Canada's TFI International Q4 adjusted EPS beats estimates

TFI International

17/02/2026 21:15

Overview

Transportation firm's Q4 adjusted EPS beat analyst expectations

Q4 adjusted revenue missed analyst expectations

Company raised quarterly dividend by 4% and repurchased over $200 mln in shares

Outlook

Company expects Q1 2026 adjusted diluted EPS between $0.50 and $0.60

TFI International forecasts full-year net capital expenditures of $225 mln to $250 mln

Company preparing for stronger freight fundamentals and leveraging growth opportunities

Result Drivers

WEAKER DEMAND - Revenue decline attributed to reduced volumes from weaker end market demand, partially offset by business acquisitions

FREE CASH FLOW INCREASE - Free cash flow rose by 25% due to operational efficiencies and strategic capital allocation

OPERATING RATIO IMPROVEMENT - Improved operating ratio for U.S. LTL as part of ongoing focus on operational efficiencies

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$1.91 bln
Q4 Adjusted Revenue
Miss
$1.68 bln
$1.92 bln (10 Analysts)
Q4 Adjusted EPS
Beat
$1.09
$0.85 (13 Analysts)
Q4 EPS
$0.87
Q4 Adjusted Net Income
Beat
$89.50 mln
$69.13 mln (9 Analysts)
Q4 Net Income
$71.70 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 5 "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$154.00, about 5.9% below its February 13 closing price of C$163.62

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nGNX7Yc2MK

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(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.)