FY2026 EPS Forecast for TFI International Reduced by Analyst

TFI International Inc. (NYSE:TFII) – Scotiabank lowered their FY2026 EPS estimates for shares of TFI International in a report issued on Thursday, February 19th. Scotiabank analyst K. Gupta now anticipates that the company will post earnings per share of $4.49 for the year, down from their previous forecast of $4.76. Scotiabank currently has a “Sector Perform” rating on the stock. The consensus estimate for TFI International’s current full-year earnings is $7.76 per share. Scotiabank also issued estimates for TFI International’s FY2027 earnings at $5.77 EPS.

TFI International (NYSE:TFII) last released its earnings results on Tuesday, February 17th. The company reported $1.09 EPS for the quarter, topping the consensus estimate of $0.85 by $0.24. The firm had revenue of $1.91 billion during the quarter, compared to analysts’ expectations of $1.37 billion. TFI International had a net margin of 3.94% and a return on equity of 13.73%.

A number of other equities analysts also recently weighed in on the stock. Zacks Research raised shares of TFI International from a “strong sell” rating to a “hold” rating in a research note on Wednesday, January 14th. Canadian Imperial Bank of Commerce reaffirmed an “outperform” rating and issued a $121.00 target price on shares of TFI International in a research report on Thursday, January 8th. Susquehanna boosted their price target on TFI International from $123.00 to $134.00 and gave the company a “positive” rating in a research report on Thursday. The Goldman Sachs Group raised their price objective on TFI International from $116.00 to $128.00 and gave the stock a “buy” rating in a report on Thursday. Finally, Needham & Company LLC set a $130.00 target price on TFI International in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, TFI International currently has an average rating of “Moderate Buy” and a consensus target price of $126.19.

TFI International Trading Up 1.8%

Shares of TFII stock opened at $118.34 on Friday. The firm’s 50-day simple moving average is $111.26 and its 200-day simple moving average is $97.99. The company has a debt-to-equity ratio of 0.88, a current ratio of 1.03 and a quick ratio of 1.05. TFI International has a 1-year low of $72.02 and a 1-year high of $127.44. The firm has a market cap of $9.72 billion, a P/E ratio of 31.81, a PEG ratio of 7.45 and a beta of 1.55.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the company. Dixon Mitchell Investment Counsel Inc. boosted its stake in shares of TFI International by 44.4% in the second quarter. Dixon Mitchell Investment Counsel Inc. now owns 818,334 shares of the company’s stock valued at $73,714,000 after purchasing an additional 251,444 shares during the period. Geode Capital Management LLC boosted its position in TFI International by 19.1% in the 2nd quarter. Geode Capital Management LLC now owns 632,426 shares of the company’s stock valued at $57,214,000 after buying an additional 101,218 shares during the last quarter. QV Investors Inc. grew its stake in shares of TFI International by 25.1% during the third quarter. QV Investors Inc. now owns 441,478 shares of the company’s stock valued at $38,862,000 after acquiring an additional 88,697 shares in the last quarter. BNP Paribas Financial Markets increased its position in shares of TFI International by 104.0% during the second quarter. BNP Paribas Financial Markets now owns 125,737 shares of the company’s stock worth $11,275,000 after acquiring an additional 64,108 shares during the last quarter. Finally, Manning & Napier Advisors LLC acquired a new position in shares of TFI International in the third quarter worth about $3,385,000. 73.30% of the stock is owned by institutional investors and hedge funds.

About TFI International

TFI International Inc (NYSE: TFII) is a leading North American transport and logistics company headquartered in Montreal, Quebec. The company operates through a network of subsidiaries that provide truckload, less-than-truckload (LTL), specialized freight, package and courier, and logistics services. By integrating these operations, TFI delivers comprehensive end-to-end solutions, including long-haul and regional transportation, expedited delivery, warehousing, and cross-border freight movement.

Originally founded in 1957 as a regional trucking outfit in Cabano, Quebec, TFI International has expanded significantly through a disciplined acquisition strategy.