Brokers Set Expectations 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) - Equities researchers at National Bank Financial issued their Q3 2025 earnings per share (EPS) estimates for shares of TFI International in a research report issued to clients and investors on Monday, July 28th. National Bank Financial analyst C. Doerksen forecasts that the company will post earnings of $1.20 per share for the quarter. National Bank Financial has a "Strong-Buy" rating on the stock. The consensus estimate for TFI International's current full-year earnings is $7.76 per share.

TFI International (NYSE:TFII - Get Free Report) last announced its quarterly earnings data on Monday, July 28th. The company reported $1.34 earnings per share 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 firm had revenue of $2.04 billion during the quarter, compared to analysts' expectations of $1.49 billion.

Other equities analysts have also recently issued research reports about the company. Bank of America boosted their price target on TFI International from $90.00 to $92.00 and gave the stock an "underperform" rating in a report on Tuesday. BMO Capital Markets lowered their price target on TFI International from $89.00 to $88.00 and set a "market perform" rating for the company in a report on Friday, April 25th. CIBC lowered their target price on TFI International from $118.00 to $110.00 and set an "outperformer" rating for the company in a report on Tuesday, July 8th. Susquehanna upped their target price on TFI International from $100.00 to $105.00 and gave the stock a "positive" rating in a report on Wednesday, June 18th. Finally, TD Cowen lowered their target price on TFI International from $115.00 to $107.00 and set a "buy" rating for the company in a report on Tuesday. One equities research analyst has rated the stock with a sell rating, six have assigned a hold rating, ten have given a buy rating and two have given a strong buy rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $117.13.

TFI International Price Performance

Shares of TFI International stock traded down $2.13 during trading on Wednesday, 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 debt-to-equity ratio of 0.88, a quick ratio of 1.02 and a current ratio of 1.05. TFI International has a 1-year low of $72.02 and a 1-year high of $155.12. The company has a market cap of $7.06 billion, a P/E ratio of 19.50, a PEG ratio of 3.02 and a beta of 1.43. The firm's 50-day moving average price is $89.41 and its 200 day moving average price is $94.54.

Institutional Investors Weigh In On TFI International

Institutional investors and hedge funds have recently made changes to their positions in the business. QV Investors Inc. boosted its holdings in TFI International by 60.6% in the first quarter. QV Investors Inc. now owns 350,096 shares of the company's stock worth $27,103,000 after acquiring an additional 132,166 shares in the last quarter. Geode Capital Management LLC boosted its holdings in TFI International by 31.5% in the fourth quarter. Geode Capital Management LLC now owns 469,263 shares of the company's stock worth $64,345,000 after acquiring an additional 112,455 shares in the last quarter. Argent Capital Management LLC boosted its holdings in TFI International by 303.4% in the second quarter. Argent Capital Management LLC now owns 142,864 shares of the company's stock worth $12,811,000 after acquiring an additional 107,451 shares in the last quarter. Quantbot Technologies LP boosted its holdings in TFI International by 877.9% in the first quarter. Quantbot Technologies LP now owns 78,466 shares of the company's stock worth $6,077,000 after acquiring an additional 70,442 shares in the last quarter. Finally, Canoe Financial LP boosted its holdings in TFI International by 168.5% in the first quarter. Canoe Financial LP now owns 36,857 shares of the company's stock worth $2,854,000 after acquiring an additional 23,131 shares in the last quarter. Institutional investors own 73.30% of the company's stock.

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.