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Sep 30, 2025
Old Dominion Q3 2025 Earnings Report
Old Dominion reported Q3 2025 results with declines in revenue, operating income, and net income due to reduced LTL tonnage and shipments.
Key Takeaways
Old Dominion Freight Line faced a challenging Q3 2025 with a 4.3% drop in revenue and a 12.2% decline in net income. Despite the soft freight environment, the company maintained strong yield discipline and operational efficiency.
Revenue for Q3 2025 declined to $1.41 billion, down from $1.47 billion a year earlier
Net income decreased to $270.9 million, driven by a 9.0% drop in LTL tonnage per day
Operating ratio worsened to 74.3%, up from 72.7% in Q3 2024
LTL revenue per hundredweight rose to $33.88, reflecting strong pricing discipline
Revenue by Segment
Forward Guidance
Old Dominion remains confident in its long-term strategy and expects to capitalize on a future demand rebound, maintaining operational discipline and service quality.
Positive Outlook
- Company maintains strong balance sheet with $46.6 million in cash
- 99% on-time service performance during the quarter
- Continued pricing discipline reflected in yield improvements
- Capital expenditures focused on real estate, equipment, and IT
- Expectations to benefit from a future macroeconomic rebound
Challenges Ahead
- 9.0% decline in LTL tons per day
- 7.9% drop in LTL shipments per day
- Decrease in average weight per shipment signals demand softness
- Operating ratio deteriorated due to lower leverage
Historical Earnings Impact
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Avg. Return Before/After Earnings
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