Q3 Earnings Estimate for TFI International Issued By Cormark

Key Points

• Cormark has revised down TFI International's Q3 2025 earnings per share estimate from $1.44 to $1.17, maintaining a "Hold" rating on the stock.
• In addition, other brokerages have adjusted their target prices, with BMO Capital Markets lowering their target from $89.00 to $88.00 while Bank of America has increased theirs from $90.00 to $92.00.
• Despite the recent downgrades, TFI International's consensus rating is a "Moderate Buy" with a price target of $117.13 as per MarketBeat data.

TFI International Inc. (NYSE:TFII - Free Report) - Investment analysts at Cormark reduced their Q3 2025 earnings per share estimates for TFI International in a report released on Tuesday, July 29th. Cormark analyst D. Ocampo now anticipates that the company will earn $1.17 per share for the quarter, down from their prior estimate of $1.44. 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 Q4 2025 earnings at $1.15 EPS, FY2025 earnings at $4.42 EPS, Q3 2026 earnings at $1.40 EPS, Q4 2026 earnings at $1.30 EPS and FY2026 earnings at $5.55 EPS.

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

Other research analysts also recently issued research reports about the company. Susquehanna increased 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. National Bankshares increased their target price on TFI International from $132.00 to $138.00 and gave the stock an "outperform" rating in a report on Friday, April 25th. Scotiabank downgraded TFI International from a "sector outperform" rating to a "sector perform" rating in a report on Thursday, July 10th. UBS Group increased their target price on TFI International from $88.00 to $90.00 and gave the stock a "neutral" rating in a report on Tuesday, July 29th. Finally, Susquehanna Bancshares dropped their price target on TFI International from $105.00 to $100.00 and set an "outperform" rating on the stock in a research report on Friday, April 25th. One equities research analyst has rated the stock with a sell rating, six have issued a hold rating, ten have assigned a buy rating and two have assigned a strong buy rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $117.13.

TFI International Stock Performance

NYSE:TFII traded up $1.37 during trading hours on Thursday, reaching $86.52. 50,814 shares of the stock were exchanged, compared to its average volume of 477,153. The company has a quick ratio of 1.03, a current ratio of 1.05 and a debt-to-equity ratio of 0.88. The firm has a 50 day simple moving average of $89.38 and a 200-day simple moving average of $93.61. TFI International has a 52 week low of $72.02 and a 52 week high of $155.12. The stock has a market capitalization of $7.18 billion, a P/E ratio of 19.88, a P/E/G ratio of 2.95 and a beta of 1.43.

Institutional Trading of TFI International

Several large investors have recently added to or reduced their stakes in the business. QV Investors Inc. increased its position in TFI International by 0.8% in the 2nd quarter. QV Investors Inc. now owns 352,781 shares of the company's stock valued at $31,604,000 after acquiring an additional 2,685 shares during the period. Sumitomo Mitsui Trust Group Inc. increased its position in shares of TFI International by 36.2% during the 2nd 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. increased its position in shares of TFI International by 1.6% during the 2nd 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 increased its position in shares of TFI International by 303.4% during the 2nd 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 acquired a new position in shares of TFI International during the 1st quarter valued at $217,000. 73.30% of the stock is currently owned by institutional investors and hedge funds.

About TFI International

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.