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Here's What Key Metrics Tell Us About TFI International (TFII) Q1 Earnings
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For the quarter ended March 2026, TFI International Inc. (TFII - Free Report) reported revenue of $1.95 billion, down 0.8% over the same period last year. EPS came in at $0.69, compared to $0.76 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.89 billion, representing a surprise of +2.88%. The company delivered an EPS surprise of +16.55%, with the consensus EPS estimate being $0.59.
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.
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: 94.7% compared to the 94.6% average estimate based on three analysts.
Adjusted Operating Ratio - Truckload: 92.7% versus the three-analyst average estimate of 93.9%.
Adjusted Operating Ratio - Less-Than-Truckload: 95.3% versus 94.9% estimated by three analysts on average.
Revenue before fuel surcharge: $1.7 billion versus the three-analyst average estimate of $1.65 billion. The reported number represents a year-over-year change of -0.7%.
Fuel surcharge: $246.48 million versus $249.82 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -1.4% change.
Revenue- Logistics: $407.34 million versus $359.32 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.4% change.
Revenue- Less-Than-Truckload: $795.37 million compared to the $727.09 million average estimate based on two analysts. The reported number represents a change of -2.5% year over year.
Revenue- Eliminations: $-17.69 million versus $-14.74 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +19.4% change.
Revenue- Truckload: $764.08 million versus the two-analyst average estimate of $740.69 million. The reported number represents a year-over-year change of +0.8%.
Operating income (loss)- Corporate: $-24.13 million versus $-12.89 million estimated by two analysts on average.
Operating income (loss)- Logistics: $34.39 million versus $25.78 million estimated by two analysts on average.
Operating income (loss)- Truckload: $55.76 million versus the two-analyst average estimate of $43.77 million.
Shares of TFI International have returned +32.7% over the past month versus the Zacks S&P 500 composite's +9.3% 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.
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Here's What Key Metrics Tell Us About TFI International (TFII) Q1 Earnings
For the quarter ended March 2026, TFI International Inc. (TFII - Free Report) reported revenue of $1.95 billion, down 0.8% over the same period last year. EPS came in at $0.69, compared to $0.76 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.89 billion, representing a surprise of +2.88%. The company delivered an EPS surprise of +16.55%, with the consensus EPS estimate being $0.59.
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.
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:View all Key Company Metrics for TFI International here>>>
Shares of TFI International have returned +32.7% over the past month versus the Zacks S&P 500 composite's +9.3% 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.