Old Dominion Freight Line

ODFL

Market cap $28.3B

Old Dominion (ODFL) reported earnings 30 days ago. What's next for the stock?

Old Dominion is the second-largest less-than-truckload or LTL carrier in the United States, only behind FedEx Freight and ahead of Estes Express Lines, using 2024 revenues. The ongoing freight recession started almost four years ago, and the LTL trucking business as a whole still faces a weakening demand environment. With an operating ratio of 74.3% in the third quarter of 2025, ODFL continues to be the lowest-cost operator, no other competitor even comes close.

GOOG was a top performer following strong core business results and the accelerated adoption of its AI offerings. TEL was a top performer as it is benefiting from AI spending plus delivering stronger margins despite a mixed demand environment in other end markets. Trucking stocks in general, and ODFL specifically, have had challenging performance during the quarter due to the lingering softness in the industrial economy.

Old Dominion Freight Line (ODFL) stock merits your attention. Why? Because you receive high margins – indicative of pricing strength and capacity for cash generation – at a discounted price.

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Old Dominion Freight Line, Inc. ( ODFL ) Q3 2025 Earnings Call October 29, 2025 10:00 AM EDT Company Participants Jack Atkins - Director of Investor Relations Kevin Freeman - President, CEO & Director Adam Satterfield - Executive VP, Assistant Secretary & CFO Conference Call Participants Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Thomas Wadewitz - UBS Investment Bank, Research Division Jordan Alliger - Goldman Sachs Group, Inc., Research Division Eric Morgan - Barclays Bank PLC, Research Division Ravi Shanker - Morgan Stanley, Research Division Scott Group - Wolfe Research, LLC Bascome Majors - Susquehanna Financial Group, LLLP, Research Division Brian Ossenbeck - JPMorgan Chase & Co, Research Division Jason Seidl - TD Cowen, Research Division Reed Seay - Stephens Inc., Research Division Ken Hoexter - BofA Securities, Research Division Jeffrey Kauffman - Vertical Research Partners, LLC Richa Harnain Ariel Rosa - Citigroup Inc., Research Division Joseph Lawrence Hafling - Jefferies LLC, Research Division Presentation Operator Good morning, and welcome to the Old Dominion Freight Line Third Quarter 2025 Earnings Call. [Operator Instructions] Please note, this event is being recorded.

ODFL beats Q3 earnings and revenue estimates despite year-over-year declines, backed by strong yield growth and cost control.

While the top- and bottom-line numbers for Old Dominion (ODFL) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Old Dominion Freight Line (ODFL) came out with quarterly earnings of $1.28 per share, beating the Zacks Consensus Estimate of $1.22 per share. This compares to earnings of $1.43 per share a year ago.