Old Dominion Freight Line, Inc.

NASDAQ•ODFL

CEO: Mr. David S. Congdon

セクター: Industrials

業種: Trucking

上場日: 1991-10-24

Old Dominion Freight Line, Inc. operates as a less-than-truckload motor carrier in the United States and North America. The company offers regional, inter-regional, and national less-than-truckload services, as well as expedited transportation. It also provides various value-added services, including container drayage, truckload brokerage, and supply chain consulting. As of December 31, 2023, it owned and operated 10,791 tractors, 31,233 linehaul trailers, and 15,181 pickup and delivery trailers; 46 fleet maintenance centers; and 257 service centers. Old Dominion Freight Line, Inc. was founded in 1934 and is headquartered in Thomasville, North Carolina.

連絡先情報

500 Old Dominion Way, Thomasville, NC, 27360, United States

336-889-5000

www.odfl.com

時価総額

$37.79B

PER (TTM)

37.1

配当利回り

0.6%

52週高値

$221.63

52週安値

$126.01

52週レンジ

57%

順位18Top 5.0%

6.3

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

強い • 6.3 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$1.31B+0.00%

直近4四半期の推移

EPS

$1.09+0.00%

直近4四半期の推移

フリーCF

$264.52M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Declined 5.5% Revenue $5.50B USD, down 5.5% in 2025 due to volume softness across domestic economy.

Net Income Contracted Net income $1.02B USD, reflecting a 13.7% decrease compared to the prior year results.

Yield Management Success LTL revenue per hundredweight increased 3.9% to $33.31 USD, driven by consistent pricing strategy.

Lower 2025 Capital Spend 2025 Capital Expenditures totaled $366.51M USD, a significant reduction from $751.19M USD in 2024.

リスク要因

Volume and Tonnage Drop LTL tonnage per day fell 8.8% in 2025, indicating continued softness in domestic industrial production.

Operating Ratio Worsened Operating ratio increased to 75.2% from 73.4% due to volume deleveraging and higher depreciation expense.

Inflationary Cost Headwinds Inflation pressures wages, equipment, and fuel costs; inability to offset these impacts affects profitability.

Equipment Supply Constraints Shortages or increased costs for tractors, trailers, and repair parts may adversely affect operations.

見通し

Focus on Density Growth Primary focus remains increasing density and executing yield management philosophy for profitable growth.

Reduced 2026 CapEx Estimated 2026 capital expenditures budgeted at $265M USD, prioritizing service center capacity expansion.

Technology Enhancement Continual investment in cloud technology and AI to improve operational efficiency and customer service.

Shareholder Return Focus Had $1.54B USD remaining authorization under the 2023 Repurchase Program as of year-end 2025.

同業比較

売上高 (TTM)

UAL

$59.07B

+3.5%

EME

$16.99B

+16.6%

WAB

$11.17B

+7.5%

粗利益率 (最新四半期)

UAL

64.1%

+33.4pp

DOV

39.1%

+0.5pp

HUBB

35.4%

+1.4pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
FIX	$48.16B	47.1	48.5%	12.2%
WAB	$40.48B	34.5	10.8%	28.3%
ODFL	$37.79B	37.1	24.0%	0.7%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

-1.7%

横ばい

4四半期純利益CAGR

-3.4%

収益性の安定

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月21日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし