ODFL · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

OLD DOMINION FREIGHT LINE, INC. · 2026-11-04 · Importance 54 · Surprise 40 · From source text

Third-quarter 2026 revenue increased 13.1% to $1,590.7 million, while first-nine-month revenue increased 6.9% to $4,479.4 million. LTL revenue per hundredweight rose 13.3% and 11.6%, respectively, including fuel surcharges; excluding fuel surcharges, it rose 5.1% in both periods. LTL tonnage per day declined 0.1% in the quarter and 4.0% in the nine-month period, as fewer shipments were partly offset by higher weight per shipment. In October 2026, revenue per day increased 22.5% year over year, LTL tons per day increased 2.1%, and LTL revenue per hundredweight excluding fuel surcharges increased 6.6%.

Key facts

• OLD DOMINION FREIGHT LINE, INC. generated revenue of $4,479.426 million in the first nine months of 2026, up 6.9% from $4,189.093 million in the same 2025 period. source
• OLD DOMINION FREIGHT LINE, INC. generated revenue of $1,590.726 million in Q3 2026, up 13.1% from $1,406.511 million in Q3 2025. source
• OLD DOMINION FREIGHT LINE, INC.’s October 2026 revenue per day increased 22.5% year over year. source
• OLD DOMINION FREIGHT LINE, INC.’s LTL revenue per hundredweight increased 13.3% in Q3 2026 and 11.6% in the first nine months of 2026, including higher fuel surcharges. source
• OLD DOMINION FREIGHT LINE, INC. provided 99% on-time service and had a cargo claims ratio of 0.1% during Q3 and the first nine months of 2026. source

Impact estimates