Q3 EPS Forecast for TFI International Decreased 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 lowered their Q3 2025 earnings estimates for shares of TFI International in a report issued on Tuesday, July 29th. Desjardins analyst B. Poirier now forecasts that the company will earn $1.23 per share for the quarter, down from their prior 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.

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

A number of other equities research analysts have also issued reports on TFII. Citigroup increased their target price on shares of TFI International from $107.00 to $108.00 and gave the stock a "buy" rating in a report on Wednesday, July 9th. Cormark lowered shares of TFI International from a "moderate buy" rating to a "hold" rating in a report on Tuesday. Scotiabank lowered shares of TFI International from a "sector outperform" rating to a "sector perform" rating in a report on Thursday, July 10th. Bank of America raised their price objective on shares of TFI International from $90.00 to $92.00 and gave the company an "underperform" rating in a report on Tuesday. Finally, National Bank Financial upgraded shares of TFI International from a "hold" rating to a "strong-buy" rating in a report on Thursday, April 3rd. One investment analyst has rated the stock with a sell rating, six have issued a hold rating, ten have assigned a buy rating and two have assigned a strong buy rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $117.13.

TFI International Stock Down 2.4%

TFI International stock traded down $2.13 during mid-day trading on Thursday, reaching $85.04. 443,744 shares of the company's stock were exchanged, compared to its average volume of 435,968. The company has a market cap of $7.06 billion, a P/E ratio of 19.50, a P/E/G ratio of 3.02 and a beta of 1.43. 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 1.02, a current ratio of 1.05 and a debt-to-equity ratio of 0.88. The company has a fifty day moving average of $89.38 and a 200-day moving average of $94.19.

Institutional Investors Weigh In On TFI International

Several hedge funds and other institutional investors have recently bought and sold shares of TFII. Brown Brothers Harriman & Co. raised its stake in TFI International by 124.8% during the 4th quarter. Brown Brothers Harriman & Co. now owns 236 shares of the company's stock worth $32,000 after acquiring an additional 131 shares in the last quarter. CIBC Private Wealth Group LLC raised its stake in TFI International by 40.5% during the 4th quarter. CIBC Private Wealth Group LLC now owns 555 shares of the company's stock worth $74,000 after acquiring an additional 160 shares in the last quarter. Geode Capital Management LLC increased its stake in 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 purchasing an additional 112,455 shares during the period. CDAM UK Ltd increased its stake in TFI International by 2.5% in the fourth quarter. CDAM UK Ltd now owns 381,102 shares of the company's stock valued at $51,483,000 after purchasing an additional 9,200 shares during the period. Finally, BI Asset Management Fondsmaeglerselskab A S increased its stake in TFI International by 7.8% in the fourth quarter. BI Asset Management Fondsmaeglerselskab A S now owns 37,353 shares of the company's stock valued at $5,046,000 after purchasing an additional 2,696 shares during the period. 73.30% of the stock is currently owned by institutional investors and hedge funds.

TFI International Company Profile

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.