Earnings Press Release Exhibit 99.1 For Immediate Release TFI International Announces 2025 Fourth Quarter and Full-Year Results Montreal, Quebec, February 17, 2026 – TFI International Inc. (NYSE and TSX: TFII), a North American leader in the transportation and logistics industry, today announced its results for the fourth quarter and full year ended December 31, 2025. All amounts are shown in U.S. dollars. "We finished 2025 on a favorable note, delivering robust free cash flow that topped $10 per share for ...

Core Insights - TFI International Inc. reported strong free cash flow exceeding $10 per share for 2025, driven by operational efficiencies and customer service focus [2] - The company improved its operating ratio for U.S. Less-Than-Truckload (LTL) and is pursuing growth opportunities to leverage its infrastructure [2] - Significant capital was returned to shareholders through increased dividends and share repurchases, totaling over $200 million for the year [2] Financial Highlights - Total revenue for Q4 2025 was $1.91 billion, down from $2.08 billion in Q4 2024, with revenue before fuel surcharge at $1.68 billion compared to $1.83 billion [5][10] - Adjusted EBITDA for Q4 2025 was $279.6 million, down from $315.3 million in Q4 2024 [28] - Operating income for Q4 2025 was $127.2 million, compared to $160.2 million in the prior year [6][11] - Net income for Q4 2025 was $71.7 million, or $0.87 per diluted share, down from $88.1 million, or $1.03 per diluted share in Q4 2024 [8][12] Segment Performance - Revenue before fuel surcharge for the Less-Than-Truckload segment was $660.5 million in Q4 2025, down from $737.3 million in Q4 2024 [14] - Truckload segment revenue before fuel surcharge was $674.2 million, compared to $693.2 million in the prior year [14] - Logistics segment revenue before fuel surcharge decreased to $358.1 million from $410.2 million in Q4 2024 [14] Cash Flow and Capital Allocation - Net cash from operating activities increased to $282.2 million in Q4 2025 from $262.4 million in Q4 2024 [15] - Free cash flow for Q4 2025 was $258.9 million, up from $207.5 million in Q4 2024 [33] - The company declared a quarterly dividend of $0.47 per share, a 4% increase from the previous year [18] Full-Year Results - Total revenue for 2025 was $7.88 billion, down from $8.40 billion in 2024, with revenue before fuel surcharge at $6.91 billion compared to $7.30 billion [10] - Full-year net income was $310.6 million, or $3.72 per diluted share, down from $422.5 million, or $4.96 per diluted share in 2024 [12] - Adjusted net income for 2025 was $364.9 million, or $4.37 per diluted share, compared to $489.5 million, or $5.75 per diluted share in the prior year [12] Guidance - The company expects first quarter 2026 adjusted diluted EPS to be in the range of $0.50 to $0.60 [19] - Full-year net capital expenditures, excluding real estate, are anticipated to be between $225 million and $250 million [19]

Core Insights - TFI International Inc. announced the retirement of independent director André Bérard after 23 years on the Board, with his last day being the annual meeting on April 27, 2026 [1] - Diane Giard, an existing Board member since 2018, will succeed Bérard as the new Lead Director, bringing her extensive experience from previous roles in the financial sector [2][3] Company Overview - TFI International Inc. is a leader in the North American transportation and logistics industry, operating in the United States, Canada, and Mexico through its subsidiaries [3] - The company focuses on creating shareholder value through strategic acquisitions and managing a network of wholly-owned operating subsidiaries [3]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI data centers [3][7] - This company is not a chipmaker or cloud platform but is positioned to benefit significantly from the anticipated surge in electricity demand driven by AI technologies [3][6] Energy Demand and Infrastructure - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The company in question is involved in the U.S. LNG exportation sector, which is expected to grow under the current administration's energy policies [7] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened with debt [8] - It is trading at less than 7 times earnings, indicating a potentially undervalued investment opportunity in the context of its critical role in the energy sector [10] Market Trends - The article discusses the broader trends of onshoring and tariffs that are influencing the energy and AI sectors, suggesting that this company is well-positioned to capitalize on these developments [5][14] - The influx of talent into the AI field is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure in supporting this growth [12] Conclusion - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the increasing demand for electricity in the AI sector [4][5] - The overall message emphasizes the urgency for investors to act now to capitalize on the potential returns associated with this unique investment opportunity in the AI and energy landscape [13][15]

Core Viewpoint - TFI International Inc. (TFII) has shown strong stock performance recently, with a notable increase in share price and positive sentiment driven by dividend announcements, despite upcoming earnings expectations indicating a decline in both earnings and revenue [1][2][3]. Group 1: Stock Performance - TFI International's shares rose by 5.2% to $118.12 in the last trading session, with trading volume exceeding the average [1]. - Over the past three months, the stock has gained 33%, reflecting strong market sentiment [2]. - The stock's performance over the last four weeks shows a 1.5% increase [1]. Group 2: Dividend and Financial Health - The company announced a 4.4% increase in its quarterly dividend to 47 cents per share, indicating a commitment to returning value to shareholders [2]. - This dividend increase is seen as a reflection of the company's strong financial position [2]. Group 3: Earnings Expectations - TFI International is expected to report quarterly earnings of $0.85 per share, which represents a year-over-year decline of 28.6% [3]. - Revenue for the upcoming quarter is anticipated to be $1.92 billion, down 7.4% from the same quarter last year [3]. - The consensus EPS estimate has been revised slightly lower over the past 30 days, which may impact future stock price movements [4]. Group 4: Industry Context - TFI International is part of the Zacks Transportation - Services industry, which includes other companies like Kuehne & Nagel International Ag [5]. - Kuehne & Nagel's consensus EPS estimate has remained unchanged at $0.4, reflecting a year-over-year decline of 29.8% [6].

