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    Why Old Dominion Freight Line (ODFL) Is Up 5.7% After Beating Q3 Estimates On Pricing Strength

    Simply Wall St·01/08/2026 10:33:24
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    • Old Dominion Freight Line recently reported a strong third quarter in which adjusted operating income exceeded analyst expectations despite lower revenue from weaker freight volumes, and it also scheduled the release of its fourth-quarter and full-year 2025 results for February 4, 2026.
    • The company’s ability to grow less-than-truckload revenue per hundredweight while sustaining 99% on-time service and very low cargo claims highlights how pricing discipline and service quality are supporting performance even as tons per day soften.
    • Next, we’ll explore how Old Dominion’s earnings beat, driven by higher revenue per hundredweight, may influence its existing investment narrative and outlook.

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    Old Dominion Freight Line Investment Narrative Recap

    To own Old Dominion, you generally need to believe that its focus on premium less than truckload service, disciplined pricing and cost control can support earnings even when freight volumes are soft. The recent earnings beat, driven by higher revenue per hundredweight and strong on time performance, modestly reinforces that near term catalyst, while the main risk remains ongoing volume pressure from a weak freight backdrop, which this update does not fully resolve.

    The upcoming release of Old Dominion’s fourth quarter and full year 2025 results on February 4, 2026 is the key near term event to watch in this context. It should give investors more detail on whether yield strength and operating efficiency are continuing to offset lower tons per day, and how management is balancing capital spending, buybacks and cost control as they position the business for an eventual improvement in freight trends.

    But investors also need to be aware that continued softness in LTL tons per day could still...

    Read the full narrative on Old Dominion Freight Line (it's free!)

    Old Dominion Freight Line's narrative projects $6.7 billion revenue and $1.4 billion earnings by 2028.

    Uncover how Old Dominion Freight Line's forecasts yield a $155.92 fair value, a 6% downside to its current price.

    Exploring Other Perspectives

    ODFL 1-Year Stock Price Chart
    ODFL 1-Year Stock Price Chart

    Four members of the Simply Wall St Community currently see Old Dominion’s fair value between US$114.74 and US$189.05, highlighting a wide spread of expectations. When you set those views against the recent volume driven revenue softness, it underlines why it can help to compare several independent takes before forming your own view.

    Explore 4 other fair value estimates on Old Dominion Freight Line - why the stock might be worth as much as 14% more than the current price!

    Build Your Own Old Dominion Freight Line Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Old Dominion Freight Line research is our analysis highlighting 2 key rewards that could impact your investment decision.
    • Our free Old Dominion Freight Line research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Old Dominion Freight Line's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.