Brief: TFI International Q2 Adjusted EPS USD 1.34 Vs. IBES Estimate USD 1.24

TFI International

28/07/2025 21:05

Overview

TFI International Q2 revenue falls to $2.04 bln from $2.26 bln

Adjusted EPS of $1.34 beats analyst expectations, per LSEG data

Free cash flow increased 20% due to operational efficiencies

Outlook

TFI International emphasizes strong balance sheet to capitalize on future demand

Company focuses on operational efficiencies amid subdued market conditions

TFI International aims for strategic investments to drive long-term profitability

Result Drivers

WEAKER DEMAND - Revenue declined due to reduced volumes driven by weaker end market demand

STRONG MARGINS - Margin performance across all business segments contributed to increased free cash flow

OPERATIONAL EFFICIENCIES - New segment leadership focused on operational efficiencies, aiding performance despite subdued market conditions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
$2.04 bln
Q2 Adjusted Revenue
Miss
$1.79 bln
$2.07 bln (9 Analysts)
Q2 Adjusted EPS
Beat
$1.34
$1.24 (14 Analysts)
Q2 EPS
$1.17
Q2 Adjusted Net Income
Beat
$112 mln
$102.50 mln (8 Analysts)
Q2 Net Income
$98.20 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the ground freight & logistics peer group is "buy"

Wall Street's median 12-month price target for TFI International Inc is C$140.00, about 8.5% above its July 25 closing price of C$128.13

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nGNX6WDnf0

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)