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

Posted by George Bondi on Jul 27th, 2026

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

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on TFII shares. Weiss Ratings reiterated a “hold (c)” rating on shares of TFI International in a research report on Wednesday, June 24th. Citigroup cut their price objective on shares of TFI International from $188.00 to $182.00 and set a “buy” rating for the company in a research report on Thursday, July 9th. The Goldman Sachs Group upped their price objective on TFI International from $145.00 to $168.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. Stephens raised TFI International to a “strong-buy” rating in a report on Wednesday, July 8th. Finally, Morgan Stanley lifted their target price on TFI International from $175.00 to $190.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $159.20.

View Our Latest Research Report on TFI International

TFI International Stock Performance

TFI International stock traded down $4.42 during midday trading on Monday, hitting $146.01. The stock had a trading volume of 475,869 shares, compared to its average volume of 393,026. The firm’s fifty day moving average is $149.85 and its two-hundred day moving average is $129.43. The company has a market capitalization of $12.00 billion, a PE ratio of 40.67, a P/E/G ratio of 1.29 and a beta of 1.64. TFI International has a 52-week low of $80.63 and a 52-week high of $167.69. The company has a current ratio of 1.07, a quick ratio of 1.06 and a debt-to-equity ratio of 0.88.

TFI International (NYSE:TFII – Get Free Report) last issued its quarterly earnings results on Monday, July 27th. The company reported $1.85 earnings per share for the quarter, beating the consensus estimate 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. On average, research analysts forecast that TFI International will post 5.56 EPS for the current year.

TFI International Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th were given a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Tuesday, June 30th. TFI International’s dividend payout ratio (DPR) is presently 52.37%.

Institutional Investors Weigh In On TFI International

A number of institutional investors have recently bought and sold shares of TFII. BNP Paribas Financial Markets increased its stake in TFI International by 104.0% in the 2nd quarter. BNP Paribas Financial Markets now owns 125,737 shares of the company’s stock worth $11,275,000 after buying an additional 64,108 shares in the last quarter. Russell Investments Group Ltd. lifted its position in shares of TFI International by 34.9% in the third quarter. Russell Investments Group Ltd. now owns 27,623 shares of the company’s stock valued at $2,432,000 after acquiring an additional 7,150 shares in the last quarter. Twin Tree Management LP lifted its position in shares of TFI International by 6.5% in the third quarter. Twin Tree Management LP now owns 16,527 shares of the company’s stock valued at $1,455,000 after acquiring an additional 1,013 shares in the last quarter. New York State Common Retirement Fund bought a new position in shares of TFI International in the fourth quarter worth about $782,000. Finally, Marshall Wace LLP purchased a new stake in shares of TFI International during the second quarter worth about $294,000. Hedge funds and other institutional investors own 73.30% of the company’s stock.

About TFI International

(Get Free Report)

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.