Company Analysis

TFI International Inc. (TFII)

NYSE: TFII · Trucking & Courier Services (No Air) · Saint-Laurent, QC · filing with the SEC since 2012
Grade4.6
◀ Past 5.5● Present 5.3▶ Future 2.6
1 est.
The companyfiscal 2025, as filed
Revenue$7.88B-6.1%
Net income$311M-26.5%
Earnings per share$3.72-25.0%
Operating cash flow$978M-8.0%
Cash$210M
Debt$2.58B+7.3%
Shareholders’ equity$2.68B+0.2%
Shares, diluted83.4M-2.1%
Return on equity11.6%
The recordfrom its filings
Filings in 202626
Newest filingNov 5 · 6-K
Annual reportFeb 17, 2026
Quarterly reportn/a
Next report due40-F by Apr 30
Insider sales, 12 months$0.00
Insider buys, 12 months$0.00
Patents grantedn/a
Filer categoryn/a
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
19202122232425
As filed, in USD. Nothing here is a forecast.

The company now

TFI International reported third-quarter 2026 revenue of $2.23 billion on 29 October, up 13 percent from $1.97 billion a year earlier 1.

Operating income rose 17 percent to $180.0 million, and net income rose 25 percent to $105.7 million 1.

The company says Truckload operating income rose 91 percent and Logistics 59 percent 1.

Less-Than-Truckload (LTL), which moves smaller loads, fell 43 percent to $44.4 million, helped down by a $14.4 million non-cash office building impairment 126.

Alain Bédard, the chairman and chief executive, said pricing initiatives within LTL began to benefit results late in the quarter and into October 1.

The company expects fourth-quarter 2026 adjusted diluted earnings per share of $1.30 to $1.40 1.

It also received notice that the GFP contract will not be renewed after 31 January 2027, a contract that produced $30.4 million of third-quarter revenue 2.

Steve Mayer joins the board effective 29 October 2026, and a dividend of $0.47 a share was declared on 15 September 34.

As of Nov 4, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.

News

An outside story is shown by its headline, its source and its link only. The SI reads the page when you ask it to break one down.
SI Assistanton TFII · research, not advice