Research Analysts Offer Predictions for TFII FY2026 Earnings

TFI International Inc. (NYSE:TFII) – Analysts at Scotiabank boosted their FY2026 earnings estimates for TFI International in a report issued on Wednesday, July 29th. Scotiabank analyst K. Gupta now expects that the company will earn $6.00 per share for the year, up from their prior forecast of $5.83. Scotiabank has a “Outperform” rating on the stock. The consensus estimate for TFI International’s current full-year earnings is $5.68 per share. Scotiabank also issued estimates for TFI International’s FY2027 earnings at $7.48 EPS.

TFI International (NYSE:TFII) last issued its earnings results on Monday, July 27th. The company reported $1.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.59 by $0.26. TFI International had a net margin of 4.14% and a return on equity of 14.87%. The company had revenue of $2.29 billion for the quarter, compared to analysts’ expectations of $2.23 billion. TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS.

A number of other research firms also recently issued reports on TFII. BMO Capital Markets restated a “market perform” rating and issued a $170.00 price target (up from $140.00) on shares of TFI International in a research note on Tuesday, June 9th. Citigroup reduced their price objective on TFI International from $182.00 to $180.00 and set a “buy” rating for the company in a research report on Tuesday. UBS Group increased their target price on TFI International from $154.00 to $159.00 and gave the company a “neutral” rating in a report on Tuesday. Susquehanna raised their target price on TFI International from $182.00 to $185.00 and gave the stock a “positive” rating in a research report on Tuesday, July 14th. Finally, Bank of America boosted their price target on TFI International from $178.00 to $187.00 and gave the company a “buy” rating in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $175.76.

TFI International Price Performance

Shares of TFII opened at $141.02 on Thursday. The firm has a market cap of $11.59 billion, a PE ratio of 34.65, a P/E/G ratio of 1.24 and a beta of 1.64. The company has a current ratio of 1.09, a quick ratio of 1.06 and a debt-to-equity ratio of 0.83. The firm has a fifty day simple moving average of $149.95 and a two-hundred day simple moving average of $130.20. TFI International has a 1-year low of $80.63 and a 1-year high of $167.69.

Institutional Trading of TFI International

A number of hedge funds and other institutional investors have recently bought and sold shares of TFII. Versant Capital Management Inc increased its position in TFI International by 47.3% in the second quarter. Versant Capital Management Inc now owns 408 shares of the company’s stock worth $59,000 after buying an additional 131 shares in the last quarter. SG Americas Securities LLC bought a new position in shares of TFI International during the 4th quarter valued at approximately $112,000. Oslo Pensjonsforsikring AS bought a new position in shares of TFI International during the 1st quarter valued at approximately $184,000. Flow Traders U.S. LLC purchased a new stake in TFI International in the 3rd quarter worth approximately $207,000. Finally, Ferguson Wellman Capital Management Inc. purchased a new stake in TFI International in the 1st quarter worth approximately $276,000. Hedge funds and other institutional investors own 73.30% of the company’s stock.

TFI International Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Wednesday, September 30th will be given a dividend of $0.47 per share. The ex-dividend date is Wednesday, September 30th. This represents a $1.88 annualized dividend and a yield of 1.3%. TFI International’s payout ratio is 52.37%.

TFI International Company Profile

TFI International Inc (NYSE: TFII) is a leading North American transport and logistics company headquartered in Montreal, Quebec. The company operates through a network of subsidiaries that provide truckload, less-than-truckload (LTL), specialized freight, package and courier, and logistics services. By integrating these operations, TFI delivers comprehensive end-to-end solutions, including long-haul and regional transportation, expedited delivery, warehousing, and cross-border freight movement.

Originally founded in 1957 as a regional trucking outfit in Cabano, Quebec, TFI International has expanded significantly through a disciplined acquisition strategy.