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Old Dominion Freight

NASDAQ: ODFL

Stock price

208.35 USD

(+67.16%) 5 years

freight
Trucking

Financial Performance

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5Y price score: 103

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The price score is a basic measure of the stock's performance
against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index,
while a score above 100 means it outperformed the S&P 500.

10Y return: 853.7%

DATE RANGE:

US$ Per
Share

  • Earnings per share

  • Free cash flow per share

  • Stock price

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126.0

52-week range

221.6

208.35

Your model inputs

Required return / cost of capital
FCFF terminal growth rate

Your fair value & Margin of safety

To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

Forecast:

Valuation

Free Cash Flow Yield

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FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per share

2.2 %

Dividend Yield TTM

0.5 %

Market cap $

$ 43,565.7

Price / Earnings TTM

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P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per share

43.1

Price / Book TTM

10.1

PEG TTM

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Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rate

(3.6)

Earnings growth and return

LTM

5YR

10YR

Total return (price & dividends)

33.6 %

70.3 %

853.7 %

Free cash flow per share growth

10.9 %

52.3 %

1,169.4 %

Earnings per share growth

(11.9) %

70.1 %

305.9 %

Founded: 1,934

Employees: 22,686

Business Summary: Old Dominion Freight Line, Inc. operates as a less-than-truckload (LTL) motor carrier in the United States and North America. It provides regional, inter-regional, and national LTL services, including expedited transportation. The company also offers various value-added services, such as container drayage, truckload brokerage, and supply chain consulting. As of December 31, 2021, it owned and operated 10,403 tractors, 27,917 linehaul trailers, and 13,303 pickup and delivery trailers; 3 fleet maintenance centers; and 251 service centers. Old Dominion Freight Line, Inc. was founded in 1934 and is headquartered in Thomasville, North Carolina.

Financials

all figures in USD Millions except per share data

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Forecast:

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Averages

based on historical growth rates (CAGR) and average margins for last 10 or max, available and up to 10 years.

Analysts

Average Revenue and Net Income forecast estimates from analysts who cover the stock.

Custom

you can edit default forecast based on averages or analysts consensus and use it to calculate fair value based on your assumptions.

Actual
10 year gagr
Estimated
Projected
Fiscal
FISCAL PERIOD END DATES
01Earnings per share
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Diluted EPS
02FCF per share
03Dividends per share
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Adjusted for splits
04Dividends payout, %
05Revenue
06ㅤ% Change
07Net Income
08ㅤ% Margin
09CFO
10ㅤ% Of revenue
11CAPEX
12ㅤ% Change
13FCFF
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Free Cash Flow to the Firm = Cash Flows from Operating Activities (09) – Capital Expenditures (11)
14Total assets
15ㅤ% Change
16Total liabilities
17ㅤ% Of assets
18Shareholders Equity
19Net Debt
20Shares Outstanding
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Diluted Weighted-average Shares Outstanding
21ㅤ% Change
22ROA
23ROE
24Interest coverage
25Dividend Yield
26P/E Ratio
27Stock price range
28Market Cap
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End of Period Market Cap
29FCF Yield
30Average stock price
31 CEO
Fair Value Reference Estimate

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  • Decrease

  • Total

Required return / cost of capital
FCFF terminal growth rate
Free cash flow forecast
Terminal value
ㅤPV breakdown
Enterprise value / PV of FCF
ㅤPlus / (Less): Net Debt
ㅤLess: preferred stock
ㅤLess: minority interest
Market cap
ㅤNumber of shares
Price per share

Latest Earnings Call Takeaways

2025 Q4 (Feb 4, 2026)

1) Strategy & Leadership - Old Dominion Freight Line (ODFL) remains committed to revenue quality and cost discipline, delivering best-in-class service with a 99% on-time service rate and a cargo claims ratio of 0.1%. - The company is focused on controlling costs and investing in capacity, technology, and personnel to maintain a competitive edge. - Leadership emphasizes a disciplined approach to yield management to offset cost inflation while continuing to invest strategically.

2) Financial & Segment Results - Q4 2025 revenue totaled $1.31 billion, a 5.7% YoY decrease attributed to a 10.7% decrease in LTL tons per day, partially offset by a 5.6% increase in LTL revenue per hundredweight. - Operating ratio increased to 76.7%, reflecting a 140 basis points increase in overhead costs as a percentage of revenue, despite direct operating costs remaining stable at 53% of revenue. - Cash flow from operations was $310.2 million for Q4, with capital expenditures of $45.7 million.

3) Problems / Headwinds - The company faced a decrease in overall network density and volume, impacting revenue and operating metrics. - Inflationary pressures continue to affect costs, with expectations for cost inflation in the 5% to 5.5% range for 2026, driven by employee benefits and equipment costs. - Weather disruptions in January impacted operations and revenue, contributing to cautious guidance for Q1 2026.

4) Operational or Product Plans - ODFL is cautiously optimistic about a recovery in demand, with expectations for revenue in Q1 2026 to be between $1.25 billion and $1.3 billion. - The company plans to maintain its disciplined investment in technology and capacity to improve operational efficiency and customer service. - ODFL aims to leverage its excess capacity and superior service to capture market share as demand improves.

5) Guidance & Outlook / Investor Angle - The company anticipates a potential increase in demand as economic indicators show signs of improvement, although it remains cautious based on past experiences. - ODFL expects to see an increase in operating ratio of 150 basis points in Q1 2026, aligning with historical seasonal trends. - The management's focus on maintaining a strong balance sheet and returning capital to shareholders through dividends and share repurchases reflects confidence in long-term growth.

Bottom line: ODFL's solid operational foundation and strategic investments position it well for potential market share gains as demand recovers, despite current headwinds. The company's disciplined approach to cost management and service quality remains critical for maintaining profitability and shareholder value.

Old Dominion Freight — Financial Overview, Stock Price, Market Cap

Old Dominion Freight is a company. Founded in 1934. As of April 13, 2026, the company's market capitalization is $43565658099 with a current stock price of $208.35.