Question · Q4 2025
Kunal Gupta asked if Q4 2026 would face a tough comparison against Q4 2025's $1.90 EPS, noting the significant sequential EPS drop from Q4 2025 to Q1 2026. He also inquired about the drivers behind the sequential logistics margin expansion from Q3 to Q4 2025 and its extrapolability into 2026.
Answer
Chairman, President, and CEO Alain Bédard projected better performance in Q4 2026 for logistics and truckload due to acquisitions, busier OEMs, and operational improvements, despite a weak start to 2026. He confirmed logistics margins expanded due to acquisitions and customer activity, expecting continued improvement in 2026, with a focus on growing asset-light operations.
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