Scotiabank Predicts Lower Earnings for TFI International

TFI International Inc. (NYSE:TFII) – Research analysts at Scotiabank cut their FY2026 earnings per share (EPS) estimates for TFI International in a research note issued on Thursday, February 19th. Scotiabank analyst K. Gupta now expects that the company will post earnings of $4.49 per share for the year, down from their previous forecast of $4.76. Scotiabank has a “Sector Perform” rating on the stock. The consensus estimate for TFI International’s current full-year earnings is $7.76 per share. Scotiabank also issued estimates for TFI International’s FY2027 earnings at $5.77 EPS.

TFI International (NYSE:TFII) last posted its quarterly earnings data on Tuesday, February 17th. The company reported $1.09 EPS for the quarter, beating analysts’ consensus estimates of $0.85 by $0.24. TFI International had a net margin of 3.94% and a return on equity of 13.73%. The company had revenue of $1.91 billion for the quarter, compared to analyst estimates of $1.37 billion.

TFII has been the topic of a number of other reports. Susquehanna lifted their price objective on shares of TFI International from $123.00 to $134.00 and gave the company a “positive” rating in a research report on Thursday. Citigroup boosted their price target on shares of TFI International from $106.00 to $131.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Canadian Imperial Bank of Commerce restated an “outperform” rating and issued a $121.00 price objective on shares of TFI International in a research report on Thursday, January 8th. Morgan Stanley reaffirmed an “overweight” rating and issued a $160.00 price objective on shares of TFI International in a report on Monday, December 8th. Finally, Stifel Nicolaus increased their target price on TFI International from $113.00 to $116.00 and gave the stock a “hold” rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, TFI International has a consensus rating of “Moderate Buy” and a consensus price target of $126.19.

TFI International Stock Up 1.8%

TFII opened at $118.34 on Friday. TFI International has a 52 week low of $72.02 and a 52 week high of $127.44. The business has a 50 day moving average price of $111.26 and a two-hundred day moving average price of $97.99. The company has a quick ratio of 1.05, a current ratio of 1.03 and a debt-to-equity ratio of 0.88. The company has a market cap of $9.72 billion, a PE ratio of 31.81, a P/E/G ratio of 7.45 and a beta of 1.55.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. Cornerstone Planning Group LLC raised its stake in shares of TFI International by 20,080.0% during the 3rd quarter. Cornerstone Planning Group LLC now owns 1,009 shares of the company’s stock worth $89,000 after buying an additional 1,004 shares during the last quarter. SG Americas Securities LLC acquired a new position in TFI International during the fourth quarter worth about $112,000. Flow Traders U.S. LLC acquired a new stake in shares of TFI International in the third quarter valued at approximately $207,000. United Services Automobile Association purchased a new position in shares of TFI International during the 1st quarter worth approximately $217,000. Finally, FourThought Financial Partners LLC acquired a new position in shares of TFI International during the 3rd quarter worth approximately $245,000. Hedge funds and other institutional investors own 73.30% of the company’s stock.

TFI International Company Profile

TFI International Inc (NYSE: TFII) is a leading North American transport and logistics company headquartered in Montreal, Quebec. The company operates through a network of subsidiaries that provide truckload, less-than-truckload (LTL), specialized freight, package and courier, and logistics services. By integrating these operations, TFI delivers comprehensive end-to-end solutions, including long-haul and regional transportation, expedited delivery, warehousing, and cross-border freight movement.

Originally founded in 1957 as a regional trucking outfit in Cabano, Quebec, TFI International has expanded significantly through a disciplined acquisition strategy.