DailyIQ
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Sector:IndustrialsAll sectors
Last updated 3 minutes ago

ODFL·Old Dominion Freight Line, Inc.

$.
-. (-.%)
After Hours
High
$234.00
Open
$230.22
Market Cap
47.11B
52W High
$252.03
Low
$223.74
P. Close
$228.67
P/E
46.77
52W Low
$126.01
Fwd P/E
149.06
DailyIQ Est.
$228.72
Technical Score (1D)
77
BUY
News Sentiment
76
BULLISH
Susquehanna recently lifted its price target for Old Dominion Freight Line to $228 from $224, signaling confidence in the carrier’s ability to sustain revenue growth and improve operational efficiency. The modest upward adjustment reflects expectations that freight volumes will continue to rise as the economy expands and shipping demand remains robust. Because the brokerage maintains a neutral rating, it does not anticipate a significant upside or downside risk in the near term, suggesting that the stock should trade within a tight range. This change is likely to influence short‑term sentiment, as traders may view the higher target as a subtle endorsement of the company’s earnings outlook. The next earnings release will be a key catalyst, providing fresh data on revenue, margins, and freight rate trends that could confirm or challenge the revised target. Investors should also monitor freight rate dynamics, as any shift in carrier pricing power could affect ODFL’s profitability. In addition, watch for any updates on regulatory or infrastructure developments that could impact the trucking and logistics sector. Finally, keep an eye on macro‑economic indicators such as GDP growth and consumer spending, which influence freight demand and could alter the company’s trajectory over the next ten trading days.
Earnings Summary
Old Dominion Freight Line, Inc. (ODFL) is a leading less‑than‑truckload 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 and value‑added solutions such as 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 as a major player in the trucking sector of the industrials space. In the most recent reporting period, ODFL posted earnings per share of $1.14 on revenue of $1.3347 billion in Q1 2026, compared with $1.09 on $1.3073 billion in Q4 2025; the company beat consensus estimates in both quarters, while revenue grew modestly year‑over‑year. Over the past six quarters, ODFL has consistently outperformed earnings expectations, recording a beat in five of six quarters and only missing guidance once in Q2 2025; revenue, however, has shown a volatile pattern with a 3.4 % decline from Q4 2024 to Q1 2025, a 2.4 % rebound in Q2 2025, a 0.1 % dip in Q3 2025, a 10.1 % drop in Q4 2025, and a 2.2 % rise in Q1 2026, indicating that while profitability remains strong, top‑line growth is uneven. Recent analyst commentary has been largely supportive: Susquehanna lifted its price target to $228 and maintained a neutral rating, citing confidence in ODFL’s ability to sustain revenue growth and improve operational efficiency, while Raymond James upgraded the stock to Outperform and raised its target to $241, underscoring expectations of continued freight‑volume expansion and margin stability. Investors should watch for the forthcoming Q2 2026 earnings release, paying particular attention to freight‑rate dynamics, load‑capacity utilization, and any updates on fleet expansion or regulatory changes that could influence the company’s revenue trajectory and margin profile.

EPS

EstBeatMiss
$0.98$1.13$1.29$1.44$1.59Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.52 - -
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 $228.61, giving Old Dominion Freight Line, Inc. a market cap of 47.11B and a P/E ratio of 46.8. Today's range spans $223.74–$234.00, with shares opening at $230.22 and moving down $0.06 (0.0%) from the prior close. DailyIQ's technical score sits at 77/100 (BUY) with a news sentiment reading of 76/100.

Over the past year ODFL has traded between $126.01 and $252.03 - the current price is +81.4% off the 52-week low and -9.3% from the high. 32 analysts cover the stock with a Hold consensus and a mean 12-month target of $228.50 (range $155.00–$280.00), implying downside of -0.0%.

Old Dominion Freight Line, Inc. (ODFL) is a large-cap in Industrials with 47.11B in market cap, and the current setup is one of the cleaner bullish reads in the space. Technical score: 77/100 (BUY). Sentiment: bullish at 76/100. Price: $228.61 (in the upper portion of its 52-week range). The current P/E ratio stands at 46.8. The 52-week range of $126.01–$252.03 provides structural context - and the current technical/sentiment alignment is the type of setup that attracts both momentum and growth-oriented capital.

The combination of a BUY signal (77/100) and bullish news sentiment (76/100) puts ODFL on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 47.11B in Industrials market cap without immediately moving the stock. At $228.61 (in the upper portion of its 52-week range in the $126.01–$252.03 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.