Old Dominion Freight Line Q4 EPS Beats, Revenue Dips 5.7% on Volume Drop
Old Dominion Freight Line’s Q4 revenue fell 5.7% to $1.3 billion with EPS of $1.09 beating estimates by $0.03 despite a 10.7% drop in LTL tons per day. Shares are up 24% over three months and trade 12% below the 52-week high.
1. Stock Performance Overview
Shares of Old Dominion Freight Line have risen 24% over the past three months and 24.4% year-to-date, outperforming the Dow’s slight decline. The stock trades 12% below its 52-week high of $221.63 and has remained above both its 50-day and 200-day moving averages since late 2025.
2. Q4 Financial Results
In the fourth quarter, revenue declined 5.7% year-over-year to $1.3 billion, driven by a 10.7% reduction in less-than-truckload tons per day. The company offset volume pressure with higher rates per hundredweight, delivering earnings per share of $1.09 versus a consensus of $1.06.
3. Analyst Consensus
Among 25 covering analysts, the consensus rating is Hold with a mean price target of $202.65, implying roughly 3.9% upside from current levels. Analysts cite operational excellence and network integration as strengths but express caution over volume headwinds.