Group 1 - Old Dominion Freight Line, Inc. (ODFL) is a leading less-than-truckload (LTL) operator in the U.S. trucking market, having tripled its market share over the past 20 years with a 10% revenue CAGR [2] - The company benefits from a non-union workforce, a strong corporate culture, and effective profit-sharing schemes that enhance employee engagement and operational efficiency [2][4] - ODFL has a robust financial profile, with a 20% return on invested capital (ROIC) and a net cash balance sheet, positioning it well for recovery during industry downturns [3] Group 2 - Despite the current freight cycle downturn, ODFL is expected to have earnings potential exceeding $8 per share once market conditions normalize, indicating significant upside potential [3] - The company's disciplined cost structure and loyal workforce provide a competitive advantage in a fragmented market, where many peers struggle with operational and labor issues [4] - ODFL's historical premium quality has led to valuations around 27 times earnings, suggesting that improvements in performance and macro conditions could lead to substantial stock price appreciation [3][4]

The market often gives investors only limited windows of opportunities to buy into good companies at good valuations. With cyclical names in particular, these stocks can often shoot up ahead of confirmation of underlying financial recovery, and such has been the case withAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own op ...

Deutsche Bank sets a price target of $205 for ODFL, indicating a potential 1.41% increase.Despite a 5.7% year-over-year decline in revenue, Old Dominion's earnings per share (EPS) of $1.09 surpassed Street estimates.Analyst ratings vary, with Baird downgrading the stock to Underperform and adjusting the price target to $204, while Jefferies maintains a Hold rating with a price target of $195.Old Dominion Freight Line Inc (NASDAQ: ODFL) is a leading entity in the freight and logistics sector, renowned for it ...

Core Viewpoint - Old Dominion Freight Line, Inc. has been downgraded by Deutsche Bank from "Buy" to "Hold" due to valuation concerns, despite strong financial performance in recent quarters [2][6] Financial Performance - Old Dominion reported fourth-quarter earnings of $1.09 per share, exceeding the consensus estimate of $1.06, although this was a decrease from $1.23 per share in the previous year, resulting in a +2.85% earnings surprise [3][6] - The company's revenue for the quarter was $1.31 billion, slightly above the anticipated $1.30 billion, despite a 5.7% year-over-year decline [3][4] Operational Metrics - The revenue decline was primarily attributed to a 10.7% drop in LTL tons per day [4] - Old Dominion maintains a strong financial health with a net margin of 18.97% and a return on equity of 24.92% [4] Market Reaction - Following the earnings report, Old Dominion's stock experienced a 6% drop in pre-market trading, settling at $196.00 [5][6] - Analysts adjusted their price targets, with Baird's Daniel Moore downgrading the stock to Underperform but raising the target to $204, while Jefferies' Stephanie Moore maintained a Hold rating and increased the target to $195 [5]

Norfolk, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Virginia’s economy is facing increasing headwinds and growth in Hampton Roads is projected to slow according to the 2026 Annual Economic Forecast presented by economists from the Dragas Center for Economic Analysis and Policy in the Strome College of Business at Old Dominion University on January 28.  More than 350 of the region’s business and community leaders gathered in Chartway Arena to hear how Bob McNab, Ph.D., professor and chair of the Department of Economi ...

Revenue fell 5.7% year over year (Y/Y) to $1.307 billion, beating expectations of $1.298 billion. The decline was primarily due to a 10.7% Y/Y drop in LTL tons per day. The company posted earnings of $1.09 per share, down 11.4% Y/Y but above the Street estimate of $1.06.For fiscal 2026, the company expects aggregate capital expenditures of around $265 million.Old Dominion shares fell 6% to $196.00 in pre-market trading.These analysts made changes to their price targets on Old Dominion following earnings ann ...

We recently published 10 Stocks With Monster Gains. Old Dominion Freight Line Inc. (NASDAQ:ODFL) was one of the top performers on Wednesday. Old Dominion extended its winning streak to a fourth consecutive day on Wednesday, jumping 9.89 percent to close at $208.54 apiece after receiving a 10 percent price target upgrade for its stock despite a dismal earnings performance last year. In its market report, Morgan Stanley raised its price target to $209 from $190 previously, while keeping its “overweight” r ...

CFO Adam Satterfield reported fourth-quarter 2025 revenue of $1.31 billion , down 5.7% from the prior year. The revenue decline reflected a 10.7% decrease in LTL tons per day , partially offset by improved pricing.Freeman also emphasized the company’s yield management approach, which he said is designed to offset inflation over the long term while funding investments. He acknowledged those investments have increased overhead costs in the near term, but said they are expected to support growth as demand impr ...

Old Dominion Freight Line provided positive commentary around demand on its fourth-quarter call on Wednesday. The less-than-truckload carrier’s leadership said recent customer conversations point to lean inventories, suggesting that improved volumes may be ahead in the new year. January manufacturing data surpassed expectations, lending further support to this constructive outlook. “We certainly feel like the stars are coming into alignment but we’ve felt that way before,” said CFO Adam Satterfield on th ...

Key Takeaways ODFL beat Q4 earnings and revenue estimates even as both metrics declined YoY amid weak freight demand. Old Dominion's Q4 revenues fell 5.7% as LTL tons per day dropped 10.7%, though pricing metrics improved. ODFL raised quarterly dividend 3.6% for Q1 2026 and returned over $965M via dividends and buybacks in 2025. Old Dominion Freight Line (ODFL) reported solid fourth-quarter 2025 results, wherein its earnings and revenues surpassed the Zacks Consensus Estimate.Quarterly earnings per share of ...