T

    TFI International Inc (TFII)

    Official site

    INDUSTRIALS • TRUCKING • NYSE

    $133.31
    -2.95 (-2.17%)

    Market Cap: $10.96B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    70%(28/40)
    Avg Surprise
    +12.56%
    Streak
    5 Q

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$1.78
    Range$1.73 - $1.83
    16 analysts
    EPS Revisions
    12
    0
    7d
    13
    0
    30d
    EPS Estimate Drift
    90d ago$1.57-11.9%
    60d ago$1.57-11.9%
    30d ago$1.59-11.0%
    7d ago$1.78+0.1%
    Current$1.78
    Revenue Consensus
    $2.2B
    Range$2.2B - $2.3B
    11 analysts
    Dec 31, 2026
    EPS Consensus$2.00
    Range$1.75 - $2.21
    17 analysts
    Revenue Consensus
    $2.3B
    Range$2.2B - $2.4B
    14 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$2.00---
    Sep 26EST
    		-$1.78---
    Jun 26
    		$1.85$1.59+16.35%Beat+38.1%
    Mar 26
    		$0.69$0.61+13.11%Beat-9.2%
    Dec 25
    		$1.09$0.86+26.74%Beat-8.4%
    Sep 25
    		$1.20$1.20+0.00%Beat-25.0%
    Jun 25
    		$1.34$1.23+8.94%Beat-21.6%
    Mar 25
    		$0.76$0.94-19.15%Miss-38.7%
    Dec 24
    		$1.19$1.65-27.88%Miss-30.4%
    Sep 24
    		$1.60$1.78-10.11%Miss+1.9%
    Jun 24
    		$1.71$1.62+5.56%Beat+7.5%
    Mar 24
    		$1.24$1.37-9.49%Miss-6.8%
    Dec 23
    		$1.71$1.67+2.40%Beat-0.6%
    Sep 23
    		$1.57$1.73-9.25%Miss-21.9%
    Jun 23
    		$1.59$1.73-8.09%Miss-39.1%
    Mar 23
    		$1.33$1.47-9.52%Miss-20.8%
    Dec 22
    		$1.72$1.73-0.58%Miss+9.6%
    Sep 22
    		$2.01$1.98+1.52%Beat+37.7%
    Jun 22
    		$2.61$1.80+45.00%Beat+81.3%
    Mar 22
    		$1.68$1.30+29.23%Beat+118.2%
    Dec 21
    		$1.57$1.23+27.64%Beat+60.2%
    Sep 21
    		$1.46$1.39+5.04%Beat+53.7%
    Jun 21
    		$1.44$1.05+37.14%Beat+84.6%
    Mar 21
    		$0.77$0.72+6.94%Beat+30.5%
    Dec 20
    		$0.98$0.83+18.07%Beat+38.0%
    Sep 20
    		$0.95$0.72+31.94%Beat+20.3%
    Jun 20
    		$0.78$0.40+95.00%Beat-13.3%
    Mar 20
    		$0.59$0.51+15.69%Beat+3.5%
    Dec 19
    		$0.71$0.73-2.74%Miss-26.0%
    Sep 19
    		$0.79$0.81-2.47%Miss+0.0%
    Jun 19
    		$0.90$0.80+12.50%Beat+18.4%
    Mar 19
    		$0.57$0.52+9.62%Beat+1.8%
    Dec 18
    		$0.96$0.83+15.66%Beat+100.0%
    Sep 18
    		$0.79$0.65+21.54%Beat+92.7%
    Jun 18
    		$0.76$0.54+40.74%Beat+40.7%
    Mar 18
    		$0.56$0.38+47.37%Beat+60.0%
    Dec 17
    		$0.48$0.39+23.08%Beat+11.6%
    Sep 17
    		$0.41$0.42-2.38%Miss-8.9%
    Jun 17
    		$0.54$0.39+38.46%Beat-
    Mar 17
    		$0.35$0.34+2.94%Beat-
    Dec 16
    		$0.43$0.46-6.52%Miss-
    Sep 16
    		$0.45$0.40+12.50%Beat-

    Dividends

    Dividend Metrics

    Yield1.40%
    Annual/Share$1.86
    Payout Ratio42.22%
    Frequency4
    Pay MonthsJan, Apr, Jul, Oct

    Growth

    3Y CAGR+16.20%
    5Y CAGR+17.99%
    View TFII's full dividend history

    Key Metrics

    Valuation
    P/E Ratio27.60EV/EBITDA11.90x
    Price/FCF14.97xFCF Yield6.68%
    Profitability
    Profit Margin4.14%Operating Margin9.30%
    ROE12.40%ROIC9.53%
    Financial Health
    Debt/Equity0.90xInterest Coverage3.76x
    Current Ratio1.09xQuick Ratio1.08x
    Trading Statistics
    Beta1.49Avg Volume272.49K
    52-Week High$167.1452-Week Low$79.65

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$138.06
    SMA 20$139.75
    SMA 50$143.59
    SMA 200$124.09
    EMA 10$137.37
    EMA 20$139.59
    EMA 50$141.94
    EMA 200$127.41

    MACD

    Line: -2.59Signal: -1.93Hist: -0.66

    ADX

    ADX: 15.9+DI: 16.4-DI: 30.4

    Aroon & PSAR

    Aroon Up8.0
    Aroon Down100.0
    PSAR$145.49

    Bollinger Bands

    Upper Band$148.20
    Lower Band$131.29
    %B Position1210%(Upper)
    Band Width0.12

    RSI (14-Day)

    Neutral
    38.4

    Momentum Oscillators

    Stoch %K13.6
    Stoch %D13.2
    Williams %R-96.2
    ROC (10d)-9.1%
    Momentum-13.33
    CCI (20d)-116.8
    MFI (14d)40.8

    Volatility Measures

    ATR (14d)$4.33(3.3%)
    StdDev (20d)4.23
    Hist Vol34.3%(Moderate)

    Volume Flow

    VWAP$134.56
    OBV13.8M
    AD Line-136.4M
    CMF (20d)-0.081

    Volume Metrics

    Avg Vol (20d)226.1K
    Vol Ratio0.7x
    VWMA (20d)$140.34

    Pivot Points

    R3$139.57
    R2$138.24
    R1$137.25
    Pivot Point$135.93
    S1$134.94
    S2$133.61
    S3$132.62

    Advanced Oscillators

    TSI-14.32
    Ultimate Osc41.5
    KST-38.09

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$2.29B$1.95B$2.67B$1.95B$2.07B$1.96B$2.08B$2.18B$2.26B$1.87B$2.02B$1.91B
    Cost of Revenue$1.97B$1.75B$2.35B$1.70B$1.80B$1.75B$1.71B$1.88B$1.94B$1.62B$1.70B$1.62B
    Gross Profit$324.21M$200.08M$315.58M$251.44M$270.34M$216.65M$370.73M$301.16M$324.95M$252.42M$321.54M$294.24M
    Operating Expenses$111.17M$113.84M$140.26M$102.75M$100.99M$102.01M$214.73M$97.87M$118.96M$100.86M$113.17M$93.68M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$0$0$0$0$0$0$0$0$0$0$0$0
    Operating Income$213.05M$86.24M$175.31M$148.68M$169.35M$114.64M$156.00M$203.29M$206.00M$151.56M$208.36M$200.56M
    Interest Income$2.97M$502,000$744,000$518,000$305,000$228,000$772,000$727,000$1.07M$5.15M$3.84M$1.70M
    Interest Expense$36.05M$36.94M$56.12M$40.27M$41.28M$40.16M$42.30M$46.92M$46.95M$31.04M$29.48M$21.57M
    Income Before Tax$180.16M$52.43M$123.66M$110.49M$132.69M$74.33M$112.51M$163.29M$158.58M$124.23M$179.83M$178.81M
    Income Tax Expense$44.01M$9.12M$23.83M$26.74M$32.89M$18.30M$28.63M$35.30M$42.93M$31.38M$44.81M$45.47M
    Net Income$136.15M$43.31M$99.83M$83.75M$99.80M$56.03M$83.88M$127.99M$115.65M$92.85M$135.02M$133.34M
    EBITDA$362.39M$240.26M$388.49M$302.06M$332.95M$262.39M$310.54M$359.25M$356.24M$268.74M$328.17M$311.19M
    EBIT$216.21M$89.37M$179.78M$150.76M$173.97M$111.10M$151.74M$205.52M$201.58M$151.73M$209.31M$197.10M
    * Some calculated fields are derived from available data when not provided by source

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    News

    TFI International Inc (TFII) Stock Down 3.9% -- Now Undervalued? GF Score: 92/100

    TFI International Inc (TFII) experienced a 3.9% stock drop, continuing a month-long downward trend. Despite this, GuruFocus assesses TFII as undervalued by 3.6% based on its GF Value™ estimate, with a strong GF Score™ of 92/100, indicating robust financial metrics. However, its current P/E ratio is significantly higher than its historical median, and a lack of insider transactions over the past year suggests potential caution for investors.

    GuruFocus•8/25/26•
    Neutral

    Insider Buying: TFI International (TSE:TFII) Director Acquires C$719,783.94 in Stock

    TFI International (TSE:TFII) Director Rosemary Turner recently purchased C$719,783.94 worth of the company's stock, acquiring 3,643 shares at C$197.58 each. This significant transaction, along with another purchase of 3,507 shares, substantially increased her ownership. Despite a recent 4.3% drop in stock price, analysts maintain a "Buy" rating for TFI International, with an average price target of C$184.40.

    MarketBeat•8/24/26•
    Somewhat-Bullish

    TFI International (TSE:TFII) Director Keith Hall Sells 1,069 Shares of Stock

    TFI International Director Keith Hall sold 1,069 shares of the company's stock for C$205.95 per share, totaling C$220,160.55. Following this transaction, TFII shares experienced a 2.5% decline to C$197.20. Despite the insider sale and recent dip, analysts maintain a "Buy" rating for TFI International, with price targets ranging from C$160 to C$260.

    MarketBeat•8/18/26•
    Somewhat-Bearish

    TFI International (TFII) stake of 3.079% reported by Bank of Nova Scotia affiliates

    Affiliates of Bank of Nova Scotia, including 1832 Asset Management L.P., MD Financial Management Inc., and Scotia McLeod, have collectively reported beneficial ownership of 2,530,889 common shares in TFI International Inc. (TFII). This represents a 3.079% stake in the company, with all reporting entities exercising sole voting and dispositive power over their respective holdings. The filing, an amended Schedule 13G, indicates that this ownership is 5 percent or less of the class and is made under institutional investor provisions for investment advisers and broker-dealers.

    Stock Titan•8/12/26•
    Neutral

    TFI International: Margin Expansion Can Keep The Rally Going (NYSE:TFII)

    TFI International (TFII) is demonstrating strong earnings momentum, with Q2 adjusted EPS up 38% and a significant surge in truckload operating income. The company's Daseke acquisition is driving margin improvement, and TForce Freight presents substantial upside potential. Despite trading at 23.5x 2026E EPS, the forward EV/EBITDA shows a discount compared to competitors, leading to a maintained Buy rating due to proven truckload gains, robust cash flow, and further margin expansion opportunities.

    Seeking Alpha•8/11/26•
    Bullish

    Frequently Asked Questions About TFII

    What is TFII's current dividend yield?
    TFI International Inc (TFII) has a current dividend yield of 1.40%.
    Does TFII pay dividends?
    Yes, TFI International Inc pays dividends with a current yield of 1.40%.
    What is TFII's P/E ratio?
    TFI International Inc has a price-to-earnings (P/E) ratio of 27.60.
    What is TFII's market cap?
    TFI International Inc (TFII) has a market capitalization of $10.96B with a current stock price of $133.31.

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