Back to top

Image: Bigstock

Here's What Key Metrics Tell Us About TFI International (TFII) Q2 Earnings

Read MoreHide Full Article

For the quarter ended June 2025, TFI International Inc. (TFII - Free Report) reported revenue of $2.04 billion, down 10% over the same period last year. EPS came in at $1.34, compared to $1.71 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.05 billion, representing a surprise of -0.77%. The company delivered an EPS surprise of +8.06%, with the consensus EPS estimate being $1.24.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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: 90.1% versus the three-analyst average estimate of 91%.
  • Adjusted Operating Ratio - Less-Than-Truckload: 89.5% compared to the 91.6% average estimate based on three analysts.
  • Adjusted Operating Ratio: 90.5% versus 91.1% estimated by three analysts on average.
  • Canadian LTL - Tonnage: 593.00 KTons compared to the 612.68 KTons average estimate based on two analysts.
  • U.S. LTL - Tonnage: 842.00 KTons versus the two-analyst average estimate of 841.42 KTons.
  • Canadian LTL - Adjusted operating ratio: 80.6% versus 75% estimated by two analysts on average.
  • Revenue before fuel surcharge: $1.79 billion versus the four-analyst average estimate of $1.79 billion. The reported number represents a year-over-year change of -8.5%.
  • Fuel surcharge: $243.62 million versus the three-analyst average estimate of $263.28 million. The reported number represents a year-over-year change of -19.7%.
  • Revenue- Logistics: $393.11 million compared to the $418.03 million average estimate based on two analysts. The reported number represents a change of -11.1% year over year.
  • Revenue- Less-Than-Truckload: $703.7 million versus the two-analyst average estimate of $776.06 million. The reported number represents a year-over-year change of -11.4%.
  • Revenue- Eliminations: $-15.09 million versus the two-analyst average estimate of $-12.5 million. The reported number represents a year-over-year change of +15%.
  • Revenue- Truckload: $712.28 million versus the two-analyst average estimate of $665.74 million. The reported number represents a year-over-year change of -3.4%.

View all Key Company Metrics for TFI International here>>>

Shares of TFI International have returned +3.6% over the past month versus the Zacks S&P 500 composite's +4.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


TFI International Inc. (TFII) - free report >>

Published in