Old Dominion Freight Line (ODFL) Stock Insights
ODFL$173.32-13.71 -7.33%
$36.05B
Market Cap
35.09
P/E
29.49
Forward P/E
50
Score
Old Dominion Freight Line (ODFL) Stock Insights
ODFL price $173.32 -13.71 -7.33%
- Ticker
- ODFL
- Price
- $173.32
- Change
- -13.71 -7.33%
- Market cap ?
- $36.05B
- P/E ?
- 35.09
- Forward P/E ?
- 29.49
- Dividend yield ?
- 0.63%
- Beta ?
- 1.20
- Sector
- Industrials
- Industry
- Trucking
- Stocklytics score
- 50
- Value
- 34
- Quality
- 69
- Growth
- 47
Stocklytics score rationale: value 34, quality 69, growth 47.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 2991517000 | 3358112000 | 4043695000 | 4109111000 | 4015129000 | 5256328000 | 6260077000 | 5866152000 | 5814810000 | 5496389000 |
Old Dominion Freight Line, Inc. (ODFL) serves as a prominent less-than-truckload (LTL) freight carrier operating across the United States and North America. The company's offerings include LTL shipping solutions at regional, inter-regional, and national levels, often featuring expedited delivery options. Furthermore, ODFL provides a variety of supplementary services, such as container drayage, truckload brokerage…
Fair value
ODFL fair value $140.01. Price $173.32. Price is 24% above fair value.
Above fair value, and more expensive than usual. A larger premium than on 67% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 1.11B. Growth 18.33%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 10.92% (beta 1.2). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 207.97M. Net debt 21.30M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-02-03 | — | 1.45 | — | 1.51B |
| 2026-10-28 | 1.65 | 1.61 | 1.59B | 1.57B |
| 2026-07-29 | 1.68 | 1.54 | 1.55B | 1.54B |
| 2026-04-29 | 1.14 | 1.05 | 1.33B | 1.31B |
| 2026-02-04 | 1.09 | 1.06 | 1.31B | 1.30B |
| 2025-10-29 | 1.28 | 1.22 | 1.41B | 1.40B |
| 2025-07-30 | 1.27 | 1.28 | 1.41B | 1.42B |
| 2025-04-23 | 1.19 | 1.14 | 1.37B | 1.37B |
| 2025-02-05 | 1.23 | 1.16 | 1.39B | 1.38B |
| 2024-10-23 | 1.43 | 1.42 | 1.47B | 1.49B |
| 2024-07-24 | 1.48 | 1.45 | 1.50B | 1.50B |
| 2024-04-24 | 1.34 | 1.34 | 1.46B | 1.47B |
| 2024-01-31 | 1.47 | 1.43 | 1.50B | 1.50B |
| 2023-10-25 | 1.55 | 1.45 | 1.52B | 1.52B |
| 2023-07-26 | 1.33 | 1.32 | 1.41B | 1.47B |
| 2023-04-26 | 1.29 | 1.35 | 1.44B | 1.48B |
| 2023-02-01 | 1.46 | 1.34 | 1.49B | 1.50B |
| 2022-10-26 | 1.68 | 1.53 | 1.60B | 1.62B |
| 2022-07-27 | 1.65 | 1.55 | 1.67B | 1.65B |
| 2022-04-27 | 1.30 | 1.19 | 1.50B | 1.45B |
| 2022-02-02 | 1.21 | 1.12 | 1.41B | 1.38B |
| 2021-10-27 | 1.24 | 1.19 | 1.40B | 1.34B |
| 2021-07-28 | 1.16 | 1.09 | 1.32B | 1.33B |
| 2021-04-22 | 0.85 | 0.79 | 1.13B | 1.10B |
| 2021-02-04 | 0.81 | 0.79 | 1.07B | 1.05B |
| 2020-10-27 | 0.86 | 0.76 | 1.06B | 946.78M |
| 2020-07-30 | 0.63 | 0.52 | 896.21M | 774.33M |
| 2020-04-23 | 0.56 | 0.56 | 987.36M | 996.26M |
| 2020-02-06 | 0.60 | 0.59 | 1.01B | 992.39M |
| 2019-10-24 | 0.68 | 0.70 | 1.05B | 1.08B |
| 2019-07-25 | 0.72 | 0.70 | 1.06B | 1.04B |
| 2019-04-25 | 0.55 | 0.53 | 990.78M | 954.42M |
| 2019-02-07 | 0.65 | 0.58 | 1.03B | 916.35M |
| 2018-10-25 | 0.71 | 0.66 | 1.06B | 990.66M |
| 2018-07-26 | 0.66 | 0.61 | 1.03B | 948.02M |
| 2018-04-26 | 0.44 | 0.43 | 925.02M | 893.82M |
| 2018-02-08 | 0.37 | 0.37 | 891.12M | 664.61M |
| 2017-10-26 | 0.41 | 0.38 | 872.99M | 816.68M |
| 2017-07-27 | 0.40 | 0.36 | 839.91M | 776.38M |
| 2017-04-27 | 0.27 | 0.26 | 754.10M | 744.67M |
Dividends
Yield 0.66%. Payout ratio 20.46%. Frequency Quarterly.
