OLD DOMINION FREIGHT LINE, INC. (ODFL) Form 8-K — Oct 28, 2026
Old Dominion Freight Line reported Q3 2026 diluted EPS of $1.65, up 28.9% from $1.28 a year earlier, on total revenue of $1.59 billion, a 13.1% increase. Net income rose 26.9% to $343.7 million. The operating ratio improved 280 basis points to 71.5%, driven by yield gains — LTL revenue per hundredweight up 13.3% — and cost leverage, though LTL tons per day slipped 0.1% before turning positive year-over-year in September.
Key figures
- Eps
- 1.65
- Revenue
- 1590726000
- Guidance
- 2026 aggregate capital expenditures expected at approximately $380 million ($180M real estate/service centers, $155M tractors and trailers, $45M IT and other).
- Net Income
- 343749000
- Revenue Yoy
- 13.1%
- Total Assets
- 5894180000
- Cash Position
- 466224000
- Eps yoy
- 28.9%
- Capex q3
- 67100000
- Buybacks 9m
- 400600000
- Claims ratio
- 0.1%
- Qtd revenue 9m
- 4479426000
- On time service
- 99%
- Dividends paid 9m
- 180700000
- Operating ratio q3
- 71.5%
- Operating income q3
- 452645000
- Operating income yoy
- 25.4%
- Operating cash flow q3
- 469500000
- Ltl tons per day change
- -0.1%
- Operating ratio prior year
- 74.3%
- Dividends declared per share q3
- 0.29
- Ltl revenue per hundredweight change
- 13.3%
AI analysis
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