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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.
All prior quarters are free.
| 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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