What is Scotiabank's Estimate for TFII FY2026 Earnings?

Key Points

• Scotiabank raised its FY2026 EPS estimate for TFI International to $5.37 from $4.60 and rates the stock Sector Perform, versus a consensus FY2026 estimate of $5.21.
• Scotiabank also projects FY2027 EPS of $6.91 for TFI International.
• TFI recently beat Q1 estimates with $0.69 EPS (vs. $0.59 expected) and issued Q2 2026 guidance of $1.50–$1.60 EPS.

TFI International Inc. (NYSE:TFII - Free Report) - Equities research analysts at Scotiabank lifted their FY2026 EPS estimates for shares of TFI International in a research note issued on Friday, May 1st. Scotiabank analyst K. Gupta now anticipates that the company will earn $5.37 per share for the year, up from their previous forecast of $4.60. Scotiabank has a "Sector Perform" rating on the stock. The consensus estimate for TFI International's current full-year earnings is $5.21 per share. Scotiabank also issued estimates for TFI International's FY2027 earnings at $6.91 EPS.

A number of other equities research analysts also recently commented on the stock. Needham & Company LLC set a $130.00 price objective on shares of TFI International in a research report on Wednesday, February 18th. Stephens dropped their price objective on shares of TFI International from $115.00 to $105.00 and set an "equal weight" rating on the stock in a research report on Thursday, February 19th. BMO Capital Markets reissued a "market perform" rating and issued a $140.00 price objective on shares of TFI International in a research report on Monday. UBS Group increased their price objective on shares of TFI International from $101.00 to $110.00 and gave the company a "neutral" rating in a research report on Thursday, February 19th. Finally, JPMorgan Chase & Co. increased their price objective on shares of TFI International from $131.00 to $156.00 and gave the company an "overweight" rating in a research report on Tuesday, April 28th. Nine investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, TFI International currently has a consensus rating of "Moderate Buy" and an average target price of $144.86.

TFI International Trading Down 5.6%

Shares of NYSE:TFII opened at $134.56 on Tuesday. TFI International has a 52 week low of $80.26 and a 52 week high of $149.09. The company's 50 day moving average is $117.54 and its two-hundred day moving average is $107.13. The company has a current ratio of 1.07, a quick ratio of 1.06 and a debt-to-equity ratio of 0.88. The company has a market cap of $11.06 billion, a PE ratio of 37.48, a P/E/G ratio of 1.34 and a beta of 1.62.

TFI International (NYSE:TFII - Get Free Report) last announced its earnings results on Monday, April 27th. The company reported $0.69 earnings per share for the quarter, topping the consensus estimate of $0.59 by $0.10. TFI International had a net margin of 3.79% and a return on equity of 13.43%. The firm had revenue of $1.95 billion for the quarter, compared to the consensus estimate of $1.89 billion. TFI International has set its Q2 2026 guidance at 1.500-1.600 EPS.

TFI International Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st were issued a $0.47 dividend. The ex-dividend date was Tuesday, March 31st. This represents a $1.88 annualized dividend and a dividend yield of 1.4%. TFI International's dividend payout ratio is presently 52.37%.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Baillie Gifford & Co. boosted its holdings in shares of TFI International by 1.0% in the 4th quarter. Baillie Gifford & Co. now owns 1,029,871 shares of the company's stock valued at $106,590,000 after buying an additional 10,693 shares in the last quarter. Dixon Mitchell Investment Counsel Inc. boosted its holdings in shares of TFI International by 11.5% in the 3rd 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. Geode Capital Management LLC boosted its holdings in shares of TFI International by 5.5% in the 4th quarter. Geode Capital Management LLC now owns 733,510 shares of the company's stock valued at $76,293,000 after buying an additional 38,200 shares in the last quarter. QV Investors Inc. boosted its holdings in shares of TFI International by 25.1% in the 3rd quarter. QV Investors Inc. now owns 441,478 shares of the company's stock valued at $38,862,000 after buying an additional 88,697 shares in the last quarter. Finally, BNP Paribas Financial Markets boosted its holdings in shares of TFI International by 104.0% in the 2nd quarter. BNP Paribas Financial Markets now owns 125,737 shares of the company's stock valued at $11,275,000 after buying an additional 64,108 shares in the last quarter. Institutional investors and hedge funds own 73.30% of the company's stock.

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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