Q3 EPS Estimate for TFI International Reduced by Analyst

Key Points

• Desjardins has revised its Q3 2025 earnings estimate for TFI International down to $1.23 per share from the previous estimate of $1.56.
• Analysts have mixed ratings on TFI International, with the average rating being "Moderate Buy" and an average target price of $117.13.
• TFI International's stock is currently trading at $87.83, with a market cap of $7.29 billion and significant fluctuation within the past year, hitting a low of $72.02 and a high of $157.77.

TFI International Inc. (NYSE:TFII - Free Report) - Equities researchers at Desjardins reduced their Q3 2025 earnings per share estimates for TFI International in a note issued to investors on Tuesday, July 29th. Desjardins analyst B. Poirier now anticipates that the company will earn $1.23 per share for the quarter, down from their previous forecast of $1.56. The consensus estimate for TFI International's current full-year earnings is $7.76 per share. Desjardins also issued estimates for TFI International's Q4 2025 earnings at $1.20 EPS and FY2025 earnings at $4.53 EPS.

Several other equities analysts have also commented on TFII. CIBC dropped their target price on TFI International from $118.00 to $110.00 and set an "outperformer" rating for the company in a research note on Tuesday, July 8th. BMO Capital Markets dropped their target price on TFI International from $89.00 to $88.00 and set a "market perform" rating for the company in a research note on Friday, April 25th. TD Cowen dropped 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. Citigroup upped their target price on TFI International from $107.00 to $108.00 and gave the company a "buy" rating in a research note on Wednesday, July 9th. Finally, Susquehanna upped 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. One investment analyst has rated the stock with a sell rating, six have given a hold rating, ten have given a buy rating and two have issued a strong buy rating to the company's stock. According to MarketBeat, TFI International presently has an average rating of "Moderate Buy" and a consensus target price of $117.13.

TFI International Price Performance

Shares of NYSE:TFII traded up $1.37 on Thursday, hitting $86.52. The company had a trading volume of 50,814 shares, compared to its average volume of 477,153. The company has a current ratio of 1.05, a quick ratio of 1.03 and a debt-to-equity ratio of 0.88. TFI International has a 52-week low of $72.02 and a 52-week high of $155.12. The business has a 50 day moving average of $89.38 and a 200 day moving average of $93.61. The company has a market cap of $7.18 billion, a PE ratio of 19.88, a PEG ratio of 2.95 and a beta of 1.43.

TFI International (NYSE:TFII - Get Free Report) last issued its quarterly earnings data on Monday, July 28th. The company reported $1.34 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $1.49 billion.

Institutional Investors Weigh In On TFI International

Large investors have recently modified their holdings of the stock. Sumitomo Mitsui Trust Group Inc. grew its stake in shares of 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 in the last quarter. Baskin Financial Services Inc. grew its stake in shares of TFI International by 1.2% in the first quarter. Baskin Financial Services Inc. now owns 413,366 shares of the company's stock valued at $32,002,000 after buying an additional 5,092 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of TFI International by 31.5% in the fourth quarter. Geode Capital Management LLC now owns 469,263 shares of the company's stock valued at $64,345,000 after buying an additional 112,455 shares in the last quarter. QV Investors Inc. grew its stake in shares of TFI International by 60.6% in the first quarter. QV Investors Inc. now owns 350,096 shares of the company's stock valued at $27,103,000 after buying an additional 132,166 shares in the last quarter. Finally, Canoe Financial LP grew its stake in shares of TFI International by 168.5% in the first quarter. Canoe Financial LP now owns 36,857 shares of the company's stock valued at $2,854,000 after buying an additional 23,131 shares in the last quarter. Institutional investors and hedge funds 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.