ODFL Old Dominion

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • U.S. tariffs and retaliatory foreign tariffs already decreased demand for OD's LTL services, with further "trade wars" risking material revenue reduction
• • CARB Advanced Clean Trucks regulation mandates rising ZEV sales percentages, but no commercially viable ZEVs exist for LTL ops; enforcement uncertainty disrupts fleet planning
• • Tractor/trailer supply chain vulnerability: component shortages previously forced manufacturers to reduce/suspend production, raising equipment prices and lengthening trade cycles
• • Large e-commerce and transportation companies making "significant investments" to compete directly in LTL space, pressuring OD's pricing and market share
• • Congdon family controls ~10% of outstanding shares, enabling significant influence over shareholder votes with interests potentially diverging from other investors

Business Overview

• • LTL-focused carrier (>98% of revenue) operating 260 service centers across continental U.S., up net 16 centers over past five years
• • Tractor/trailer capex fell sharply to $173.8M in 2025 vs $322.6M in 2024, signaling deliberate fleet investment pullback amid softer demand
• • Workforce of 20,591 full-time employees, all union-free; 3,439 drivers (33.3% of driver workforce) trained through internal no-cost OD Driver Training Program
• • Top 5 LTL carriers held ~56% of the $50.8B domestic LTL market in 2024, highlighting oligopolistic competitive environment OD operates within

Management Discussion & Analysis

• • Revenue $5.50B, down $318.4M (-5.5%) YoY; volume decline (LTL tonnage per day -8.8%) partially offset by LTL revenue per hundredweight +3.9%
• • Operating margin 24.8% vs 26.6% in 2024; operating ratio deteriorated to 75.2% from 73.4%; net margin 18.6% vs 20.4%
• • Operating cash flow $1.37B vs $1.66B in 2024; capex $366.5M vs $751.2M; $1.54B remaining under $3.0B buyback program; dividend raised to $0.29/share in Q1 2026
• • January 2026 revenue per day -6.8% YoY; LTL tons per day -9.6%; 2026 capex guidance ~$265M, below historical 10-15% of revenue range

What are the latest ODFL SEC filings in 2026?

Old Dominion (ODFL) has filed a 10-K annual report on February 24, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on July 29, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did ODFL file its most recent 10-K annual report?

Old Dominion (ODFL) filed its most recent 10-K annual report on February 24, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view ODFL 10-Q quarterly reports?

Old Dominion (ODFL)'s most recent 10-Q quarterly report was filed on May 6, 2026. SignalX displays every ODFL 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has ODFL filed recently?

Old Dominion (ODFL)'s most recent 8-K was filed on July 29, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find ODFL insider trading activity (Form 4)?

SignalX aggregates every ODFL Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does ODFL file with the SEC?

Old Dominion (ODFL) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ODFL filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Old Dominion (ODFL).

What is ODFL's SEC CIK number?

Old Dominion (ODFL)'s SEC CIK (Central Index Key) number is 878927. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 878927 to look up all ODFL filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find ODFL return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Old Dominion (ODFL) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.