# Old Dominion Freight Line, Inc. (ODFL)

> Source: Nexqual · https://nexqual.com/ODFL · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Old Dominion Freight Line, Inc. (ODFL), nexqual.com/ODFL" · informational, not investment advice.

**Price:** USD 189.89 (+0.52% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 189.89 · day 188.03–193.99 · 52w 126.01–252.03 · market cap null · NMS

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $5.60B, net income $1.09B (19.4% margin), free cash flow $1.11B (SEC filings).
- 3 of 80 tracked superinvestors hold ODFL (13F, Q2 2026): 0 new, 1 added, 1 reduced, 1 unchanged.
- Analysts: Hold (mean 2.67 on a 1–5 scale) (24 analysts), mean target USD 221.14 (range 156–250).
- Total return with dividends: 1Y +40.6% vs S&P 500 +14.9%; 5Y +21.1% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 1.61, revenue estimate $1.57B.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $5.26B | $6.26B | $5.87B | $5.81B | $5.50B | $5.60B |
| Operating income | $1.39B | $1.84B | $1.64B | $1.54B | $1.36B | $1.45B |
| Net income | $1.03B | $1.38B | $1.24B | $1.19B | $1.02B | $1.09B |
| EPS (diluted) | $4.45 | $6.09 | $5.63 | $5.48 | $4.84 | — |
| Free cash flow | $663M | $916M | $812M | $888M | $955M | $1.11B |
| Operating margin | 26.5% | 29.4% | 28.0% | 26.6% | 24.8% | 25.8% |
| Net margin | 19.7% | 22.0% | 21.1% | 20.4% | 18.6% | 19.4% |
| Revenue growth | +30.9% | +19.1% | -6.3% | -0.9% | -5.5% | — |
| Cash + short-term investments | $717M | $236M | $434M | $109M | $120M | — |
| Total debt | $99.9M | $100.0M | $80.0M | $60.0M | $40.0M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)

P/E at fiscal year-ends: Dec 2025 32.4x, Dec 2024 32.2x, Dec 2023 36.0x.

## Superinvestors (SEC 13F-HR, Q2 2026)
3 of 80 tracked investors hold ODFL. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| David Rolfe | Wedgewood Partners | 4.93% | $23.9M | Reduced -3.2% |
| Thomas Gayner | Markel Group | 0.71% | $93.0M | Unchanged |
| First Eagle Investment | First Eagle Investment Management | <0.01% | $21K | Added +352.4% |

## Analysts
Consensus Hold (mean 2.67 on a 1–5 scale), 24 analysts; mean target USD 221.14 (low 156, high 250).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-08 | Stifel | Target lowered | Buy | $263 → $230 |
| 2026-10-07 | Truist Securities | Target lowered | Buy | $250 → $230 |
| 2026-10-07 | Wolfe Research | Upgrade | Underperform → Peer Perform |  |
| 2026-10-05 | JP Morgan | Target lowered | Neutral | $250 → $232 |
| 2026-10-02 | Susquehanna | Target lowered | Neutral | $232 → $202 |
| 2026-09-10 | Bernstein | Initiated | Market Perform | $200 |
| 2026-09-08 | Citigroup | Upgrade | Neutral → Buy | $231 → $223 |
| 2026-07-30 | UBS | Target raised | Neutral | $224 → $228 |
| 2026-07-30 | Citigroup | Target raised | Neutral | $228 → $231 |
| 2026-07-30 | Stifel | Target raised | Buy | $256 → $263 |
| 2026-07-30 | Evercore ISI Group | Target raised | Outperform | $237 → $243 |
| 2026-07-21 | Stifel | Target raised | Buy | $232 → $256 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +40.6% | +21.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +40.8% | +3.9% |
| Volatility (annualized) | 37.4% | 35.3% |
| Max drawdown | -30.3% (Jun 2026→Sep 2026) | -41.1% (Nov 2024→Nov 2025) |

## Peers (Trucking)
XPO (XPO, Inc.) USD 188.75 +0.15% · KNX (Knight-Swift Transportation Hol) USD 62.52 -1.08% · TFII (TFI International Inc.) USD 115 +2.10% · SAIA (Saia, Inc.) USD 344.5 +1.67% · SNDR (Schneider National, Inc.) USD 31.12 +0.65% · RXO (RXO, Inc.) USD 28.92 +0.49%

## More
Full page: https://nexqual.com/ODFL · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.61 | $1.53 | +5.3% | $1.57B | 18 |
| Next quarter (ends 2026-12-31) | $1.44 | $1.38 | +4.8% | $1.51B | 16 |
| Current fiscal year (ends 2026-12-31) | $5.86 | $5.56 | +5.4% | $5.96B | 20 |
| Next fiscal year (ends 2027-12-31) | $6.69 | $6.43 | +4.0% | $6.45B | 20 |