TFI International (US:TFII) ZACKS·2025-10-30 22:21Core Insights - TFI International Inc. reported quarterly earnings of $1.2 per share, exceeding the Zacks Consensus Estimate of $1.19 per share, but down from $1.6 per share a year ago, indicating an earnings surprise of +0.84% [1] - The company posted revenues of $1.97 billion for the quarter, missing the Zacks Consensus Estimate by 3.31% and down from $2.18 billion year-over-year [2] - TFI International shares have declined approximately 33.9% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.20 on revenues of $2.04 billion, and for the current fiscal year, it is $4.49 on revenues of $8.04 billion [7] - The estimate revisions trend for TFI International was unfavorable prior to the earnings release, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Transportation - Services industry, to which TFI International belongs, is currently ranked in the bottom 7% of over 250 Zacks industries, suggesting a challenging environment for stocks in this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment and stock performance [5]