ODFL's top line in the second quarter of 2025 is expected to have been hurt by freight market softness, inflationary pressure and tariff-related uncertainties.
Old Dominion remains my top LTL pick for its unmatched customer service and pricing power, making it a long-term winner. Despite ongoing volume declines, freight prices are firming, signaling supply-demand balance as weaker players exit and capacity tightens. Industry-wide capex cuts, especially by ODFL and peers, historically signal a market bottom and set the stage for recovery.
Old Dominion (ODFL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
With Old Dominion shares moving south, we assess the current positioning of the stock to determine if it's a good investment at this juncture.
Old Dominion Freight Line remains resilient despite softer consumer demand, maintaining high margins and a strong balance sheet. The company's pricing power and efficient operations help offset macroeconomic headwinds and tariff risks. Valuation metrics now suggest ODFL is fairly valued, offering realistic entry points after a justified price correction.
Old Dominion (ODFL) reported earnings 30 days ago. What's next for the stock?
The combination of economic uncertainty, weak demand and reduced efficiency affects ODFL's investment prospects.
Old Dominion Freight Line, Inc. (NASDAQ:ODFL ) Q1 2025 Earnings Conference Call April 23, 2025 10:00 AM ET Company Participants Jack Atkins - Director, IR Kevin Freeman - President, CEO & Director Adam Satterfield - EVP, Assistant Secretary & CFO Conference Call Participants Jordan Alliger - Goldman Sachs Jonathan Chappell - Evercore ISI Ravi Shanker - Morgan Stanley Tom Wadewitz - UBS Scott Group - Wolfe Research Brandon Oglenski - Barclays Bruce Chan - Stifel Bascome Majors - Susquehanna Ken Hoexter - Bank of America Merrill Lynch Chris Wetherbee - Wells Fargo Stephanie Moore - Jefferies Richa Harnain - Deutsche Bank Daniel Imbro - Stephens Jason Seidl - TD Cowen Operator Good day, and welcome to the Old Dominion Freight Line First Quarter 2025 Earnings Call. [Operator Instructions] Please note that this event is being recorded.
ODFL's revenues decline 11.2% year over year in the first quarter of 2025.
The headline numbers for Old Dominion (ODFL) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Old Dominion Freight Line (ODFL 0.59%) is feeling the pinch from global trade uncertainty, but the impact isn't as bad as investors had feared. Shares of Old Dominion were trading up 9% as of 10 a.m.
Old Dominion Freight Line (ODFL) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $1.15 per share. This compares to earnings of $1.34 per share a year ago.