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

Old Dominion Freight Line, Inc. reports Wednesday, Oct 28, 2026

ODFL reports before market open with consensus EPS at $1.60 and revenue at $1.55B. Last quarter: ODFL Q1 2026: Revenue Beat, Operating Ratio Improves as Demand Recovers

Reports Before market open38 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $1.60 Calendar consensus
Consensus revenue $1.55B Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session Before market open 38 days away

Where ODFL left off: FY2026 Q1

Full report

ODFL Q1 2026: Revenue Beat, Operating Ratio Improves as Demand Recovers

EPS surprise +8.6% Reported $1.14 vs $1.05
Revenue surprise +1.6% Reported $1.33B vs $1.31B
Stock move -5.6% Event window
Subsequent drift +5.5% Up to 20 sessions

Guidance was maintained. Management expects sequential volume growth and operating-ratio compression in Q2, aiming to beat normal seasonal trends. The company reaffirmed its $205 million 2026 capex program for network, technology, and equipment upgrades.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Fuel price volatility and broader cost inflation in fringe benefits and general supplies.
  • Geopolitical and macroeconomic uncertainties that could dampen freight demand.
  • Excess terminal capacity of approximately 35% may limit operating-ratio improvement.
  • Competitive pressure from truckload carriers and improved service from rivals.

Questions analysts left open

  • Operating ratio outlook and whether it will improve as projected.
  • Impact of fuel cost swings on profitability.
  • Level of excess terminal capacity and its effect on cost structure.
  • Potential headwinds from rising fringe benefit and general expense costs.
  • Competitive dynamics with FedEx Freight, TFI, ArcBest, and truckload market tightness.

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Recent ODFL quarters

All ODFL earnings
-5.6%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.