TFII
TFI International·NYSE
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TFII fundamentals
TFI International (TFII) released its earnings on Oct 30, 2025: revenue was 1.97B (YoY -9.84%), missed estimates; EPS was 1.2 (YoY -25.00%), met estimates.
Revenue / YoY
1.97B
-9.84%
EPS / YoY
1.2
-25.00%
Report date
Oct 30, 2025
TFII Earnings Call Summary for Q3,2025
- Revenue Resilience: Despite 11% YoY decline, LTL USLTL operating ratio held steady at 92.2%, reflecting quality of revenue focus.
- AI-Driven Efficiency: $30-35/month per employee AI investments targeting cost reduction (e.g., claims ratio from 0.7% to industry-standard 0.2%).
- Dividend Growth: 4% dividend increase to $0.47/share, with $84 million in Q3 share buybacks.
- 2026 Outlook: CEO forecasts 200-300bps OR improvement in flat volume, driven by service quality and AI. Risk of 30% truckload revenue exposure to US government shutdown.
- Tariff Impact: Truckload volumes constrained by 40% YoY decline in truck shipments, but potential LTL recovery if truckload capacity contracts.
EPS
Revenue
Revenue & Expenses
TFII has released its 2025 Q3 earnings report, with revenue of 1.97B, reflecting a YoY change of -9.88%, and net profit of 84.69M, showing a YoY change of -32.72%. The Sankey diagram below clearly presents TFII's revenue sources and cost distribution.
Key Indicators
TFI International (TFII) key financial stats and ratios, covering profitability, financial health, and leverage.
TFI International (TFII)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
TFI International (TFII)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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TFI International (TFII)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does TFI International (TFII) generate its revenue? Explore its key revenue streams and top earning regions.
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Track TFI International (TFII) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
Did TFI International beat or miss consensus estimates last quarter?What factors drove the changes in TFI International's revenue and profit?What is the revenue and EPS growth rate for TFI International year over year?What were the key takeaways from TFI International's earnings call?What is the market's earnings forecast for TFI International next quarter?What were the key takeaways from TFI International’s earnings call?What guidance did TFI International's management provide for the next earnings period?What is TFI International's gross profit margin?
