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ODODFL

Old Dominion Freight Line, Inc.

$ODFL·$37B·Trucking·Industrials
$174.36-3.6%YTD+10.5%1Y+18.6%
Price updated 10h ago·X counts updated 2d ago
ODODFL
$ODFLOld Dominion Freight Line, Inc.
$174.36-3.65%45 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ODFL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

45X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $ODFL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 82% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-06

Old Dominion chatter is bullish. Q2 delivered 99% on-time service with 0.1% claims ratio, pricing power, real-estate/infrastructure investment on a 5-10 year horizon while peers pull back, 45-50% incremental margins and a clear line of sight to a sub-70% operating ratio. A trader sold puts on ODFL for income. One skeptic warns LTLs might be heading to single-digit multiples with SAIA/FDXF. Overall accumulation-mode tone.

Read what X is saying about $ODFL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ODFL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-16

Catching its breath after a run — could pick back up or fade from here.

Still the best-run LTL in North America, but revenue has printed year-on-year declines for four straight quarters.

Old Dominion is a fortress operator — 25% op margin, near-zero debt, 20% ROIC — but the freight cycle keeps overriding the operating story.

  • Q2 revenue -6.1% YoY, Q1 -2.9%, and now four consecutive down quarters even as EPS beats each time (Q2 $1.68 vs $1.54).
  • Insider Cecil Overbey sold ~$4M on 2026-08-25 at $198 — the stock has since retraced 9% to $181.
  • Trades 45x TTM and 26x EV/EBITDA against a business whose revenue is contracting; that's the multiple the market pays for the discipline, not the growth.

Below the 50-day, at 44% of the 52-week range, with options IV surging — the market is bracing for the freight rebound narrative to be tested at the Oct 28 print.

Agrees with X sentimentX praised 99% on-time service, pricing power, and 45-50% incremental margins on the way to a sub-70% operating ratio — all true. What the accumulation-mode tone under-weights is that revenue is still shrinking; the operator is winning share of a smaller pie.

What to watch: Oct 28 Q3 — whether tonnage inflection is finally showing up, and any commentary on the 2027 pricing renewal cycle.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Trucking is cycling through a freight-cycle trough bottom — Barron's and Citi both identified value in beaten-down names this week, with LTL operators structurally advantaged by Yellow Freight's exit. XPO's Strong Buy upgrade and Citi's bullish turn on ODFL signal the street is positioning for a rate recovery cycle.

What this means for $ODFL

Direct beneficiary — Old Dominion's premium service quality and Citi's bullish turn confirm structural advantage post-Yellow; CalSTRS institutional buying adds conviction to the freight cycle recovery as the top-tier LTL operator.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+7.1%YTD
+12.9%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 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.9B$5.7B – $6.0B$5.82$5.64 – $5.9616
FY27$6.4B$6.1B – $6.8B$6.65$6.24 – $7.2216
FY28$7.0B$6.7B – $7.4B$7.67$7.38 – $7.9511
FY29$7.2B$7.0B – $7.5B$8.42$8.06 – $8.875
FY30$7.8B$7.6B – $8.2B$9.61$9.20 – $10.125

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.1.7×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.38%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.-16.8%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.-12.1%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 today1.5% 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.β1.175-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

SellAug 25Cecil E. OverbeySVP - Strategic Development20.0K sh$4.0MSellMay 4Greg C GanttDirector22.1K sh$4.2M
+ 13 other (10 awards · 3 gifts) 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
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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 FDSep 38-K — Item 7.01: Press release / Reg FD
AI summary

Old Dominion Freight Line, Inc. (ODFL) filed an 8-K under Item 7.01 (Regulation FD disclosure) as of September 3, 2026, indicating a press release or investor presentation was publicly issued. The excerpt contains only filing boilerplate with no substantive content visible. This is a routine investor relations disclosure for the large-cap less-than-truckload freight carrier.

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.

+ 12 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

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

Is Old Dominion Freight Line (ODFL) Outperforming Other Transportation Stocks This Year?zacks.com·2d agoImplied Volatility Surging for Old Dominion Stock Optionszacks.com·3d agoProficient Auto Logistics (NASDAQ:PAL) vs. Old Dominion Freight Line (NASDAQ:ODFL) Head-To-Head Analysisdefenseworld.net·8d agoOld Dominion Freight Line, Inc. $ODFL Shares Bought by California State Teachers Retirement Systemdefenseworld.net·8d agoDown 12.1% in 4 Weeks, Here's Why You Should You Buy the Dip in Old Dominion (ODFL)zacks.com·13d ago

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Voices on X · last 7 days

No standout posts about $ODFL on X in the 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.

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