Every material Form 8-K Old Dominion filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Old Dominion Freight Line reported third-quarter 2026 results that improved on the prior year. Revenue rose 13.1% to $1.59 billion, net income rose 26.9% to $343.7 million, and diluted earnings per share rose 28.9% to $1.65, with the operating ratio improving to 71.5% from 74.3%. The filing gives no new guidance, and the company said it spent $400.6 million on share repurchases in the first nine months of 2026.
Q3 2026 total revenue of $1,590,726 thousand, up 13.1% from $1,406,511 thousand in Q3 2025
Diluted EPS of $1.65 versus $1.28 a year earlier; net income of $343.7 million versus $270.9 million
Operating ratio of 71.5% versus 74.3%; LTL tons per day were down 0.1% year over year
Nine months ended September 30, 2026: $400.6 million spent on share repurchases and $180.7 million paid in dividends
Old Dominion Freight Line's Board declared a quarterly cash dividend of $0.29 per share, payable December 16, 2026, to holders of record at the close of business on December 2, 2026. The company says the payment is a 3.6% increase over the dividend paid in December 2025, which is a direct cash return to shareholders.
Dividend: $0.29 per share of common stock, declared October 22, 2026
Payment date: December 16, 2026; record date: December 2, 2026
Increase: 3.6% over the quarterly cash dividend paid in December 2025
Old Dominion Freight Line's board elected Worthing F. Jackman as an independent director effective September 22, 2026, while director John D. Kasarda retired the same day. The filing says Dr. Kasarda's retirement was not due to any disagreement with the company on operations, policies or practices, and Mr. Jackman's pay is a pro rata share of the standard non-employee director program.
John D. Kasarda, Ph.D. retired from the Board effective September 22, 2026, with no disagreement cited on company matters.
Worthing F. Jackman, 62, was elected to the Board effective September 22, 2026, and named independent under Nasdaq rules.
Jackman joins the Governance and Nomination Committee and Talent and Compensation Committee.
Jackman's director pay is a pro rata share of a $110,000 annual cash retainer and a $172,000 annual restricted stock award.
Old Dominion Freight Line reported second-quarter 2026 results for the period ended June 30, 2026. Revenue rose 10.4% to $1.55 billion, operating income rose 30.0% to $465.3 million, and diluted earnings per share were $1.68, up from $1.27 a year earlier. For shareholders, the filing shows higher profit and a lower operating ratio, and it sets the company's 2026 capital expenditure expectation at approximately $380 million.
Revenue of $1.55 billion, up 10.4% from $1.41 billion in Q2 2025; LTL revenue per hundredweight rose 15.2%.
Operating ratio improved to 70.1% from 74.6%; operating income of $465.3 million rose 30.0%.
Net income of $350.6 million and diluted EPS of $1.68 versus $1.27 in Q2 2025.
Expected 2026 capital expenditures of approximately $380 million; $239.7 million used for share repurchases in the first six months.
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.
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
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.
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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Old Dominion filing is on SEC EDGAR ↗. 8-K briefs of other companies →