Desjardins Has Pessimistic Outlook of TFII FY2026 Earnings

Key Points

• Desjardins has lowered its earnings per share (EPS) estimate for TFI International in FY2026 from $6.58 to $6.25, while the current consensus estimate for full-year earnings stands at $7.76 per share.
• In its recent quarterly earnings report, TFI International reported an EPS of $1.34, surpassing the consensus estimate of $1.24, with total revenue of $2.04 billion against an expectation of $1.49 billion.
• Analysts have varied perspectives on TFI International, with target price adjustments from different institutions and a consensus rating of "Moderate Buy" alongside a consensus price target of $117.13.

TFI International Inc. (NYSE:TFII - Free Report) - Equities researchers at Desjardins dropped their FY2026 earnings per share estimates for shares of TFI International in a research report issued to clients and investors on Tuesday, July 29th. Desjardins analyst B. Poirier now anticipates that the company will post earnings per share of $6.25 for the year, down from their previous estimate of $6.58. The consensus estimate for TFI International's current full-year earnings is $7.76 per share.

A number of other research analysts have also recently issued reports on the company. UBS Group boosted their target price on TFI International from $88.00 to $90.00 and gave the company a "neutral" rating in a research note on Tuesday, July 29th. Royal Bank Of Canada decreased their target price on TFI International from $98.00 to $94.00 and set an "outperform" rating for the company in a research note on Monday, April 28th. JPMorgan Chase & Co. boosted their target price on TFI International from $101.00 to $116.00 and gave the company an "overweight" rating in a research note on Tuesday, July 29th. Susquehanna boosted their target price on TFI International from $100.00 to $105.00 and gave the company a "positive" rating in a research note on Wednesday, June 18th. Finally, TD Cowen decreased their target price on TFI International from $115.00 to $107.00 and set a "buy" rating for the company in a research note on Tuesday, July 29th. One equities research analyst has rated the stock with a sell rating, six have assigned a hold rating, ten have given a buy rating and two have given a strong buy rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $117.13.

TFI International Trading Down 2.4%

Shares of TFI International stock traded down $2.13 during trading on Wednesday, reaching $85.04. 443,744 shares of the company were exchanged, compared to its average volume of 458,800. TFI International has a twelve month low of $72.02 and a twelve month high of $155.12. The company has a quick ratio of 1.03, a current ratio of 1.05 and a debt-to-equity ratio of 0.88. The firm has a market capitalization of $7.06 billion, a price-to-earnings ratio of 19.50, a P/E/G ratio of 2.95 and a beta of 1.43. The business has a 50-day moving average price of $89.38 and a 200-day moving average price of $93.61.

TFI International (NYSE:TFII - Get Free Report) last announced its quarterly earnings data on Monday, July 28th. The company reported $1.34 EPS for the quarter, topping analysts' consensus estimates of $1.24 by $0.10. TFI International had a return on equity of 15.45% and a net margin of 4.48%. The business had revenue of $2.04 billion during the quarter, compared to analysts' expectations of $1.49 billion.

Institutional Trading of TFI International

Institutional investors and hedge funds have recently bought and sold shares of the business. Brown Brothers Harriman & Co. raised its stake in TFI International by 124.8% in the fourth quarter. Brown Brothers Harriman & Co. now owns 236 shares of the company's stock valued at $32,000 after buying an additional 131 shares during the period. CIBC Private Wealth Group LLC raised its stake in TFI International by 40.5% in the fourth quarter. CIBC Private Wealth Group LLC now owns 555 shares of the company's stock valued at $74,000 after buying an additional 160 shares during the period. United Services Automobile Association bought a new stake in TFI International in the first quarter valued at approximately $217,000. Sumitomo Mitsui Trust Group Inc. raised its stake in TFI International by 4.2% in the first quarter. Sumitomo Mitsui Trust Group Inc. now owns 9,012 shares of the company's stock valued at $698,000 after buying an additional 363 shares during the period. Finally, Entropy Technologies LP raised its stake in TFI International by 46.9% in the first quarter. Entropy Technologies LP now owns 13,656 shares of the company's stock valued at $1,058,000 after buying an additional 4,361 shares during the period. Institutional investors own 73.30% of the company's stock.

About TFI International

TFI International Inc, together with its subsidiaries, provides transportation and logistics services in the United States and Canada. The company operates through Package and Courier, Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Package and Courier segment engages in the pickup, transport, and delivery of items in North America.