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The Goldman Sachs VIT Mid Cap Value Fund underperformed its benchmark, the Russell Midcap Value Index, during the quarter. Western Digital Corporation's stock price rose throughout the quarter as the company benefitted from continued strong demand within its cloud segment, alongside increasing needs for artificial intelligence-driven data storage. Coherent's stock price rose following its earnings results, delivering better than expected earnings and revenue, robust future guidance, and strong demand for its optical solutions.

Value investing is about identifying misalignments between price and medium to long-term fundamentals, not just low multiples. I focus on high-quality, cyclical value stocks like Union Pacific, Old Dominion Freight Line, and Carlisle Companies during downturns. Hidden growth and undervalued quality, as seen in Texas Pacific Land and ONEOK, offer significant upside when the market misjudges resilience or growth.

Consistent efforts to reward its shareholders through dividend payments and share repurchases highlight the financial strength of ODFL.

Old Dominion Freight Line Inc (NASDAQ: ODFL) shares are trading lower Friday afternoon, extending volatility that followed the less-than-truckload carrier's February operating update released after Tuesday's close, while broader market sentiment is also pressured by rising geopolitical tensions and energy price uncertainty.

Old Dominion (ODFL) reported earnings 30 days ago. What's next for the stock?

ODFL's revenues per day fall 3.3% year over year in February 2026, owing to 6.8% decrease in LTL tons per day, partially offset by an increase in LTL revenue per hundredweight.

THOMASVILLE, N.C.--(BUSINESS WIRE)--Old Dominion Freight Line, Inc. (Nasdaq: ODFL) today reported certain less-than-truckload (“LTL”) operating metrics for February 2026. Revenue per day decreased by 3.3% as compared to February 2025 due to a 6.8% decrease in LTL tons per day that was partially offset by an increase in LTL revenue per hundredweight. The decrease in LTL tons per day was attributable to a 7.0% decrease in LTL shipments per day that was partially offset by a 0.2% increase in LTL w.