Road & Rail
Price
$217.65
-0.14%Market Cap
$45.26B
Day High
$221.82
Day Low
$216.10
ODFL reported a modest earnings decline in Q1 FY2026, with net income falling 6.4% YoY to $238.3M and EPS (diluted) dropping to $1.14, though operating cash flow surged 11.0% and the balance sheet remained exceptionally strong with minimal long-term debt.
Key risk: Freight Volume and Pricing Sensitivity
ODFL's revenue and profitability are highly sensitive to LTL freight volumes and pricing dynamics. A softening macro environment or excess trucking capacity could further compress operating margins beyond the 6.1% YoY decline already observed in Q1 FY2026.
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