TFII Earnings

TFII reported its earnings on 2026-02-17, showcasing a revenue of 1.91B against an estimate of 1.92B, resulting in a -0.31% surprise. The EPS was 1.09, surpassing the expected 0.85 by 28.24%. The stock experienced a -3.96% price change on the earnings day and a -4.87% change over the next five days, reflecting market reactions to the results.

Following TFII's earnings announcement on 2026-02-17, the stock price moved by -3.96% on the day of the release. Over the subsequent five days, it saw a -4.87% change. Historically, TFII's stock price tends to shift by an average of 0.99% in the 10 days leading up to earnings and -4.94% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate TFII's annual revenue to reach 1.94B, while the EPS is projected at 0.91. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between TFII's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TFII's stock price typically moves by 0.99% in the 10 days before its earnings and -4.94% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.91 and revenue of 1.94B.

The earnings call reveals a decline in both operating income and logistics revenue, alongside deteriorating margins. The Q&A highlights challenges in the LTL sector, margin deterioration, and uncertainties in volume recovery. Although there are some positive signs in contract pricing and logistics margins, the overall sentiment is cautious due to the persistent freight recession and management's vague responses on key issues. The cautious Q1 guide further supports a negative outlook.