Old Dominion Freight Line, Inc. · ODFL · Next earnings

Old Dominion Freight Line, Inc. reports Wednesday, Feb 3, 2027

ODFL reports before market open with consensus EPS at $1.50 and revenue at $1.54B. Last quarter: ODFL: Strong Q3 growth, but cost pressure clouds Q4 margins

Reports Before market open90 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $1.50 Calendar consensus
Consensus revenue $1.54B Calendar consensus
Report date Feb 3, 2027 Wednesday, date estimated
Session Before market open 90 days away

Where ODFL left off: FY2026 Q3

Full report

ODFL: Strong Q3 growth, but cost pressure clouds Q4 margins

EPS surprise +2.5% Reported $1.65 vs $1.61
Revenue surprise +1.2% Reported $1.59B vs $1.57B
Stock move -7.3% Event window
Subsequent drift 0.0% Up to 20 sessions

Maintained. Management expects Q4 revenue of $1.54-$1.58 billion, above normal seasonality, while anticipating a Q4 operating ratio near 73.5% because of fringe-benefit and fuel-related costs.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Fringe-benefit cost inflation could pressure margins.
  • Fuel-price volatility and surcharge timing may create cost and margin variability.
  • A weaker macro environment could slow demand and tonnage growth.
  • Labor costs, driver availability and higher operating-supplies expense remain execution risks.

Questions analysts left open

  • How operating-ratio performance develops into Q4.
  • Whether tonnage trends reflect seasonality or sustained month-over-month improvement.
  • The effect of compensation, fringe benefits and incentive pay on costs.
  • Fuel-surcharge timing and the rationale for fleet trimming despite available capacity.

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Recent ODFL quarters

All ODFL earnings
-7.3%FY2026 Q3-1.5%FY2026 Q2-5.6%FY2026 Q1+9.9%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.