ODFL Earnings Prediction
The chart below shows how ODFL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ODFL sees a +0.25% change in stock price 10 days leading up to the earnings, and a +3.02% change 10 days following the report. On the earnings day itself, the stock moves by -1.00%. This data can give you a slight idea of what to expect for the next quarter's release.
ODFL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.39B
-7.34%
-5.74%
Gross Margin
83.08%
0.94%
-0.48%
Operating Margin
24.10%
-14.39%
-11.82%
Net Margin
18.99%
-12.04%
-9.53%
EPS
1.23
-16.33%
-13.99%
No Data Available
ODFL Earnings Analysis
Old Dominion Freight Line Inc Corporation (ODFL.O) Earnings Conference Call
Positive
Strong Cash Flow Performance: Old Dominion's cash flow from operations totaled $401,100,000 for the fourth quarter and $1,700,000,000 for the year, demonstrating strong operational efficiency and cash generation capabilities.
Capital Expenditures Commitment: Capital expenditures reached $771,000,000 in 2024, reflecting a commitment to long-term growth and infrastructure development, including the opening of four new service centers.
Cargo Claims Ratio Excellence: The company achieved a cargo claims ratio below 0.1%, indicating exceptional service quality and risk management in operations.
Quarterly Dividend Increase: A quarterly dividend of $0.28 per share was approved for the first quarter of 2025, representing a 7.7% increase compared to the previous year, showcasing a commitment to returning value to shareholders.
LTL Revenue Growth: LTL revenue per hundredweight, excluding fuel surcharges, increased by 4.5% in January, indicating positive pricing momentum and effective yield management strategies.
Negative
Revenue Decline Analysis: Revenue declined 7.3% in Q4 2024, totaling $1.39 billion, primarily due to an 8.2% decrease in LTL tons per day.
Earnings Per Share Decline: Earnings per diluted share fell 16.3% year-over-year to $1.23, reflecting the impact of lower volumes and revenue.
Operating Ratio Increase: Operating ratio increased by 40 basis points to 75.9%, driven by a 300 basis point increase in overhead costs as a percentage of revenue.
Rising Operating Costs: Direct operating costs rose as a percentage of revenue, with insurance and claims expense increasing by 100 basis points due to adjustments from annual reviews.
LTL Demand Decline: LTL tons per day decreased by 7.1% in January 2025, indicating continued weakness in demand and potential challenges in the upcoming quarters.
ODFL FAQs
How does ODFL typically perform around its earnings report dates?
Is Old Dominion Freight Line Inc (ODFL) Q4 2024 Earnings Call Summary positive or negative?
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ODFL Earning Call Sentiment
Earnings call transcript: Old Dominion Freight Line Q4 2024 beats EPS forecast
ODFL.O
0.99%Positive
The earnings call reveals mixed signals: a decrease in revenue and EPS, but a significant dividend increase and share repurchase. The Q&A highlighted uncertainties like unclear terminal closure details and potential pricing pressures, but also confidence in market share stability and service expansion. The combination of negative financial results with positive shareholder returns and strategic positioning balances out to a neutral sentiment. Without market cap data, the prediction assumes moderate impact.
