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TFI International (TFII) Reports Q2 Earnings: What Key Metrics Have to Say
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For the quarter ended June 2026, TFI International Inc. (TFII - Free Report) reported revenue of $2.29 billion, up 12.4% over the same period last year. EPS came in at $1.85, compared to $1.34 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.19 billion, representing a surprise of +4.47%. The company delivered an EPS surprise of +16.35%, with the consensus EPS estimate being $1.59.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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 - Truckload: 86.1% compared to the 89.2% average estimate based on three analysts.
Adjusted Operating Ratio - Less-Than-Truckload: 88.5% versus 88.3% estimated by three analysts on average.
Adjusted Operating Ratio: 88.5% versus 90.5% estimated by three analysts on average.
Less-Than-Truckload - Average weight per shipment: 1,515.00 lbs versus the two-analyst average estimate of 1,553.38 lbs.
Less-Than-Truckload - Shipments: 1.97 million versus the two-analyst average estimate of 1.96 million.
Less-Than-Truckload - Tonnage: 1,492.00 KTons versus the two-analyst average estimate of 1,522.22 KTons.
Revenue before fuel surcharge: $1.9 billion compared to the $1.86 billion average estimate based on three analysts. The reported number represents a change of +5.9% year over year.
Fuel surcharge: $389.86 million versus $314.49 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +60% change.
Revenue- Logistics: $431.9 million versus the two-analyst average estimate of $432.18 million. The reported number represents a year-over-year change of +9.9%.
Revenue- Less-Than-Truckload: $724.91 million versus $895.14 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +3% change.
Revenue- Eliminations: $-17.64 million versus the two-analyst average estimate of $-10.7 million. The reported number represents a year-over-year change of +16.9%.
Revenue- Truckload: $760.82 million versus the two-analyst average estimate of $882.58 million. The reported number represents a year-over-year change of +6.8%.
Shares of TFI International have returned +4.1% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
View the Zacks #1 Rank List
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TFI International (TFII) Reports Q2 Earnings: What Key Metrics Have to Say
For the quarter ended June 2026, TFI International Inc. (TFII - Free Report) reported revenue of $2.29 billion, up 12.4% over the same period last year. EPS came in at $1.85, compared to $1.34 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.19 billion, representing a surprise of +4.47%. The company delivered an EPS surprise of +16.35%, with the consensus EPS estimate being $1.59.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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 +4.1% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.