ODFL

In February 2026, ODFL's management indicated early signs of demand improvement for Q4 2025, despite January demand lagging due to weather. By March 2026, the company reported a 3.3% decrease in revenue per day for February 2026, driven by a 6.8% decrease in LTL tons per day, though LTL revenue per hundredweight increased. Management expressed cautious optimism about the domestic economy. In April 2026, ODFL noted consistent demand improvement in Q1 but observed a slowdown in April due to geopolitical uncertainty. More recently, in September 2026, Old Dominion Freight Line reported a 10.4% increase in second-quarter revenue and a 32.3% jump in diluted earnings per share, despite lower freight volumes year-over-year. Management highlighted early signs of a freight recovery, with July tonnage trends surpassing normal seasonality. The company also reported that August 2026 revenue per day increased by 12.4% compared to August 2025, attributed to higher LTL revenue per hundredweight, despite a slight decrease in LTL tons per day. Effective October 5, 2026, Old Dominion Freight Line implemented a general rate increase (GRI) of 4.9%. The company has been a component of the Nasdaq-100 since January 24, 2022, and is also part of the S&P 500 index.