TFII

TFI International Inc. (TFII) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on October 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This company is expected to post quarterly earnings of $1.75 per share in its upcoming report, which represents a year-over-year change of +45.8%. Revenues are expected to be $2.21 billion, up 12.2% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 1.89% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For TFI International, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.53%. On the other hand, the stock currently carries a Zacks Rank of #4. So, this combination makes it difficult to conclusively predict that TFI International will beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that TFI International would post earnings of $1.59 per share when it actually produced earnings of $1.85, delivering a surprise of +16.35%. Over the last four quarters, the company has beaten consensus EPS estimates four times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. TFI International doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Among the stocks in the Zacks Transportation - Services industry, Hub Group (HUBG), is soon expected to post earnings of $0.26 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -46.9%. This quarter's revenue is expected to be $962.94 million, up 3% from the year-ago quarter. Over the last 30 days, the consensus EPS estimate for Hub Group has been revised 43.2% down to the current level. Nevertheless, the company now has an Earnings ESP of +46.20%, reflecting a higher Most Accurate Estimate. This Earnings ESP, combined with its Zacks Rank #5 (Strong Sell), makes it difficult to conclusively predict that Hub Group will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report TFI International Inc. (TFII) : Free Stock Analysis Report Hub Group, Inc. (HUBG) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

- Citi said higher fuel prices and rising interest rates could keep investors cautious across the transportation sector, according to The Fly. - The brokerage also revised targets on Union Pacific, J.B. Hunt, FedEx, Werner and TFI International as part of its broader Q3 preview. - The company introduced Protected Delivery and plans to hire 100,000 seasonal workers for the holiday shipping period. United Parcel Service Inc.'s (UPS) stock was in focus on Wednesday after Citi lowered its price target to $122 from $132 while maintaining a 'Buy' rating ahead of its October 27 third-quarter earnings report The Fly reported that Citi adjusted its price targets across the transportation group as part of a third-quarter earnings preview. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox UPS shares traded marginally lower in Wednesday's pre-market trade, near $93.08, at the time of writing. Citi said higher fuel prices and rising interest rates are likely to keep many investors cautious heading into the transportation sector's third-quarter earnings season, according to The Fly. The brokerage said recent declines in transportation stocks have created a more favorable risk/reward heading into earnings. Citi also adjusted targets on several other transportation stocks, including Union Pacific, J.B. Hunt, FedEx, Werner and TFI International, according to The Fly. UPS said it is entering the 2026 holiday shipping season with expanded shipping options, including enhanced shipment tracking and package-protection solutions. The company said its RFID-powered tracking technology provides more precise, real-time tracking information as packages move through its network. UPS expects to deliver more than 4 billion RFID-enabled packages by the end of 2026. "We have delivered industry-leading service for eight consecutive peak seasons," Matt Guffey, UPS executive vice president and chief U.S. Domestic Officer, said. UPS also highlighted greater pickup visibility, simplified returns through UPS and Happy Returns, flexible delivery options and increased automation at facilities in Denver, St. Paul, Syracuse and Portland. UPS introduced Protected Delivery, a service for eligible shipments that requires recipients to provide a PIN to the driver before a package is released. The company said the service is designed to add an extra layer of security for high-value purchases and other sensitive deliveries during the holiday shipping period. UPS also said it is hiring 100,000 seasonal employees across hundreds of locations nationwide for the holiday season. UPS is scheduled to release its third-quarter 2026 financial results on Oct. 27, with the earnings conference call set for 8:30 a.m. ET. Analysts tracked by Fiscal AI expect UPS to report revenue of approximately $22.14 billion and earnings of $1.63 per share for the quarter. On Stocktwits, retail sentiment toward UPS remained 'Neutral' over the past 24 hours, with a high participation rate. UPS shares are down more than 7% year to date. Also read: CRBU Stock Crashes 35% Premarket — RBC Slashes Target By 90% After Caribou Scraps CAR-T Programs For updates and corrections, email newsroom[at]stocktwits[dot]com. Heera Hari has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits. Related: - Is It Time To Buy Bonds? Longtime Bear Jim Bianco Turns Bullish As US 10-Year Yield Hits Highest Since 2002 - CRWV, NBIS Edge Up Overnight After Selloff: Cathie Wood's ARK Buys CoreWeave, Rosenblatt Starts Nebius At 'Buy' - ASTS Stock Eyes Green Week: Retail Sees 'Major Catalysts' For New Highs As Bezos Targets Blue Origin's December Return

