Every 10-Q that Old Dominion Freight Line (ODFL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ODFL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ODFL filings page.
Old Dominion Freight Line delivered stronger profitability in the quarter ended June 30, 2026. Revenue rose to $1.554 billion, up 10.4% year over year, while net income increased 30.5% to $350.6 million and diluted EPS climbed 32.3% to $1.68. The operating ratio improved to 70.1% from 74.6%, as a 15.2% increase in LTL revenue per hundredweight more than offset a 4.1% decline in LTL tonnage per day.
For the first six months of 2026, revenue reached $2.889 billion (+3.8%), net income was $588.9 million (+12.5%), and diluted EPS was $2.82 (+14.6%), supported by tight cost control and favorable pricing. Operating cash flow was $646.3 million, versus modest net capital spending of $100.2 million, lifting cash to $283.9 million with only $20.0 million of senior notes outstanding and no borrowings under the $400.0 million credit facility.
Capital returns remained significant: during the second quarter the company repurchased 693,571 shares for approximately $145.9 million and paid a quarterly dividend of $0.29 per share, leaving $1.31 billion available under the current repurchase authorization. Management plans about $380 million of 2026 capital expenditures and reported that July 2026 revenue per day grew 8.2% year over year, with continued yield gains and slightly lower tonnage.
Old Dominion Freight Line’s first quarter of 2026 showed slightly softer results as lower freight volumes outweighed pricing gains. Revenue from operations was $1.33 billion, down 2.9% from a year earlier, while net income declined to $238.3 million and diluted EPS to $1.14.
The operating ratio worsened to 76.2%, reflecting deleveraging on lower tonnage and higher general supplies and technology costs, even as LTL revenue per hundredweight rose 5.7% and service metrics remained strong. Operating cash flow increased to $373.6 million, funding $52.7 million of capital expenditures, $88.1 million of share repurchases and $60.5 million of dividends, lifting cash to $288.1 million with modest debt of $40.0 million and $368.2 million of revolver availability.
The company continues executing a $3.0 billion repurchase program with $1.45 billion still authorized and plans approximately $265 million of 2026 capital spending. Management notes April 2026 revenue per day grew 7.6%, with double-digit improvement in LTL revenue per hundredweight, suggesting improving demand and pricing momentum into the second quarter.
Old Dominion Freight Line (ODFL) reported third‑quarter 2025 results reflecting softer demand. Revenue was $1,406.5 million and net income was $270.9 million, with diluted EPS of $1.28. The operating ratio was 74.3% versus 72.7% a year ago as lower volumes and higher depreciation offset cost controls. LTL tons per day fell 9.0% and shipments per day declined 7.9%, while LTL revenue per hundredweight rose 4.7%, consistent with its yield‑management strategy.
For the first nine months, revenue was $4,189.1 million and net income was $794.2 million (diluted EPS $3.74). Cash from operations reached $1,059.8 million, funding $358.3 million of capex and share repurchases. The company had $1.67 billion remaining under its 2023 repurchase authorization and expanded its revolving credit capacity to $400.0 million, with $317.5 million available at quarter‑end. October 2025 trends showed revenue per day down 6.8% year over year as tonnage declined, partially offset by a 5.6% increase in LTL revenue per hundredweight.