TickerTalks
Browse all tickers →
TickerTalks›$ODFL
ODODFL

Old Dominion Freight Line, Inc.

$ODFL·$44B·Trucking·Industrials
$212.14-0.2%YTD+41.2%1Y+42.1%
Mentions · last 7 days
2026-07-26: 0 posts2026-07-27: 2 posts2026-07-28: 6 posts2026-07-29: 27 posts2026-07-30: 7 posts2026-07-31: 6 posts2026-08-01: 2 posts50+19%
Price updated 2d ago·X counts updated 1d ago
ODODFL
$ODFLOld Dominion Freight Line, Inc.
$212.14-0.16%50 posts+19%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ODFL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-01

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Old Dominion Freight Q2 beat 9% on yield and cost discipline — LTL leader, +41% YTD, position 68% of 52w.

Old Dominion Freight Line is the largest premium US less-than-truckload (LTL) carrier, generating industry-leading margins through operational excellence and pricing discipline. Up 41% YTD and 42% over 12 months on the freight-cycle recovery landing — the July 29 Q2 print delivered a clean 9% EPS beat, and the tape has consolidated into the next earnings window.

Where the setup sits:

  • Q2 was a genuine beat: EPS $1.68 vs $1.54 consensus (9% beat) on $1.55B revenue — the operational execution is intact, and the yield-plus-cost-discipline framing is the durable lever.
  • Q1 revenue was actually slightly negative: revenue fell 3% year over year in Q1 to $1.33B — the growth story is modest, but the margin expansion via yield discipline is what supports the multiple.
  • Valuation is stretched on trailing P/E: 45x P/E reflects the premium multiple ODFL has always commanded for its best-in-class LTL economics — 24.6% operating margin is exceptional for trucking.
  • Position at 68% of 52-week range with -6% below the 50-day MA — the tape has cooled slightly from the recent leg higher, but the underlying setup remains constructive.

October 28 is the next check: continued yield discipline plus firm 2027 LTL volume commentary is what keeps the current coiling from turning into breakdown; a freight-recession signal or a fresh diesel-price shock and the +41% YTD gives back significant ground as the trucking cohort rotates lower.

What to watch: The October 28 Q3 print — continued yield discipline plus firm 2027 LTL volume commentary keeps the current coiling from turning into breakdown; a freight-recession signal or fresh diesel-price shock and the +41% YTD gives back ground.

On the calendar: 2026-10-28 — Q3 earnings

Read the AI verdict + X sentiment for $ODFL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Premium LTL trucking carrier known for industry-leading service quality and operating margins.

Industry overviewAI analysisGenerated by AI from underlying data

Where Trucking sits in its cycle right now — and what that implies for $ODFL.

Trucking · Industrials

No material change from last week — small carrier exits are finally tightening the market after two years of rate suppression, with KNX earnings signaling the turn.

What this means for $ODFL

Partial — Premium LTL trucking carrier known for industry-leading service quality and operating margins; partial earnings exposure to trucking demand dynamics through its product portfolio.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+13.4%YTD
+24.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
45.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
19.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
23.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$1.68$1.54+9.1%
Q1 2026Apr 29, 2026$1.14$1.05+8.6%
Q4 2025Feb 4, 2026$1.09$1.06+2.8%
Q3 2025Oct 29, 2025$1.28$1.22+4.9%
Next earningsWed, Oct 28·consensus EPS $1.60

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.3B-2.9%27.7%23.8%$1.14$311.1M
Q4 FY25$1.3B-5.7%30.1%23.3%$1.09$264.5M
Q3 FY25$1.4B-4.3%33.3%25.7%$1.29$343.5M
Q2 FY25$1.4B-6.1%32.3%25.4%$1.27$98.7M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.9B$5.7B – $6.1B$5.76$5.34 – $6.0213
FY27$6.3B$6.0B – $6.7B$6.61$6.19 – $7.2914
FY28$6.9B$6.4B – $7.4B$7.65$7.20 – $8.0210
FY29$7.0B$6.7B – $7.3B$7.96$7.51 – $8.445
FY30$7.8B$7.5B – $8.2B$8.98$8.47 – $9.535

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.68%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 186.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.185-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 4Greg C GanttDirector22.1K sh$4.2MSellFeb 26Earl E CongdonChair25.0K sh$4.9MSellFeb 19David S CongdonChair52.0K sh$10.1MSellFeb 18Kelley Christopher JamesSVP - Operations80 sh$16KSellFeb 18Bradley R GaboschDirector3.1K sh$609K
+ 24 other (13 awards · 8 gifts · 3 inkinds) in window

See when $ODFL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJun 38-K — Item 7.01: Press release / Reg FD
AI summary

Old Dominion Freight Line, Inc. (ODFL) filed an 8-K (Items 7.01 and 9.01) on June 3, 2026, furnishing investor presentation materials under Reg FD. The excerpt is entirely boilerplate header with no narrative; the presentation topic and content are in the attached exhibit under Item 9.01. This is a routine Reg FD filing — not a material event disclosure.

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Old Dominion Freight Line, Inc. filed an 8-K on May 21, 2026 (event date May 20, 2026) covering Items 5.07 (shareholder vote results), 8.01 (other events), and 9.01. The vote results reflect the annual meeting; the Item 8.01 disclosure likely covers an additional corporate development announced the same day. Boilerplate excerpt only — vote tallies and the other event detail are in the exhibits. The combination of 5.07 and 8.01 in one filing is slightly elevated versus a pure routine vote filing.

3New insider — initial holdingsMay 203
AI summary

Albert Randolph Smith II filed a Form 3 (initial statement of beneficial ownership) as a new director of Old Dominion Freight Line, Inc. (ODFL) as of May 20, 2026, reporting no securities held at appointment. Routine administrative filing — no shares held, no market impact.

8-KPress release / Reg FDMar 38-K — Item 7.01: Press release / Reg FD
+ 13 other (4 13Gs · 3 earnings 8-Ks · 1 routine 8-K · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

What a $101.5 Billion Trade Deficit Really Means for Americans in 2026247wallst.com·3d agoOld Dominion Freight Line, Inc. (ODFL) Q2 2026 Earnings Call Transcriptseekingalpha.com·5d agoODFL Q2 Earnings Beat Estimates on Yield and Cost Disciplinezacks.com·5d agoOld Dominion Freight Line Q2 Earnings Call Highlightsmarketbeat.com·5d agoOld Dominion (ODFL) Q2 Earnings: Taking a Look at Key Metrics Versus Estimateszacks.com·5d ago

More in Trucking

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$KNX$XPO$TOPP
Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport