- Prev close
- $175.36
- Day range
- $169.65 – $175.53
- From 52-wk high
- -30.4%
- Next earnings
- in 35 days
ODFL’s 1.4% gain on 2026-09-21 came alongside a 4.9% general rate increase and a weak multi-week trend, so the move looks company-specific but only partly supported by the underlying numbers.
ODFL
OLD DOMINION FREIGHT LINE
As of Sep 22, 2026
66/100
Worth keeping an eye onHealth ScoreMove driver
ODFL rose 1.4% on 2026-09-21, while the S&P 500 rose 1.4% and the Nasdaq 100 rose 1.4%; that makes the session smaller than the broad market advance, not a standalone surge. Peers were mixed — XPO +0.1%, JBHT +0.8%, FDXF -2.1%, and UHAL -1.3% — so this was not a clean sector move either. The primary driver looks stock-specific: Old Dominion had just announced a 4.9% general rate increase effective Oct. 5, which is a concrete pricing action that supports the shares more directly than the index backdrop.
Volatility check
This looks like ordinary volatility at the one-session level, but not a cleanly supported rerating. The business still shows solid profitability — gross margin +89.2%, operating margin +25.8%, and net margin +19.4% — yet TTM revenue is -0.6% YoY and TTM EPS is +1.5% YoY, so the growth picture is mixed rather than accelerating. Valuation is still demanding at PE 33.1, forward PE 34.5, and PEG 2.41; a PEG of 2.41 — its P/E divided by its growth rate, so investors are paying 2.41× the growth rate — means growth is already priced in, which can amplify both rallies and sell-offs. Beta is 1.15, so the stock also tends to move a bit more than the market. Against that setup, a 1.4% gain is not out of character, but it is also not evidence that the fundamentals have inflected decisively.
Earnings setup
The next earnings date is 2026-10-27. The facts here do not give Street revenue or EPS consensus for that report, so I cannot quote an expected growth rate or margin forecast for the print. What is knowable is the current operating baseline: revenue is -0.6% YoY on a TTM basis, the latest quarter was +10.4% YoY, and EPS is +1.5% YoY TTM, with gross margin +89.2%, operating margin +25.8%, and net margin +19.4%. The market will be watching whether the 4.9% rate increase is showing up in pricing, whether volume trends are stabilizing after the 1w -3.6%, 1m -14.3%, and 3m -20.1% decline, and whether margins can hold while the company funds real estate, equipment, technology, and wages.
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