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Ahead of TFI International (TFII) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
TFI International TFI International (US:TFII) ZACKSยท2025-07-23 14:16

Core Viewpoint - TFI International Inc. (TFII) is expected to report a significant decline in quarterly earnings and revenues, with analysts forecasting earnings of $1.25 per share, a year-over-year decrease of 26.9%, and revenues of $2.06 billion, down 9.1% from the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised 3.6% lower over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts expect 'Revenue before fuel surcharge' to be $1.79 billion, reflecting an 8.7% year-over-year decline [5]. - The 'Fuel surcharge' is anticipated to reach $263.28 million, indicating a decrease of 13.2% from the prior-year quarter [5]. - 'Revenue- Logistics' is projected at $418.03 million, down 5.5% year-over-year [5]. - 'Revenue- Less-Than-Truckload' is forecasted to be $776.06 million, showing a decline of 2.3% compared to the previous year [6]. Operating Ratios - The estimated 'Adjusted Operating Ratio - Truckload' is expected to be 91.0%, up from 88.7% in the same quarter last year [6]. - For 'Adjusted Operating Ratio - Less-Than-Truckload', the estimate is 91.6%, compared to 86.2% in the same quarter of the previous year [6]. - The collective assessment suggests an overall 'Adjusted Operating Ratio' of 91.1%, compared to 89.4% a year ago [7]. Canadian LTL Metrics - The 'Canadian LTL - Adjusted operating ratio' is projected at 75.0%, slightly down from 75.6% year-over-year [8]. - Analysts predict 'Canadian LTL - Revenue per hundredweight (excluding fuel)' to remain at $11.16, unchanged from the same quarter last year [8]. - 'Canadian LTL - Shipments' are expected to reach 575.12 thousand, down from 632.00 thousand in the previous year [9]. Stock Performance - TFI International shares have shown a return of -0.5% over the past month, contrasting with the Zacks S&P 500 composite's +5.9% change, indicating underperformance relative to the market [10].