Analysts Offer Predictions for TFII Q3 Earnings

Key Points

• National Bank Financial has projected TFI International's Q3 2025 earnings at $1.20 per share, maintaining a "Strong-Buy" rating for the stock.
• The company reported $1.34 EPS for its last quarter, surpassing the consensus estimate of $1.24 by $0.10 and generating $2.04 billion in revenue.
• Currently, TFI International holds an average rating of "Moderate Buy" with a consensus target price of $117.13 among analysts.

TFI International Inc. (NYSE:TFII - Free Report) - National Bank Financial issued their Q3 2025 earnings per share estimates for TFI International in a report released on Monday, July 28th. National Bank Financial analyst C. Doerksen anticipates that the company will post earnings per share of $1.20 for the quarter. The consensus estimate for TFI International's current full-year earnings is $7.76 per share.

Several other analysts also recently issued reports on the company. Stifel Nicolaus raised their price target on TFI International from $88.00 to $91.00 and gave the stock a "hold" rating in a report on Thursday, July 24th. Susquehanna Bancshares cut their target price on TFI International from $105.00 to $100.00 and set an "outperform" rating on the stock in a research note on Friday, April 25th. Citigroup lifted 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. Scotiabank downgraded TFI International from a "sector outperform" rating to a "sector perform" rating in a research note on Thursday, July 10th. Finally, JPMorgan Chase & Co. lifted 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. One equities research analyst has rated the stock with a sell rating, six have issued a hold rating, ten have given a buy rating and two have given a strong buy rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $117.13.

TFI International Stock Performance

Shares of NYSE TFII traded down $2.13 during mid-day trading on Wednesday, hitting $85.04. The company had a trading volume of 443,744 shares, compared to its average volume of 435,968. The stock has a market cap of $7.06 billion, a price-to-earnings ratio of 19.50, a PEG ratio of 2.95 and a beta of 1.43. TFI International has a 12 month low of $72.02 and a 12 month high of $155.12. The company has a debt-to-equity ratio of 0.88, a current ratio of 1.05 and a quick ratio of 1.02. The firm's 50 day simple moving average is $89.38 and its two-hundred day simple moving average is $93.90.

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

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. QV Investors Inc. raised its position in shares of TFI International by 0.8% in the second quarter. QV Investors Inc. now owns 352,781 shares of the company's stock valued at $31,604,000 after purchasing an additional 2,685 shares during the period. Sumitomo Mitsui Trust Group Inc. raised its position in shares of TFI International by 36.2% in the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 12,275 shares of the company's stock valued at $1,101,000 after purchasing an additional 3,263 shares during the period. Baskin Financial Services Inc. raised its position in shares of TFI International by 1.6% in the second quarter. Baskin Financial Services Inc. now owns 420,152 shares of the company's stock valued at $37,711,000 after purchasing an additional 6,786 shares during the period. Argent Capital Management LLC raised its position in shares of TFI International by 303.4% in the second quarter. Argent Capital Management LLC now owns 142,864 shares of the company's stock valued at $12,811,000 after purchasing an additional 107,451 shares during the period. Finally, United Services Automobile Association bought a new stake in shares of TFI International in the first quarter valued at approximately $217,000. 73.30% of the stock is currently owned by hedge funds and other institutional investors.

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.