| ODFL |
Report |
Diluted EPS |
BEAT |
pred ~$1.43 vs. cons $1.37 |
MEDIUM |
| ODFL |
Report |
Revenue |
BEAT |
pred ~$1.55B vs. cons $1.51B |
MEDIUM |
| ODFL |
Report |
Operating ratio |
IN-LINE |
pred ~72.8% vs. cons 72.9% |
MEDIUM |
| ODFL |
Guide |
July revenue per day growth commentary |
BETTER |
guide ~+8.0% vs. cons +7.0% (July 2026) |
LOW |
| ODFL |
Guide |
2H26 LTL tons per day inflection commentary |
LOWER |
guide ~+1.0% vs. cons +2.0% (2H26) |
MEDIUM |
| ODFL |
Guide |
Ex-fuel revenue per hundredweight |
BETTER |
guide ~+4.5% vs. cons +4.0% (3Q26) |
MEDIUM |
| ODFL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| ODFL |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A modest EPS/revenue beat and sustained yield should initially support the shares, but an only-gradual volume inflection (~+1.0% 2H26 versus ~+2.0% expected) leaves 3Q/2027 density and margin math below expectations; the ~+1.5% day-1 residual is therefore likely to compress toward ~+0.5% by day 5. |
MEDIUM |