US · Industrials · Trucking
EPS came in at 1.67 against a street estimate of 1.75 — a miss of 4.6%.
Analysts rate TFI International Inc a buy (16 buy, 3 hold, 0 sell out of 19) with an average price target of $157.64.
MIXED TFI delivered strong consolidated earnings, led by truckload and logistics, but U.S. LTL remains structurally challenged and weighs on outlook and capital returns. Q3 FY26 Canadian LTL benefits from density, while U.S. LTL suffers from weaker density, higher line-haul costs and spot-market reliance. Analysts focused heavily on U.S. LTL density, the UPS partnership ending, labor costs, capital allocation and the durability of truckload gains. Management acknowledged execution problems, outlined network changes and remained optimistic about 2027 improvement. 2026-10-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| Caisse De Depot Et Placement Du Quebec | 7.70% |
| Fidelity International Ltd | 5.57% |
| HHG PLC | 4.50% |
| Jupiter Topco LLC | 4.37% |
| FMR Inc | 4.30% |
| Royal Bank of Canada | 4.21% |
| Vanguard Capital Management, LLC | 2.75% |
| 1832 Asset Management L.P | 2.67% |
| Document | Date |
|---|---|
| Current report (6-K) · Q4 2026 OTHER NOTABLE POINTS • TFI International Inc. filed a Form 6-K with the U.S. Securities and Exchange Commission for November 2026. • The filing is a | 2026-11-05 |
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • Q3 2026 total revenue was $2,232,239, up from $1,968,671 in Q3 2025. • Q3 operating income was $179,967, up from $153,314; operat | 2026-10-29 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • The document is a Form 6-K filing by TFI International Inc., dated October 28, 2026. • The filing identifies Exhibit 99.1 as a pr | 2026-10-28 |
| Current report (6-K) · Q3 2026 The document only contains a Form 6-K cover page and does not include the referenced press release’s financial or operating details. OTHER NOTABLE PO | 2026-10-16 |
| Current report (6-K) · Q4 2026 OTHER NOTABLE POINTS • TFI International Inc. filed a Form 6-K with the U.S. Securities and Exchange Commission for October 2026. • The filing is da | 2026-10-01 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • The document is a Form 6-K filing by TFI International Inc., dated September 17, 2026. • The filing contains one exhibit: a press | 2026-09-17 |
| Current report (6-K) · Q3 2026 The document only contains the cover page and filing details for TFI International Inc.’s Form 6-K. It references an attached press release, but the p | 2026-09-15 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 total revenue was $2,289,850, up from $2,037,621 in Q2 2025. Six-month total revenue was $4,238,953, up from $4,002,008. | 2026-07-27 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.47 / share ex-date Sep 30, 2026 · pay Oct 15, 2026 | 2026-09-30 |
| Dividend | $0.47 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.47 / share ex-date Mar 31, 2026 · pay Apr 15, 2026 | 2026-03-31 |
| Dividend | $0.47 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for TFI International Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.