Old Dominion (ODFL)
NASDAQIndustrialsTruckingSnapshot 2026-10-30
$172.56+0.12%
Close 2026-10-30 · 1-day change
NASDAQIndustrialsTruckingSnapshot 2026-10-30
Research Workspace
Put ODFL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Cargo Ground Transportation is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue is contracting — down about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskODFL’s claim rests on profitable revenue growth from its freight business. Revenue growth accelerated from negative in Q1 to 13.1% in Q3, with consecutive earnings beats. Q3 revenue grew 13.1% year over year, and reported earnings beat consensus. ODFL trades at 31× P/E versus a 22× peer median and 42× its history. The price reflects less growth than our forecast, though the premium over peers remains exposed. Our model puts the next-quarter miss probability near 25%, and management is behind on a stated commitment. Peer multiples imply a price about 8% below where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. ODFL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 26 analysts currently covering ODFL (as of Oct 2026).
Based on 13 Wall Street analysts offering 12-month price targets for ODFL in the last 4 months.
Continue this research
Compare ODFL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ODFL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Cargo Ground Transportation — fair value, gap to price, and forward P/E.
Compare the value case
Put ODFL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Generate profitable revenue growth and win market share
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $172.56
The last 12 months of price, then the range of analyst 12-month targets from today’s $172.56.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Revenue outlook and 73.5% operating-ratio target support profitable growth and efficiency.
Advances: Generate profitable revenue growth
Rate hikes support profitable revenue growth objective.
Advances: Generate profitable revenue growth
Expansion supports profitable revenue growth objective.
Strategic sale may impact capital allocation plans.
Advances: Generate profitable revenue growth
Yield discipline and margin gains support profitable revenue growth.
Advances: Generate profitable revenue growth
Record revenue supports profitable revenue growth objective.
Advances: Generate profitable revenue growth
Exceeding expectations indicates strong revenue growth potential.
Advances: Generate profitable revenue growth
Earnings call provides insights into growth strategies.