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. TFI International (TSX:TFII) has attracted investor attention after reporting second quarter 2026 results, with revenue of US$2,289.85 million and net income of US$136.15 million for the period ended June 30. See our latest analysis for TFI International. The latest earnings release appears to have shifted sentiment in TFI International, with a 1 day share price return of 5.21% taking the stock to CA$199.26. The year to date share price return of 36.12% and 1 year total shareholder return of 65.76% point to strong but recently choppy momentum. If you are scanning for other transport exposed or economically sensitive ideas, it can help to widen the lens using a focused screener such as 3 top founder-led companies After that sharp move in TFI International on the latest earnings, the real tension now is whether most of the gains are already in the rear view mirror or if the current price still leaves clear upside on the table. At a last close of CA$199.26 versus a narrative fair value of CA$260.01, the most followed view sees TFI International trading at a meaningful discount and ties that gap directly to how its business mix evolves over the next few years. Read the complete narrative. The fair value story here leans heavily on faster earnings growth, higher margins and a richer mix of brokerage revenue. It also assumes a different earnings multiple than the market is applying today. Curious which specific growth and profitability targets need to be hit to close that valuation gap and how much is attributed to capital returns versus pure operating performance. Result: Fair Value of CA$260.01 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh the risk that tighter trucking labor markets lift costs, or that larger acquisitions like Daseke underdeliver on expected synergies. Find out about the key risks to this TFI International narrative. The narrative fair value for TFI International points to upside, yet the P/E picture is less generous. TFII trades at 34.7x earnings versus a peer average of 23.9x and a fair ratio of 30.8x. That richer multiple suggests less margin for error if the bullish story slips. See what the numbers say about this price — find out in our valuation breakdown. With both optimism around TFI International's potential and concern about its risks running through this article, now is the time to review the data yourself and decide how it fits your portfolio. To understand the full balance between those risks and rewards, start with the 2 key rewards and 2 important warning signs. If TFI International has sharpened your focus on quality opportunities, you may want to widen your search with curated stock lists that highlight different strengths across the market. Target standout opportunities that appear attractively priced relative to fundamentals by checking the 11 high quality undervalued stocks. Consider strengthening your income potential with companies that offer higher yields by reviewing the 6 dividend fortresses. Prioritize resilience and aim to sleep a little easier at night by scanning the 10 resilient stocks with low risk scores. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include TFII.TO. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

This article first appeared on GuruFocus. Adjusted Diluted EPS: $1.85, exceeding the expected range of $1.50 to $1.60, up 38% year over year. Total Revenue Before Fuel Surcharge: $1.9 billion, up 6% year over year. Operating Income: $220 million, up nearly 30%, with a margin of 11.6% (up from 9.5% the previous year). Free Cash Flow: Over $200 million generated in the quarter. Quarterly Dividends Paid: Close to $40 million. Net Cash from Operating Activities: $256 million, up from $247 million. LTL Revenue Before Fuel Surcharge: $725 million, up 3% year over year. LTL Operating Income: $86 million, up 17%, with an adjusted operating ratio of 88.5. Truckload Revenue Before Fuel Surcharge: $761 million, up 7% year over year. Truckload Operating Income: $106 million, up 50%, with an adjusted operating ratio of 86.1. Logistics Revenue Before Fuel Surcharge: $432 million, up 10% year over year. Logistics Operating Income: $50 million, up 32%, with a margin of 11.5%. Funded Debt-to-EBITDA Ratio: 2.4, improved from 2.5 at the start of the year. Expected Q3 Adjusted EPS: $1.70 to $1.80, representing a 50% year-over-year increase at the high end. Expected Year-over-Year Adjusted Operating Ratio Improvement: 500 to 600 basis points in Truckload, 250 to 350 basis points in Logistics, and comparable in LTL. Expected Full-Year Net CapEx (Excluding Real Estate): $225 million to $250 million. Warning! GuruFocus has detected 9 Warning Signs with TFII. Is TFII fairly valued? Test your thesis with our free DCF calculator. Release Date: July 27, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. TFI International Inc (NYSE:TFII) reported stronger-than-expected quarterly results, with adjusted diluted EPS of $1.85, exceeding the forecasted range and up 38% year over year. All three business segments grew operating income by double digits, contributing to a nearly 30% increase in overall operating income. The company generated more than $200 million in free cash flow, supporting strategic capital allocation and shareholder returns, including $40 million in quarterly dividends. TFI International Inc (NYSE:TFII) improved its balance sheet, with a funded debt-to-EBITDA ratio decreasing to 2.4 from 2.5 at the start of the year. The Truckload segment showed significant improvement, with operating income up 50% and an adjusted operating ratio improving by 400 basis points. The LTL segment is experiencing flat year-over-year margins due to soft market conditions and challenges in pricing. There is an excess volume issue in the LTL segment, particularly with 3PL blanket pricing, leading to higher costs and the need for pricing adjustments. The company faces challenges in the Canadian Truckload segment due to weak sectors like steel and forest products, impacted by trade issues with the US. TFI International Inc (NYSE:TFII) had to increase accident reserves by $10.5 million in the quarter, which is not expected to recur but impacted financials. The US LTL segment requires significant improvements to reach its full potential, with ongoing efforts to address pricing and operational inefficiencies. Q: Are you seeing a flattish year-over-year margin in the LTL business, and what are the current demand, service capacity, and pricing conditions? A: Yes, the LTL market remains soft with no significant demand improvement. We are conservative in our outlook for LTL, unlike the Truckload and Logistics segments where we see more potential for growth. (Alain Bedard, CEO) Q: Can you elaborate on the pricing dynamics in the Truckload segment and any differences between flatbed and other parts? A: The Truckload pricing is impressive due to supply constraints rather than increased demand. Revenue per truck per week has been accelerating, showing strong dynamics. (David Saperstein, CFO) Q: How are you addressing the issue of having too much volume and not enough price in the LTL segment? A: The issue is mainly with 3PL blanket pricing where we were inundated with volume. We are working on fixing this by adjusting prices, which should not take long to resolve. (Alain Bedard, CEO) Q: What is your outlook on the Truckload pricing sustainability given the current supply constraints? A: The current supply-driven environment in the Truckload sector is more permanent than past cycles, which were demand-driven. This situation is expected to provide more stability in pricing. (Alain Bedard, CEO) Q: Are there any plans to adjust your capital plan given the growth opportunities in certain subsectors? A: We are maintaining our current capital plan but are seeing opportunities for growth, particularly in specialized Truckload and Logistics. We are also consolidating our commercial operations to enhance efficiency. (Alain Bedard, CEO) For the complete transcript of the earnings call, please refer to the full earnings call transcript.

