-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下:Old Dominion公佈2026財年第一季每股收益為1.14美元,低於去年同期的1.19美元,但超出市場預期0.09美元;營收下降2.9%至13.3億美元,超出預期2100萬美元。零擔貨運量每日下降7.7%,但價格策略推動每百磅零擔貨運收入成長4.4%至29.13美元,部分抵銷了貨運量的下滑。公司維持了業界領先的服務標準,準時交貨率高達99%,索賠率低於0.1%,為ODFL的市佔率成長奠定了基礎。管理層表示,隨著需求的改善,公司有信心處理新增貨運量,並強調將透過卓越的服務贏得市場份額。由於營收槓桿率下降,營業比率上升80個基點至76.2%,但3.74億美元的強勁現金流為股東帶來了1.49億美元的回報。預計2026年全年資本支出將達2.65億美元,用於網路擴張。該股目前的本益比為44倍(基於2026財年普遍預期),高於五年平均30.8倍,反映出投資人對公司營運效率和定價能力的樂觀態度。
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