

Revenue increased 13.1% to $1.59 billion in the third quarter. Operating ratio improved by 280 basis points to 71.5%.

Old Dominion Freight Line, Inc. ( ODFL ) Q3 2026 Earnings Call October 28, 2026 10:00 AM EDT Company Participants Jack Atkins - Director of Investor Relations Kevin Freeman - President, CEO & Director Adam Satterfield - Executive VP, Assistant Secretary & CFO Conference Call Participants Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Scott Group - Wolfe Research, LLC Thomas Wadewitz - UBS Investment Bank, Research Division Jason Seidl - TD Cowen, Research Division Jordan Alliger - Goldman Sachs Group, Inc., Research Division Brian Ossenbeck - JPMorgan Chase & Co, Research Division Eric Morgan - Barclays Bank PLC, Research Division Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Ravi Shanker - Morgan Stanley, Research Division Richa Talwar - Deutsche Bank AG, Research Division Bascome Majors - Stephens Inc., Research Division Ariel Rosa - Citigroup Inc., Research Division Stephanie Benjamin Moore - Jefferies LLC, Research Division Ken Hoexter - BofA Securities, Research Division David Vernon - Bernstein Institutional Services LLC, Research Division Presentation Operator Good day, and welcome to the Old Dominion Freight Line Third Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

Old Dominion Freight Line NASDAQ: ODFL reported third-quarter 2026 revenue growth of 13.1% and a 28.9% increase in diluted earnings per share, as improving demand, pricing gains and operating leverage supported profitability.

Old Dominion's Q3 2026 earnings and revenues beat estimates as stronger pricing and improved operating efficiency drive growth despite persistent freight volume pressures.

The headline numbers for Old Dominion (ODFL) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Old Dominion Freight Line (ODFL) came out with quarterly earnings of $1.65 per share, beating the Zacks Consensus Estimate of $1.61 per share. This compares to earnings of $1.28 per share a year ago.

THOMASVILLE, N.C.--(BUSINESS WIRE)--Old Dominion Freight Line, Inc. (Nasdaq: ODFL) today announced financial results for the three-month and nine-month periods ended September 30, 2026. Three Months Ended Nine Months Ended September 30, September 30, (In thousands, except per share amounts) 2026 2025 % Chg. 2026 2025 % Chg. Total revenue $ 1,590,726 $ 1,406,511 13.1% $ 4,479,426 $ 4,189,093 6.9% LTL services revenue $ 1,576,567 $ 1,394,338 13.1% $ 4,437,396 $.

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