FY2026 EPS Estimate for TFI International Boosted by Analyst

Key Points

• Scotiabank raised its FY2026 EPS estimate for TFI to $4.60 (from $4.49) and projects FY2027 EPS of $5.93, while maintaining a "Sector Perform" rating.
• TFI recently beat quarterly expectations, reporting EPS of $1.09 versus a $0.85 consensus and revenue of $1.91 billion versus $1.37 billion expected.
• Shares trade around $124 with a market cap of $10.2B; analysts' consensus is a "Hold" with an average target of $127.75, and the company pays a quarterly dividend of $0.47 (≈1.5% yield).

TFI International Inc. (NYSE:TFII - Free Report) - Analysts at Scotiabank increased their FY2026 EPS estimates for shares of TFI International in a research note issued on Friday, April 10th. Scotiabank analyst K. Gupta now expects that the company will earn $4.60 per share for the year, up from their prior estimate of $4.49. Scotiabank currently has a "Sector Perform" rating on the stock. The consensus estimate for TFI International's current full-year earnings is $7.76 per share. Scotiabank also issued estimates for TFI International's FY2027 earnings at $5.93 EPS.

TFI International (NYSE:TFII - Get Free Report) last announced its quarterly earnings data on Tuesday, February 17th. The company reported $1.09 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.85 by $0.24. TFI International had a net margin of 3.94% and a return on equity of 13.73%. The company had revenue of $1.91 billion during the quarter, compared to analysts' expectations of $1.37 billion.

TFII has been the subject of a number of other research reports. Stephens dropped their price objective on shares of TFI International from $115.00 to $105.00 and set an "equal weight" rating for the company in a research note on Thursday, February 19th. Bank of America upgraded shares of TFI International from an "underperform" rating to a "neutral" rating and increased their price objective for the company from $111.00 to $123.00 in a research note on Thursday, February 19th. Stifel Nicolaus increased their target price on shares of TFI International from $113.00 to $116.00 and gave the stock a "hold" rating in a research report on Thursday, February 19th. Weiss Ratings reiterated a "hold (c)" rating on shares of TFI International in a research report on Friday, March 27th. Finally, The Goldman Sachs Group increased their target price on shares of TFI International from $116.00 to $128.00 and gave the stock a "buy" rating in a research report on Thursday, February 19th. Ten analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, TFI International currently has an average rating of "Hold" and an average target price of $127.75.

TFI International Trading Up 1.4%

Shares of TFII stock opened at $124.11 on Tuesday. TFI International has a 52-week low of $74.90 and a 52-week high of $127.44. The stock has a market cap of $10.20 billion, a price-to-earnings ratio of 33.36, a P/E/G ratio of 1.55 and a beta of 1.53. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.02 and a current ratio of 1.03. The firm has a fifty day moving average of $113.71 and a 200-day moving average of $102.98.

TFI International Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be given a dividend of $0.47 per share. The ex-dividend date is Tuesday, March 31st. This represents a $1.88 dividend on an annualized basis and a dividend yield of 1.5%. TFI International's dividend payout ratio (DPR) is 50.54%.

Institutional Investors Weigh In On TFI International

A number of hedge funds have recently made changes to their positions in TFII. Cornerstone Planning Group LLC increased its position in shares of TFI International by 20,080.0% during the 3rd quarter. Cornerstone Planning Group LLC now owns 1,009 shares of the company's stock worth $89,000 after purchasing an additional 1,004 shares in the last quarter. SG Americas Securities LLC bought a new stake in TFI International during the 4th quarter worth about $112,000. Flow Traders U.S. LLC bought a new stake in TFI International during the 3rd quarter worth about $207,000. United Services Automobile Association bought a new stake in TFI International during the 1st quarter worth about $217,000. Finally, FourThought Financial Partners LLC bought a new stake in TFI International during the 3rd quarter worth about $245,000. Institutional investors and hedge funds own 73.30% of the company's stock.

TFI International Company Profile

TFI International Inc NYSE: TFII is a leading North American transport and logistics company headquartered in Montreal, Quebec. The company operates through a network of subsidiaries that provide truckload, less-than-truckload (LTL), specialized freight, package and courier, and logistics services. By integrating these operations, TFI delivers comprehensive end-to-end solutions, including long-haul and regional transportation, expedited delivery, warehousing, and cross-border freight movement.

Originally founded in 1957 as a regional trucking outfit in Cabano, Quebec, TFI International has expanded significantly through a disciplined acquisition strategy.

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