TFI International (NYSE:TFII) Reaches New 12-Month High on Earnings Beat

Key Points

• TFI International beat Q1 estimates with EPS of $0.69 versus a $0.59 consensus and revenue of $1.95B versus $1.87B, driving the stock to a new 52‑week high near $140.
• Management raised Q2 2026 guidance to $1.50–$1.60 EPS, but Q1 EPS fell year‑over‑year and net margin remains modest (under 4%), highlighting upside tempered by margin and execution risk.
• The company paid a quarterly dividend of $0.47 (annualized yield ~1.4%, DPR ~50.5%) and faces mixed analyst ratings alongside a relatively high PE (~37), suggesting valuation sensitivity.

TFI International Inc. (NYSE:TFII - Get Free Report)'s share price reached a new 52-week high during trading on Tuesday after the company announced better than expected quarterly earnings. The stock traded as high as $140.07 and last traded at $138.3240, with a volume of 706244 shares traded. The stock had previously closed at $138.93.

The company reported $0.69 earnings per share for the quarter, beating the consensus estimate of $0.59 by $0.10. The company had revenue of $1.95 billion during the quarter, compared to analysts' expectations of $1.87 billion. TFI International had a return on equity of 13.73% and a net margin of 3.94%.TFI International has set its Q2 2026 guidance at 1.500-1.600 EPS.

TFI International Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st were given a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 1.4%. The ex-dividend date was Tuesday, March 31st. TFI International's dividend payout ratio (DPR) is currently 50.54%.

More TFI International News

Here are the key news stories impacting TFI International this week:

• Positive Sentiment: Q1 results topped estimates — TFI reported $0.69 EPS vs. consensus of roughly $0.62, beating expectations and showing underlying operational resilience. TFII Q1 beat (Zacks)
• Positive Sentiment: Raised Q2 guidance — management set Q2 2026 EPS guidance at $1.50–$1.60 versus a consensus near $1.30, signaling confidence in near‑term margin/volume trends. Q1 release and guidance (GlobeNewswire)
• Neutral Sentiment: Annual meeting completed and directors re‑elected — routine governance update with no surprises reported. Shareholder voting results (GlobeNewswire)
• Neutral Sentiment: Company published the Q1 press release and slide deck for investors — useful for digging into segment performance and fleet/price dynamics. Q1 press release / slide deck
• Negative Sentiment: EPS declined year‑over‑year and margins remain modest — Q1 EPS of $0.69 compares with $0.76 a year ago and net margin is under 4%, which may concern investors focused on sustained margin expansion; valuation is relatively high, increasing sensitivity to execution risk. Q1 results details (GlobeNewswire)

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on TFII shares. Stephens reduced their price target on TFI International from $115.00 to $105.00 and set an "equal weight" rating for the company in a research report on Thursday, February 19th. Needham & Company LLC set a $130.00 price objective on TFI International in a research report on Wednesday, February 18th. Bank of America upgraded TFI International from an "underperform" rating to a "neutral" rating and boosted their price objective for the company from $111.00 to $123.00 in a research report on Thursday, February 19th. Citigroup boosted their price objective on TFI International from $131.00 to $143.00 and gave the company a "buy" rating in a research report on Monday, February 23rd. Finally, Canadian Imperial Bank of Commerce set a $134.00 price objective on TFI International and gave the company an "outperform" rating in a research report on Thursday, February 19th. Eight investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Hold" and a consensus target price of $129.07.

Institutional Trading of TFI International

A number of institutional investors and hedge funds have recently made changes to their positions in TFII. Dixon Mitchell Investment Counsel Inc. increased its position in shares of TFI International by 11.5% in the third quarter. Dixon Mitchell Investment Counsel Inc. now owns 912,039 shares of the company's stock valued at $80,718,000 after buying an additional 93,705 shares in the last quarter. QV Investors Inc. increased its position in shares of TFI International by 25.1% during the third quarter. QV Investors Inc. now owns 441,478 shares of the company's stock worth $38,862,000 after purchasing an additional 88,697 shares in the last quarter. BNP Paribas Financial Markets increased its position in shares of TFI International by 104.0% during the second quarter. BNP Paribas Financial Markets now owns 125,737 shares of the company's stock worth $11,275,000 after purchasing an additional 64,108 shares in the last quarter. Manning & Napier Advisors LLC purchased a new stake in shares of TFI International during the third quarter worth approximately $3,385,000. Finally, Geode Capital Management LLC increased its position in shares of TFI International by 5.5% during the fourth quarter. Geode Capital Management LLC now owns 733,510 shares of the company's stock worth $76,293,000 after purchasing an additional 38,200 shares in the last quarter. 73.30% of the stock is currently owned by hedge funds and other institutional investors.

TFI International Price Performance

The company has a quick ratio of 1.02, a current ratio of 1.03 and a debt-to-equity ratio of 0.88. The stock has a market capitalization of $11.37 billion, a PE ratio of 37.18, a PEG ratio of 1.76 and a beta of 1.53. The company has a 50-day moving average of $116.08 and a 200 day moving average of $105.98.

TFI International Company Profile

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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