Compared to Estimates, TFI International (TFII) Q4 Earnings: A Look at Key Metrics

Core Insights - TFI International Inc. reported revenue of $2.08 billion for the quarter ended December 2024, reflecting a year-over-year increase of 5.5% but a revenue surprise of -6.89% compared to the Zacks Consensus Estimate of$ 2.23 billion [1] - The company's EPS was $1.19, down from$ 1.71 in the same quarter last year, resulting in an EPS surprise of -25.16% against the consensus estimate of $1.59 [1] Financial Performance Metrics - Adjusted Operating Ratio for Truckload was reported at 91.5%, higher than the average estimate of 89.6% from three analysts [4] - Adjusted Operating Ratio for Less-Than-Truckload was 90.3%, compared to the estimated 89.7% [4] - Overall Adjusted Operating Ratio was 91.2%, exceeding the average estimate of 89.2% [4] - Canadian LTL tonnage was 609 KTons, below the estimated 642.95 KTons [4] - U.S. LTL tonnage was reported at 811 KTons, compared to the average estimate of 860.18 KTons [4] - Canadian LTL Adjusted Operating Ratio was 81%, higher than the average estimate of 78.8% [4] - Revenue before fuel surcharge was$ 1.83 billion, lower than the estimated $1.98 billion, but showed a year-over-year increase of 9.1% [4] - Fuel surcharge revenue was$ 250.21 million, below the average estimate of $267.98 million [4] - Revenue from Logistics was$ 410.20 million, significantly lower than the estimated $466.72 million, representing a year-over-year decline of 13% [4] - Revenue from Less-Than-Truckload was$ 737.30 million, exceeding the average estimate of $722.18 million, with a year-over-year increase of 5.9% [4] - Revenue from Truckload was reported at$ 693.20 million, below the estimated $771.47 million, but showed a substantial year-over-year increase of 73.6% [4] Stock Performance - TFI International's shares have returned -5.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of +2.4% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]