What to Expect From Old Dominion’s Q4 2025 Earnings Report

Company Overview - Old Dominion Freight Line, Inc. (ODFL) has a market cap of $33.3 billion and is a leading North American less-than-truckload (LTL) motor carrier providing regional, inter-regional, and national freight transportation services through a vast network of service centers across the U.S. and strategic alliances in North America [1] - The company combines LTL freight hauling with expedited transportation and value-added logistics services, including container drayage, truckload brokerage, and supply chain consulting [1] - Founded in 1934 and headquartered in Thomasville, North Carolina, ODFL operates a large fleet of tractors and trailers serving a diverse base of commercial customers [1] Upcoming Earnings Report - ODFL is scheduled to release its fourth-quarter results on February 4, with analysts expecting a non-GAAP profit of $1.06 per share, which represents a 13.8% decrease from $1.23 per share reported in the same quarter last year [2] - The company has exceeded earnings estimates in three of the past four quarters, missing forecasts in one quarter [2] Future Earnings Projections - For FY2025, ODFL is projected to deliver a non-GAAP EPS of $4.81, down 12.2% from $5.48 in fiscal 2024 [3] - In fiscal 2026, ODFL's earnings are expected to increase by 9.4% year over year to $5.26 per share [3] Stock Performance - ODFL stock has declined by 26% over the past 52 weeks, significantly underperforming the S&P 500 Index, which rose by 17.8%, and the Industrial Select Sector SPDR Fund, which gained 14.7% during the same period [4] Analyst Upgrade - On December 1, shares of ODFL rose by 5.7% after BMO Capital upgraded the stock to "Outperform," citing the company's strong market position, resilient service quality, and sustained pricing power despite a broader freight industry slowdown [5] - The price target was slightly trimmed to $170, reflecting confidence that carriers focused on smaller shipments typically rebound earlier in economic recoveries, with ODFL's exposure to industrial freight seen as an added tailwind as conditions improve [5]