Here's What Key Metrics Tell Us About TFI International (TFII) Q1 Earnings

Financial Performance - TFI International Inc. reported $1.96 billion in revenue for the quarter ended March 2025, a year-over-year increase of 5% [1] - The EPS for the same period was$ 0.76, down from $1.24 a year ago, indicating a significant decline [1] - The reported revenue fell short of the Zacks Consensus Estimate of$ 2.07 billion, resulting in a surprise of -5.26% [1] - The company experienced an EPS surprise of -20.00%, with the consensus EPS estimate being $0.95 [1] Key Metrics - Adjusted Operating Ratio was reported at 93.7%, slightly above the estimated 93.5% [4] - Canadian LTL shipments were 537 thousand, below the estimated 584.91 thousand [4] - U.S. LTL shipments totaled 1.27 million, slightly below the estimate of 1.3 million [4] - Revenue before fuel surcharge was$ 1.71 billion, compared to the average estimate of $1.84 billion, representing a year-over-year change of +6.4% [4] - Fuel surcharge revenue was$ 249.89 million, slightly above the average estimate of $242.50 million, but down -3.6% year-over-year [4] - Revenue from Truckload was$ 757.77 million, significantly exceeding the estimate of $622.69 million, reflecting a +90.5% change year-over-year [4] - Revenue from Less-Than-Truckload was$ 815.74 million, surpassing the estimate of $729.55 million, with a +19.8% year-over-year increase [4] - Revenue from Logistics was$ 405.69 million, below the average estimate of $449.56 million, showing an -8.2% year-over-year decline [4] Stock Performance - TFI International's shares returned -6.1% over the past month, compared to the Zacks S&P 500 composite's -6.6% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]