Research analysts who have asked questions during TFI International earnings calls.
Benoit Poirier
Desjardins Capital Markets
4 questions for TFII
Brian Ossenbeck
JPMorgan Chase & Co.
4 questions for TFII
Cameron Doerksen
National Bank Financial
4 questions for TFII
Konark Gupta
Scotiabank
4 questions for TFII
Scott Group
Wolfe Research
4 questions for TFII
Walter Spracklin
RBC Capital Markets
4 questions for TFII
Benjamin Mohr Mok
Citigroup
3 questions for TFII
Daniel Imbro
Stephens Inc.
3 questions for TFII
Jordan Alliger
Goldman Sachs
3 questions for TFII
Ken Hoexter
BofA Securities
3 questions for TFII
Kevin Chiang
CIBC Capital Markets
3 questions for TFII
Ravi Shanker
Morgan Stanley
3 questions for TFII
Adam Roszkowski
Bank of America
2 questions for TFII
Bascome Majors
Susquehanna Financial Group
2 questions for TFII
Elliot Alper
TD Cowen
2 questions for TFII
J. Bruce Chan
Stifel
2 questions for TFII
Andrew Baxter Cox
Stifel, Nicolaus & Company, Incorporated
1 question for TFII
Ariel Rosa
Citigroup
1 question for TFII
Christyne McGarvey
Morgan Stanley
1 question for TFII
Jason Seidl
TD Cowen
1 question for TFII
Matthew Milask
Stifel Financial Corp.
1 question for TFII
Paul Stoddard
Goldman Sachs
1 question for TFII
Thomas Wadewitz
UBS
1 question for TFII
Tom Wadewitz
UBS Group
1 question for TFII
Recent press releases and 8-K filings for TFII.
- TFI International reported Q3 2025 adjusted net income of $99 million and adjusted EPS of $1.20, a decrease from $134 million and $1.58 respectively in Q3 2024, on total revenue before fuel surcharge of $1.7 billion.
- The company generated nearly $200 million in free cash flow during Q3 2025, contributing to over $570 million year-to-date, and announced a 4% increase in its quarterly dividend to $0.47 per share while repurchasing $67 million in shares during the quarter.
- For Q4 2025, TFII expects adjusted diluted EPS between $0.80 and $0.90, anticipating a difficult quarter with U.S. LTL operating ratio projected at 96% due to slow volumes and external factors.
- Management expressed optimism for a market rebound in 2026 and plans significant investments in AI to improve efficiency, while also considering large M&A opportunities in mid-to-late 2026.
- For the third quarter ended September 30, 2025, TFI International Inc. reported total revenue of $1,968.7 million, net income of $84.7 million, and diluted earnings per share of $1.02. These results reflect a decrease compared to the third quarter of 2024, primarily due to a decline in revenues from existing operations driven by weaker market demand.
- Net cash from operating activities for Q3 2025 was $255.4 million, and free cash flow was $199.4 million.
- The Board of Directors approved an increase to the quarterly dividend to $0.47 per outstanding common share, payable on January 15, 2026.
- A renewed Normal Course Issuer Bid (NCIB) was approved, authorizing the company to purchase for cancellation a maximum of 7,667,696 common shares, representing 10% of the public float, from November 4, 2025, to November 3, 2026.
- TFI International reported Q3 2025 operating income of $153.3 million, a decrease from $201.2 million in Q3 2024, and net income of $84.7 million, down from $125.9 million in the prior year quarter.
- Diluted earnings per share (EPS) for Q3 2025 was $1.02, down from $1.48 in Q3 2024, with adjusted diluted EPS at $1.20 compared to $1.58 in Q3 2024.
- Net cash from operating activities for Q3 2025 was $255.4 million, down from $351.1 million in Q3 2024, with free cash flow of $199.4 million, compared to $272.5 million in Q3 2024.
- The Board of Directors approved a 4% increase in the quarterly dividend to $0.47.
- The company expects Q4 2025 adjusted diluted EPS to be in the range of $0.80 to $0.90.
Quarterly earnings call transcripts for TFI International.
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