$ODFL

Old Dominion Freight Line Inc

$ODFL

Old Dominion Freight Line Inc

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All voices2 mentions since Dec 2025calls only

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2 mentions

@kaizen_investorFeb 4, 2026 · 12:05 PM

$ODFL down 1% after their Q4 double beat. Old Dominion Freight Line’s latest results reflect a company maintaining its best-in-class reputation despite a sluggish economy. While total revenue and profits declined, the core story is ODFL’s incredible pricing discipline. Even though the amount of freight they moved (tonnage) dropped by over 10%, they successfully charged more per shipment. This yield strength helped cushion the blow from a quiet manufacturing sector. However, because they are moving fewer goods, their operating ratio (a key efficiency metric) rose slightly, as fixed costs like property and technology were spread over a smaller volume of business.

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@convertbondDec 19, 2025 · 7:30 PM

@jimiuorio @biancoresearch @wesbury @BobStein_FT Thank you Jim. I’ve never seen so many world class brands on the lows (off 30-60%) in Q4 2025 with the S&P up > 15%. $NKE $DEO $CMG $LULU $CLX $ODFL $TGT $LYB $CPB