Monitor Q2 2026 for volume recovery; the persistent 7-8% decline in LTL tons per day suggests soft demand despite yield improvements. The EPS beat may provide near-term support, but the downward YoY trend warrants caution.
Price Chart
Executive Summary
ODFL reported Q1 2026 EPS of $1.14, beating consensus of $1.05 by 8.6%, but total revenue fell 2.9% YoY to $1.33B and operating income declined 6.1%, reflecting soft LTL demand. The beat vs estimates is positive, but the underlying business continues to contract.
Key Financial Metrics
Key Facts
- Diluted EPS $1.14 vs consensus $1.05 (beat 8.6%)
- Total revenue $1.33B, down 2.9% YoY
- Operating ratio worsened to 76.2% from 75.4%
- LTL tons per day fell 7.7%, shipments per day down 7.9%
- Share repurchases of $88.1M and dividends $60.5M in Q1
- Operating cash flow $373.6M; capex $62.6M
Financial Impact
EPS beat consensus by $0.09, but revenue and earnings declined YoY with operating margin compression of 80 bps
Risk Factors
- Continued volume contraction in LTL market
- Cost deleveraging if revenue declines persist
- Macroeconomic headwinds in trucking
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000878927-26-000009 |
| Document: odfl-20260429.htm | 0000878927-26-000009 |
| Document: 0000878927-26-000009-index-headers.html | 0000878927-26-000009 |
| Document: 0000878927-26-000009-index.html | 0000878927-26-000009 |
| Document: 0000878927-26-000009.txt | 0000878927-26-000009 |
| 8-K Data (Synthetic) | 0000878927-26-000009 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 29d ago | 8-K | $185.75 $179.79 | ▼ −3.21% | ▼ −2.06% | $181.04 (−2.54%) |
Jul 29, 2026 9w ago | 8-K | $222.79 $215.45 | ▼ −3.29% | ▼ −8.82% | $181.04 (−18.74%) |
Jul 23, 2026 10w ago | 8-K | $230.71 $212.47 | ▼ −7.91% | ▼ −8.38% | $181.04 (−21.53%) |
Jun 3, 2026 17w ago | 8-K | $235.24 $235.95 | ▲ +0.30% | ▲ +4.12% | $181.04 (−23.04%) |
May 21, 2026 19w ago | 8-K | $207.46 $225.10 | ▲ +8.50% | ▲ +6.65% | $181.04 (−12.73%) |
Apr 29, 2026 22w ago | 8-K | $208.82 $200.35 | ▼ −4.06% | ▼ −7.17% | $181.04 (−13.30%) |
Feb 28, 2026 30w ago | Institutional Cluster | $207.59 $196.63 | ▼ −5.28% | ▼ −4.07% | $181.04 (−12.79%) |
US Market Status
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