Old Dominion earnings date
Old Dominion plans to report third-quarter results before trading opens on October 28, 2026. Watch whether stronger revenue becomes broader freight growth and durable profit.
What has Old Dominion guided for the year?
Adam Satterfield gave a conditional outlook on the July 29, 2026 earnings call. If recent momentum continued, third-quarter revenue could grow about 10% from the year before. That would put quarterly revenue at $1.54 billion to $1.55 billion. If July’s growth rate merely persisted, the more conservative outcome was $1.52 billion. The forecast depended on demand and fuel conditions.
| Period guided | Low | High | Date given | |
|---|---|---|---|---|
| Aggregate capital expenditures | Year to Dec 2026 | 380 | 380 | Jul 29, 2026 |
| Real estate and service center expansion projects | Year to Dec 2026 | 180 | 180 | Jul 29, 2026 |
| Tractors and trailers | Year to Dec 2026 | 155 | 155 | Jul 29, 2026 |
| Information technology and other assets | Year to Dec 2026 | 45 | 45 | Jul 29, 2026 |
What this means. These are the company's forecasts for spending during 2026, not amounts it has already spent.
What has Old Dominion reported recently?
Revenue and operating income rose strongly from June 2025, and diluted earnings per share improved. This was a clear break from March, when the year-over-year comparison still showed declining revenue and earnings.
The physical freight figures tell a more cautious story. Tons per day and shipments per day remained below the previous year, while weight per shipment increased. Yield rose, including fuel effects, and also improved after fuel was excluded. Old Dominion therefore earned more from a smaller flow of freight.
| Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1,554,004 | 1,334,696 | 1,307,296 | 1,406,511 | 1,407,724 | 1,374,858 | 1,385,829 | 1,470,211 |
| Operating income | 465,301 | 317,341 | 304,251 | 360,844 | 357,895 | 338,055 | 334,020 | 401,861 |
| Net income | 350,601 | 238,258 | 229,470 | 270,947 | 268,626 | 254,660 | 263,144 | 308,580 |
| EPS, diluted | 1.68 | 1.14 | 1.09 | 1.28 | 1.27 | 1.19 | 1.23 | 1.43 |
What this means. The table shows three-month results, but some descriptions say “year,” which could make you think each number covers a full year.
What should I watch in Old Dominion's next results?
Old Dominion plans to report third-quarter results before trading opens on October 28, 2026, followed by a call at 10 a.m. Eastern. The report will test the roughly 10% revenue-growth outlook and the margin bridge. Investors should judge the result after removing the second quarter’s property-sale benefit and allowing for normal seasonality.
August offered a mixed freight signal. Daily shipments fell 2.4% from August 2025 while weight per shipment rose 1.7%. Quarter-to-date revenue per hundredweight, meaning revenue for each 100 pounds carried, rose 11.3%, but only 4.8% excluding fuel surcharges. A stronger recovery would bring more shipments and tons through the existing network, not merely higher prices or fuel collections.