Old Dominion Freight (ODFL) delivered mixed results in Q2 FY2026 on revenue of $1.6B versus the $1.5B estimate (+10.4% YoY) and EPS of $1.68. The next Old Dominion Freight (ODFL) earnings date is Oct 28, 2026. Below is the full Old Dominion Freight earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Old Dominion Freight (ODFL) Earnings Analysis — key stats
Next earnings date
Oct 28, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
6 of last 8 (quarters above estimate)
Avg next-day move
±5.1% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±13.5% (options-derived · into Oct 28, 2026)
Institutional ownership
79.7% (13F as of 2026-06-30)
Top 10 holders
41.8% (of shares outstanding)
Insider activity
10 buys / 1 sells (recent Form 4 filings)
Revenue
$1.6B (vs $1.5B est · +0.9% surprise · +10.4% YoY)
EPS
$1.68 (vs $1.54 est · +9.1% surprise · +32.3% YoY)
Share price
$201.48 (-2.4%)
Market cap
$41.9B
Old Dominion Freight (ODFL) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$1.6B vs $1.5B est
$1.68 vs $1.54 est
+9.1%
-6.1%
Mixed
Q2 FY2026
$1.3B vs $1.3B est
$1.14 vs $1.05 est
+8.6%
-4.2%
Mixed
Q1 FY2026
$1.3B vs $1.3B est
$1.09 vs $1.06 est
+2.8%
+6.5%
Mixed
Q4 FY2025
$1.4B vs $1.4B est
$1.28 vs $1.22 est
+4.9%
+0.9%
Mixed
Q3 FY2025
$1.4B vs $1.4B est
$1.27 vs $1.28 est
-0.8%
-7.9%
In line
Q2 FY2025
$1.4B vs $1.4B est
$1.19 vs $1.14 est
+4.4%
+4.5%
Mixed
Q1 FY2025
$1.4B vs $1.4B est
$1.23 vs $1.16 est
+6.0%
+6.7%
Mixed
Q4 FY2024
$1.5B vs $1.5B est
$1.43 vs $1.42 est
+0.7%
-3.9%
In line
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
7.6%
15.8M
$3.4B
+5.9%
Fmr LLC
6.1%
12.7M
$2.7B
+8.4%
Vanguard Capital Management LLC
5.8%
12.1M
$2.6B
+0.1%
Price T Rowe Associates INC /Md/
4.7%
9.8M
$2.1B
-20.6%
Vanguard Portfolio Management LLC
4.2%
8.7M
$1.9B
+0.5%
State Street Corp
4.0%
8.3M
$1.8B
+5.7%
Invesco Ltd.
3.5%
7.3M
$1.6B
+67.2%
Geode Capital Management, LLC
2.5%
5.2M
$1.1B
+2.0%
Boston Partners
1.8%
3.8M
$828.4M
-4.3%
Goldman Sachs Group INC
1.6%
3.3M
$721.3M
+8.9%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
CONGDON DAVID S
director, officer: Executive Chairman
2026-05-27
Sell
296K
—
Davis Andrew Stephen
director
2026-05-20
Buy
859
—
Stith Thomas A. III
director
2026-05-20
Buy
859
—
Stallings Wendy T.
director
2026-05-20
Buy
859
—
Smith Albert Randolph II
director
2026-05-20
Buy
859
—
Gantt Greg C
director
2026-05-20
Buy
859
—
Gabosch Bradley R
director
2026-05-20
Buy
859
—
Kasarda John D.
director
2026-05-20
Buy
859
—
What you'll find
Next Old Dominion Freight (ODFL) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Old Dominion Freight reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Old Dominion Freight (ODFL)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Old Dominion Freight's next earnings date?
Old Dominion Freight's (ODFL) next scheduled earnings date is Oct 28, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Old Dominion Freight (ODFL) beat or miss earnings?
In Q2 FY2026, Old Dominion Freight (ODFL) posted mixed results — revenue of $1.6B versus the $1.5B estimate (+0.9% surprise) and EPS of $1.68 versus $1.54 expected (+9.1% surprise). Magnisto decodes every Old Dominion Freight (ODFL) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Old Dominion Freight beat earnings estimates?
Over its last 8 reported quarters, Old Dominion Freight (ODFL) beat Wall Street EPS estimates 6 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Old Dominion Freight (ODFL) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Old Dominion Freight stock move after earnings?
Over its last 8 quarterly reports, Old Dominion Freight (ODFL) moved an average of ±5.1% the day after earnings — ranging from -7.9% (Q3 FY2025) to +6.7% (Q1 FY2025). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Oct 28, 2026, options-implied volatility is pricing in a move of roughly ±13.5% (derived). Magnisto tracks the realized post-earnings move for every Old Dominion Freight (ODFL) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Old Dominion Freight?
Institutions hold about 79.7% of Old Dominion Freight's (ODFL) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.6%), Fmr LLC (6.1%), Vanguard Capital Management LLC (5.8%). Magnisto lists Old Dominion Freight's (ODFL) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Old Dominion Freight (ODFL)?
In the most recent Form 4 filings Magnisto tracks, Old Dominion Freight (ODFL) insiders recorded 10 purchases and 1 sale — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Old Dominion Freight (ODFL) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Old Dominion Freight (ODFL), anchored to the current $201.48 share price, so you can weigh the bull, base and bear cases for Old Dominion Freight side by side.
Is Old Dominion Freight (ODFL) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Old Dominion Freight fits your own thesis and risk profile. This is research, not investment advice.