OLD DOMINION FREIGHT LINE, INC.(ODFL)— Stock Profile, AI Score & Financials
Industrials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings.
OLD DOMINION FREIGHT LINE, INC. (ODFL) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores ODFL at 61.3/100 on a 32-signal composite quality model, placing it at rank #788 of 2,961 stocks — the top half of the AI-ranked universe. ODFL scores in the top quartile across balance sheet strength (95.7), revenue scale (79.5), profitability (78.4). Areas of concern include revenue growth (17.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), OLD DOMINION FREIGHT LINE, INC. reports quarterly revenue of $1.6B, net income of $350.6M, an operating margin of 29.9%. Top institutional holders of ODFL by reported 13-F value include BlackRock, FMR, VANGUARD CAPITAL MANAGEMENT, 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.
AI Quality Score
61.3/100
AI Rank
#788
Revenue
$1.6B
Net Income
$350.6M
Free Cash Flow
$195.7M
Operating Margin
29.9%
ODFL key financials by period
OLD DOMINION FREIGHT LINE, INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$5.5B
$1.0B
24.8%
FY 2024
10-K
$5.8B
$1.2B
26.6%
FY 2023
10-K
$5.9B
$1.2B
28.0%
FY 2022
10-K
$6.3B
$1.4B
29.4%
FY 2021
10-K
$5.3B
$1.0B
26.5%
FY 2020
10-K
$4.0B
$672.7M
22.6%
Institutions holding ODFL
Institutional investors reporting a position in OLD DOMINION FREIGHT LINE, INC. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Old Dominion grew Q2 revenue 10.4% YoY to $1,554.0M entirely on pricing/fuel surcharge gains while LTL tonnage per day fell 4.1%, and operating ratio improved to 70.1% from 74.6%.
Biggest Revenue Drivers
LTL services$1,538.9M
Increase in LTL revenue per hundredweight (+15.2% YoY, including higher fuel surcharges) partially offset by a decrease in volumes.
Other services$15.1M
Includes container drayage, truckload brokerage and supply chain consulting revenue.
Biggest Revenue Drivers
Total revenue: $1,554.0M+10.4% YoY
LTL services$1,538.9M
Increase in LTL revenue per hundredweight (+15.2% YoY, including higher fuel surcharges) partially offset by a decrease in volumes.
Other services$15.1M
Includes container drayage, truckload brokerage and supply chain consulting revenue.
Largest Expense Items
Salaries, wages and benefits$687.3M+2.3% YoY
Higher performance-based bonus compensation and the September 2025 annual wage increase, partially offset by a 7.1% decrease in average full-time employees.
Operating supplies and expenses$177.7M+24.7% YoY
Average cost per gallon of diesel fuel increased 70.5% YoY, partially offset by lower maintenance and repair costs.
Depreciation and amortization$91.7M+1.2% YoY
Assets acquired under the 2025 and 2026 capital expenditure programs, partially offset by disposals.
General supplies and expenses$46.4M+11.4% YoY
Higher costs related to cloud-computing technology.
Margins: Operating ratio improved to 70.1% from 74.6% a year ago, driven by yield-management pricing gains, leveraging of labor costs, and a $21.0M favorable swing in miscellaneous income from property/equipment sale gains.
Watch Items from the Filing
LTL tonnage per day fell 4.1% YoY and shipments per day fell 5.7% YoY in Q2, with revenue growth driven entirely by a 15.2% rise in LTL revenue per hundredweight rather than volume.
Average cost per gallon of diesel fuel rose 70.5% YoY in Q2, a major cost pressure the company manages via fuel surcharges but does not hedge.
July 2026 update shows continued volume softness: LTL tons per day down 1.0% YoY on a 3.0% decline in shipments per day, even as revenue per day rose 8.2%.
Average number of active full-time employees declined 7.1% YoY, reflecting headcount reductions alongside lower shipment volumes.
$1.31 billion remains authorized under the $3.0 billion 2023 share repurchase program, with $145.9M repurchased in Q2 2026 alone.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
