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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jordan Alliger | Goldman Sachs | 7 | 0% |
| Jason Seidl | TD Cowen | 6 | 17% |
| Ken Hoexter | Bank of America | 6 | 50% |
| Ravi Shanker | Morgan Stanley | 6 | 33% |
| Chris Wetherbee | Wells Fargo | 6 | 0% |
| Jon Chappell | Evercore ISI | 6 | 0% |
| Scott Group | Wolfe Research | 6 | 0% |
| Bascome Majors | Susquehanna | 5 | 20% |
| Eric Morgan | Barclays | 5 | 40% |
| Ariel Rosa | Citigroup | 5 | 40% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Goldman Sachs | 1 | 7 | 0% |
| Bank of America | 1 | 6 | 50% |
| Morgan Stanley | 1 | 6 | 33% |
| Evercore ISI |
| 1 |
| 6 |
| 0% |
| Stephens | 4 | 6 | 17% |
| Jefferies | 2 | 6 | 0% |
| Barclays | 2 | 6 | 50% |
| TD Cowen | 1 | 6 | 17% |
Old Dominion reported Q1 revenue of $1.33 billion, down 2.9% year-over-year, with the operating ratio increasing 80 basis points to 76.2%. LTL volume decline persisted despite sequential improvement, and industrial recovery lagged retail improvement. Yield management discipline remained intact at 4.4% growth. Weight per shipment continued turning positive as a leading indicator, and truckload-to-LTL mode reversion was starting. Capacity investments created near-term cost headwinds but positioned the company for the eventual recovery.
Demand | Competitive Dynamics | Pricing | Margin | Cost Pressure | Revenue Growth | Macroeconomic | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 5 | 4 | 2 | 4 | 3 | 2 | 1 |
| 2025Q1 | 6 | 5 | 6 | 2 | 3 | 3 | 2 | |
| 2025Q2 | 6 | 7 | 3 | 5 | 1 | 2 | 2 | |
| 2025Q3 | 9 | 7 | 6 | 3 | 1 | 1 | 1 | |
| 2025Q4 | 8 | 5 | 2 | 4 | 4 | 1 | 3 | 3 |
| 2026Q1 | 8 | 9 | 2 | 4 | 3 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 8 | 6 | 6 | 9 | 8 | 8 |
| Competitive Dynamics | 5 | 5 | 7 | 7 | 5 | 9 |
| Pricing | 4 | 6 | 3 | 6 | 2 | 2 |
| Margin | 2 | 2 | 5 | 3 | 4 | 4 |
| Cost Pressure | 4 | 1 | 1 | 4 | 3 | |
| Revenue Growth | 3 | 3 | 2 | 1 | 2 | |
| Macroeconomic | 2 | 3 | 2 | 1 | 3 | |
| Capex Investment | 1 | 2 | 1 | 3 | 1 |