OLD DOMINION FREIGHT LINE, INC.(ODFL)Stock Analysis
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Rank #788 of 2,961 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ODFL Stock Analysis & AI Quality Score
Data updated 2026-09-11AI 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 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. OLD DOMINION FREIGHT LINE, INC.'s 13F Pro composite quality score has ranged between 61 and 70 since 2026, currently 61.3 — a declining long-term trajectory across 48 quarterly and live scoring snapshots.
What's Driving ODFL's Business? Latest 10-Q Breakdown
✓ 19/19 datapoints verifiedAI-extracted from OLD DOMINION FREIGHT LINE, INC.'s 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
Increase in LTL revenue per hundredweight (+15.2% YoY, including higher fuel surcharges) partially offset by a decrease in volumes.
Includes container drayage, truckload brokerage and supply chain consulting revenue.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$1.6B
Net Income
Q2 2026
$350.6M
Free Cash Flow
Q2 2026
$195.7M
Operating Margin
Q2 2026
29.9%
ROIC
Q2 2026
40.8%
D/E Ratio
Q2 2026
0.00
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-5.5% YoYNet Income
-13.7% YoYOperating Income
-11.8% YoYEPS (Diluted)
-11.7% YoYTotal Assets
-0.4% YoYTotal Debt
-33.3% YoYOp. Cash Flow
-17.4% YoYFree Cash Flow
+7.6% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $5.50B -5.5% | $5.81B -0.9% | $5.87B -6.3% | $6.26B +19.1% | $5.26B +30.9% | $4.02B |
| Net Income | $1.02B -13.7% | $1.19B -4.3% | $1.24B -10.0% | $1.38B +33.1% | $1.03B +53.8% | $672.7M |
| Operating Income | $1.36B -11.8% | $1.54B -5.9% | $1.64B -10.9% | $1.84B +32.3% | $1.39B +53.4% | $906.9M |
| EPS (Diluted) | $4.84 -11.7% | $5.48 +94.7% | $2.81 -7.6% | $3.04 -31.5% | $4.45 +56.5% | $2.84 |
| Total Assets | $5.47B -0.4% | $5.49B -0.4% | $5.51B +13.9% | $4.84B +0.4% | $4.82B +10.3% | $4.37B |
| Total Debt | $40.0M -33.3% | $60.0M -40.0% | $100.0M -16.7% | $120.0M +20.0% | $99.9M +0.0% | $99.9M |
| Operating Cash Flow | $1.37B -17.4% | $1.66B +5.7% | $1.57B -7.2% | $1.69B +39.5% | $1.21B +30.0% | $933.0M |
| Free Cash Flow | $955.1M +7.6% | $888.0M +9.4% | $811.8M -11.4% | $916.4M +38.3% | $662.5M -6.4% | $707.9M |
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13F Pro tracks comprehensive data for OLD DOMINION FREIGHT LINE, INC. including:
Top Institutional Holders of ODFL
BlackRock, Inc.
$3.4B15,771,039 shFMR LLC
$2.7B12,695,818 shVANGUARD CAPITAL MANAGEMENT LLC
$2.6B12,099,217 shPRICE T ROWE ASSOCIATES INC /MD/
$2.1B9,783,717 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.9B8,717,811 shSTATE STREET CORP
$1.8B8,279,956 shInvesco Ltd.
$1.6B7,314,156 shGEODE CAPITAL MANAGEMENT, LLC
$1.1B5,201,143 shBoston Partners
$828.4M3,817,754 shGOLDMAN SACHS GROUP INC
$721.3M3,330,223 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $3.4B | 15,771,039 |
| FMR LLC | $2.7B | 12,695,818 |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.6B | 12,099,217 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.1B | 9,783,717 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.9B | 8,717,811 |
| STATE STREET CORP | $1.8B | 8,279,956 |
| Invesco Ltd. | $1.6B | 7,314,156 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.1B | 5,201,143 |
| Boston Partners | $828.4M | 3,817,754 |
| GOLDMAN SACHS GROUP INC | $721.3M | 3,330,223 |
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Popular Research
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. ODFL is classified as a large company.
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.