Old Dominion Freight Line, Inc. filed its Form 10-Q for the quarterly period ended September 30, 2026 with the U.S. Securities and Exchange Commission on November 4, 2026, reporting third-quarter and nine-month financial results.

Key Highlights

  • Quarterly revenue: Revenue from operations reached $1,590,726 thousand for the three months ended September 30, 2026, compared to $1,406,511 thousand in the same period of 2025, according to the filing.
  • Third-quarter net income: Net income was $343,749 thousand for Q3 2026, up from $270,947 thousand in Q3 2025, the filing disclosed.
  • Diluted EPS: Diluted earnings per share were $1.65 for the three months ended September 30, 2026, versus $1.28 in the prior-year quarter.
  • Nine-month net income: For the nine months ended September 30, 2026, net income totaled $932,608 thousand, compared to $794,233 thousand for the same period in 2025.
  • Share repurchases: The company repurchased approximately 2,012 thousand shares at a total cost of $397,372 thousand, including transaction costs, during the nine months ended September 30, 2026.
  • Cash dividend declared: A cash dividend of $0.29 per share was declared in Q3 2026, with $0.87 per share declared for the nine-month period.
  • Shares outstanding: As of October 30, 2026, there were 206,039,886 shares of common stock outstanding, the filing stated.

Old Dominion Freight Line Reports Higher Revenue and Income for Third Quarter and First Nine Months of 2026

According to the Form 10-Q filed by Old Dominion Freight Line, Inc. (NASDAQ:ODFL) for the quarterly period ended September 30, 2026, the company reported revenue from operations of $1,590,726 thousand in the third quarter, an increase from $1,406,511 thousand in the third quarter of 2025. Operating income for the same period was $452,645 thousand, compared to $360,844 thousand in Q3 2025. For the nine months ended September 30, 2026, revenue from operations totaled $4,479,426 thousand versus $4,189,093 thousand for the nine months ended September 30, 2025.

The filing disclosed that total operating expenses for Q3 2026 were $1,138,081 thousand, with the largest component being salaries, wages and benefits at $704,838 thousand. Operating supplies and expenses were $189,329 thousand in Q3 2026, up from $144,185 thousand in Q3 2025. Depreciation and amortization for the quarter was $90,422 thousand. For the nine-month period, total operating expenses were $3,244,139 thousand against $3,132,299 thousand in 2025.

On the balance sheet as of September 30, 2026, the company reported total assets of $5,894,180 thousand and total shareholders' equity of $4,671,966 thousand, up from $4,311,057 thousand at December 31, 2025. Cash and cash equivalents were $466,224 thousand at September 30, 2026, compared to $120,091 thousand at year-end 2025. Long-term debt stood at zero at September 30, 2026, down from $19,995 thousand at December 31, 2025. During the nine months ended September 30, 2026, the company repurchased 2,012 thousand shares for $397,372 thousand, including transaction costs, and declared dividends of $0.87 per share.

What Was Disclosed

Old Dominion Freight Line filed its quarterly report covering the period ended September 30, 2026, disclosing revenue of $1,590,726 thousand and net income of $343,749 thousand for Q3 2026, along with balance sheet, shareholder equity changes, and capital return activity for the nine-month period.