ODFL · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

OLD DOMINION FREIGHT LINE, INC. · 2026-08-05 · Importance 38 · Surprise 40 · In source text

Second-quarter 2026 revenue increased 10.4% to $1.554 billion, while first-half revenue increased 3.8% to $2.889 billion. LTL tonnage per day declined 4.1% in the quarter and 5.9% in the first six months, primarily because LTL shipments per day fell 5.7% and 6.8%, respectively. Higher LTL revenue per hundredweight offset lower volumes, increasing 15.2% in the quarter and 10.6% year to date, including higher fuel surcharges. Excluding fuel surcharges, LTL revenue per hundredweight increased 5.5% in the quarter and 5.0% in the first six months, reflecting yield-management pricing.

Key facts

• Revenue increased $146.3 million, or 10.4%, in the second quarter of 2026 versus the second quarter of 2025. source
• Revenue for the three months ended June 30, 2026: $1,554,004 (in thousands). source
• Revenue for the six months ended June 30, 2026: $2,888,700 (in thousands). source
• Revenue increased $106.1 million, or 3.8%, in the first six months of 2026 versus the first six months of 2025. source
• LTL weight per shipment for the three months ended June 30, 2026: 1,503 lbs., a 1.7% increase versus prior year period. source
• LTL weight per shipment for the six months ended June 30, 2026: 1,497 lbs., a 1.0% increase versus prior year period. source
• Revenue per day increased 8.2% in July 2026 compared to the same month last year. source
• More than 98% of our revenue has historically been derived from transporting LTL shipments for our customers. source

Impact estimates