EMA 50$213.47
    EMA 200$199.59

    MACD

    Line: -5.74Signal: -5.16Hist: -0.57

    ADX

    ADX: 28.6+DI: 13.4-DI: 27.7

    Aroon & PSAR

    Aroon UpN/A
    Aroon Down100.0
    PSAR$204.85

    Bollinger Bands

    Upper Band$221.19
    Lower Band$194.58
    %B Position1280%(Upper)
    Band Width0.20

    RSI (14-Day)

    Neutral
    36.8

    Momentum Oscillators

    Stoch %K14.3
    Stoch %D12.5
    Williams %R-83.0
    ROC (10d)-5.7%
    Momentum-12.00
    CCI (20d)-111.3
    MFI (14d)36.2

    Volatility Measures

    ATR (14d)$6.18(3.1%)
    StdDev (20d)6.65
    Hist Vol27.0%(Moderate)

    Volume Flow

    VWAP$199.06
    OBV41.7M
    AD Line-98.6M
    CMF (20d)-0.139

    Volume Metrics

    Avg Vol (20d)1.4M
    Vol Ratio1.1x
    VWMA (20d)$208.49

    Pivot Points

    R3$207.15
    R2$205.29
    R1$201.96
    Pivot Point$200.10
    S1$196.78
    S2$194.92
    S3$191.59

    Advanced Oscillators

    TSI-25.27
    Ultimate Osc39.4
    KST-80.32

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$1.55B$1.33B$1.31B$1.41B$1.41B$1.37B$1.39B$1.47B$1.50B$1.46B$1.50B$1.52B
    Cost of Revenue$763.61M$666.06M$667.67M$691.31M$700.64M$685.75M$674.90M$712.18M$725.95M$699.10M$690.90M$694.64M
    Gross Profit$790.39M$668.64M$639.63M$715.20M$707.09M$689.11M$710.93M$758.03M$772.75M$760.97M$804.64M$820.63M
    Operating Expenses$325.09M$351.30M$335.38M$354.36M$349.19M$351.06M$376.91M$356.17M$351.05M$374.55M$383.63M$375.61M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$224.10M$198.63M$180.32M$199.19M$184.13M$198.04M$192.68M$205.51M$213.07M$224.99M$213.98M$228.30M
    Operating Income$465.30M$317.34M$304.25M$360.84M$357.89M$338.06M$334.02M$401.86M$421.69M$386.43M$421.01M$445.02M
    Interest Income$2.44M$2.28M$1.24M$559,000$684,000$1.66M$1.90M$1.77M$5.96M$7.37M$5.31M$2.31M
    Interest Expense$76,000$299,000$284,000$4,000$6,000$2,000$25,000$19,000$131,000$37,000$85,000$90,000
    Income Before Tax$467.47M$317.68M$305.15M$360.30M$357.22M$338.64M$335.18M$403.09M$426.45M$392.88M$425.32M$446.38M
    Income Tax Expense$116.87M$79.42M$75.68M$89.35M$88.59M$83.98M$72.03M$94.51M$104.40M$100.58M$102.51M$107.09M
    Net Income$350.60M$238.26M$229.47M$270.95M$268.63M$254.66M$263.14M$308.58M$322.05M$292.30M$322.81M$339.29M
    EBITDA$556.81M$408.00M$396.86M$451.97M$447.20M$426.12M$422.11M$488.01M$505.18M$470.08M$504.75M$528.22M
    EBIT$465.10M$315.70M$304.19M$359.75M$356.54M$336.98M$333.30M$401.34M$420.62M$385.55M$420.10M$444.16M
    * Some calculated fields are derived from available data when not provided by source

    Related GNG Research

    How To Buy Stocks Nobody Wants - Without Blowing Up Your Portfolio

    Durable edge is willingness to hold unloved, high-quality businesses - excess return comes from unique info, reframed misreads, or holding what others cannot Behavioral constraints matter - losses feel ~2x gains (Kahneman/Tversky) and myopic loss aversion makes frequent checking costly, accumulate over quarters not days Diagnose weakness before acting - distinguish cyclical, secular decline, or idiosyncratic problems, then apply a tailored response rather than relying on courage Position sizing and execution are risk controls - scale in over quarters, size to survive being early, and set predefined re-eval triggers to limit ruin risk Practical proof points - author down ~30% on QXO, while UNP was bought through a 3+ year sideways cycle and later rewarded, illustrating timing risk and payoff

    Unknown Author
    •
    8/27/26
    •
    229
    Investing Strategy
    Also mentions:
    QXO
    UNP
    CP
    ODFL
    BLDR

    The Diversification Test Every Investor Should Run (Built Into GNG)

    Counting holdings is misleading - a 12-stock, 10-industry model that appeared diversified lost most diversification once positions were grouped by underlying return drivers Academic rules conflict on count - Evans & Archer (1968) says 10-15 stocks, Statman (1987) 30-40, Statman (2004) >300, all assume near-zero pairwise correlation (~0.08) Portfolio risk decomposes into idiosyncratic risk/N plus average covariance - the covariance is the non-diversifiable floor that additional names cannot breach Run the 20-minute test - build a pairwise correlation matrix or regress returns by economic drivers, compute average covariance and effective number of independent bets GNG embeds this test - prioritize holdings with distinct economic engines, size concentration to your demonstrated edge, and use ETF sleeves if you lack research bandwidth (peer uses 50% ETF)

    Unknown Author
    •
    6/29/26
    •
    350
    Portfolio Construction
    Also mentions:
    DHR
    TMO
    ODFL
    INTU
    UNP

    My Portfolio Review: High Conviction, Low Yield, Massive Upside

    I run a high-conviction, concentrated portfolio of 15 stocks built around wide-moat compounders and long-term capital appreciation over current income. The portfolio excels in quality, inflation resilience, and growth, but comes with elevated volatility due to sector concentration and cyclical exposure. Core themes include Permian landowners, logistics leaders, aerospace/defense, and “tollbooth” monopolies with strong pricing power and secular tailwinds. Going forward, I aim to improve diversification and income without selling core positions, strengthening long-term compounding while managing risk.

