Short answer
Old Dominion (ODFL) filed its Q3 2025 10-Q quarterly report on Nov 6, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $1.4B (down 4.3% year over year) with net income of $271M.
Q3 2025 key financials · XBRL
- Revenue
- $1.4B
- −4.3% YoY · −0.1% QoQ
- Net income
- $271M
- −12.2% YoY · +0.9% QoQ
- Operating margin
- 25.7%
- EPS (diluted)
- $1.28
- −10.5% YoY · +0.8% QoQ
Source: XBRL data from the Old Dominion (ODFL) Q3 2025 10-Q on SEC EDGAR. USD.
Old Dominion Q3 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $1.41B for Q3 2025, down 4.3% YoY from $1.47B in Q3 2024 due to volume decline
- Operating margin 25.7% in Q3 2025 vs 27.3% in Q3 2024; net income margin 19.3% vs 21.0% YoY
- Best yield improvement: LTL revenue per hundredweight up 4.7% to $33.88; worst volume drop: LTL tons down 9.0% YoY
- Operating cash flow $1.06B for nine months 2025, down $198M from prior year; CapEx reduced to $358M vs $751M prior year
- Management cites ongoing economic softness, volume pressures, but affirms commitment to yield management and cost control; expects capital spending below historical 10-15% revenue range in 2025 and 2026
Risk Factors
- No new risk factors added this quarter, no material changes from 2024 10-K risk factors
- Material risks carried-forward include economic conditions impacting freight demand and fuel cost volatility
- Regulatory risk from compliance with transportation safety and environmental regulations remains significant
- Operational risk from driver shortages and capacity constraints affect near-term service levels
- Financial risk from exposure to fuel price fluctuations and operational cost inflation impacts margins
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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