| ODFL |
Report |
Operating Ratio (%) |
IN-LINE |
pred ~72.0% vs. cons 72.40% |
MEDIUM |
| ODFL |
Report |
LTL Tonnage/Day (KTons) |
BEAT |
pred ~32,200 vs. cons 31,821 |
MEDIUM |
| ODFL |
Report |
EPS-Diluted Operating ($) |
BEAT |
pred ~$1.60 vs. cons $1.550 |
MEDIUM |
| ODFL |
Guide |
OR Q3 2026 (qualitative) |
BETTER |
guide ~72.75% vs. cons 73.5% |
MEDIUM |
| ODFL |
Guide |
Rev/CWT ex-fuel Q3 2026 |
UNCHANGED |
guide ~4%-4.5% vs. cons ~4%-4.5% |
HIGH |
| ODFL |
Guide |
Volume trajectory July MTD |
UNCHANGED |
guide ~+2%-4% YoY tons vs. cons ~+3%-4% |
LOW |
| ODFL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| ODFL |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side revisions to Q3/FY 2026 EPS extend the initial move as the truckload-to-LTL conversion thesis gets quantified in models |
MEDIUM |