    Unknown Author
    •
    4/27/26
    •
    386
    Portfolio Construction
    Also mentions:
    LB
    TPL
    ODFL
    QXO
    CSL

    Forget The Noise: Why I’m Buying The King Of Freight During This Downturn

    I’m buying Old Dominion as macro fears create a rare entry into a best-in-class cyclical with unmatched service, pricing power, and a fortress balance sheet. ODFL invested aggressively during the freight downturn, building ~35% latent capacity that positions it to capture outsized volume and margin upside in the next cycle. Industry structure favors ODFL: high barriers, real estate ownership, and disciplined pricing allow it to avoid price wars and consistently outperform peers. Leading indicators are turning, but the market still prices weakness—creating a disconnect I’m exploiting before earnings and expectations reaccelerate.

    Unknown Author
    •
    3/23/26
    •
    151

    My Favorite Way To Invest In This Market

    The AI-driven CapEx boom is forcing massive capital into the real economy, creating powerful tailwinds for industrials, energy, materials, and other “real asset” sectors rather than traditional asset-light tech. A growing “no landing” economic scenario, combined with strong nominal growth and resilient earnings, supports continued market strength—but also reinforces a major rotation toward cyclical value and dividend-growing com The best opportunities now lie in companies benefiting from broadening economic growth, attractive valuations relative to growth potential, and consistent dividend growth that protects income against inflation. As a result, I am focusing on industrials, energy, midstream, and select value stocks while becoming more selective with high-beta, data center-dependent plays to manage risk and position for long-term alpha.

    Unknown Author
    •
    2/23/26
    •
    213
    Also mentions:
    UNP
    CP
    FANG
    CNQ
    ODFL

    News

    OMERS ADMINISTRATION Corp Purchases Shares of 11,165 Old Dominion Freight Line, Inc. $ODFL

    OMERS Administration Corp. recently acquired 11,165 shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL) for approximately $2.42 million. This comes as the company reported strong quarterly earnings, exceeding analyst expectations with an EPS of $1.68 and a 10.4% revenue increase year-over-year. Despite a slight dip in share price upon opening, analysts largely maintain a "Hold" rating with an average price target of $226.55.

    MarketBeat•8/26/26•
    Somewhat-Bullish

    Connor Clark & Lunn Investment Management Ltd. Buys Shares of 59,395 Old Dominion Freight Line, Inc. $ODFL

    Connor Clark & Lunn Investment Management Ltd. recently purchased 59,395 shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL) for approximately $12.87 million during the second quarter. Other institutional investors have also adjusted their positions in ODFL, with hedge funds and institutional investors collectively owning 77.82% of the company's stock. Analysts currently have a "Hold" rating on the stock with a consensus target price of $226.55, following recent strong quarterly earnings and a declared quarterly dividend.

    MarketBeat•8/26/26•
    Bullish

    Old Dominion (NASDAQ: ODFL) insider plans multi-million sale — how many shares?

    Old Dominion Freight Line, Inc. (ODFL) officer Cecil E. Overbey Jr. has filed a Rule 144 notice to sell 19,952 shares of common stock, valued at approximately $3.96 million, through Wells Fargo Clearing Services. These shares were acquired between February 2021 and February 2025, primarily from restricted stock vesting. The notice indicates 207,356,622 shares of ODFL were outstanding as of the August 25, 2026 filing date.

    Stock Titan•8/25/26•
    Neutral

    Old Dominion Freight Line Inc. stock underperforms Tuesday when compared to competitors

    Old Dominion Freight Line Inc. (ODFL) stock fell 1.56% to $198.34 on Tuesday, marking its second consecutive day of losses. This underperformance occurred despite a generally favorable trading session where the S&P 500 Index rose 0.32% and the Dow Jones Industrial Average gained 0.30%.

    MarketWatch•8/25/26•
    Somewhat-Bearish

    Old Dominion EPS Estimates Northbound: How to Play the Stock?

    Old Dominion Freight Line (ODFL) is presented as an attractive investment due to positive EPS estimate revisions for 2026 and 2027, its disciplined cost-based pricing strategy, and a strong balance sheet supporting shareholder returns. While the stock has underperformed its industry year-to-date and appears overvalued, the article suggests that its fundamental strengths outweigh these concerns, recommending it as a "Buy" for investor portfolios.

    TradingView•8/25/26•
    Bullish

    Frequently Asked Questions About ODFL

    What is ODFL's current dividend yield?
    Old Dominion Freight Line Inc (ODFL) has a current dividend yield of 0.57%.
    Does ODFL pay dividends?
    Yes, Old Dominion Freight Line Inc pays dividends with a current yield of 0.57%.
    What is ODFL's P/E ratio?
    Old Dominion Freight Line Inc has a price-to-earnings (P/E) ratio of 38.53.
    What is ODFL's market cap?
    Old Dominion Freight Line Inc (ODFL) has a market capitalization of $41.31B with a current stock price of $199.96.

    Get full access to GNG Research

    Create a free account to access portfolio tracking, advanced tools, and more.

    Create Free AccountLog In