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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Old Dominion Freight Line (ODFL) is 4/10.
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.
Scored from Old Dominion Freight Line’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.39B | -7.3% | $1.23 | -16.3% | 24.1% | 19.0% | $230M |
| FY2025 Q1 | $1.37B | -5.8% | $1.19 | -11.2% | 24.6% | 18.5% | $248M |
| FY2025 Q2 | $1.41B | -6.1% | $1.27 | -14.2% | 25.4% | 19.1% | $99M |
| FY2025 Q3 | $1.41B | -4.3% | $1.28 | -10.5% | 25.7% | 19.3% | $344M |
| FY2025 Q4 | $1.31B | -5.7% | $1.09 | -11.4% | 23.3% | 17.6% | $265M |
| FY2026 Q1 | $1.33B | -2.9% | $1.14 | -4.2% | 23.8% | 17.9% | $311M |
| FY2026 Q2 | $1.55B | +10.4% | $1.68 | +32.3% | 29.9% | 22.6% | — |
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