TFI International (NYSE:TFII) Announces Quarterly Earnings Results, Misses Expectations By $0.08 EPS

TFI International (NYSE:TFII) released its earnings results on Thursday. The company reported $1.67 earnings per share for the quarter, missing the consensus estimate of $1.75 by ($0.08), Zacks reports. TFI International had a net margin of 4.14% and a return on equity of 14.87%. The business had revenue of $2.23 billion for the quarter, compared to the consensus estimate of $2.23 billion.

TFI International Stock Down 14.5%

NYSE:TFII traded down $16.28 during trading hours on Friday, hitting $96.26. 467,114 shares of the company traded hands, compared to its average volume of 366,898. The firm’s 50-day simple moving average is $123.21 and its 200-day simple moving average is $129.36. The company has a market cap of $7.91 billion, a PE ratio of 23.65, a PEG ratio of 0.70 and a beta of 1.63. The company has a quick ratio of 1.08, a current ratio of 1.09 and a debt-to-equity ratio of 0.83. TFI International has a one year low of $80.63 and a one year high of $167.69.

TFI International News Roundup

Here are the key news stories impacting TFI International this week:

• Positive Sentiment: TFI International reported third-quarter revenue of approximately US$2.23 billion and net income of US$105.7 million, up from US$84.7 million a year earlier. Adjusted earnings and revenue also increased, indicating continued year-over-year growth. TFI International Announces 2026 Third Quarter Results
• Positive Sentiment: The company approved its quarterly dividend, payable January 15, 2027. The continued shareholder distribution may support investor confidence and reinforces TFI’s capital-return policy. TFI International Approves Quarterly Dividend
• Neutral Sentiment: Segment performance was mixed: the Truckload business reportedly performed strongly, while the operating ratio in the less-than-truckload division weakened. This creates a combination of positive momentum and margin pressure across TFI’s operations. First Look: TFI Truckload Sparkles, but OR at LTL Slips
• Negative Sentiment: Third-quarter earnings of US$1.67 per share missed the US$1.75 analyst consensus by US$0.08, even though earnings improved from US$1.20 a year earlier. The shortfall likely explains much of the negative market reaction. TFI International Q3 Earnings Miss Estimates
• Negative Sentiment: Scotiabank analysts reduced their earnings estimates for TFII, adding to concerns about the company’s near-term profit outlook. Scotiabank Cuts TFII Earnings Estimates

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. National Bank Financial reduced their price objective on TFI International from $161.00 to $148.00 and set an “outperform” rating for the company in a research report on Tuesday, October 6th. Zacks Research lowered shares of TFI International from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 28th. Bank of America raised their price target on shares of TFI International from $178.00 to $187.00 and gave the company a “buy” rating in a report on Tuesday, July 28th. Citigroup reaffirmed a “cautious” rating on shares of TFI International in a research note on Wednesday, October 7th. Finally, Wall Street Zen cut shares of TFI International from a “strong-buy” rating to a “buy” rating in a report on Saturday, October 10th. Fourteen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $167.94.

TFI International Company Profile

TFI International Inc is a North American transportation and logistics company headquartered in Saint-Laurent, Quebec. The company provides a broad range of freight and supply chain services through a network of operating companies in Canada and the United States.

Its business activities include package and courier delivery, less-than-truckload and truckload transportation, freight brokerage, logistics, warehousing, and specialized services. TFI International also serves niche transportation markets, including waste management, environmental services, and other specialized freight requirements.

The company traces its origins to 1957 and has expanded through organic growth and acquisitions.