Old Dominion Freight Line (ODFL) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Old Dominion Freight Line published the results on October 28, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• Old Dominion reports in thousands of dollars; figures here are converted to millions. It reports only GAAP results, with no adjusted EPS.

Source: Old Dominion Q3 2026 results, October 28, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Old Dominion Freight Line splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Old Dominion Freight Line's LTL services revenue was $1.6 billion in Q3 2026, up 13% from $1.4 billion in Q3 2025, 99% of total revenue.
• Old Dominion Freight Line's Other services revenue was $14.2 million in Q3 2026, up 16% from $12.2 million in Q3 2025, under 1% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Total revenue and diluted EPS, each as first reported in that quarter's release.

We do not hold a confirmed date for Old Dominion Freight Line's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 28, 2026

Old Dominion Freight Line is a less-than-truckload (LTL) carrier, and LTL services were $1,576.6 million of its $1,590.7 million of revenue in Q3 2026. Other services, such as container drayage, truckload brokerage and supply chain consulting, were $14.2 million. The 10-K says more than 98% of revenue has historically come from LTL shipments. (Old Dominion Q3 2026 release, Oct 28, 2026; Old Dominion Form 10-K, 2025, Feb 24, 2026)

Revenue rose 13.1%, and Old Dominion attributes it to a 13.3% increase in LTL revenue per hundredweight, partly offset by a 0.1% decrease in LTL tons per day. Shipments per day fell 2.0% to 43,332 while weight per shipment rose 1.9% to 1,486 pounds. Old Dominion says tons per day turned positive year over year in September. (Old Dominion Q3 2026 release, Oct 28, 2026)

Much of the yield increase came from fuel. The 10-Q says revenue per hundredweight included higher fuel surcharges because the average price of diesel rose. Excluding fuel surcharges, LTL revenue per hundredweight rose 5.1% to $30.25, which Old Dominion credits to its yield management. (Old Dominion Form 10-Q, Q3 2026, Nov 4, 2026; Old Dominion Q3 2026 release, Oct 28, 2026)

Old Dominion's customer base is spread out. In 2025 its largest customer accounted for approximately 4% of revenue and its largest 20 customers for approximately 23%, and more than 95% of revenue came from services performed in the United States. (Old Dominion Form 10-K, 2025, Feb 24, 2026)

Old Dominion reports only GAAP EPS. Diluted EPS rose 28.9% to $1.65 because revenue growth came with a lower operating ratio: operating expenses fell to 71.5% of revenue from 74.3%. Salaries, wages and benefits dropped to 44.3% of revenue from 47.1%, with average active full-time employees down 4.1% to 20,202, while operating supplies and expenses, whose largest component is diesel fuel, rose to 11.9% from 10.3%. (Old Dominion Q3 2026 release, Oct 28, 2026; Old Dominion Form 10-Q, Q3 2026, Nov 4, 2026)

The effective tax rate was 24.5%, against 24.8% a year earlier. Diluted shares fell 1.3% to 208,122 thousand. Old Dominion spent $400.6 million on share repurchases and paid $180.7 million in dividends in the first nine months of 2026, and had $1.15 billion remaining under its 2023 repurchase program at September 30. (Old Dominion Form 10-Q, Q3 2026, Nov 4, 2026; Old Dominion Q3 2026 release, Oct 28, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Old Dominion does not publish a revenue or earnings outlook in its release. The only forward figure in the Q3 2026 release is capital spending: approximately $380 million for 2026, including $180 million for real estate and service center expansion, $155 million for tractors and trailers, and $45 million for information technology and other assets. (Old Dominion Q3 2026 release, Oct 28, 2026)

A consensus figure is the average of the models published by the analysts who cover Old Dominion Freight Line, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Old Dominion Freight Line's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning ODFL is on is ODFL a buy or a sell?, what analysts expect next is on the ODFL forecast, and what the company does is on the Old Dominion Freight Line (ODFL) stock page.

Every number on this page can be traced to a document Old Dominion Freight Line published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.