TFI International to Announce Q4 Earnings on February 16
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 20 hours ago
0mins
Should l Buy TFII?
Source: seekingalpha
- Earnings Announcement Date: TFI International is set to release its Q4 2023 earnings on February 16 after market close, with consensus EPS estimates at $0.85, reflecting a 28.6% year-over-year decline, and revenue expectations at $1.92 billion, down 7.7% year-over-year, indicating significant profitability challenges for the company.
- Historical Performance Review: Over the past two years, TFI has beaten EPS estimates 50% of the time, while only achieving a 13% success rate in beating revenue estimates, suggesting considerable volatility in its earnings performance that may affect investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen three upward revisions and six downward revisions, while revenue estimates have experienced three upward and three downward adjustments, reflecting market uncertainty regarding the company's future performance.
- Market Attention: As the earnings report approaches, investors will closely monitor TFI International's financial results, particularly whether its strategic management and sound balance sheet can justify its valuation in the current economic climate.
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Analyst Views on TFII
Wall Street analysts forecast TFII stock price to fall
13 Analyst Rating
9 Buy
3 Hold
1 Sell
Moderate Buy
Current: 115.460
Low
71.99
Averages
114.64
High
160.00
Current: 115.460
Low
71.99
Averages
114.64
High
160.00
About TFII
TFI International Inc. is a Canada-based transportation and logistics company. The Company operates across the United States, Canada and Mexico through its subsidiaries. The Company’s segments include Less-Than-Truckload (LTL), Truckload (TL) and Logistics. The Less-Than-Truckload segment provides pickup, consolidation, transport and delivery of smaller loads. The Truckload segment provides full loads carried directly from the customer to the destination using a closed van or specialized equipment to meet customers’ specific needs. The TL segment includes expedited transportation, flatbed, tank container and dedicated services as well as TL brokerage. The Logistics segment provides a wide range of asset-light logistics services, including brokerage, freight forwarding and transportation management, as well as small parcel delivery.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
TFI International to Announce Q4 Earnings on February 16
- Earnings Announcement Date: TFI International is set to release its Q4 2023 earnings on February 16 after market close, with consensus EPS estimates at $0.85, reflecting a 28.6% year-over-year decline, and revenue expectations at $1.92 billion, down 7.7% year-over-year, indicating significant profitability challenges for the company.
- Historical Performance Review: Over the past two years, TFI has beaten EPS estimates 50% of the time, while only achieving a 13% success rate in beating revenue estimates, suggesting considerable volatility in its earnings performance that may affect investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen three upward revisions and six downward revisions, while revenue estimates have experienced three upward and three downward adjustments, reflecting market uncertainty regarding the company's future performance.
- Market Attention: As the earnings report approaches, investors will closely monitor TFI International's financial results, particularly whether its strategic management and sound balance sheet can justify its valuation in the current economic climate.
See More
TFI International's Data Center Transport Business Grows Rapidly, 2025 Revenue Exceeds $3 Billion
- Transportation Growth: TFI International's Truckload segment generated over $3 billion in total revenue in 2025, with data center-related revenue skyrocketing from $8 million in Q1 to over $15 million by Q4, indicating strong market demand and expansion potential.
- Grid-Related Revenue: TFI's electric grid-related revenue surpassed $110 million in 2025, demonstrating robust recent growth and enhancing the company's market position in power infrastructure transportation to meet increasing customer needs.
- Executive Appointment: Scott Hoppe has been appointed Chief Commercial Officer of SFI, tasked with leveraging SFI's extensive capabilities across open deck, logistics, and heavy haul divisions to support the rapid buildout of data centers and electric grid projects in the U.S. and Canada, further driving business growth.
- Market Opportunities: CEO Alain Bédard emphasized that the data center industry is still in its early innings, presenting significant growth opportunities in the coming years, and the company aims to capitalize on this market potential through its robust transportation network and resources.
See More
TFI International's Data Center Transportation Business Grows Rapidly, 2025 Revenue Exceeds $3 Billion
- Transportation Growth: TFI International's Truckload segment generated over $3 billion in total revenue in 2025, with data center-related revenue skyrocketing from $8 million in Q1 to over $15 million by Q4, indicating strong market demand and business expansion potential.
- Grid-Related Revenue: TFI's electric grid-related revenue surpassed $110 million in 2025, demonstrating robust growth in the power infrastructure transportation sector and further solidifying its leadership position in the transportation and logistics industry.
