TFI International (US:TFII) ZACKS·2025-07-29 00:30Core Insights - TFI International Inc. reported a revenue of $2.04 billion for the quarter ended June 2025, reflecting a 10% decrease year-over-year, and an EPS of $1.34, down from $1.71 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $2.05 billion by 0.77%, while the EPS exceeded the consensus estimate of $1.24 by 8.06% [1] Financial Performance Metrics - Adjusted Operating Ratio for Truckload was reported at 90.1%, better than the average estimate of 91% from three analysts [4] - Adjusted Operating Ratio for Less-Than-Truckload was 89.5%, compared to the average estimate of 91.6% [4] - Overall Adjusted Operating Ratio stood at 90.5%, against an average estimate of 91.1% [4] - Canadian LTL Tonnage was reported at 593.00 KTons, below the average estimate of 612.68 KTons [4] - U.S. LTL Tonnage was 842.00 KTons, slightly above the average estimate of 841.42 KTons [4] Revenue Breakdown - Revenue before fuel surcharge was $1.79 billion, matching the four-analyst average estimate, but representing an 8.5% year-over-year decline [4] - Fuel surcharge revenue was $243.62 million, below the average estimate of $263.28 million, marking a 19.7% decrease year-over-year [4] - Revenue from Logistics was $393.11 million, compared to the average estimate of $418.03 million, reflecting an 11.1% year-over-year decline [4] - Revenue from Less-Than-Truckload was $703.7 million, below the average estimate of $776.06 million, indicating an 11.4% year-over-year decrease [4] - Revenue from Truckload was $712.28 million, exceeding the average estimate of $665.74 million, but still showing a 3.4% decline year-over-year [4] Stock Performance - TFI International's shares returned +3.6% over the past month, while the Zacks S&P 500 composite increased by +4.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]