TFI International (US:TFII) ZACKSยท2024-10-16 14:21Core Insights - TFI International Inc. (TFII) is expected to report quarterly earnings of $1.81 per share, reflecting a year-over-year increase of 15.3% and revenues of $2.29 billion, up 20% from the previous year [1] - Analysts have revised their consensus EPS estimate downward by 3.5% over the past 30 days, indicating a reappraisal of initial projections [1][2] Revenue and Earnings Estimates - Analysts predict 'Revenue before fuel surcharge' to be $1.94 billion, indicating an 18.7% year-over-year change [4] - The 'Fuel surcharge' is expected to reach $298.28 million, reflecting a 7.2% increase year-over-year [4] - The consensus estimate for 'Revenue- Logistics' stands at $478.58 million, suggesting a 15% year-over-year change [4] Segment Performance - 'Revenue- Less-Than-Truckload' is projected to be $864.99 million, indicating a 20.5% increase from the year-ago quarter [5] - The 'Adjusted Operating Ratio - Truckload' is expected to be 87.9%, slightly up from 87.7% reported in the same quarter last year [5] - The 'Adjusted Operating Ratio - Less-Than-Truckload' is projected at 87.2%, down from 88.1% in the same quarter last year [6] Tonnage and Operational Metrics - 'Canadian LTL - Tonnage' is expected to reach 664.46 KTons, up from 636 KTons a year ago [7] - 'U.S. LTL - Tonnage' is forecasted at 914.25 KTons, compared to 904 KTons reported in the same quarter last year [7] - 'Canadian LTL - Adjusted operating ratio' is estimated at 76.0%, down from 77.2% in the same quarter last year [8] Revenue per Hundredweight and Shipments - 'Canadian LTL - Revenue per hundredweight (excluding fuel)' is expected to be $11.38, compared to $11.07 a year ago [8] - 'Canadian LTL - Shipments' are projected at 617.76 thousand, up from 594 thousand in the previous year [9] Market Performance - TFI International shares have shown a return of -5.9% over the past month, contrasting with the Zacks S&P 500 composite's +3.5% change [9]