Safety score 91/100 · Safe. Payout ratio is 20% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 10 separate years. Yield is 0.7%, which is modest.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-12-02 | $0.29 | 2026-12-02 | 2026-12-16 | Quarterly |
| 2026-09-02 | $0.29 | 2026-09-02 | 2026-09-16 | Quarterly |
| 2026-06-03 | $0.29 | 2026-06-03 | 2026-06-17 | Quarterly |
| 2026-03-04 | $0.29 | 2026-03-04 | 2026-03-18 | Quarterly |
| 2025-12-03 | $0.28 | 2025-12-03 | 2025-12-17 | Quarterly |
| 2025-09-03 | $0.28 | 2025-09-03 | 2025-09-17 | Quarterly |
| 2025-06-04 | $0.28 | 2025-06-04 | 2025-06-18 | Quarterly |
| 2025-03-05 | $0.28 | 2025-03-05 | 2025-03-19 | Quarterly |
| 2024-12-04 | $0.26 | 2024-12-04 | 2024-12-18 | Quarterly |
| 2024-09-04 | $0.26 | 2024-09-04 | 2024-09-18 | Quarterly |
| 2024-06-05 | $0.26 | 2024-06-05 | 2024-06-19 | Quarterly |
| 2024-03-05 | $0.26 | 2024-03-06 | 2024-03-20 | Quarterly |
| 2023-12-05 | $0.20 | 2023-12-06 | 2023-12-20 | Quarterly |
| 2023-09-05 | $0.20 | 2023-09-06 | 2023-09-20 | Quarterly |
| 2023-06-06 | $0.20 | 2023-06-07 | 2023-06-21 | Quarterly |
| 2023-02-28 | $0.20 | 2023-03-01 | 2023-03-15 | Quarterly |
| 2022-12-06 | $0.15 | 2022-12-07 | 2022-12-21 | Quarterly |
| 2022-09-06 | $0.15 | 2022-09-07 | 2022-09-21 | Quarterly |
| 2022-05-31 | $0.15 | 2022-06-01 | 2022-06-15 | Quarterly |
| 2022-03-01 | $0.15 | 2022-03-02 | 2022-03-16 | Quarterly |
| 2021-11-30 | $0.10 | 2021-12-01 | 2021-12-15 | Quarterly |
| 2021-08-31 | $0.10 | 2021-09-01 | 2021-09-15 | Quarterly |
| 2021-06-01 | $0.10 | 2021-06-02 | 2021-06-16 | Quarterly |
| 2021-03-02 | $0.10 | 2021-03-03 | 2021-03-17 | Quarterly |
| 2020-12-01 | $0.07 | 2020-12-02 | 2020-12-16 | Quarterly |
| 2020-09-01 | $0.07 | 2020-09-02 | 2020-09-16 | Quarterly |
| 2020-06-02 | $0.07 | 2020-06-03 | 2020-06-17 | Quarterly |
| 2020-03-03 | $0.08 | 2020-03-04 | 2020-03-18 | Quarterly |
| 2019-12-03 | $0.06 | 2019-12-04 | 2019-12-18 | Quarterly |
| 2019-09-03 | $0.06 | 2019-09-04 | 2019-09-18 | Quarterly |
| 2019-06-04 | $0.06 | 2019-06-05 | 2019-06-19 | Quarterly |
| 2019-03-05 | $0.06 | 2019-03-06 | 2019-03-20 | Quarterly |
| 2018-12-06 | $0.04 | 2018-12-06 | 2018-12-20 | Quarterly |
| 2018-09-05 | $0.04 | 2018-09-06 | 2018-09-20 | Quarterly |
| 2018-06-05 | $0.04 | 2018-06-06 | 2018-06-20 | Quarterly |
| 2018-03-05 | $0.04 | 2018-03-06 | 2018-03-20 | Quarterly |
| 2017-12-05 | $0.03 | 2017-12-06 | 2017-12-20 | Quarterly |
| 2017-09-01 | $0.03 | 2017-09-06 | 2017-09-20 | Quarterly |
| 2017-06-02 | $0.03 | 2017-06-06 | 2017-06-20 | Quarterly |
| 2017-03-02 | $0.03 | 2017-03-06 | 2017-03-20 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-22 | JACKMAN WORTHING | Buy | 545 | — | — |
| 2026-09-22 | JACKMAN WORTHING | Other | 0 | — | — |
