TFI International (NYSE:TFII) Announces Earnings Results

Key Points

• TFI International reported quarterly EPS of $1.85, beating analysts’ consensus estimate of $1.59 by $0.26. The company updated its third-quarter 2026 EPS guidance to $1.70–$1.80.
• The company declared a quarterly dividend of $0.47 per share, equivalent to $1.88 annually and a 1.3% yield, with a current payout ratio of 52.37%.
• Despite the earnings beat, shares fell $4.42 to $146.01. Analysts maintain a “Moderate Buy” consensus rating, with an average price target of $159.20.

TFI International (NYSE:TFII - Get Free Report) posted its quarterly earnings data on Monday. The company reported $1.85 EPS for the quarter, topping analysts' consensus estimates of $1.59 by $0.26, Zacks reports. TFI International had a net margin of 3.79% and a return on equity of 13.43%. TFI International updated its Q3 2026 guidance to 1.700-1.800 EPS.

TFI International Price Performance

TFII traded down $4.42 during trading on Monday, hitting $146.01. 475,828 shares of the company traded hands, compared to its average volume of 392,232. The company has a market cap of $12.00 billion, a PE ratio of 40.67, a P/E/G ratio of 1.29 and a beta of 1.64. TFI International has a 1 year low of $80.63 and a 1 year high of $167.69. The stock's 50-day simple moving average is $149.85 and its two-hundred day simple moving average is $129.43. The company has a current ratio of 1.07, a quick ratio of 1.06 and a debt-to-equity ratio of 0.88.

TFI International Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were issued a $0.47 dividend. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $1.88 dividend on an annualized basis and a yield of 1.3%. TFI International's payout ratio is currently 52.37%.

Hedge Funds Weigh In On TFI International

A number of large investors have recently bought and sold shares of TFII. Flow Traders U.S. LLC bought a new position in TFI International in the third quarter worth about $207,000. United Services Automobile Association purchased a new position in TFI International during the first quarter worth approximately $217,000. Marshall Wace LLP purchased a new stake in shares of TFI International during the second quarter worth approximately $294,000. New York State Common Retirement Fund acquired a new position in shares of TFI International during the 4th quarter worth approximately $782,000. Finally, Twin Tree Management LP increased its position in TFI International by 6.5% during the third quarter. Twin Tree Management LP now owns 16,527 shares of the company's stock worth $1,455,000 after purchasing an additional 1,013 shares during the last quarter. Hedge funds and other institutional investors own 73.30% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. Royal Bank Of Canada lifted their price target on shares of TFI International from $137.00 to $158.00 and gave the stock an "outperform" rating in a report on Tuesday, April 28th. Canadian Imperial Bank of Commerce boosted their price objective on TFI International from $162.00 to $172.00 and gave the stock an "outperformer" rating in a research report on Tuesday, June 30th. Bank of America upgraded shares of TFI International from a "neutral" rating to a "buy" rating and increased their target price for the stock from $122.00 to $161.00 in a research report on Tuesday, April 28th. TD upped their target price on shares of TFI International from $153.00 to $154.00 and gave the stock a "buy" rating in a report on Wednesday, July 8th. Finally, Stifel Nicolaus increased their target price on TFI International from $136.00 to $150.00 and gave the company a "hold" rating in a research note on Tuesday, July 21st. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $159.20.

About TFI International

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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