OD

Old Dominion Freight Line Inc.

ODFL · Old Dominion Freight Line Inc. · Industrials

Up next day
6/12
50%
Fell despite growth
2/12
Good earnings ignored
Avg earnings move
±2.0%
typical swing on earnings
Price when beating
-0.8%
avg over 10 beats
Biggest single move
-4.6%
'26.6 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 5 of 10 beats (50%)
Reaction is erratic and hard to predict
Avg -0.8% on a beat, +0.1% on a miss
Big earnings-day moves tend to fade within days
Reversed the day-one move · 67% of last 12
vs Industrials sector avg (197 peers)
This
-0.6%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
5xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Oct 28Before open
'26.9 expectedEst. EPS $1.59
Quarter ended 6/2026
Reported 2026-07-29
Next-day move
-4.6%
After 5 days -3.3%
vs Consensus$1.53$1.68+9.7% beat
Beat by +9.7% but stock -4.6%
EPS
$1.68
YoY +32%
Revenue
$1.6B
YoY +10%
Next-Q guidance
N/A
Price around earnings
Fell despite growthvs market -6.3%p

Earnings trend · last 12 quarters

EPS$1.68YoY +32%
'23.9'26.6
Revenue$1.6BYoY +10%
'23.9'26.6

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
5x42%
Met expectations
good · up ↑
1x8%
Disappointment
weak · down ↓
3x25%
Good earnings ignored
good · down ↓
3x25%
← Weak earningsStrong earnings →

Price rose even on weak earnings — bad news priced in / buy-the-dip · 5 of 12q (42%)

Community · ODFL

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