| 2026-08-25 | Overbey Cecil E. Jr. | Sell | 19.95K | $198.39 | 3.96M |
| 2026-05-27 | CONGDON DAVID S | Sell | 295.67K | — | — |
| 2026-05-20 | Davis Andrew Stephen | Buy | 859 | — | — |
| 2026-05-20 | Stith Thomas A. III | Buy | 859 | — | — |
| 2026-05-20 | Stallings Wendy T. | Buy | 859 | — | — |
| 2026-05-20 | Smith Albert Randolph II | Buy | 859 | — | — |
| 2026-05-20 | Gantt Greg C | Buy | 859 | — | — |
| 2026-05-20 | Gabosch Bradley R | Buy | 859 | — | — |
| 2026-05-20 | Kasarda John D. | Buy | 859 | — | — |
| 2026-05-20 | MILLER CHERYL | Buy | 859 | — | — |
| 2026-05-20 | Aaholm Sherry A | Buy | 859 | — | — |
| 2026-05-20 | CONGDON JOHN R JR | Buy | 859 | — | — |
| 2026-05-20 | Smith Albert Randolph II | Other | 0 | — | — |
| 2026-05-19 | CONGDON DAVID S | Sell | 73.73K | — | — |
| 2026-05-18 | CONGDON EARL E | Sell | 7.37K | — | — |
| 2026-05-04 | Gantt Greg C | Sell | 5.07K | $190.39 | 965.85K |
| 2026-05-04 | Gantt Greg C | Sell | 11.65K | $191.47 | 2.23M |
| 2026-05-04 | Gantt Greg C | Sell | 4.29K | $192.53 | 825.76K |
| 2026-05-04 | Gantt Greg C | Sell | 1.09K | $193.24 | 210.82K |
| 2026-02-26 | CONGDON EARL E | Sell | 10.60K | $195.62 | 2.07M |
| 2026-02-26 | CONGDON EARL E | Sell | 14.40K | $196.50 | 2.83M |
| 2026-02-26 | CONGDON EARL E | Sell | 2.90K | — | — |
| 2026-02-26 | CONGDON EARL E | Sell | 2.90K | — | — |
| 2026-02-25 | CONGDON DAVID S | Sell | 2.55K | — | — |
| 2026-02-25 | CONGDON DAVID S | Sell | 1.27K | — | — |
| 2026-02-23 | CONGDON DAVID S | Sell | 30.41K | — | — |
| 2026-02-19 | CONGDON DAVID S | Sell | 42.00K | $194.67 | 8.18M |
| 2026-02-19 | CONGDON DAVID S | Sell | 10.00K | $195.17 | 1.95M |
| 2026-02-18 | Kelley Christopher James | Sell | 80 | $200.43 | 16.03K |
| 2026-02-18 | Gabosch Bradley R | Sell | 3.13K | $194.27 | 608.84K |
| 2026-02-12 | CONGDON JOHN R JR | Sell | 396 | — | — |
| 2026-02-12 | Brinker Clayton G. | Sell | 52 | $185.51 | 9.65K |
| 2026-02-12 | Kelley Christopher James | Sell | 257 | $185.51 | 47.68K |
| 2026-02-12 | Hartsell Steven W. | Sell | 257 | $185.51 | 47.68K |
| 2026-02-12 | Brooks Christopher T | Sell | 257 | $185.51 | 47.68K |
| 2026-02-12 | Parr Ross H. | Sell | 262 | $185.51 | 48.60K |
| 2026-02-12 | Overbey Cecil E. Jr. | Sell | 262 | $185.51 | 48.60K |
| 2026-02-12 | Plemmons Gregory B | Sell | 501 | $185.51 | 92.94K |
| 2026-02-12 | Satterfield Adam N | Sell | 501 | $185.51 | 92.94K |
| 2026-02-12 | Freeman Kevin M. | Sell | 763 | $185.51 | 141.54K |
| 2026-02-11 | CONGDON JOHN R JR | Sell | 2.69K | — | — |
| 2026-02-11 | Brinker Clayton G. | Buy | 1.54K | — | — |
| 2026-02-11 | Kelley Christopher James | Buy | 3.20K | — | — |
| 2026-02-11 | Hartsell Steven W. | Buy | 3.20K | — | — |
| 2026-02-11 | Brooks Christopher T | Buy | 3.20K | — | — |
| 2026-02-11 | Parr Ross H. | Buy | 3.27K | — | — |
