ODFL

Old Dominion Freight Line is expected to report Q3 2026 earnings on October 28, with consensus estimates of $1.61 EPS (up 25.8% YoY) and $1.56B in revenues (up 10.7% YoY). With a positive Earnings ESP of +0.25% and Zacks Rank #2, the company is positioned as a likely earnings beat candidate. The company has beaten consensus estimates in all four of the last quarters.

Old Dominion Freight Line (ODFL) is scheduled to report Q3 2026 earnings on Oct. 28, with consensus estimates expecting EPS to rise 25.78% to $1.61 per share and revenues to grow 10.68% to $1.56 billion. The company is benefiting from improving freight demand, disciplined pricing strategy targeting 4-4.5% LTL revenue per hundredweight growth, strong 99% on-time service levels, and ample capacity. With an Earnings ESP of +0.25% and Zacks Rank #2, the company is predicted to beat earnings expectations.

The transportation sector is expected to see 9.6% earnings growth and 10.8% revenue growth in Q3 2026, driven by improving freight demand and cost-cutting initiatives. Four stocks identified as likely to beat earnings estimates are Union Pacific, United Parcel Service, Old Dominion Freight Line, and C.H. Robinson Worldwide, all showing positive Earnings ESP and strong historical beat records.