- Executive Appointment: Scott Hoppe has been appointed as Chief Commercial Officer of SFI, where he will leverage SFI's extensive capabilities across open deck, logistics, and heavy haul divisions to support the rapid buildout of data centers and electric grid projects in the U.S. and Canada, expected to drive future business growth.
- Market Opportunities: TFI International's Chairman and CEO Alain Bédard noted that the data center industry is still in its early innings, with significant market opportunities in the coming years, as the company aims to utilize its robust transportation network to meet complex client needs and further drive revenue growth.
See More
Cass Transportation Index: Freight Market Softness with Rising Rates
- Volume Decline: The Cass Freight Index reported a 7.2% month-over-month drop in shipments for December, with a year-over-year decline of 7.5%, indicating softness in the freight market despite stabilizing prices, highlighting industry challenges.
- Elevated Expenditures: Although expenditures fell by 1.9% month-over-month in December and only 0.6% year-over-year, this reflects persistent high freight costs that have not decreased as much as shipment volumes, following significant increases in 2021 and 2022.
- Truckload Index Recovery: The Cass Truckload Linehaul Index rose by 1.0% month-over-month in December and posted a 1.8% increase for 2025, recovering from declines of 10% in 2023 and 3.4% in 2024, indicating gradual market recovery.
- Future Demand Outlook: Cass Information Systems suggests that after significant destocking in Q4, a favorable Supreme Court ruling on IEEPA tariffs could act as a positive catalyst for freight demand moving forward.
See More
TFI International Declares 4% Increase in Quarterly Dividend to $0.47
- Dividend Increase: TFI International's Board of Directors has declared a quarterly dividend of $0.47 per share, representing a 4% increase from the previous $0.45, payable on January 15, 2026, to shareholders of record as of December 31, 2025, reinforcing the company's commitment to shareholder returns.
- Financial Stability: This dividend hike reflects TFI International's robust performance in the transportation and logistics sector, indicating the company's ability to continue creating shareholder value, which may attract more investor interest in its stock.
- Market Leadership: As a leader in North America's transportation and logistics industry, TFI International strengthens its market position through strategic acquisitions and the management of a growing network of wholly-owned subsidiaries, enhancing operational efficiency and driving business growth.
- Investor Confidence: This dividend adjustment not only boosts investor confidence but may also promote stability and growth in the company's stock price, signaling TFI International's optimistic outlook on future financial performance.
See More
TFI International increases quarterly dividend by 4.4% to $0.47 per share
Dividend Announcement: TFI International (TFII) has declared a quarterly dividend of $0.47 per share, marking a 4.4% increase from the previous dividend of $0.45.
Dividend Details: The dividend is payable on January 15 for shareholders of record as of December 31, with an ex-dividend date also set for December 31.
Earnings Report: In its Q3 2025 earnings call, TFI International reported a non-GAAP EPS of $1.20, which was in line with expectations, while revenue of $1.97 billion fell short by $60 million.
Valuation Justification: The company’s strategic management and sound balance sheet are expected to justify its current valuation in the market.
See More
TFI International to Announce Q4 Earnings on February 16
- Earnings Announcement Date: TFI International is set to release its Q4 2023 earnings on February 16 after market close, with consensus EPS estimates at $0.85, reflecting a 28.6% year-over-year decline, and revenue expectations at $1.92 billion, down 7.7% year-over-year, indicating significant profitability challenges for the company.
- Historical Performance Review: Over the past two years, TFI has beaten EPS estimates 50% of the time, while only achieving a 13% success rate in beating revenue estimates, suggesting considerable volatility in its earnings performance that may affect investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen three upward revisions and six downward revisions, while revenue estimates have experienced three upward and three downward adjustments, reflecting market uncertainty regarding the company's future performance.
- Market Attention: As the earnings report approaches, investors will closely monitor TFI International's financial results, particularly whether its strategic management and sound balance sheet can justify its valuation in the current economic climate.
See More
TFI International's Data Center Transport Business Grows Rapidly, 2025 Revenue Exceeds $3 Billion
- Transportation Growth: TFI International's Truckload segment generated over $3 billion in total revenue in 2025, with data center-related revenue skyrocketing from $8 million in Q1 to over $15 million by Q4, indicating strong market demand and expansion potential.
