ODFL

• Operating income rose 30.0% to $465.3 million, and operating ratio improved to 70.1% from 74.6%.
• Diluted EPS was $1.68 for Q2 2026, up 32.3% from $1.27 in Q2 2025.
• LTL revenue per hundredweight increased 15.2%, while LTL tons per day decreased 4.1%.
• Company expects 2026 capital expenditures of approximately $380 million.
• Net cash provided by operating activities was $272.7 million in Q2 2026; cash and equivalents were $283.9 million at June 30, 2026.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• On July 23, 2026, Old Dominion Freight Line's Board of Directors declared a quarterly cash dividend of $0.29 per share of common stock.
• This dividend represents a 3.6% increase over the quarterly cash dividend paid in September 2025.
• The announcement was made via a press release attached as Exhibit 99.1 to the Form 8-K filing.
• The filing was made under Item 8.01 (Other Events) as a routine dividend declaration disclosure.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• Old Dominion Freight Line issued a press release on June 3, 2026, updating certain LTL operating metrics for the second quarter of 2026.
• For May 2026, revenue per day increased 12.3% versus May 2025, driven by higher LTL revenue per hundredweight, partially offset by a 3.8% decrease in LTL tons per day.
• For the quarter-to-date period, LTL revenue per hundredweight increased 15.6%, and excluding fuel surcharges increased 5.4%, versus the same period last year.
• CEO Marty Freeman noted solid revenue growth for the first two months of Q2, with demand improving as the quarter progressed.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Dividend represents a 3.6% increase over the quarterly dividend paid in June 2025.
• At the May 20, 2026 Annual Meeting, shareholders elected 12 directors, each receiving majority support.
• Advisory vote on executive compensation passed with 184,208,910 votes for and 6,104,470 against.
• Shareholders ratified Ernst & Young LLP as independent auditor for 2026 with 188,612,780 votes for.

5.07 Submission of Matters to a Vote of Security Holders · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Operating income fell 6.1% to $317.3 million; operating ratio worsened to 76.2% from 75.4%.
• Net income decreased 6.4% to $238.3 million; diluted EPS was $1.14 versus $1.19 a year ago.
• LTL tons per day fell 7.7%, while LTL revenue per hundredweight excluding fuel surcharges rose 4.4%.
• Company expects 2026 capital expenditures of about $265 million; paid $60.5 million in dividends and repurchased $88.1 million of stock in Q1.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Old Dominion Freight Line issued a press release on March 3, 2026, updating first quarter 2026 operating metrics.
• February 2026 revenue per day decreased 3.3% versus February 2025, driven by a 6.8% drop in LTL tons per day.
• Quarter-to-date LTL revenue per hundredweight rose 3.5% overall and 4.1% excluding fuel surcharges.
• CEO Marty Freeman expressed cautious optimism about demand trends and the company's capacity to handle volume growth.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Diluted EPS for Q4 2025 was $1.09, down 11.4% from $1.23 in the prior-year quarter.
• Operating ratio for Q4 2025 was 76.7%, up 80 basis points from 75.9% in Q4 2024.
• The company declared a first-quarter cash dividend of $0.29 per share, a 3.6% increase, payable March 18, 2026.
• Capital expenditures for 2026 are expected to total approximately $265 million.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Debra S. King resigned from Old Dominion Freight Line's Board of Directors on December 3, 2025, effective immediately.
• On December 8, 2025, the Board reduced its size from twelve to eleven directors, effective immediately.
• The company's board now has eleven members following King's departure.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements