TFI International Inc.(TFII)Earnings, Financials & Key Ratios

TFII•NYSE

$141.66

27.2× P/E·Price updated Jul 7, 2026

SectorIndustrials IndustryTrucking Sub-IndustryNetwork LTL and Regional Carriers

AboutTFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company operates through Package and Courier, Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Package and Courier segment engages in the pickup, transport, and delivery of items. The LTL segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads. The TL segment offers expedited transportation, flatbed, tank container, and dedicated services, as well as TL brokerage services. This segment carries full loads directly from the customer to the destination using a closed van or specialized equipment. The Logistics segment provides asset-light logistics services, including brokerage, freight forwarding, and transportation management, as well as small package parcel delivery. As of December 31, 2021, the company had 13,384 tractors, 50,091 trailers, and 9,428 independent contractors. The company was formerly known as TransForce Inc. and changed its name to TFI International Inc. in December 2016. TFI International Inc. is headquartered in Saint-Laurent, Canada.Show more

Revenue$11.01B+31.1%
EBITDA$1.62B+24.2%
Net Income$434M+2.6%
EPS (Diluted)5.20+4.8%
Gross Margin12.22%-18.0%
EBITDA Margin14.68%-5.2%
Operating Margin6.94%-19.0%
Net Margin3.94%-21.7%
ROE16.23%+1.1%

TFII Price & Volume

TFI International Inc. (TFII) stock price & volume — 10-year historical chart

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Acquisition Driven Growth Masks Structural Margin Compression

Investment Thesis • Updated 2026Q1

VerdictNegative

Growth:Mixed

Profitability:Strained

Financial:Strained

Cash Flow:Deteriorating

Primary Risk:Integration and Cyclical Exposure

Key Thesis Takeaways

TFI International's reliance on aggressive inorganic expansion has created significant volatility in top-line performance, as evidenced by the swing from 28.4% revenue growth in 2025Q4 to a 0.8% contraction in 2026Q1.
While the company maintains a platform-based strategy, the persistent compression of operating margins to 4.4% in 2026Q1 suggests that integration fatigue and rising overhead costs are outpacing operational synergies.
Investors should remain cautious as the firm's increasing debt-to-equity ratio of 1.20 and high goodwill concentration of $2.1B heighten sensitivity to cyclical freight demand and potential impairment risks.

Verdict Logic

the company's current valuation of 27.78x P/E TTM appears disconnected from the underlying operational volatility and the compression of operating margins to 4.4% in 2026Q1.

TFII Growth Metrics

TFI International Inc. (TFII) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years10.57%

5 Years23.83%

3 Years7.7%

TTM1.69%

Profit CAGR

10 Years13.92%

5 Years9.48%

3 Years-19.24%

TTM-14.83%

EPS CAGR

10 Years13.78%

5 Years11.41%

3 Years-15.64%

TTM-12.44%

Return on Capital

10 Years15.67%

5 Years18.28%

3 Years13.48%

Last Year12.26%

TFII Recent Earnings

TFI International Inc. (TFII) EPS & revenue vs analyst estimates — last 4 quarters

Full history →

●Beat EPS 6/12 qtrs (50%)●Beat Revenue 9/12 qtrs (75%)

Q2 2026Latest

Apr 27, 2026

Metric

Actual

Est

EPS

$0.69+16.9%

$0.59

Rev

$1.9B+2.9%

$1.9B

Q1 2026

Feb 17, 2026

Metric

Actual

Est

EPS

$1.09+28.2%

$0.85

Rev

$1.9B-0.4%

$1.9B

Q4 2025

Oct 30, 2025

Metric

Actual

Est

EPS

$1.20+0.8%

$1.19

Rev

$1.9B+42.2%

$1.4B

Q3 2025

Jul 28, 2025

Metric

Actual

Est

EPS

$1.34+8.1%

$1.24

Rev

$1.5B+0.6%

$1.5B

Quarter	Date	EPS (Act vs Est)	Revenue (Act vs Est)
Q2 2026Latest	Apr 27, 2026	$0.69vs $0.59+16.9%	$1.9Bvs $1.9B+2.9%
Q1 2026	Feb 17, 2026	$1.09vs $0.85+28.2%	$1.9Bvs $1.9B-0.4%
Q4 2025	Oct 30, 2025	$1.20vs $1.19+0.8%	$1.9Bvs $1.4B+42.2%
Q3 2025	Jul 28, 2025	$1.34vs $1.24+8.1%	$1.5Bvs $1.5B+0.6%

Based on last 12 quarters of dataView full earnings history →

Latest TFII News

Recent stock market news and headlines for TFI International Inc. (TFII)

GlobeNewsWire·Jun 29, 2026

TFI International to Release Second Quarter 2026 Results

MONTREAL, June 29, 2026 (GLOBE NEWSWIRE) -- TFI International Inc. (NYSE and TSX: TFII), a North American leader in the transportation and logistics industry, today announced that it will release its financial results for the second quarter ended June 30, 2026, via news release on Monday, July 27, 2026, after market close. The company will host a webcast with Alain Bédard, Chairman, President and Chief Executive Officer, and David Saperstein, Chief Financial Officer, on Monday, July 27, 2026, at 5:00 PM Eastern Time, to discuss results.

Zacks Investment Research·Jun 24, 2026

New Strong Buy Stocks for June 24th

BY, NVGS, NBIX, TFII and BG have been added to the Zacks Rank #1 (Strong Buy) List on June 24th, 2026.

Zacks Investment Research·Jun 24, 2026

Best Income Stocks to Buy for June 24th

BG, TFII and BHP made it to the Zacks Rank #1 (Strong Buy) income stocks list on June 24th, 2026.

Peers Comparison

Key metrics vs top competitors for TFI International Inc. (TFII)

Full Screener →

Company	Price	Market Cap	P/E Ratio	Rev Growth (1Y)	Net Margin	ROE	Div Yield
TFIITFI International Inc.Current	$141.66	$11.64B	27.24	31.1%	3.94%	16.23%	1.79%
ODFLOld Dominion Freight Line, Inc.	$215.51	$44.82B	44.62	-5.48%	18.46%	23.42%	—
SAIASaia, Inc.	$416.00	$11.09B	43.70	0.79%	7.84%	10.04%	—
XPOXPO Logistics, Inc.	$202.79	$23.81B	76.81	1.05%	4.19%	19.04%	—
ARCBArcBest Corporation	$145.15	$3.24B	55.40	-4.04%	1.38%	4.3%	—
WERNWerner Enterprises, Inc.	$43.32	$2.6B	-180.50	-1.84%	-0.28%	-0.61%	—

Compare TFII vs Peers

TFI International Inc. (TFII) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs ODFL

Most directly comparable listed peer for TFII.

Scale Benchmark

vs UPS

Larger-name benchmark to compare TFII against a more recognizable public peer.

Peer Set

Compare Top 5

vs ODFL, SAIA, XPO, ARCB

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TFII Frequently Asked Questions

TFI International Inc. (TFII) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

What is TFI International Inc.'s revenue?

TFI International Inc. (TFII) reported $8.63B in revenue for fiscal year 2025. This represents a 10252% increase from $83.4M in 1996.

How fast is TFI International Inc. growing?

TFI International Inc. (TFII) grew revenue by 31.1% over the past year. This is strong growth.

Is TFII profitable?

Yes, TFI International Inc. (TFII) is profitable, generating $326.7M in net income for fiscal year 2025 (3.9% net margin).

Dividend & Returns

Does TFII pay dividends?

Yes, TFI International Inc. (TFII) pays a dividend with a yield of 1.79%. This makes it attractive for income-focused investors.

What is TFII's return on equity?

TFI International Inc. (TFII) has a return on equity (ROE) of 16.2%. This is reasonable for most industries.

What is TFI International Inc.'s free cash flow?

TFI International Inc. (TFII) generated $719.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in TFII back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →

Quarter

Date

EPS (Act vs Est)

Revenue (Act vs Est)

Q2 2026Latest

Apr 27, 2026

$0.69vs $0.59+16.9%

$1.9Bvs $1.9B+2.9%

Q1 2026

Feb 17, 2026

$1.09vs $0.85+28.2%

$1.9Bvs $1.9B-0.4%

Q4 2025

Oct 30, 2025

$1.20vs $1.19+0.8%

$1.9Bvs $1.4B+42.2%

Q3 2025

Jul 28, 2025

$1.34vs $1.24+8.1%

$1.5Bvs $1.5B+0.6%

Company

Price

Market Cap

P/E Ratio

Rev Growth (1Y)

Net Margin

ROE

Div Yield

TFIITFI International Inc.Current

$141.66

$11.64B

27.24

31.1%

3.94%

16.23%

1.79%

ODFLOld Dominion Freight Line, Inc.

$215.51

$44.82B

44.62

-5.48%

18.46%

23.42%

—

SAIASaia, Inc.

$416.00

$11.09B

43.70

0.79%

7.84%

10.04%

—

XPOXPO Logistics, Inc.

$202.79

$23.81B

76.81

1.05%

4.19%

19.04%

—

ARCBArcBest Corporation

$145.15

$3.24B

55.40

-4.04%

1.38%

4.3%

—

WERNWerner Enterprises, Inc.

$43.32

$2.6B

-180.50

-1.84%

-0.28%

-0.61%

—