TFI International (US:TFII) ZACKSยท2025-10-31 00:30Core Insights - TFI International Inc. reported a revenue of $1.97 billion for the quarter ended September 2025, reflecting a year-over-year decline of 9.9% and an EPS of $1.20 compared to $1.60 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $2.04 billion, resulting in a surprise of -3.31%, while the EPS exceeded the consensus estimate of $1.19 by 0.84% [1] Financial Performance Metrics - Adjusted Operating Ratio for Truckload was 92.3%, higher than the three-analyst average estimate of 91.4% - Adjusted Operating Ratio for Less-Than-Truckload was 88.8%, also better than the three-analyst average estimate of 91.4% - Overall Adjusted Operating Ratio stood at 91.2%, slightly below the average estimate of 91.7% [4] - Canadian LTL Tonnage was reported at 566.00 KTons, compared to the average estimate of 571.61 KTons - U.S. LTL Tonnage was 822.00 KTons, below the average estimate of 834.74 KTons [4] Revenue Breakdown - Revenue before fuel surcharge was $1.72 billion, lower than the estimated $1.8 billion, marking a year-over-year decline of 9.5% - Fuel surcharge revenue was $243.78 million, below the average estimate of $255.01 million, representing a year-over-year decrease of 12.7% [4] - Revenue from Logistics was $367.77 million, compared to the estimated $409.34 million, reflecting a year-over-year decline of 13.8% - Revenue from Less-Than-Truckload was $687.04 million, significantly lower than the average estimate of $822.89 million, indicating a year-over-year change of -10.9% - Truckload revenue was reported at $684.1 million, below the average estimate of $738.68 million, with a year-over-year change of -5.4% [4] Stock Performance - TFI International's shares returned +0.5% over the past month, underperforming the Zacks S&P 500 composite's +3.6% change - The stock currently holds a Zacks Rank 5 (Strong Sell), suggesting potential underperformance in the near term [3]