ODFL
Market read
The latest filing evidence is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Invalidation: The isolated read changes if ODFL's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying supportive evidence was identified.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Changes in our capital expenditures are more fully described below under “Capital Expenditures.” The change in our cash flows used in financing activities during the first quarter of 2026 as compared to the first quarter of 2025 was primarily due to a decreas…”10-Q · May 6, 2026 ↗
“Our productive labor costs, which include wages for drivers, platform employees, and fleet technicians, increased as a percent of revenue to 24.4% in 2025 as compared to 24.1% in 2024 as a result of the decrease in network density.”10-K · Feb 24, 2026 ↗
“Our productive labor costs, which include wages for drivers, platform employees, and fleet technicians, increased as a percent of revenue to 24.4% in 2025 as compared to 24.1% in 2024 as a result of the decrease in network density.”10-K · Feb 24, 2026 ↗
“Changes in our capital expenditures are more fully described below under “Capital Expenditures.” The change in our cash flows used in financing activities during the first nine months of 2025 as compared to the first nine months of 2024 was primarily due to l…”10-Q · Nov 6, 2025 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for ODFL. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-06 against the comparable filing from 2025-05-06.
“Changes in our capital expenditures are more fully described below under “Capital Expenditures.” The change in our cash flows used in financing activities during the first quarter of 2026 as compared to the first quarter of 2025 was primarily due to a decrease in cash utilized for repurchases of our common stock.”
“The change in our cash flows used in investing activities during the first quarter of 2026 as compared to the first quarter of 2025 was primarily due to the reduction in our 2026 capital expenditure program as compared to the first quarter of 2025.”
“The increase was primarily due to the assets acquired as part of our 2025 and 2026 capital expenditure programs.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
“Our competitors in North America include local, regional and national LTL carriers that offer the same services we provide, such as Old Dominion Freight Line and Saia.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
ODFL is currently a Participant in the organic co-movement group Domestic Economic Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for ODFL; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.