Old Dominion ODFL
We are one of the largest North American less-than-truckload (“LTL”) motor carriers. 10-K, Item 1
- Headquarters
- Thomasville, NC
- Next results
- around Feb 3, 2027
ODFL among Industrials peers
Six ratios from the latest 10-K. Each corner is the share of 81 peers the company is above, not a score.
What changed
2 new risk paragraphs. 10-K filed Feb 24, 2026 against Feb 25, 2025.
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
Accounting checks
10 checks on the latest 10-K. Checks, not verdicts.
0facts worth reading about all 10 checks found nothing to note
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Receivables -5.9% vs revenue -5.5% (-0.4 pts)
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Cash from operations $1.4B vs net income $1.0B (FY ending Dec 31, 2025)
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Same auditor in both 10-Ks: Ernst & Young LLP
7 more checks with nothing to note
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No statement of substantial doubt about going concern
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No 8-K item 4.02 in the last 2 years
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No NT 10-K or NT 10-Q in the last 2 years
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The same matters as last year: Self-Insurance Reserves for Bodily Injury/Property Damage (“BIPD”) and Workers’ Compensation
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No sentence in the 10-K concludes that controls were not effective because of a material weakness
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No 8-K item 2.06 in the last 2 years
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No 8-K item 1.03 in the last 2 years
In their words
2 paragraphs in Risk Factors that were not in the 10-K filed Feb 25, 2025. Quoted as filed.
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Item 1A · new paragraph · not in the 10-K filed Feb 25, 2025 10-K, ITEM 1A
Changes in international trade policies, including with respect to tariffs, may continue to adversely impact our customers, our industry and our business.
New risk paragraphs, against peers
Latest 10-K of each, Industrials companies closest in revenue
Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.
Financial performance
Last 4 fiscal years · 10-K XBRL
| Metric | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|
| Revenue | $6.3B | $5.9B | $5.8B | $5.5B |
| Net income | $1.4B | $1.2B | $1.2B | $1.0B |
| Operating cash flow | $1.7B | $1.6B | $1.7B | $1.4B |
| Free cash flow | $916.4M | $811.8M | $888.0M | $955.1M |
Revenue, FY2016 to FY2025
Ten fiscal years, each from its own 10-K · XBRL · USD
$5.5B ▼ 5.5% in FY2025$1.0B ▼ 13.7% in FY2025$955.1M ▲ 7.6% in FY2025
Recent filings
3 filings in the last 30 days · SEC EDGAR
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10-QNov 4, 2026Quarterly report (10-Q) period ended Sep 30, 2026
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8-KOct 28, 2026Quarterly results 8-K item 2.02
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8-KOct 22, 2026Other events 8-K item 8.01
About the company
Old Dominion, Thomasville, NC · from the 10-K filed Feb 24, 2026
We are one of the largest North American less-than-truckload (“LTL”) motor carriers. We provide regional, inter-regional and national LTL services through a single integrated, union-free organization. Our service offerings, which include expedited transportation, are provided through an expansive network of service centers located throughout the continental United States. Through strategic alliances, we also provide LTL services throughout North America. In addition to our core LTL services, we offer a range of value-added services including container drayage, truckload brokerage and supply chain consulting.
- Headquarters
- Thomasville, NC
- Country
- United States
- Reports in
- USD
- Listed on
- Nasdaq
- Fiscal year ends
- December 31
- Last results
- Oct 28, 2026
- Incorporated in
- VA
Email alerts
Sources
The 10-K filed Feb 24, 2026 (open at SEC), compared with the 10-K filed Feb 25, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.
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