Yield-Driven Revenue Growth
LTL revenue per hundredweight rose 15.2% year-over-year, fueled by yield management and higher fuel surcharges; excluding fuel, yield increased 5.5%.
OLD DOMINION FREIGHT LINE, INC. is expected to release its Q3 2026 10-Q filing on October 27, 2026. Last quarter: ODFL delivered strong Q2 FY2026 results as pricing gains outweighed volume softness, driving a 30% increase in net income and substantial margin expansion.
EPS Estimate
$1.61
Revenue Estimate
$1.58B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the ODFL page.
Drawn from management commentary in the Q2 2026 10-Q:
LTL revenue per hundredweight rose 15.2% year-over-year, fueled by yield management and higher fuel surcharges; excluding fuel, yield increased 5.5%.
The operating ratio improved to 70.1% from 74.6% in Q2 2025, reflecting disciplined cost control and productivity gains despite lower shipment volumes.
ODFL lowered its full-year 2026 capital expenditure estimate to $380 million, below its historical range, as it leverages existing network capacity for growth.
EPS (Diluted)
$1.68
+32.28% YoY
Operating Income
$465.3M
+30.01% YoY
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