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Old Dominion logoOld Dominion ODFL

The company said revenue per day decreased by 3.3% in February 2026 compared with February 2025. It cited a 6.8% decrease in LTL tons per day as the driver, partly offset by higher LTL revenue per hundredweight.

8-KRegulation FD DisclosureFiled Period of report Summary published (UTC)

Key points

AI summary
  1. The company said revenue per day decreased by 3.3% in February 2026 compared with February 2025. It cited a 6.8% decrease in LTL tons per day as the driver, partly offset by higher LTL revenue per hundredweight.

  2. Old Dominion said the 6.8% decline in LTL tons per day was due to a 7.0% decrease in LTL shipments per day, partly offset by a 0.2% increase in LTL weight per shipment.

  3. The company said LTL revenue per hundredweight for the quarter-to-date period rose 3.5% from a year earlier, and LTL revenue per hundredweight excluding fuel surcharges rose 4.1%.

  4. Marty Freeman, President and Chief Executive Officer, said the company is encouraged by trends in its business. He said LTL tons per day declined year over year in the first two months of the quarter, but that the company remains cautiously optimistic about the direction of the domestic economy. He also said the company has the available capacity to manage incremental volume as the demand environment improves.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

February 2026 revenue per day down 3.3%

The company said revenue per day decreased by 3.3% in February 2026 compared with February 2025. It cited a 6.8% decrease in LTL tons per day as the driver, partly offset by higher LTL revenue per hundredweight.

Source · Based on the filing body and exhibits

Shipment count drives LTL tons per day decline, down 7.0%

Old Dominion said the 6.8% decline in LTL tons per day was due to a 7.0% decrease in LTL shipments per day, partly offset by a 0.2% increase in LTL weight per shipment.

Source · Based on the filing body and exhibits

Quarter-to-date LTL revenue per hundredweight rises

The company said LTL revenue per hundredweight for the quarter-to-date period rose 3.5% from a year earlier, and LTL revenue per hundredweight excluding fuel surcharges rose 4.1%.

Source · Based on the filing body and exhibits

CEO Comment: Demand Environment and Available Capacity

Marty Freeman, President and Chief Executive Officer, said the company is encouraged by trends in its business. He said LTL tons per day declined year over year in the first two months of the quarter, but that the company remains cautiously optimistic about the direction of the domestic economy. He also said the company has the available capacity to manage incremental volume as the demand environment improves.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.