TFI International (TFII) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - TFI International Inc. reported a revenue of $1.91 billion for the quarter ended December 2025, reflecting a 7.8% decline year-over-year, with EPS at $1.09 compared to $1.19 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $1.92 billion, resulting in a surprise of -0.48%, while the EPS exceeded expectations with a surprise of +27.93% against a consensus estimate of $0.85 [1] Financial Performance Metrics - Adjusted Operating Ratio for Truckload was reported at 93.2%, slightly higher than the estimated 92.8% by analysts [4] - Adjusted Operating Ratio for Less-Than-Truckload was 89.9%, better than the average estimate of 92.9% [4] - Overall Adjusted Operating Ratio stood at 92.3%, compared to the analyst average estimate of 92.7% [4] Tonnage and Revenue Insights - Canadian LTL Tonnage reached 563.00 KTons, surpassing the average estimate of 548.86 KTons [4] - U.S. LTL Tonnage was reported at 756.00 KTons, exceeding the average estimate of 739.88 KTons [4] - Revenue before fuel surcharge was $1.68 billion, matching the average estimate, but reflecting an 8.1% decline year-over-year [4] Revenue Breakdown - Truckload revenue was $674.18 million, below the average estimate of $753.23 million, marking a 2.7% year-over-year decrease [4] - Less-Than-Truckload revenue was $660.52 million, slightly below the average estimate of $668.29 million, with a year-over-year decline of 10.4% [4] - Logistics revenue was reported at $358.1 million, lower than the estimated $376.26 million, representing a 12.7% decrease compared to the previous year [4] Stock Performance - TFI International's shares have returned +8% over the past month, contrasting with the Zacks S&P 500 composite's -1.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]