Old Dominion Freight Line

ODFL

Market cap $35.9B

Old Dominion's stock has rebounded about 38% since a late-November low. The business is still operating well even as shipping demand remains soft.

ODFL shares slid 4.2% in a year as weak freight demand cut volumes, revenues and EPS, with pricing gains unable to offset falling shipments.

THOMASVILLE, N.C.--(BUSINESS WIRE)--Old Dominion Freight Line, Inc. (Nasdaq: ODFL) announced today that it plans to release its fourth quarter and year-end 2025 financial results before opening of trading on Wednesday, February 4, 2026. The Company will also hold a conference call to discuss its financial results and outlook at 10:00 a.m. (Eastern Time) on Wednesday, February 4, 2026. An online, real-time webcast of Old Dominion's quarterly conference call will be available at ir.odfl.com on We.

I reflect on my early dividend portfolio, which included PEP, HD, PSA, UNP, and DUK, and why it was too defensive for my age. Focusing on growth over yield in the early investing years is critical, as aggressive compounding outpaces immediate income for long-term wealth building. I advocate the 5% Rule: target a 5–6% average yield in retirement by leveraging high-growth, lower-yield stocks early and transitioning to higher-yield later.

Over the last 20 years, this trucking company's stock has vastly outpaced the broader market. The current downcycle has lingered, and the company's latest updates indicate that volumes remain under pressure.

ODFL faces earnings estimate cuts, weak price performance, and a tough freight market, giving investors reasons to stay cautious.

The market appears expensive, with historical precedent for long periods of low returns after peaks. Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporting a steady long-term outlook. Analyst forecasts for 2026 should be viewed skeptically, as actual outcomes often diverge from consensus projections.

I am rotating from Big Tech to cyclical value, energy, and high-quality dividend growth stocks amid complex market interconnections. AI is the dominant disruptor, impacting macroeconomics, labor, energy demand, and driving market concentration in the Mag-7. Current market valuations are unfavorable and top-heavy, with over 40% in the largest ten holdings.

Norfolk, Va., Dec. 13, 2025 (GLOBE NEWSWIRE) -- On December 13, nearly 1,600 students crossed the stage as newly minted Old Dominion University alumni in two ceremonies during the University's 143rd Commencement Exercises. 

With ODFL's shares moving south, we assess the current positioning of the stock to determine if it's a good investment at this juncture.