Old Dominion Q4 profit falls 11.4% as revenue drops 5.7%; dividend rises 3.6%
Old Dominion Freight Line reported fourth-quarter 2025 revenue of $1.31 billion, down 5.7% from a year earlier, and diluted earnings per share of $1.09, down 11.4%. The company also declared a first-quarter dividend of $0.29 per share, up 3.6%, which it said reflects its continued capital return to shareholders.
Key points
- Q4 2025 revenue was $1.31 billion, down 5.7% from $1.39 billion in Q4 2024, as LTL tons per day fell 10.7%.
- Diluted EPS was $1.09 versus $1.23 a year earlier; the operating ratio rose to 76.7% from 75.9%.
- The Board declared a first-quarter dividend of $0.29 per share, a 3.6% increase, payable March 18, 2026, to holders of record on March 4, 2026.
- Expected 2026 capital expenditures total approximately $265 million.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:30 AM ET, from the text of the filing and its press-release exhibits 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 February 04, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.