The earnings call exhibited a balanced mix of positive achievements and ongoing challenges. While there was strong free cash flow generation and operational improvements in key segments, there was also a decline in revenue and income, as well as challenges in the LTL and Truckload segments. The company is optimistic about future industrial freight opportunities, but current market conditions remain challenging.
Company Guidance -
Q3 2025
During TFI International's Second Quarter 2025 Earnings Call, the company provided guidance for the third quarter, projecting an EPS range of $1.10 to $1.25, indicating expectations for normal seasonal declines without significant changes in the operating environment. The company continues to prioritize strong free cash flow, reporting $182 million in the second quarter, a 20% increase from the previous year, partly due to favorable working capital dynamics and lower capital expenditures. TFI International's total revenue before fuel surcharge was $1.8 billion, down from $2 billion a year earlier, with operating income at $170 million, representing a 9.5% margin. The company repurchased $85 million worth of shares and paid $39 million in dividends in the second quarter, demonstrating its commitment to returning capital to shareholders. For the full year, TFI International expects net capital expenditures of approximately $200 million.
Strong Free Cash Flow Generation
TFI International produced $182 million of free cash flow, a 20% increase from $151 million in the second quarter of 2024.
Operational Improvements in LTL and Truckload Segments
The LTL segment saw a 360 basis point sequential improvement in operating ratio relative to the first quarter of 2025. The Truckload segment delivered a 250 basis point sequential improvement.
Shareholder Returns
TFI International repurchased $85 million worth of shares and paid out another $39 million through dividends during the quarter, returning a total of $124 million to shareholders.
Positive Outlook on Industrial Freight
There is optimism about a revival in U.S. industrial freight due to expected government stimulus and tax cuts, potentially improving market conditions in late 2025 or early 2026.
TFI International (TFII) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TFII Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 28, 2025
$90.24
$93.72
+3.86%
Apr 23, 2025
$78.04
$84.11
+7.78%
Feb 19, 2025
$126.23
$100.38
-20.48%
Oct 21, 2024
$132.81
$133.97
+0.87%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does TFI International (TFII) report earnings?
TFI International (TFII) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).
What is TFI International (TFII) earnings time?
TFI International (TFII) earnings time is at Oct 23, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.