Core Viewpoint - TFI International Inc. will release its financial results for Q4 2025 on February 17, 2026, and will host a webcast to discuss these results on February 18, 2026 [1][3]. Company Overview - TFI International Inc. is a leader in the North American transportation and logistics industry, operating in the United States, Canada, and Mexico through its subsidiaries [2]. - The company focuses on creating shareholder value by identifying strategic acquisitions and managing a growing network of wholly-owned operating subsidiaries [2]. - TFI International provides financial and operational resources to its subsidiaries, enhancing their business efficiency [2]. Webcast Details - The webcast will feature Alain Bédard, Chairman, President, and CEO, along with David Saperstein, Chief Financial Officer [1][3]. - The event is scheduled for February 18, 2026, at 8:30 AM Eastern Time, and will be available for live viewing and replay on the company's website [3].

Core Insights - TFI International Inc. is expanding its data center and electric grid transportation business, with significant revenue growth in this segment [1][3] - The company appointed Scott Hoppe as Chief Commercial Officer of SFI to enhance support for data center and electric grid projects [2][3] - TFI's Truckload segment generated over $3 billion in total revenue in 2025, with data center-related revenue increasing from approximately $8 million in Q1 to over $15 million in Q4 [1] Company Developments - Scott Hoppe, with over 25 years of industry experience, will focus on leveraging SFI's extensive capabilities to support the rapid buildout of data centers across the U.S. and Canada [2] - TFI's data center industry involvement is seen as a significant economic opportunity, with ongoing collaborations with various owners, operators, and developers [3] Financial Performance - TFI's Truckload segment reported more than $3 billion in total revenue for 2025, with data center-related revenue reaching $43 million, reflecting rapid growth [1] - Broader electric grid-related revenue exceeded $110 million, indicating strong recent growth in this area [1]

Core Insights - ZTO Express (Cayman) Inc. is currently favored over TFI International Inc. for value investors due to its stronger earnings estimate revision activity and more attractive valuation metrics [3][7] Valuation Metrics - ZTO has a forward P/E ratio of 12.74, significantly lower than TFII's forward P/E of 25.43 [5] - ZTO's PEG ratio stands at 4.11, while TFII's PEG ratio is higher at 6.10, indicating ZTO's better valuation relative to its expected EPS growth [5] - ZTO's P/B ratio is 1.39 compared to TFII's P/B of 3.31, further highlighting ZTO's more favorable market value versus book value [6] Analyst Outlook - ZTO holds a Zacks Rank of 1 (Strong Buy), indicating a positive analyst outlook, while TFII has a Zacks Rank of 5 (Strong Sell), suggesting a negative outlook [3][7] - The overall assessment indicates that ZTO is perceived as a superior investment option for value investors at this time [7]

Company Overview - TFI International Inc. is a leading North American provider of transportation and logistics services, operating through multiple segments to deliver comprehensive freight and supply chain solutions [5] - The company leverages a large fleet and a network of independent contractors to maintain flexibility and scale across diverse markets [5] - TFI operates a diversified business model with both asset-based and asset-light segments, generating revenue from freight transportation, dedicated logistics, and brokerage services [7] Financial Performance - As of September 30, 2025, TFI International reported a revenue of $8.06 billion and a net income of $323.46 million [4] - The company has a dividend yield of 1.81% [4] - TFI shares were priced at $99.17 as of December 10, 2025, reflecting a decline of about 35% over the past year, underperforming the S&P 500 by 48 percentage points [3] Investment Activity - Dixon Mitchell Investment Counsel increased its position in TFI International by purchasing 93,705 shares, bringing its total holding to 912,039 shares valued at approximately $80.72 million [2][3] - The increased stake now represents 2.87% of Dixon Mitchell's assets under management (AUM) [3] - Dixon Mitchell has nearly doubled its shares in TFI since late 2024, indicating a belief in the company's potential as a buy-the-dip opportunity [9] Valuation and Growth Potential - TFI is currently trading at 26 times earnings and 12 times free cash flow (FCF), suggesting it trades at a discount to the broader market [10] - The company has an average cash return on invested capital (ROIC) of 14% over the last five years, showcasing a strong track record of profitable acquisitions [10] - TFI has been a significant performer since 2003, with sales growing by an average of 14% annually over the last decade, indicating its status as a top-tier compounder [11]