Earning Date, Transcript Summary & Report

-
$
0.000
0.000(0.000%)

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 -0.09% change in stock price 10 days leading up to the earnings, and a +2.87% change 10 days following the report. On the earnings day itself, the stock moves by -0.82%. 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
1.37B
-5.84%
-0.79%
Gross Margin
82.61%
0.25%
-0.57%
Operating Margin
24.59%
-7.10%
2.03%
Net Margin
18.52%
-7.49%
-2.47%
EPS
1.19
-11.19%
-3.25%
No Data Available

ODFL Earnings Analysis

Old Dominion Freight Line Inc Corporation (ODFL.O) Earnings Conference Call

Positive

  • Earnings Beat Expectations: Old Dominion Freight Line, Inc. beats earnings expectations with reported EPS of $1.19, exceeding expectations of $1.14.

  • Yield Improvement and Market Stability: Despite a challenging economic environment, the company improved yields and maintained consistent market share.

  • Service Performance Excellence: The company achieved 99% on-time service performance and a cargo claims ratio below 0.1%, reflecting high customer service standards.

  • Shipment Efficiency Improvement: Old Dominion's team improved platform shipments per hour and P&D shipments per hour, despite a 5% decline in LTL shipments per day.

  • Yield Management Strategy: The company has a disciplined approach to yield management, which supports its ability to win market share over the long term.

  • Q1 Revenue Performance: Old Dominion's revenue totaled $1.37 billion for Q1 2025, with a 2.2% increase in LTL revenue per hundredweight.

  • Capital Expenditure Investment: The company has invested $1.5 billion in capital expenditures over the past two fiscal years, positioning it for future growth.

  • Strong Operational Cash Flow: Old Dominion's cash flow from operations totaled $336.5 million for Q1 2025, demonstrating strong operational performance.

Negative

  • Revenue Decline Analysis: Revenue decreased by 5.8% year-over-year, totaling $1.37 billion, indicating a decline in overall business performance.

  • LTL Volume Decline: LTL tons per day decreased by 6.3%, reflecting reduced demand for services and a challenging operating environment.

  • Decline in Operational Efficiency: Operating ratio increased by 190 basis points to 75.4%, indicating a decline in operational efficiency due to revenue decreases.

  • Rising Employee Benefit Costs: Direct operating costs increased as a percentage of revenue, primarily due to rising employee benefit costs, which rose to 38.2% of salaries and wages from 35.6% in the previous year.

  • Reduced Capital Expenditures: Capital expenditures were reduced by $125 million from the initial plan, indicating a cautious approach to investment amid economic uncertainty.

Key Financial Performance iconKey Financial Performance
Operating Highlights iconOperating Highlights
Risks or Challenges iconRisks or Challenges
Strategic Initiatives & Outlook iconStrategic Initiatives & Outlook
Shareholder Return Plan iconShareholder Return Plan

ODFL FAQs

How does ODFL typically perform around its earnings report dates?

ODFL's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -0.09% change leading up to the report and a +2.87% change in the 10 days following the release.

Is Old Dominion Freight Line Inc (ODFL) Q1 2025 Earnings Call Summary positive or negative?

How can historical earnings data help predict future stock performance?

ODFL Earnings Deck

Old Dominion Freight Line, Inc. (NASDAQ:ODFL) Q1 2025 Earnings Call Transcript

ODFL Earning Call Sentiment

Old Dominion Freight Line, Inc. (NASDAQ:ODFL) Q1 2025 Earnings Call Transcript

stocks logo

ODFL.O

0.16%
Positive
Despite share repurchases and dividends, the earnings call reveals a 5.8% revenue decline, increased operating ratio, and deferred CapEx due to economic conditions. The Q&A highlights uncertainty in market demand and unclear management responses, further dampening sentiment. The market strategy's focus on maintaining market share amid economic challenges, without clear growth prospects, suggests a negative outlook. The lack of anticipated growth in margins and revenue, coupled with reduced CapEx, indicates limited short-term upside, leading to a negative stock price prediction.