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Old Dominion (ODFL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended December 2025, Old Dominion Freight Line (ODFL - Free Report) reported revenue of $1.31 billion, down 5.7% over the same period last year. EPS came in at $1.09, compared to $1.23 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.3 billion, representing a surprise of +0.94%. The company delivered an EPS surprise of +2.85%, with the consensus EPS estimate being $1.06.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Old Dominion performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Operating Ratio: 76.7% versus the six-analyst average estimate of 77.3%.
  • LTL tonnage per day: 30.69 Kton/D versus the three-analyst average estimate of 31.71 Kton/D.
  • LTL shipments per day: 41.31 thousand versus 42.56 thousand estimated by three analysts on average.
  • LTL revenue per hundredweight: $33.91 versus $33.49 estimated by three analysts on average.
  • LTL revenue per hundredweight, excluding fuel surcharges: $28.88 compared to the $28.59 average estimate based on three analysts.
  • Work days: 62.00 Days compared to the 62.00 Days average estimate based on three analysts.
  • LTL shipments: 2,561 versus the three-analyst average estimate of 2,639.
  • LTL tons: 1,903.00 KTon versus the three-analyst average estimate of 1,924.34 KTon.
  • LTL weight per shipment (lbs.): 1,486.00 lbs versus 1,459.38 lbs estimated by three analysts on average.
  • LTL revenue per shipment: $503.95 versus $476.84 estimated by two analysts on average.
  • Total revenue- Other services: $11.43 million versus the two-analyst average estimate of $14.55 million. The reported number represents a year-over-year change of -15.5%.
  • Total revenue- LTL services: $1.3 billion versus $1.27 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -5.6% change.

View all Key Company Metrics for Old Dominion here>>>

Shares of Old Dominion have returned +12.4% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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