For the quarter ended June 2025, TFI International Inc. (TFII) reported revenue of $2.04 billion, down 10% over the same period last year. EPS came in at $1.34, compared to $1.71 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.05 billion, representing a surprise of -0.77%. The company delivered an EPS surprise of +8.06%, with the consensus EPS estimate being $1.24.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how TFI International performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Adjusted Operating Ratio - Truckload: 90.1% versus the three-analyst average estimate of 91%.
- Adjusted Operating Ratio - Less-Than-Truckload: 89.5% compared to the 91.6% average estimate based on three analysts.
- Adjusted Operating Ratio: 90.5% versus 91.1% estimated by three analysts on average.
- Canadian LTL - Tonnage: 593.00 KTons compared to the 612.68 KTons average estimate based on two analysts.
- U.S. LTL - Tonnage: 842.00 KTons versus the two-analyst average estimate of 841.42 KTons.
- Canadian LTL - Adjusted operating ratio: 80.6% versus 75% estimated by two analysts on average.
- Revenue before fuel surcharge: $1.79 billion versus the four-analyst average estimate of $1.79 billion. The reported number represents a year-over-year change of -8.5%.
- Fuel surcharge: $243.62 million versus the three-analyst average estimate of $263.28 million. The reported number represents a year-over-year change of -19.7%.
- Revenue- Logistics: $393.11 million compared to the $418.03 million average estimate based on two analysts. The reported number represents a change of -11.1% year over year.
- Revenue- Less-Than-Truckload: $703.7 million versus the two-analyst average estimate of $776.06 million. The reported number represents a year-over-year change of -11.4%.
- Revenue- Eliminations: $-15.09 million versus the two-analyst average estimate of $-12.5 million. The reported number represents a year-over-year change of +15%.
- Revenue- Truckload: $712.28 million versus the two-analyst average estimate of $665.74 million. The reported number represents a year-over-year change of -3.4%.
View all Key Company Metrics for TFI International here>>>
Shares of TFI International have returned +3.6% over the past month versus the Zacks S&P 500 composite's +4.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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TFI International Inc. (TFII): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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