Cormark Research Analysts Reduce Earnings Estimates for TFII

Key Points

• Cormark has revised its Q1 2026 EPS estimate for TFI International down to $1.20 per share from a previous estimate of $1.33, maintaining a "Hold" rating.
• TFI International recently reported earnings of $1.34 per share, exceeding the analysts' consensus estimate of $1.24, with a reported revenue of $2.04 billion.
• The consensus target price for TFI International is $117.13, with varying ratings from analysts, including 10 "buy" ratings and 1 "sell" rating.

TFI International Inc. (NYSE:TFII - Free Report) - Equities research analysts at Cormark decreased their Q1 2026 earnings estimates for shares of TFI International in a research note issued on Tuesday, July 29th. Cormark analyst D. Ocampo now expects that the company will earn $1.20 per share for the quarter, down from their prior estimate of $1.33. Cormark has a "Hold" rating on the stock. The consensus estimate for TFI International's current full-year earnings is $7.76 per share. Cormark also issued estimates for TFI International's Q2 2026 earnings at $1.64 EPS.

Several other research firms have also commented on TFII. Scotiabank lowered shares of TFI International from a "sector outperform" rating to a "sector perform" rating in a report on Thursday, July 10th. BMO Capital Markets cut their price target on shares of TFI International from $89.00 to $88.00 and set a "market perform" rating on the stock in a report on Friday, April 25th. National Bankshares raised their price target on shares of TFI International from $132.00 to $138.00 and gave the company an "outperform" rating in a report on Friday, April 25th. Royal Bank Of Canada cut their price target on shares of TFI International from $98.00 to $94.00 and set an "outperform" rating on the stock in a report on Monday, April 28th. Finally, Susquehanna raised their price target on shares of TFI International from $100.00 to $105.00 and gave the company a "positive" rating in a report on Wednesday, June 18th. One research analyst has rated the stock with a sell rating, six have assigned a hold rating, ten have issued a buy rating and two have assigned a strong buy rating to the company. Based on data from MarketBeat.com, TFI International presently has a consensus rating of "Moderate Buy" and an average price target of $117.13.

TFI International Trading Down 2.4%

Shares of TFII stock traded down $2.13 during trading hours on Wednesday, hitting $85.04. 443,744 shares of the company were exchanged, compared to its average volume of 435,968. The firm has a market cap of $7.06 billion, a PE ratio of 19.50, a PEG ratio of 2.95 and a beta of 1.43. TFI International has a 1 year low of $72.02 and a 1 year 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 firm has a fifty day moving average of $89.38 and a 200 day moving average of $93.90.

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, topping the consensus estimate of $1.24 by $0.10. The business 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%.

Institutional Trading of TFI International

A number of hedge funds have recently made changes to their positions in TFII. Brown Brothers Harriman & Co. grew its position in shares of TFI International by 124.8% during the fourth quarter. Brown Brothers Harriman & Co. now owns 236 shares of the company's stock worth $32,000 after buying an additional 131 shares in the last quarter. CIBC Private Wealth Group LLC boosted its holdings in TFI International by 40.5% in the fourth quarter. CIBC Private Wealth Group LLC now owns 555 shares of the company's stock worth $74,000 after purchasing an additional 160 shares during the period. 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 purchasing an additional 112,455 shares during the period. CDAM UK Ltd boosted its holdings in TFI International by 2.5% in the fourth quarter. CDAM UK Ltd now owns 381,102 shares of the company's stock worth $51,483,000 after purchasing an additional 9,200 shares during the period. Finally, BI Asset Management Fondsmaeglerselskab A S boosted its holdings 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 worth $5,046,000 after purchasing an additional 2,696 shares during the period. Institutional investors and hedge funds 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.