- Grid-Related Revenue: TFI's electric grid-related revenue surpassed $110 million in 2025, demonstrating robust recent growth and enhancing the company's market position in power infrastructure transportation to meet increasing customer needs.
- Executive Appointment: Scott Hoppe has been appointed Chief Commercial Officer of SFI, tasked with leveraging SFI's extensive capabilities across open deck, logistics, and heavy haul divisions to support the rapid buildout of data centers and electric grid projects in the U.S. and Canada, further driving business growth.
- Market Opportunities: CEO Alain Bédard emphasized that the data center industry is still in its early innings, presenting significant growth opportunities in the coming years, and the company aims to capitalize on this market potential through its robust transportation network and resources.
See More
TFI International's Data Center Transportation Business Grows Rapidly, 2025 Revenue Exceeds $3 Billion
- Transportation Growth: TFI International's Truckload segment generated over $3 billion in total revenue in 2025, with data center-related revenue skyrocketing from $8 million in Q1 to over $15 million by Q4, indicating strong market demand and business expansion potential.
- Grid-Related Revenue: TFI's electric grid-related revenue surpassed $110 million in 2025, demonstrating robust growth in the power infrastructure transportation sector and further solidifying its leadership position in the transportation and logistics industry.
- Executive Appointment: Scott Hoppe has been appointed as Chief Commercial Officer of SFI, where he will leverage SFI's extensive capabilities across open deck, logistics, and heavy haul divisions to support the rapid buildout of data centers and electric grid projects in the U.S. and Canada, expected to drive future business growth.
- Market Opportunities: TFI International's Chairman and CEO Alain Bédard noted that the data center industry is still in its early innings, with significant market opportunities in the coming years, as the company aims to utilize its robust transportation network to meet complex client needs and further drive revenue growth.
See More
Cass Transportation Index: Freight Market Softness with Rising Rates
- Volume Decline: The Cass Freight Index reported a 7.2% month-over-month drop in shipments for December, with a year-over-year decline of 7.5%, indicating softness in the freight market despite stabilizing prices, highlighting industry challenges.
- Elevated Expenditures: Although expenditures fell by 1.9% month-over-month in December and only 0.6% year-over-year, this reflects persistent high freight costs that have not decreased as much as shipment volumes, following significant increases in 2021 and 2022.
- Truckload Index Recovery: The Cass Truckload Linehaul Index rose by 1.0% month-over-month in December and posted a 1.8% increase for 2025, recovering from declines of 10% in 2023 and 3.4% in 2024, indicating gradual market recovery.
- Future Demand Outlook: Cass Information Systems suggests that after significant destocking in Q4, a favorable Supreme Court ruling on IEEPA tariffs could act as a positive catalyst for freight demand moving forward.
See More
TFI International Declares 4% Increase in Quarterly Dividend to $0.47
- Dividend Increase: TFI International's Board of Directors has declared a quarterly dividend of $0.47 per share, representing a 4% increase from the previous $0.45, payable on January 15, 2026, to shareholders of record as of December 31, 2025, reinforcing the company's commitment to shareholder returns.
- Financial Stability: This dividend hike reflects TFI International's robust performance in the transportation and logistics sector, indicating the company's ability to continue creating shareholder value, which may attract more investor interest in its stock.
- Market Leadership: As a leader in North America's transportation and logistics industry, TFI International strengthens its market position through strategic acquisitions and the management of a growing network of wholly-owned subsidiaries, enhancing operational efficiency and driving business growth.
- Investor Confidence: This dividend adjustment not only boosts investor confidence but may also promote stability and growth in the company's stock price, signaling TFI International's optimistic outlook on future financial performance.
See More
TFI International increases quarterly dividend by 4.4% to $0.47 per share
Dividend Announcement: TFI International (TFII) has declared a quarterly dividend of $0.47 per share, marking a 4.4% increase from the previous dividend of $0.45.
Dividend Details: The dividend is payable on January 15 for shareholders of record as of December 31, with an ex-dividend date also set for December 31.
Earnings Report: In its Q3 2025 earnings call, TFI International reported a non-GAAP EPS of $1.20, which was in line with expectations, while revenue of $1.97 billion fell short by $60 million.
Valuation Justification: The company’s strategic management and sound balance sheet are expected to justify its current valuation in the market.
See More
