TFI International (NYSE:TFII) Issues Q3 2026 Earnings Guidance

TFI International (NYSE:TFII) issued an update on its third quarter 2026 earnings guidance on Monday. The company provided earnings per share guidance of 1.700-1.800 for the period, compared to the consensus EPS estimate of 1.600. The company issued revenue guidance of -.

TFI International Stock Performance

TFI International stock traded down $4.42 during midday trading on Monday, hitting $146.01. The company’s stock had a trading volume of 544,674 shares, compared to its average volume of 393,026. TFI International has a 1-year low of $80.63 and a 1-year high of $167.69. The company has a debt-to-equity ratio of 0.88, a current ratio of 1.07 and a quick ratio of 1.06. The company has a 50-day moving average price of $149.85 and a two-hundred day moving average price of $129.43. The company has a market cap of $12.00 billion, a price-to-earnings ratio of 40.67, a PEG ratio of 1.29 and a beta of 1.64.

TFI International (NYSE:TFII) last announced its earnings results on Monday, July 27th. The company reported $1.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.59 by $0.26. TFI International had a net margin of 3.79% and a return on equity of 13.43%. TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. As a group, sell-side analysts predict that TFI International will post 5.56 earnings per share for the current year.

TFI International Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were given a dividend of $0.47 per share. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $1.88 dividend on an annualized basis and a yield of 1.3%. TFI International’s dividend payout ratio is currently 52.37%.

Wall Street Analysts Forecast Growth

TFII has been the topic of a number of recent research reports. BMO Capital Markets restated a “market perform” rating and set a $170.00 price objective (up from $140.00) on shares of TFI International in a research note on Tuesday, June 9th. Morgan Stanley increased their target price on TFI International from $175.00 to $190.00 and gave the stock an “overweight” rating in a report on Monday, July 6th. Wall Street Zen upgraded TFI International from a “hold” rating to a “buy” rating in a research report on Sunday, July 12th. Zacks Research upgraded TFI International from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 23rd. Finally, UBS Group boosted their price target on TFI International from $110.00 to $154.00 and gave the company a “neutral” rating in a research note on Tuesday, July 7th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $159.20.

Institutional Investors Weigh In On TFI International

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. BNP Paribas Financial Markets boosted its holdings in shares of TFI International by 104.0% during the 2nd quarter. BNP Paribas Financial Markets now owns 125,737 shares of the company’s stock valued at $11,275,000 after acquiring an additional 64,108 shares in the last quarter. New York State Common Retirement Fund acquired a new position in TFI International in the 4th quarter worth about $782,000. Russell Investments Group Ltd. increased its holdings in TFI International by 34.9% in the 3rd quarter. Russell Investments Group Ltd. now owns 27,623 shares of the company’s stock worth $2,432,000 after purchasing an additional 7,150 shares in the last quarter. Marshall Wace LLP bought a new position in TFI International in the second quarter valued at about $294,000. Finally, United Services Automobile Association bought a new position in TFI International in the first quarter valued at about $217,000. 73.30% of the stock is currently owned by institutional investors.

TFI International Company Profile

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.