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ODODFL

Old Dominion Freight Line, Inc.

$ODFL·$45B·Trucking·Industrials
$221.04+1.2%YTD+40.1%1Y+41.7%
Mentions · last 7 days
2026-06-11: 20 posts2026-06-12: 21 posts2026-06-13: 5 posts2026-06-14: 0 posts2026-06-15: 14 posts2026-06-16: 7 posts2026-06-17: 2 posts70+1%
Price updated 12h ago·X counts updated 2d ago
ODODFL
Old Dominion Freight Line, Inc.$ODFL
$221.04+1.23%70 posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 2026-06-19

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

Premium LTL carrier with Amazon-LTL-expansion competitive overhang and clean balance sheet; multiple has run, but service-quality moat is durable.

Old Dominion Freight Line is the premium LTL carrier facing renewed competitive pressure from Amazon — 'Amazon Expands Its LTL Shipping Business. Old Dominion Freight Tumbles' (June 10) is the bear catalyst. The 'Increased Demand Drives Big Inflows' piece (June 12) suggests near-term traffic is supportive. Multiple insider activity including David Congdon's G-Gift transaction May 27. No X sentiment in the bundle. At $221.04 the stock is +40% YTD and +42% T12M on a $45.4B market cap, with gross margin 31%, ROE 23% and ROIC 20% — premium LTL operating economics. Debt-to-equity 0.01 is essentially debt-free. The bear case is that Amazon's LTL expansion is a real structural competitive threat that compresses Old Dominion's premium pricing, plus freight-demand normalization is a continuing macro headwind; the offsetting case is that Old Dominion's network density and service-level differentiation make it hard to disrupt at the high-end SME shipper segment, and the multiple compression has likely overshot the Amazon-disruption fear.

sparse data

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
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What it does

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

Old Dominion Freight Line, Inc. (ODFL) serves as a prominent less-than-truckload (LTL) freight carrier operating across the United States and North America. The company's offerings include LTL shipping solutions at regional, inter-regional, and national levels, often featuring expedited delivery options. Furthermore, ODFL provides a variety of supplementary services, such as container drayage, truckload brokerage, and supply chain consultancy. As of December 31, 2021, its extensive infrastructure comprised 10,403 tractors, 27,917 linehaul trailers, and 13,303 pickup and delivery trailers, supported by 3 fleet maintenance centers and 251 service facilities. Founded in 1934, Old Dominion Freight Line, Inc. has its corporate headquarters situated in Thomasville, North Carolina.

Industry overviewAI analysisGenerated by AI from underlying data

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

Trucking · Industrials

Truckload capacity rationalization is the structural inflection point — small carrier exits are finally tightening the market after two years of rate suppression, with KNX earnings signaling the turn. Reshoring manufacturing activity creates the underlying volume floor that sustains the recovery beyond the inventory restocking cycle.

See how Trucking shapes $ODFL

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $ODFL's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$IYTiShares U.S. Transportation ETF
+12.1%YTD
+29.2%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
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%
Q2 2025Jul 30, 2025$1.27$1.28-0.8%
Next earningsWed, Jul 29·consensus EPS $1.45

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 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.8B$5.6B – $6.0B$5.45$5.16 – $5.7215
FY27$6.2B$5.9B – $6.4B$6.36$5.98 – $6.7715
FY28$6.7B$6.7B – $6.7B$7.26$6.99 – $8.048
FY29$7.0B$6.7B – $7.3B$7.96$7.53 – $8.337
FY30$7.8B$7.5B – $8.1B$8.98$8.50 – $9.407

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.1.9×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.75%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.+1.9%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.+25.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 186.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% 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.

Know if $ODFL is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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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
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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 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
+ 10 other (4 13Gs · 2 earnings 8-Ks · 1 10-Q · 1 ARS) in window

Recent news

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

Old Dominion Freight Line Inc (ODFL) Stock Down 5.7% but Still Overvalued -- GF Score: 93/100gurufocus.com·2d agoOld Dominion Freight Line Inc (ODFL) Shares Fall 3.4% -- GF Value Says Still Overvaluedgurufocus.com·4d agoOld Dominion's Increased Demand Drives Big Inflowsfxempire.com·7d agoForward Air vs. Old Dominion Freight Line: Which Industrials Stock Is a Better Buy in 2026?fool.com·7d agoAmazon Expands Its LTL Shipping Business. Old Dominion Freight Tumbles.barrons.com·9d ago

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Voices on X · last 7 days

No standout posts about $ODFL on X in the last 7 days.

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