DailyIQ
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Sector:IndustrialsAll sectors
Last updated 2 minutes ago

ODFL·Old Dominion Freight Line, Inc.

$.
-. (-.%)
After Hours
High
$234.84
Open
$234.36
Market Cap
48.63B
52W High
$252.03
Low
$229.10
P. Close
$231.82
P/E
48.28
52W Low
$126.01
Fwd P/E
35.79
DailyIQ Est.
$230.09
Technical Score (1D)
82
BUY
News Sentiment
70
BULLISH
Truist Securities has kept a Buy rating on Old Dominion Freight Line and lifted its price target to $250, reflecting confidence that the carrier’s earnings trajectory will continue to improve as U.S. freight demand rebounds. A few hours later, Susquehanna raised its target to $228 and maintained a neutral stance, underscoring a belief that ODFL can sustain revenue growth and operational efficiency. Raymond James followed suit, upgrading the stock to Outperform and setting a target of $241, citing robust freight‑services growth and margin expansion. Together, these upgrades suggest that analysts expect ODFL’s freight‑volume recovery to translate into stronger earnings in the near term. The consensus points to a potential upside over the next 1–10 trading days as the company’s Q2 earnings release approaches. Traders should watch the July 29 earnings report for confirmation of revenue growth, margin expansion, and any updates on capacity constraints. Freight rate dynamics and fuel‑price hedging decisions will also be key indicators of cost control. Monitoring competitive pressure in the less‑than‑truckload market will help gauge margin compression risks. The upcoming earnings call will provide definitive guidance on ODFL’s outlook. If earnings confirm the positive trajectory, the stock may rally further; if not, the recent rally could correct.
Earnings Summary
Old Dominion Freight Line, Inc. (ODFL) is a leading less‑than‑truckload (LTL) carrier that moves smaller freight shipments across the United States and North America, offering a broad network of regional, inter‑regional, and national routes along with expedited services, container drayage, truckload brokerage, and supply‑chain consulting. The company operates a fleet of more than 11,000 tractors and 46,000 trailers, positioning it firmly within the industrial trucking sector. In the most recent reporting cycle, ODFL posted Q4 2025 revenue of $1.307 billion, a slight decline from the $1.406 billion reported in Q3 2025, yet the company still beat consensus earnings expectations with an EPS of $1.09 versus an estimate of $1.0802. The following quarter, Q1 2026, saw revenue rise to $1.335 billion, up from $1.307 billion in Q4 2025, and an EPS of $1.14 that exceeded the $1.05108 estimate, marking the third consecutive quarter of earnings beats after a miss in Q2 2025 where EPS of $1.27 fell short of the $1.28355 forecast. Over the past year, revenue has fluctuated, with a YoY drop in Q4 2025 relative to Q4 2024 but a rebound in Q1 2026, while EPS has generally trended upward, punctuated by the Q2 2025 miss. Recent analyst commentary, including upgrades from Truist, Susquehanna, and Raymond James, underscores confidence that freight‑volume recovery will translate into stronger earnings, with upgrades to price targets reflecting expectations of continued revenue growth and margin expansion. Investors should watch the forthcoming Q2 2026 earnings release for confirmation of revenue growth, margin expansion, and any updates on capacity constraints, freight‑rate dynamics, and fuel‑price hedging decisions, as these factors will be key indicators of cost control and competitive positioning. The company’s performance will also be influenced by broader freight‑market trends and macroeconomic indicators that affect shipping demand.

EPS

EstBeatMiss
$0.98$1.14$1.29$1.45$1.61Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.53 - -
Q1'26$1.05$1.14+8.5%
Q4'25$1.08$1.09+0.9%
Q3'25$1.22$1.28+5.2%
Q2'25$1.28$1.27-1.1%
Q1'25$1.14$1.19+4.1%

Revenue

EstBeatMiss
$1.3B$1.3B$1.4B$1.5B$1.6BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.5B - -
Q1'26$1.3B$1.3B+1.6%
Q4'25$1.3B$1.3B-1.2%
Q3'25 - $1.4B -
Q2'25 - $1.4B -
Q1'25 - $1.4B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

ODFL Stock Snapshot

ODFL is currently trading at $231.00, giving Old Dominion Freight Line, Inc. a market cap of 48.63B and a P/E ratio of 48.3. Today's range spans $229.10–$234.84, with shares opening at $234.36 and moving down $0.82 (0.4%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 70/100.

Over the past year ODFL has traded between $126.01 and $252.03 - the current price is +83.3% off the 52-week low and -8.3% from the high. 32 analysts cover the stock with a Hold consensus and a mean 12-month target of $229.86 (range $155.00–$280.00), implying downside of -0.5%.

The BUY technical setup for ODFL (82/100) is worth attention in the context of the broader Industrials sector. At $231.00 (in the upper portion of its 52-week range), with 48.63B in capitalization and bullish sentiment at 70/100 The current P/E ratio stands at 48.3., this large-cap name sits at the intersection where momentum strategies and fundamental growth investors both find something to like. Annual range: $126.01–$252.03.

Earnings revision cycles in large-cap Industrials names tend to compound: when technicals confirm a BUY thesis (82/100) and news sentiment (70/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $231.00 (in the upper portion of its 52-week range), ODFL's position within the $126.01–$252.03 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.