Old Dominion Freight Line Inc（ODFL）资讯与事件ODFLOld Dominion Freight Line Inc

Old Dominion Reports Q3 Revenue of $1.59B

Reports revenue $1.59B, consensus $1.57B. Marty Freeman, President and Chief Executive Officer of Old Dominion, commented, "Old Dominion produced strong financial results in the third quarter that included a 13.1% increase in revenue and a 28.9% increase in our earnings per diluted share. These results were made possible by the hard work and dedication of our OD Family of employees who continued to diligently execute on the core aspects of our long-term strategic plan. The cornerstone of our strategic plan remains our commitment to providing our customers with superior service at a fair price, and we were pleased that our service metrics were once again best-in-class in the third quarter with 99% on-time service and a claims ratio of 0.1%. Our 13.1% increase in revenue was primarily due to a 13.3% increase in our LTL revenue per hundredweight that was partially offset by a 0.1% decrease in our LTL tons per day. The decrease in our LTL tons per day reflects the net impact of a 2.0% decrease in our LTL shipments per day and a 1.9% increase in our LTL weight per shipment. Demand for our service improved during the quarter and our LTL tons per day increased on a year-over-year basis in September. LTL revenue per hundredweight, excluding fuel surcharges, increased 5.1% compared to the third quarter of 2025 as we continued to maintain our disciplined approach to yield management. Our operating ratio improved by 280 basis points to 71.5% for the third quarter of 2026. Within our direct operating costs, improvement in our salaries, wages and benefits as a percentage of revenue more than offset an increase in our operating supplies and expenses. Our overhead costs improved by 170 basis points compared to the third quarter of 2025 due primarily to the leverage gained from the increase in our revenue as well as our continued efforts to control our discretionary spending. The combination of revenue growth and operating ratio improvement resulted in a 28.9% increase in our earnings per diluted share to $1.65 for the third quarter."

Old Dominion Reports Strong Profitable Revenue Growth This Quarter

Freeman concluded, "Old Dominion produced another quarter of strong, profitable revenue growth. Our unwavering commitment to providing our customers with the highest standard of service has created an unmatched value proposition in our industry and supports our ongoing focus on revenue quality. As this quarter demonstrates, our consistent investments in our network, our people and our technology provide us with the flexibility to respond quickly to changes in the demand environment. This flexibility allows us to support our customers with the capacity that they require while continuing to operate efficiently. As a result, we remain confident in our ability to win profitable market share and increase shareholder value over the long term."

Old Dominion Reports 12.4% Increase in LTL Revenue for August 2026

Old Dominion reported certain less-than-truckload, or LTL, operating metrics for August 2026. Revenue per day increased 12.4% as compared to August 2025 due to an increase in LTL revenue per hundredweight that was partially offset by a 0.9% decrease in LTL tons per day. The change in LTL tons per day was attributable to a 2.4% decrease in LTL shipments per day that was partially offset by a 1.7% increase in LTL weight per shipment. For the quarter-to-date period, LTL revenue per hundredweight and LTL revenue per hundredweight, excluding fuel surcharges, increased 11.3% and 4.8%, respectively, as compared to the same period last year.