TFI International (NYSE:TFII) Releases Quarterly Earnings Results, Beats Expectations By $0.07 EPS

27 Apr 2026, 17:36 by Jessica Moore · The Cerbat Gem

TFI International (NYSE:TFII – Get Free Report) released its quarterly earnings results on Monday. The company reported $0.69 EPS for the quarter, beating the consensus estimate of $0.62 by $0.07, Zacks reports. TFI International had a net margin of 3.94% and a return on equity of 13.73%. TFI International updated its Q2 2026 guidance to 1.500-1.600 EPS.

Here are the key takeaways from TFI International’s conference call:

Nine directors were re‑elected with strong support (88%–99%), Deloitte LLP was appointed auditor, and the non‑binding “Say on Pay” advisory vote carried, signaling governance stability.
Management said it will disclose Scope 1 and Scope 2 emissions when required (targeting Q3 2026) and will comply with applicable regulatory disclosure frameworks.
On the EV transition, executives emphasized heavy‑duty challenges — weight limits, charging/distribution infrastructure and charging speed — and expect an evolutionary shift toward hybrids and hydrogen, leaving timing and capital needs uncertain.
The fleet is still ~99% diesel, but TFI is pursuing operational emissions reductions (idling and speed control, engine right‑sizing), improving network density post‑UPS Freight acquisition, and testing lithium batteries for sleeper cab power.

TFI International Stock Down 0.4%

TFI International stock traded down $0.61 during midday trading on Monday, hitting $138.32. 687,124 shares of the stock were exchanged, compared to its average volume of 409,621. TFI International has a 1 year low of $78.92 and a 1 year high of $140.07. The firm has a market cap of $11.37 billion, a P/E ratio of 37.18, a P/E/G ratio of 1.76 and a beta of 1.53. The company has a debt-to-equity ratio of 0.88, a current ratio of 1.03 and a quick ratio of 1.02. The company has a 50 day moving average price of $115.72 and a two-hundred day moving average price of $105.64.

TFI International Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st were given a $0.47 dividend. The ex-dividend date of this dividend 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 50.54%.

Analyst Ratings Changes

Several brokerages recently issued reports on TFII. Zacks Research raised shares of TFI International from a “strong sell” rating to a “hold” rating in a research note on Monday, April 13th. TD Cowen reissued a “buy” rating and set a $130.00 price objective (up from $112.00) on shares of TFI International in a research note on Wednesday, February 18th. BMO Capital Markets reissued a “market perform” rating and set a $115.00 price objective on shares of TFI International in a research note on Thursday, February 19th. Needham & Company LLC set a $130.00 price target on shares of TFI International in a research note on Wednesday, February 18th. Finally, Citigroup increased their price target on shares of TFI International from $131.00 to $143.00 and gave the stock a “buy” rating in a research note on Monday, February 23rd. Eight analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $129.07.

View Our Latest Analysis on TFII

Institutional Investors Weigh In On TFI International

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Flow Traders U.S. LLC purchased a new stake in TFI International during the 3rd quarter worth $207,000. United Services Automobile Association purchased a new stake in TFI International during the 1st quarter worth $217,000. Marshall Wace LLP purchased a new stake in TFI International during the 2nd quarter worth $294,000. New York State Common Retirement Fund purchased a new stake in TFI International during the 4th quarter worth $782,000. Finally, Twin Tree Management LP increased its stake in TFI International by 6.5% during the 3rd quarter. Twin Tree Management LP now owns 16,527 shares of the company’s stock worth $1,455,000 after buying an additional 1,013 shares during the period. Hedge funds and other institutional investors own 73.30% of the company’s stock.

TFI International Company Profile

(Get Free Report)

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.