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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jordan Alliger | Goldman Sachs | 8 questions · 0% challenging |
| Jon Chappell | Evercore ISI | 7 questions · 0% challenging |
| Scott Group | Wolfe Research | 7 questions · 0% challenging |
| Jason Seidl | TD Cowen | 7 questions · 14% challenging |
| Chris Wetherbee | Wells Fargo | 7 questions · 0% challenging |
| Ken Hoexter | Bank of America | 7 questions · 43% challenging |
| Tom Wadewitz | UBS | 7 questions · 14% challenging |
| Richa Harnain | Deutsche Bank | 7 questions · 14% challenging |
| Ravi Shanker | Morgan Stanley | 7 questions · 29% challenging |
| Eric Morgan | Barclays | 6 questions · 33% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Stephens | 5 analysts | 12 questions · 17% challenging |
| UBS | 2 analysts | 8 questions · 13% challenging |
| Goldman Sachs | 1 analyst | 8 questions · 0% challenging |
| Evercore ISI | 1 analyst | 7 questions · 0% challenging |
| Bank of America | 1 analyst | 7 questions · 43% challenging |
| Barclays | 2 analysts | 7 questions · 43% challenging |
| Deutsche Bank | 1 analyst | 7 questions · 14% challenging |
| Stifel | 2 analysts | 7 questions · 0% challenging |
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 | Macroeconomic | Revenue Growth | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 5 | 4 | 2 | 4 | 2 | 3 | 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 | 3 | 1 | 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 | |
| Macroeconomic | 2 | 3 | 2 | 1 | 3 | |
| Revenue Growth | 3 | 3 | 2 | 1 | 2 | |
| Capex Investment | 1 | 2 | 1 | 3 | 1 |
What ODFL and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“TFI is talking a lot about service improvement, favorable trend in their volumes. But they're a low price point in the market”
An analyst frames TFI as a low-price LTL competitor showing service improvement and favorable volume trends, a competitive signal management declined to specifically endorse.
“I think that once Yellow closed, it seems like a lot of those service centers went into the private world. And I think that a lot of that market share that Yellow had ended up with the private carriers as well.”
Management cites defunct LTL carrier Yellow's closure and the reabsorption of its service centers/share as evidence the industry remains capacity-constrained.
“And with respect to FedEx, we've been competing against them for years. And the priority and the economy is not a new service offering.”
Old Dominion downplays the competitive threat from a soon-to-be-independent FedEx Freight, noting its priority/economy dual-service offering is not new.
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| 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 Q1Selected | $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% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q1 2026Earnings call Apr 29, 2026
FY2026 Q1 in brief
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%.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY -2.92% → base 4. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Old Dominion Freight Line (ODFL), FY2026 Q1: 4/10. Scores: Old Dominion Freight Line’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ODFL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Newest-quarter details for 1 peer (score, revenue, headline, themes and macro signals) are available with Pro.