AI brief of an SEC Form 8-K · Old Dominion (ODFL)

Old Dominion Q1 2026 EPS falls 4.2% to $1.14 as revenue drops 2.9%

Negative Impact 3 of 5 earnings Written later

Old Dominion Freight Line reported first quarter 2026 results, with total revenue of $1.33 billion, down 2.9% from a year earlier, and diluted earnings per share of $1.14, down 4.2%. The operating ratio rose to 76.2% from 75.4%, and management attributed the decline to lower revenue and higher overhead costs as a percent of revenue.

Key points

  • Total revenue was $1,334.7 million, down 2.9% from $1,374.9 million in Q1 2025; net income was $238.3 million, down 6.4%
  • Operating income was $317.3 million, down 6.1%, and the operating ratio increased 80 basis points to 76.2%
  • LTL tons per day fell 7.7% while LTL revenue per hundredweight, excluding fuel surcharges, rose 4.4%
  • The company used $88.1 million for share repurchases and paid $60.5 million in cash dividends in the quarter; the dividend declared was $0.29 per share

The filing

CompanyOld Dominion (ODFL)
Form8-K, current report
Filed with the SECApr 29, 2026, 9:03 AM ET
Accession number0000878927-26-000009

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:30 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 29, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.