ODFL at a glance
Old Dominion (ODFL, SEC CIK 878927) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 22, 2026 and Form 4 insider filings as recently as September 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Old Dominion (ODFL) reported revenue of $5.5 billion (down 5.5% from FY2024) and net income of $1.0 billion. Diluted EPS was $4.84.
- As of June 30, 2026, 40 institutional investment managers tracked by SignalX reported holding Old Dominion (ODFL) shares worth $21.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Overbey Cecil E. Jr. on August 25, 2026 of 19,952 shares at $198.39 per share.
- In the last 90 days, ODFL insiders reported 0 open-market purchases ($0) and 1 open-market sale ($4.0M) on Form 4, a net sale of $4.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.5B
- −5.5% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$4.0M
- 13F holders
- 40 funds
- $21.0B · −2 vs prior quarter
- Latest 8-K
- Sep 22, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
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
AI summary of the ODFL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk-factors section provided in the submitted filing excerpt
- No newly added, materially updated, regulatory, operational, competitive, or financial risk identifiable from the text
AI summary of the ODFL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Immediate retirement of John D. Kasarda; explicitly unrelated to disagreements over operations, policies, or practices
- Worthing F. Jackman appointed independent director effective September 22, 2026
Item 7.01: Regulation FD Disclosure
- Q3 2026 operating-metric update issued under Regulation FD
- Exhibit 99.1 contains the detailed metrics and management commentary
Item EX-99.1: Item EX-99.1
- August revenue per day increased 12.4% year over year, indicating strong pricing and mix despite softer shipment volumes
- LTL tons per day declined 0.9%, driven by shipments per day falling 2.4% despite 1.7% higher weight per shipment
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains financial results
Item EX-99.1: Item EX-99.1
- Q2 2026 revenue $1.554B, up 10.4%, while net income rose 30.5% to $350.6M
- Diluted EPS $1.68, up 32.3%, matching the company’s prior record
AI summaries of ODFL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ODFL
Don't miss the next ODFL filing
- Alerts as it files. A push when ODFL files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ODFL, by share count.
- Ask anything. An AI agent that reads every ODFL filing and answers with sources.
ODFL alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| JACKMAN WORTHING | A | Sep 22, 2026 | 545 | - |
| Overbey Cecil E. Jr. | Sell | Aug 25, 2026 | 19,952 | $198.39 |
| CONGDON DAVID S | G | May 27, 2026 | 295,670 | - |
| CONGDON JOHN R JR | A | May 20, 2026 | 859 | - |
| Stallings Wendy T. | A | May 20, 2026 | 859 | - |
| Smith Albert Randolph II | A | May 20, 2026 | 859 | - |
| Davis Andrew Stephen | A | May 20, 2026 | 859 | - |
| Aaholm Sherry A | A | May 20, 2026 | 859 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $5.9B | $5.8B | $5.5B |
| Operating Income | $1.6B | $1.5B | $1.4B |
| Net Income | $1.2B | $1.2B | $1.0B |
| Op. Margin | 28.0% | 26.6% | 24.8% |
| Net Margin | 21.1% | 20.4% | 18.6% |
| Balance Sheet | |||
| Total Assets | - | $5.5B | $5.5B |
| Equity | $4.3B | $4.2B | $4.3B |
| ROE | 29.1% | 27.9% | 23.7% |
| Per Share | |||
| EPS | $11.26 | $5.48 | $4.84 |
| Cash Flow | |||
| Operating CF | $1.6B | $1.7B | $1.4B |
Source: XBRL data in Old Dominion (ODFL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ODFL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 40 | $21.00B |
| Q1 2026 | 42 | $19.28B |
| Q4 2025 | 39 | $14.94B |
| Q3 2025 | 39 | $13.06B |
| Q2 2025 | 36 | $14.38B |
| Q1 2025 | 33 | $9.89B |
| Q4 2024 | 32 | $9.13B |
| Q3 2024 | 26 | $5.23B |
- FMR LLC (Fidelity)+981.9K (+8%)
- Citadel Advisors LLC+972.6K (+326%)
- BlackRock+877.1K (+6%)
- AQR Capital Management+610.5K (+203%)
- State Street Corp+445.8K (+6%)
- T. Rowe Price Group−2.54M (-21%)
- BNY Mellon−1.74M (-41%)
- Franklin Resources−1.08M (-35%)
- Morgan Stanley−755.3K (-23%)
- Citigroup−202.2K (-21%)
- PARK NATIONAL CORP /OH/−5.4K
- D.E. Shaw & Co−4.6K
- NICOLET BANKSHARES INC−1.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 287 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ODFL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 24, 2026 | - | - | - |
| 8-K | Sep 22, 2026 | - | Analysis | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 4 | Aug 26, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| SC 13G | May 6, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - |
Related Industrials companies
- ARCB · ARCBEST CORP /DE/Trucking (No Local)
- CVLG · COVENANT LOGISTICS GROUP, INC.Trucking (No Local)
- HTLD · HEARTLAND EXPRESS INCTrucking (No Local)
- JBHT · J.B. HuntTrucking (No Local)
- MRTN · MARTEN TRANSPORT LTDTrucking (No Local)
- PAMT · PAMT CORPTrucking (No Local)
- ULH · UNIVERSAL LOGISTICS HOLDINGS, INC.Trucking (No Local)
- WERN · WERNER ENTERPRISES INCTrucking (No Local)
ODFL SEC filings: frequently asked questions
Are ODFL insiders buying or selling?
In the last 90 days, Old Dominion (ODFL) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $4.0 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ODFL stock?
As of June 30, 2026, the largest Old Dominion (ODFL) holders among the 13F filers tracked by SignalX were BlackRock ($3.4 billion), FMR LLC (Fidelity) ($2.7 billion), Vanguard Capital Management LLC ($2.6 billion), T. Rowe Price Group ($2.1 billion), Vanguard Portfolio Management LLC ($1.9 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ODFL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Old Dominion (ODFL) reported revenue of $5.5 billion (down 5.5% from FY2024) and net income of $1.0 billion. Diluted EPS was $4.84. The figures come from the XBRL data in the 10-K.
What are the main risks in ODFL's latest 10-K?
In the 10-K filed February 24, 2026, Old Dominion (ODFL) flagged: 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. (AI summary of the Risk Factors section.)
What did ODFL report in its latest 8-K?
Old Dominion (ODFL) filed an 8-K on September 22, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Immediate retirement of John D. Kasarda; explicitly unrelated to disagreements over operations, policies, or practices.
What are the latest ODFL SEC filings?
Old Dominion (ODFL) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 22, 2026 and a Form 4 insider filing on September 24, 2026.
What is ODFL's SEC CIK number?
Old Dominion (ODFL)'s SEC Central Index Key (CIK) is 878927. EDGAR lists every ODFL filing under that number.
Ask anything about ODFL
The research agent reads ODFL's filings, financials, insider trades and 13F holders, then answers with sources.