TFI International Inc (TFII) News & EventsTFIINews & EventsTFI International Inc

Company Expects Q3 2026 Adjusted EPS of $1.70 to $1.80

The company said, "Assuming no significant positive or negative change in the operating environment, the Company expects third quarter 2026 adjusted diluted EPS to be in the range of $1.70 to $1.80. The Company expects full-year net capital expenditures excluding real estate; to be in the range of between $225 million and $250 million. The Company expects year-over-year adjusted operating ratio, a non-IFRS measure, improvement in the quarter of 550 to 650 basis points for the Truckload segment, 250 to 350 basis points for the Logistics segment, and a comparable operating ratio in the Less-Than-Truckload segment."

TFI International Q2 Revenue $2.29B Beats Expectations

Reports Q2 revenue $2.29B, consensus $2.22B. "All three of our business segments generated stronger revenue and higher operating income during the second quarter allowing us to beat our earnings outlook, thanks to the impressive efforts of our team and our strategic investments in recent years that are beginning to drive results," said Alain Bedard, Chairman, President and Chief Executive Officer. "Our Truckload segment in particular had a strong quarter with operating income up a full 50%, benefiting from TFI's diversified industrial end markets and our strength in specialized and flatbed, as well as our team's success reducing capital intensity. Both LTL and Logistics saw double-digit operating income growth as well, and we see encouraging incremental pricing opportunities especially within LTL. Our strong performance across the board drove solid free cash flow of more than $200 million that further supports our balance sheet strength and ability to strategically invest to tap into the attractive freight opportunities ahead, while returning excess capital to shareholders whenever possible."