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Old Dominion

ODFL · Industrials

Last earnings Oct 28, 2026

Key results

Revenuequarter

9.0%

The decrease in our third quarter revenue was primarily due to a 9.0% decrease in our LTL tons per day, which was partially offset by an increase in our LTL revenue per hundredweight.

SEC original ↗Old Dominion — Earnings release (8-K exhibit)EX-99Oct 29, 2025

“Our operating ratio increased 160 basis points to 74.3% for the third quarter of 2025 as the decrease in revenue had a deleveraging effect on many of our operating expenses.

SEC original ↗Old Dominion — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The combination of the decrease in our revenue and increase in our operating ratio resulted in a 10.5% decrease in our earnings per diluted share to $1.28 for the third quarter.

SEC original ↗Old Dominion — Earnings release (8-K exhibit)EX-99Oct 29, 2025

AI analysis

Q3 2025 · reported Oct 29, 2025

Based on: Earnings release + parent 8-K — transcript not held

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue9.0%——

EX-99 · Oct 29, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Capex$94.0M
Capex$369.3M
Capex$450M
Dividend$605.4M
Dividend$177.2M

Capital expenditures were $94.0 million for the third quarter of 2025 and $369.3 million for the first nine months of the year.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Old Dominion Q3 2025 — The decrease in our third quarter revenue was primarily due to a 9.0% decrease in our LTL tons per day, which was partially offset by an increase in our LTL revenue per hundredweight.

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Capital expenditures were $94.0 million for the third quarter of 2025 and $369.3 million for the first nine months of the year.

SEC original ↗Old Dominion — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The Company expects its aggregate capital expenditures for 2025 to total approximately $450 million, including planned expenditures of $210 million for real estate and service center expansion projects; $190 million for tractors and trailers; and $50 million for information technology and other assets.

SEC original ↗Old Dominion — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Old Dominion continued to return capital to shareholders during the third quarter of 2025 through its share repurchase and dividend programs.

SEC original ↗Old Dominion — Earnings release (8-K exhibit)EX-99Oct 29, 2025

For the first nine months of this year, the cash utilized for shareholder return programs included $605.4 million of share repurchases and $177.2 million of cash dividends.

SEC original ↗Old Dominion — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Strategy & priorities

Our focus on consistently improving our yields remains a key element of our long-term strategic plan and is supported by the ongoing value that our customers realize from our best-in-class service.

SEC original ↗Old Dominion — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The Company expects its aggregate capital expenditures for 2025 to total approximately $450 million, including planned expenditures of $210 million for real estate and service center expansion projects; $190 million for tractors and trailers; and $50 million for information technology and other assets.

SEC original ↗Old Dominion — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Our proven track record of long-term financial success is grounded in our ability to consistently execute on the core elements of our strategic plan, and we continue to believe that we are the best positioned carrier to respond to a positive inflection in demand when it materializes.

SEC original ↗Old Dominion — Earnings release (8-K exhibit)EX-99Oct 29, 2025

This long-term plan has guided us through many economic cycles and created an unmatched value proposition in our industry.

SEC original ↗Old Dominion — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The Company also maintains strategic alliances with other carriers to provide LTL services throughout North America.

SEC original ↗Old Dominion — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials
Documents

Filings

72 documents

Earnings releases

22 documents

Presentations

0 documents

No presentations for Old Dominion are held in this edition of the library.

Transcripts

0 documents

No transcripts for Old Dominion are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Old Dominion by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.