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Compared to Estimates, TFI International (TFII) Q3 Earnings: A Look at Key Metrics
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For the quarter ended September 2026, TFI International Inc. (TFII - Free Report) reported revenue of $2.23 billion, up 13.4% over the same period last year. EPS came in at $1.67, compared to $1.20 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.21 billion, representing a surprise of +1.1%. The company delivered an EPS surprise of -4.57%, with the consensus EPS estimate being $1.75.
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: 89.5% versus the three-analyst average estimate of 89%.
Adjusted Operating Ratio - Truckload: 86.7% versus 86.7% estimated by three analysts on average.
Less-Than-Truckload - Shipments: 1.86 million versus 1.84 million estimated by two analysts on average.
Less-Than-Truckload - Average weight per shipment: 1,480.00 lbs versus 1,531.17 lbs estimated by two analysts on average.
Less-Than-Truckload - Tonnage: 1,373.00 KTons versus the two-analyst average estimate of 1,404.83 KTons.
Adjusted Operating Ratio - Less-Than-Truckload: 91.3% versus the two-analyst average estimate of 88.8%.
Less-Than-Truckload - Revenue per hundredweight (excluding fuel): $19.85 versus $20.03 estimated by two analysts on average.
Revenue before fuel surcharge: $1.86 billion versus $1.84 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.7% change.
Fuel surcharge: $374.29 million compared to the $369.37 million average estimate based on three analysts. The reported number represents a change of +53.5% year over year.
Revenue- Truckload: $891.52 million compared to the $884.56 million average estimate based on two analysts. The reported number represents a change of +30.3% year over year.
Revenue- Eliminations: $-12.06 million versus $-13.5 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -14.1% change.
Revenue- Logistics: $470.69 million versus $428.27 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +28% change.
Shares of TFI International have returned -6.5% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
View the Zacks #1 Rank List
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Compared to Estimates, TFI International (TFII) Q3 Earnings: A Look at Key Metrics
For the quarter ended September 2026, TFI International Inc. (TFII - Free Report) reported revenue of $2.23 billion, up 13.4% over the same period last year. EPS came in at $1.67, compared to $1.20 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.21 billion, representing a surprise of +1.1%. The company delivered an EPS surprise of -4.57%, with the consensus EPS estimate being $1.75.
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 -6.5% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.