TFI International (NYSE:TFII) Issues Q3 2026 Earnings Guidance

TFI International (NYSE:TFII) issued an update on its third quarter 2026 earnings guidance on Monday. The company provided earnings per share guidance of 1.700-1.800 for the period, compared to the consensus EPS estimate of 1.600. The company issued revenue guidance of -.

Analyst Ratings Changes

A number of equities analysts have weighed in on the company. Zacks Research upgraded TFI International from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 23rd. Royal Bank Of Canada upped their price objective on shares of TFI International from $137.00 to $158.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 28th. Bank of America reiterated a “buy” rating and set a $187.00 target price on shares of TFI International in a research report on Tuesday. Wall Street Zen raised shares of TFI International from a “hold” rating to a “buy” rating in a research note on Sunday, July 12th. Finally, TD Cowen increased their price target on shares of TFI International from $130.00 to $153.00 and gave the stock a “buy” rating in a report on Tuesday, April 28th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $160.93.

TFI International Stock Performance

Shares of NYSE TFII opened at $146.01 on Tuesday. The stock has a market cap of $12.00 billion, a price-to-earnings ratio of 40.67, a P/E/G ratio of 1.29 and a beta of 1.64. 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 has a 1-year low of $80.63 and a 1-year high of $167.69. The stock’s 50-day moving average is $149.92 and its 200 day moving average is $129.70.

TFI International (NYSE:TFII) last released its earnings results on Monday, July 27th. The company reported $1.85 earnings per share for the quarter, topping analysts’ consensus estimates of $1.59 by $0.26. The company had revenue of $2.29 billion during the quarter, compared to the consensus estimate of $2.23 billion. TFI International had a return on equity of 13.43% and a net margin of 3.79%.TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. On average, sell-side analysts anticipate that TFI International will post 5.56 EPS for the current fiscal year.

TFI International Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were paid a dividend of $0.47 per share. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $1.88 annualized dividend and a dividend yield of 1.3%. TFI International’s dividend payout ratio (DPR) is 52.37%.

Key TFI International News

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

• Positive Sentiment: TFI International reported second-quarter adjusted earnings of $1.85 per share, up from $1.34 a year earlier and above the $1.59 analyst consensus. Revenue reached $2.29 billion, also exceeding the $2.23 billion estimate. Net income increased to approximately $136.2 million from $98.2 million. TFI International Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management’s third-quarter 2026 EPS guidance of $1.70-$1.80 is above the $1.60 consensus estimate, signaling expectations for continued earnings momentum. TFI International Announces 2026 Second Quarter Results
• Neutral Sentiment: Quarterly results were mixed by segment: the truckload business was described as a standout, while less-than-truckload operations did not keep pace. This may temper enthusiasm over the headline earnings beat. TFI First Look: Truckload Shines, LTL Doesn’t Keep Up
• Negative Sentiment: Valuation concerns may be pressuring the stock. A GuruFocus estimate placed fair value at $131.72, below the reported share price of $145.87, while TFI trades at a relatively elevated forward-looking valuation following a strong run toward its 52-week high. TFI International After Decline: GF Value Versus Price

Hedge Funds Weigh In On TFI International

Several institutional investors and hedge funds have recently made changes to their positions in TFII. New York State Common Retirement Fund bought a new stake in TFI International in the fourth quarter worth $782,000. Flow Traders U.S. LLC bought a new position in shares of TFI International during the third quarter valued at about $207,000. Twin Tree Management LP increased its holdings in shares of TFI International by 6.5% in the third 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. Russell Investments Group Ltd. increased its holdings in shares of TFI International by 34.9% in the third quarter. Russell Investments Group Ltd. now owns 27,623 shares of the company’s stock worth $2,432,000 after buying an additional 7,150 shares during the period. Finally, BNP Paribas Financial Markets lifted its stake 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 acquiring an additional 64,108 shares during the last quarter. Institutional investors own 73.30% of the company’s stock.

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.