Old Dominion (ODFL)
NASDAQIndustrialsTruckingSnapshot 2026-09-04
$185.87+0.06%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsTruckingSnapshot 2026-09-04
QuarterlyIQ Insights · ODFL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks ODFL against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 67% of the time over the next year (vs 52% for the rest of the cohort, n=6958).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue executing long-term strategic plan focused on profitable revenue growth through yield discipline, operational execution, and superior customer service.
Stated as a priority in 8 of last 8 quarters. Revenue grew from $1.307B in 2025-Q4 to $1.554B in 2026-Q2, operating income increased from $304M to $465M, and diluted EPS rose from $1.09 to $1.68. Management consistently emphasizes profitable revenue growth and market share gains, and the financials show delivering progress.
“Old Dominion produced strong profitable revenue growth in the second quarter as we continued to successfully execute on the fundamental aspects of our long-term strategic plan.”
“We are confident in our ability to win market share, generate profitable revenue growth and increase shareholder value over the long term.”
“We remain confident that we are in an unparalleled position within our industry to win market share, generate profitable revenue growth and increase shareholder value over the long term.”
“We continue to believe that we are the best positioned carrier to respond to a positive inflection in demand when it materializes... will support our ability to win profitable market share and increa…”
“We remain confident that we are well positioned for the long term... support our ability to drive profitable revenue growth and increased shareholder value.”
“We remain confident in our ability to win market share over the long term, which will also help us produce profitable growth and increased shareholder value.”
Maintain disciplined capital expenditure program with planned aggregate capex around $265-$380 million for 2026, focusing on real estate, equipment, and technology investments.
Stated as a priority in 6 of last 6 quarters. Management reduced planned capex from $450M in 2025 to approximately $265M in early 2026, then updated to $380M by mid-2026. Actual capex was $415M in 2025. The trajectory shows disciplined capital allocation with some moderation in spending.
Continue to increase quarterly cash dividend, with recent increases to $0.29 per share in 2026.
Stated as a priority in 4 of last 4 quarters. Quarterly dividend per share increased from $0.28 in 2025-Q4 to $0.29 in 2026-Q2. Management has consistently declared and increased dividends, demonstrating delivering on this capital return priority.
Sustain best-in-class customer service with 99% on-time service and low claims ratio to support market share and yield management.
Stated as a priority in 8 of last 8 quarters. Management consistently reports 99% on-time service and a claims ratio of 0.1%, which they cite as key to their value proposition and market share. The recurring focus is supported by stable service metrics reported each quarter, indicating delivering on this priority.
“We continued to provide our customers with best-in-class customer service with 99% on-time service and a claims ratio of 0.1%.”
Maintain disciplined capital expenditure program targeting approximately $265 million in 2026, down from $450 million in 2025, focusing on real estate, equipment, and technology investments.
Over the trailing year it converted 1.42x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 53% for the rest of the cohort, n=6654).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
9 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated stable grew net income 55% of the time over the next year (vs 58% for the rest of the cohort, n=2546).
Not investment advice. As of 2026-09-04.
“We remain confident that continued execution on our long-term strategic plan will support our ability to produce profitable growth and increased shareholder value.”
“We continue to believe that the consistency and quality of our service performance has differentiated Old Dominion in the marketplace and driven our long-term profitable growth.”
“The Company expects its aggregate capital expenditures for 2026 to total approximately $380 million.”
“The Company expects its aggregate capital expenditures for 2026 to total approximately $265 million.”
“The Company expects its aggregate capital expenditures for 2025 to total approximately $450 million.”
“The Company expects its aggregate capital expenditures for 2025 to total approximately $450 million.”
“The Company expects its aggregate capital expenditures for 2025 to total approximately $450 million.”
“The Company expects its aggregate capital expenditures for 2025 to total approximately $450 million.”
“Board declared a quarterly cash dividend of $0.29 per share, payable September 16, 2026.”
“Board declared a quarterly cash dividend of $0.29 per share, payable June 17, 2026.”
“Quarterly cash dividend increased 3.6% to $0.29 per share.”
“Paid $177.2 million in cash dividends for first nine months of 2025.”
“Our industry-leading service metrics included 99% on-time service and a claims ratio below 0.1%.”
“We were pleased to once again provide our customers with 99% on-time service and a cargo claims ratio of 0.1%.”
“We were pleased to once again provide our customers with 99% on-time service and a cargo claims ratio of 0.1%.”
“We were pleased to once again achieve an on-time service performance of 99% and a cargo claims ratio of 0.1%.”
“We were pleased to once again provide on-time service performance of 99% and a cargo claims ratio below 0.1%.”
“Providing our customers with superior service at a fair price remains the cornerstone of our long-term strategic plan, and we were pleased to achieve an on-time service performance of 99% and a cargo…”
“We once again provided our customers with 99% on-time service and a cargo claims ratio of 0.1% during the quarter.”