FY2026 EPS Estimate for TFI International Reduced by Analyst

Key Points

• Scotiabank lowered its FY2026 EPS estimate for TFI International to $5.95 from $6.00, below the $6.01 consensus, while maintaining an “Outperform” rating.
• TFI International’s latest quarterly results exceeded expectations, with EPS of $1.85 versus the $1.59 consensus and revenue of $2.29 billion compared with estimates of $2.23 billion.
• Analyst sentiment remains broadly positive: 14 analysts rate the stock a Buy and five a Hold, producing a “Moderate Buy” consensus and an average price target of $167.94.

TFI International Inc. (NYSE:TFII - Free Report) - Equities research analysts at Scotiabank reduced their FY2026 earnings per share (EPS) estimates for TFI International in a report issued on Thursday, October 22nd. Scotiabank analyst K. Gupta now forecasts that the company will post earnings per share of $5.95 for the year, down from their previous forecast of $6.00. Scotiabank currently has an "Outperform" rating on the stock. The consensus estimate for TFI International's current full-year earnings is $6.01 per share.

Several other equities research analysts have also commented on the company. TD upped their price objective on TFI International from $153.00 to $154.00 and gave the stock a "buy" rating in a research note on Wednesday, July 8th. Stephens lifted their target price on TFI International from $195.00 to $205.00 and gave the company an "overweight" rating in a research report on Wednesday, July 29th. Morgan Stanley lifted their target price on TFI International from $175.00 to $190.00 and gave the company an "overweight" rating in a research report on Monday, July 6th. Citigroup reissued a "cautious" rating on shares of TFI International in a report on Wednesday, October 7th. Finally, Bank of America upped their price target on TFI International from $178.00 to $187.00 and gave the stock a "buy" rating in a research report on Tuesday, July 28th. Fourteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, TFI International has a consensus rating of "Moderate Buy" and an average target price of $167.94.

TFI International Stock Down 0.7%

TFII stock opened at $111.73 on Tuesday. TFI International has a fifty-two week low of $80.63 and a fifty-two week high of $167.69. The business's 50-day moving average is $124.95 and its two-hundred day moving average is $129.31. The company has a debt-to-equity ratio of 0.83, a quick ratio of 1.08 and a current ratio of 1.09. The company has a market cap of $9.18 billion, a price-to-earnings ratio of 27.45, a P/E/G ratio of 0.70 and a beta of 1.63.

TFI International (NYSE:TFII - Get Free Report) last announced its quarterly earnings results on Monday, July 27th. The company reported $1.85 EPS for the quarter, topping analysts' consensus estimates of $1.59 by $0.26. TFI International had a net margin of 4.14% and a return on equity of 14.87%. The firm had revenue of $2.29 billion during the quarter, compared to analyst estimates of $2.23 billion.

Institutional Trading of TFI International

A number of large investors have recently made changes to their positions in TFII. Allworth Financial LP purchased a new position in TFI International during the second quarter worth $46,000. State of Wyoming purchased a new position in shares of TFI International during the 2nd quarter worth about $56,000. Versant Capital Management Inc grew its holdings in TFI International by 47.3% during the 2nd quarter. Versant Capital Management Inc now owns 408 shares of the company's stock valued at $59,000 after purchasing an additional 131 shares during the last quarter. Tacita Capital Inc bought a new position in TFI International during the 2nd quarter valued at about $91,000. Finally, Syon Capital LLC purchased a new stake in TFI International in the 2nd quarter worth about $239,000. 73.30% of the stock is currently owned by institutional investors.

About TFI International

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.