TFI International Inc. (TFII) came out with quarterly earnings of $1.85 per share, beating the Zacks Consensus Estimate of $1.59 per share. This compares to earnings of $1.34 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +16.35%. A quarter ago, it was expected that this company would post earnings of $0.59 per share when it actually produced earnings of $0.69, delivering a surprise of +16.95%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. TFI International, which belongs to the Zacks Transportation - Services industry, posted revenues of $2.29 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.47%. This compares to year-ago revenues of $2.04 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. TFI International shares have added about 45.6% since the beginning of the year versus the S&P 500's gain of 8.3%. While TFI International has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for TFI International was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.69 on $2.09 billion in revenues for the coming quarter and $5.56 on $8.36 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Transportation - Services is currently in the top 32% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, C.H. Robinson Worldwide (CHRW), is yet to report results for the quarter ended June 2026. The results are expected to be released on July 29. This trucking company is expected to post quarterly earnings of $1.53 per share in its upcoming report, which represents a year-over-year change of +18.6%. The consensus EPS estimate for the quarter has been revised 0.5% higher over the last 30 days to the current level. C.H. Robinson Worldwide's revenues are expected to be $4.42 billion, up 6.8% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report TFI International Inc. (TFII) : Free Stock Analysis Report C.H. Robinson Worldwide, Inc. (CHRW) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

For the quarter ended June 2026, TFI International Inc. (TFII) reported revenue of $2.29 billion, up 12.4% over the same period last year. EPS came in at $1.85, compared to $1.34 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $2.19 billion, representing a surprise of +4.47%. The company delivered an EPS surprise of +16.35%, with the consensus EPS estimate being $1.59. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how TFI International performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Adjusted Operating Ratio - Truckload: 86.1% compared to the 89.2% average estimate based on three analysts. Adjusted Operating Ratio - Less-Than-Truckload: 88.5% versus 88.3% estimated by three analysts on average. Adjusted Operating Ratio: 88.5% versus 90.5% estimated by three analysts on average. Less-Than-Truckload - Average weight per shipment: 1,515.00 lbs versus the two-analyst average estimate of 1,553.38 lbs. Less-Than-Truckload - Shipments: 1.97 million versus the two-analyst average estimate of 1.96 million. Less-Than-Truckload - Tonnage: 1,492.00 KTons versus the two-analyst average estimate of 1,522.22 KTons. Revenue before fuel surcharge: $1.9 billion compared to the $1.86 billion average estimate based on three analysts. The reported number represents a change of +5.9% year over year. Fuel surcharge: $389.86 million versus $314.49 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +60% change. Revenue- Logistics: $431.9 million versus the two-analyst average estimate of $432.18 million. The reported number represents a year-over-year change of +9.9%. Revenue- Less-Than-Truckload: $724.91 million versus $895.14 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +3% change. Revenue- Eliminations: $-17.64 million versus the two-analyst average estimate of $-10.7 million. The reported number represents a year-over-year change of +16.9%. Revenue- Truckload: $760.82 million versus the two-analyst average estimate of $882.58 million. The reported number represents a year-over-year change of +6.8%. View all Key Company Metrics for TFI International here>>> Shares of TFI International have returned +4.1% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report TFI International Inc. (TFII) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research