Old Dominion Freight Line, Inc. Website

Old Dominion Freight Line, Inc.

NasdaqGS-ODFL

Company Overview

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.

  • Name

    Old Dominion Freight Line, Inc.

  • CEO

    —

  • Website

    www.odfl.com

  • Sector

    Ground Transportation

  • Year Founded

    1934

Company Statistics

Profile

  • Market Cap

    —

  • EV

    —

  • Shares Out

    —

  • Revenue

    —

  • Employees

    —

Margins

  • Gross

    —

  • EBITDA

    —

  • Operating

    —

  • Pre-Tax

    —

  • Net

    —

  • FCF

    —

Returns (5Yr Avg)

  • ROA

    —

  • ROTA

    —

  • ROE

    —

  • ROCE

    —

  • ROIC

    —

Valuation (TTM)

  • P/E

    —

  • P/B

    —

  • EV/Sales

    —

  • EV/EBITDA

    —

  • P/FCF

    —

  • EV/Gross Profit

    —

Valuation (NTM)

  • Price Target

    —

  • P/E

    —

  • PEG

    —

  • EV/Sales

    —

  • EV/EBITDA

    —

  • P/FCF

    —

Financial Health

  • Cash

    —

  • Net Debt

    —

  • Debt/Equity

    —

  • EBIT/Interest

    —

Growth (CAGR)

  • Rev 3Yr

    —

  • Rev 5Yr

    —

  • Rev 10Yr

    —

  • Dil EPS 3Yr

    —

  • Dil EPS 5Yr

    —

  • Dil EPS 10Yr

    —

  • Rev Fwd 2Yr

    —

  • EBITDA Fwd 2Yr

    —

  • EPS Fwd 2Yr

    —

  • EPS LT Growth Est

    —

Dividends

  • Yield

    —

  • Payout

    —

  • DPS

    —

  • DPS Growth 3Yr

    —

  • DPS Growth 5Yr

    —

  • DPS Growth 10Yr

    —

  • DPS Growth Fwd 2Yr

    —

Bulls Say

  • Given its capacity investment and high service levels, Old Dominion is well positioned to continue taking incremental market share in the years ahead.

  • Yellow's bankruptcy tightened up the LTL industry supply/demand equation, strengthening Old Dominion's pricing power.

  • We expect Old Dominion's margin performance to continue to outperform its LTL peers over the medium term on the back of unrivaled operational execution and diligent network investment.

Bears Say

  • US tariffs will probably temper US goods consumption growth, pressuring retail end market freight demand into 2026.

  • Underlying demand across the broader LTL trucking industry continues to face headwinds from sluggish industrial end markets.

  • Most of the large, high-quality LTL carriers started expanding their terminal footprint in 2023, and that trend will continue through 2025. This dynamic raises the risk of industry overcapacity at some point.

Source: Morningstar Analysis - Oct 29, 2025

What's happening

Nov 20, 2025 - Dec 20, 2025

Old Dominion Freight Line Inc. Surges Amid Mixed Analyst Sentiment

  • Old Dominion Freight Line Inc. received an upgrade from BMO Capital, boosting investor confidence.
  • Citigroup also maintained a Buy rating while raising its price target to $170, reinforcing positive sentiment despite mixed financial metrics.
  • Despite challenges in the freight sector and insider selling activity, ODFL outperformed both the S&P 500 and the Industrials sector significantly.

Over the past month, Old Dominion Freight Line Inc. (ODFL) experienced a notable increase of 23.3%, significantly surpassing the S&P 500's return of 2.7%. This surge was driven by several bullish developments that enhanced investor sentiment and stock valuation.

On December 1, ODFL was upgraded by BMO Capital from Market Perform to Outperform with a revised price target set at $170. This upgrade likely played a crucial role in propelling the stock’s positive momentum during this period. Additionally, on December 3, Citigroup reaffirmed its Buy rating while also raising its price target to $170, further solidifying confidence in ODFL's growth potential despite some mixed financial metrics reported earlier that week.

Despite facing revenue declines and varied analyst sentiments regarding future performance—such as Wolfe Research increasing its price target from $129 to $140—there remained cautious optimism due to strong net margin and return on equity figures for ODFL. However, conflicting views among analysts persisted; for instance, Rothschild Redb issued a strong sell rating amidst these fluctuations.

Throughout this month, ODFL encountered bearish moments influenced by broader market dynamics affecting share prices negatively. Reports highlighted ongoing pressures within the freight sector stemming from a prolonged recession impacting demand since April 2022. Concerns were amplified when an officer filed to sell over ten thousand shares of stock amid insider selling activity.

Ultimately, despite headwinds and fluctuating analyst ratings reflecting caution due to economic conditions impacting LTL trucking companies like Old Dominion Freight Line Inc., it managed robust gains relative not only to the S&P 500 but also against overall performance within the Industrials sector—outperforming by approximately 19.7%.

NasdaqGS:ODFL