TFI International Inc (TFII)

Currency in CAD
133.98
-1.69(-1.25%)
Closed·

TFII Earnings

Latest Release
Oct 29, 2026
EPS / Forecast
1.67 / 1.75
Revenue / Forecast
2.23B / 2.22B
EPS Revisions
Last 90 days
Release Date
Period End
EPS
/Forecast
Revenue
/Forecast
EPS Surprise %
Revenue Surprise %
Reaction
12/2026--/1.40--/2.18B----Free Sign Up
09/20261.67/1.752.23B/2.22B-4.57%+0.45%Free Sign Up
06/20261.85/1.592.29B/2.22B+16.35%+3.15%Free Sign Up
03/20260.690/0.6101.95B/1.88B+13.08%+3.72%Free Sign Up
12/20251.09/0.8551.91B/1.92B+27.49%-0.52%Free Sign Up
09/20251.20/1.201.97B/2.02B0%-2.48%Free Sign Up
06/20251.34/1.232.04B/2.06B+8.94%-0.97%Free Sign Up
03/20250.760/0.9921.96B/2.07B-23.39%-5.31%Free Sign Up
12/20241.19/1.582.08B/2.19B-24.68%-5.02%Free Sign Up
09/20241.60/1.762.18B/2.26B-9.09%-3.54%Free Sign Up

All numbers in USD

TFI International Inc Earnings Call Summary for Q3/2026

  • TFI posted Q3 2026 EPS of $1.67, up 39% YoY but missing estimates by $0.08; revenue of $2.23B slightly beat forecasts despite weak U.S. LTL ops.
  • Shares plunged 17% to $130.05 as investors reacted to struggling U.S. LTL segment, which CEO called 'broken' and blamed on poor management execution.
  • Q4 guidance set EPS at $1.30-$1.40; truckload OR expected to improve 400-500 bps YoY while U.S. LTL may deteriorate 0-100 bps amid turnaround efforts.
  • Company projects $700M-$800M free cash flow for 2027 and targets sub-90 global OR, with truckload potentially reaching 85% OR in favorable conditions.
  • Management weighing capital allocation between buybacks, dividends, and acquisitions but signaled caution on large M&A deals given depressed stock valuation.
Last Updated: 11/01/2026, 07:16 PM
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FAQ

What Is TFI Intl's Earnings Per Share (TTM)?

The TFI Intl EPS (TTM) is 6.18.

When Is The Next TFI Intl Earnings Date?

TFI Intl will release its next earnings report on Feb 08, 2027.

What Is TFI Intl’s Revenue Forecasts For Upcoming Quarters?

TFI Intl’s revenue forecast is 2.18B.

How Did TFI Intl React to the Company's Latest Earnings Report?

TFI Intl reported a -4.57% EPS surprise and a +0.45% revenue surprise, comparing the latest report against analyst forecasts. The stock price changed by -17.00%, reflecting the market's response to the earnings results.
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