| ODFL |
Report |
Q2 2026 diluted EPS |
BEAT |
pred ~$1.56 vs. cons $1.52 |
MEDIUM |
| ODFL |
Report |
Q2 2026 revenue |
IN-LINE |
pred ~$1.56B vs. cons $1.55B |
MEDIUM |
| ODFL |
Report |
Q2 2026 operating ratio |
IN-LINE |
pred ~72.5% vs. cons 72.6% |
MEDIUM |
| ODFL |
Guide |
July LTL tons per day, year-over-year |
LOWER |
guide ~-1.5% vs. cons 0.0% (July 2026) |
LOW |
| ODFL |
Guide |
Implied diluted EPS |
LOWER |
guide ~$1.51 vs. cons $1.55 (Q3 2026) |
LOW |
| ODFL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.2% |
— |
MEDIUM |
| ODFL |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
A modest Q2 EPS beat is likely to be outweighed by July tonnage below the ~0.0% inflection expected and implied Q3 EPS of ~$1.51 versus ~$1.55 consensus, driving out-period estimate cuts after the report. |
MEDIUM |