| 2026-02-11 | Overbey Cecil E. Jr. | Buy | 3.27K | — | — |
| 2026-02-11 | Plemmons Gregory B | Buy | 4.10K | — | — |
| 2026-02-11 | Satterfield Adam N | Buy | 4.10K | — | — |
| 2026-02-11 | Freeman Kevin M. | Buy | 6.24K | — | — |
| 2026-02-09 | Gantt Greg C | Sell | 12.02K | $196.43 | 2.36M |
| 2026-02-08 | Kelley Christopher James | Sell | 145 | $202.47 | 29.36K |
| 2026-02-08 | Hartsell Steven W. | Sell | 141 | $202.47 | 28.55K |
| 2026-02-08 | Brooks Christopher T | Sell | 302 | $202.47 | 61.15K |
| 2026-02-08 | Parr Ross H. | Sell | 303 | $202.47 | 61.35K |
| 2026-02-08 | Overbey Cecil E. Jr. | Sell | 303 | $202.47 | 61.35K |
| 2026-02-08 | Plemmons Gregory B | Sell | 317 | $202.47 | 64.18K |
| 2026-02-08 | Satterfield Adam N | Sell | 327 | $202.47 | 66.21K |
| 2026-02-08 | Freeman Kevin M. | Sell | 454 | $202.47 | 91.92K |
| 2026-02-07 | Kelley Christopher James | Sell | 268 | $202.47 | 54.26K |
| 2026-02-07 | Hartsell Steven W. | Sell | 268 | $202.47 | 54.26K |
| 2026-02-07 | Brooks Christopher T | Sell | 268 | $202.47 | 54.26K |
| 2026-02-07 | Parr Ross H. | Sell | 273 | $202.47 | 55.27K |
| 2026-02-07 | Overbey Cecil E. Jr. | Sell | 273 | $202.47 | 55.27K |
| 2026-02-07 | Plemmons Gregory B | Sell | 343 | $202.47 | 69.45K |
| 2026-02-07 | Satterfield Adam N | Sell | 343 | $202.47 | 69.45K |
| 2026-02-07 | Freeman Kevin M. | Sell | 613 | $202.47 | 124.11K |
| 2025-12-31 | CONGDON DAVID S | Other | 0 | — | — |
| 2025-12-31 | CONGDON DAVID S | Other | 0 | — | — |
| 2025-12-31 | CONGDON DAVID S | Other | 0 | — | — |
| 2025-12-31 | CONGDON DAVID S | Other | 0 | — | — |
| 2025-12-31 | CONGDON DAVID S | Other | 0 | — | — |
| 2025-12-31 | CONGDON DAVID S | Other | 0 | — | — |
| 2025-12-31 | CONGDON DAVID S | Other | 0 | — | — |
| 2025-12-31 | CONGDON DAVID S | Other | 0 | — | — |
| 2025-12-31 | CONGDON DAVID S | Other | 0 | — | — |
| 2025-12-31 | CONGDON DAVID S | Other | 0 | — | — |
| 2025-12-31 | CONGDON DAVID S | Other | 0 | — | — |
| 2025-12-31 | CONGDON DAVID S | Other | 0 | — | — |
| 2025-12-31 | CONGDON DAVID S | Other | 0 | — | — |
| 2025-12-01 | Gantt Greg C | Buy | 708 | — | — |
| 2025-12-01 | Gantt Greg C | Sell | 635 | $135.29 | 85.91K |
| 2025-12-01 | Gantt Greg C | Buy | 489 | — | — |
| 2025-12-01 | Gantt Greg C | Buy | 338 | — | — |
| 2025-12-01 | Gantt Greg C | Sell | 338 | — | — |
| 2025-12-01 | Gantt Greg C | Sell | 489 | — | — |
| 2025-12-01 | Gantt Greg C | Sell | 708 | — | — |
| 2025-11-18 | CONGDON EARL E | Sell | 10.17K | $130.66 | 1.33M |
| 2025-11-01 | Gantt Greg C | Buy | 708 | — | — |
| 2025-11-01 | Gantt Greg C | Sell | 636 | $140.42 | 89.31K |
| 2025-11-01 | Gantt Greg C | Buy | 480 | — | — |
| 2025-11-01 | Gantt Greg C | Buy | 350 | — | — |
| 2025-11-01 | Gantt Greg C | Sell | 708 | — | — |
| 2025-11-01 | Gantt Greg C | Sell | 480 | — | — |
