ODFLOLD DOMINION FREIGHT LINE, INC.(ODFL)Stock Analysis

AI analysis on 2,800+ stocks →
IndustrialsNasdaq
Institutional-grade research for retail investors
SEC EDGAR: CIK 878927ODFL stock profile & AI dashboard →

13F Pro Quality Score

68.1/100

Rank #429 of 2,879 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

24.2/100

Profitability

78.6/100

Balance Sheet

96.2/100

Earnings Quality

29.2/100

Free Cash Flow

76.3/100

Institutional Flow

79.8/100

Revenue Scale

79.5/100

Dilution Risk

84.7/100

ODFL Stock Analysis & AI Quality Score

AI stock analysis and institutional research for OLD DOMINION FREIGHT LINE, INC. (ODFL), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ODFL at 68.1/100 on a 32-signal composite quality model, placing it at rank #429 of 2,879 stocks — the top 25% of the AI-ranked universe. ODFL scores in the top quartile across balance sheet strength (96.2), institutional flow (79.8), revenue scale (79.5). Areas of concern include revenue growth (24.2) and earnings quality (29.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), OLD DOMINION FREIGHT LINE, INC. reports quarterly revenue of $1.3B, net income of $238.3M, an operating margin of 23.8%. Top institutional holders of ODFL by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, FMR, based on the most recent SEC filings. ODFL trades on the Nasdaq exchange and files with the SEC under CIK 878927. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ODFL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for OLD DOMINION FREIGHT LINE, INC. directly from SEC EDGAR. OLD DOMINION FREIGHT LINE, INC.'s 13F Pro composite quality score has ranged between 8 and 69 since 2026, currently 68.1 — an improving long-term trajectory across 36 quarterly and live scoring snapshots.

What's Driving ODFL's Business? Latest 10-Q Breakdown

23/23 datapoints verified

AI-extracted from OLD DOMINION FREIGHT LINE, INC.'s 10-Q filed 2026-05-06 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Old Dominion's Q1 revenue fell 2.9% YoY to $1.33B on 7.7% lower LTL volumes, though yield improved 5.7% per hundredweight and net income declined only 6.4% as operating discipline offset deleveraging.

Biggest Revenue Drivers

Total revenue: $1,334.7M-2.9% YoY

LTL services$1,321.9M-2.9% YoY

Lower LTL tonnage per day down 7.7% partially offset by 5.7% increase in LTL revenue per hundredweight

Other services$12.8M-8.6% YoY

Container drayage, truckload brokerage and supply chain consulting services

Largest Expense Items

Salaries, wages and benefits$638.3M-3.0% YoY

Decrease due to 7.1% reduction in average number of active full-time employees, partially offset by annual wage increases in September 2025

Operating supplies and expenses$146.7M-2.1% YoY

Lower maintenance and repair costs offset by 13.5% increase in average diesel fuel price per gallon

Depreciation and amortization$92.3M+3.6% YoY

Increase due to assets acquired as part of 2025 and 2026 capital expenditure programs

General supplies and expenses$47.1M+18.0% YoY

Higher costs related to employee training and cloud-computing technology

Margins: Operating ratio increased to 76.2% from 75.4% YoY despite yield improvement, due to deleveraging effect from 7.7% lower volumes and 18% increase in general supplies and expenses; net margin contracted from 18.5% to 17.9%.

Watch Items from the Filing

  • LTL tonnage per day declined 7.7% YoY in Q1 2026, with April 2026 showing 6.1% continued decline; management notes demand improved as Q1 progressed but sustained volume pressure merits monitoring.
  • Company generated $373.6M operating cash flow in Q1 2026, up from $336.5M in Q1 2025, and increased cash balance to $288.1M; liquidity remains strong with $368.2M available under $400M credit facility.
  • Capital expenditure guidance reduced to $265M for FY2026 (below historical 10-15% of revenue range) as company utilizes existing capacity; expected to recover once density improves.
  • Share repurchases totaled $88.1M in Q1 2026 (down from $201.1M in Q1 2025); $1.45B remains authorized under 2023 $3.0B repurchase program with no expiration date.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Revenue

Q1 2026

$1.3B

Net Income

Q1 2026

$238.3M

Free Cash Flow

Q1 2026

$311.1M

Operating Margin

Q1 2026

23.8%

D/E Ratio

Q1 2026

0.01

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-0.9% YoY
$5.81BFY 2024
FY21 $5.26BFY22 $6.26BFY23 $5.87BFY24 $5.81B

Net Income

-4.3% YoY
$1.19BFY 2024
FY21 $1.03BFY22 $1.38BFY23 $1.24BFY24 $1.19B

Operating Income

-5.9% YoY
$1.54BFY 2024
FY21 $1.39BFY22 $1.84BFY23 $1.64BFY24 $1.54B

EPS (Diluted)

+94.7% YoY
$5.48FY 2024
FY21 $4.45FY22 $3.04FY23 $2.81FY24 $5.48

Total Assets

-0.4% YoY
$5.49BFY 2024
FY21 $4.82BFY22 $4.84BFY23 $5.51BFY24 $5.49B

Total Debt

-40.0% YoY
$60.0MFY 2024
FY21 $99.9MFY22 $120.0MFY23 $100.0MFY24 $60.0M

Op. Cash Flow

+5.7% YoY
$1.66BFY 2024
FY21 $1.21BFY22 $1.69BFY23 $1.57BFY24 $1.66B

AI Insight: ODFL Ratio Trends

Operating margin and ROIC have contracted sharply from 2024 peaks, with profitability metrics down 4–11pp year-over-year despite stable leverage.

Operating margin fell from 28.1% in Q2 2024 to 23.8% in Q1 2026, a 430bp decline. ROIC dropped from 40.2% to 28.6% over same span.

Net profit margin compressed 370bp from Q2 2024 (21.5%) to Q1 2026 (17.8%). ROE and ROA both halved year-on-year.

Debt-to-equity remained minimal throughout period, averaging 0.02 with no structural deterioration in capital structure.

Q4 2025 saw steepest quarterly decline: OpMargin to 23.3%, ROIC to 28.0%. Monitor whether Q1 2026 stabilization continues or signals seasonal trough.

Three consecutive quarters (Q3–Q1 2026) show no margin recovery despite stable leverage. Pricing or cost pressures warrant clarification.

Get alerted when ODFL's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for OLD DOMINION FREIGHT LINE, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of ODFL

Put ODFL on your watchlist

Track score changes the day OLD DOMINION FREIGHT LINE, INC. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Is ODFL a good stock to buy?

13F Pro's AI-powered analysis of OLD DOMINION FREIGHT LINE, INC. (ODFL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ODFL are available on the ODFL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ODFL?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ODFL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of OLD DOMINION FREIGHT LINE, INC.'s investment landscape.