| 2025-11-01 | Gantt Greg C | Sell | 350 | — | — |
| 2025-10-01 | Gantt Greg C | Buy | 708 | — | — |
| 2025-10-01 | Gantt Greg C | Sell | 636 | $140.78 | 89.54K |
| 2025-10-01 | Gantt Greg C | Buy | 480 | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 1.05K, holders +61 vs prior quarter. Ownership 79.97%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 15.77M | 877.09K | +5.89% | 3.42B |
| FMR LLC | 12.70M | 981.86K | +8.38% | 2.75B |
| VANGUARD CAPITAL MANAGEMENT LLC | 12.10M | 17.54K | +0.15% | 2.62B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 9.78M | -2.54M | -20.62% | 2.12B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.72M | 45.21K | +0.52% | 1.89B |
| STATE STREET CORP | 8.28M | 445.82K | +5.69% | 1.79B |
| INVESCO LTD. | 7.31M | 2.94M | +67.20% | 1.58B |
| GEODE CAPITAL MANAGEMENT, LLC | 5.20M | 101.74K | +2.00% | 1.12B |
| BOSTON PARTNERS | 3.82M | -173.58K | -4.35% | 828.37M |
| GOLDMAN SACHS GROUP INC | 3.33M | 271.05K | +8.86% | 721.33M |
| CIBC BANCORP USA INC. | 3.21M | -5.54K | -0.17% | 695.09M |
| NORGES BANK | 2.98M | 2.98M | New | 645.65M |
| JPMORGAN CHASE & CO | 2.64M | -80.84K | -2.98% | 579.17M |
| MORGAN STANLEY | 2.58M | -755.33K | -22.67% | 557.95M |
| BANK OF NEW YORK MELLON CORP | 2.51M | -1.74M | -40.93% | 543.29M |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.33M | -1.25M | -34.90% | 504.66M |
| PARNASSUS INVESTMENTS, LLC | 2.14M | 207.38K | +10.75% | 462.70M |
| FRANKLIN TEMPLETON INC | 1.97M | -1.08M | -35.35% | 426.94M |
| NORTHERN TRUST CORP | 1.77M | 43.85K | +2.54% | 383.22M |
| CLEARBRIDGE INVESTMENTS, LLC | 1.41M | -16.32K | -1.14% | 306.02M |
| NUVEEN, LLC | 1.41M | 850.26K | +153.14% | 304.43M |
| CITADEL ADVISORS LLC | 1.27M | 972.55K | +326.27% | 275.22M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.22M | 9.95K | +0.82% | 264.85M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 1.22M | 1.22M | New | 264.85M |
| LEGAL & GENERAL GROUP PLC | 1.17M | -96.52K | -7.63% | 253.16M |
Insights
- Revenue by product
| Period | Value |
|---|---|
| FY2018 | L T L Service Revenue: 3982658000.0, Other Service Revenue: 61037000.0 |
| FY2019 | L T L Service Revenue: 4055467000.0, Other Service Revenue: 53644000.0 |
| FY2020 | L T L Service Revenue: 3961054000.0, Other Service Revenue: 54075000.0 |
| FY2021 | L T L Service Revenue: 5177497000.0, Other Service Revenue: 78831000.0 |
| FY2022 | L T L Service Revenue: 6177055000.0, Other Service Revenue: 83022000.0 |
| FY2023 | L T L Service Revenue: 5804939000.0, Other Service Revenue: 61213000.0 |
| FY2024 | L T L Service Revenue: 5761105000.0, Other Service Revenue: 53705000.0 |
| FY2025 | L T L Service Revenue: 5446151000.0, Other Service Revenue: 50238000.0 |
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