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TFI International (TSE:TFII)
TSX:TFII
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.73Last Year’s EPS
2.36Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 23, 2025
|% Change Since: 4.26%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Neutral
TFI International showed resilience with strong free cash flow and revenue growth despite macroeconomic challenges and industry headwinds. However, significant declines in operating income, margins, and challenges within the LTL and Logistics segments highlight operational difficulties. The company is making efforts to address these issues, including leadership changes and strategic focus on improving service and cost management.Company Guidance
During the first quarter of fiscal year 2025, TFI International faced challenges due to a slowdown in freight volumes amidst economic uncertainties, but managed to report a solid free cash flow of $192 million, significantly up from $137 million in the previous year. The company generated total revenue before fuel surcharge of $1.7 billion, a slight increase from $1.6 billion a year earlier, attributed to the Daseke acquisition. Despite this, operating income fell to $115 million from $152 million, with an operating margin of 6.7% compared to the previous year's 9.4%. Quarterly adjusted net income decreased to $56 million from $93 million, and adjusted EPS dropped to $0.76 from $1.24. Cash generated by operating activities was $194 million, down from $201 million in Q1 2024. In terms of business segments, LTL revenue dropped 13% year-over-year, while Truckload revenue increased due to the Daseke acquisition. Logistics revenue also saw a decline. The company ended March with a funded debt-to-EBITDA ratio of 2.21 and repurchased $56 million worth of shares during the quarter. Looking ahead, TFI International guided for a second-quarter EPS in the range of $1.25 to $1.40, while maintaining a full-year CapEx expectation of approximately $200 million.Strong Free Cash Flow Generation
TFI International generated strong free cash flow of over $190 million in Q1 2025, up significantly from $137 million the previous year, attributed to favorable working capital and strong capital expenditure management.
Revenue Growth Despite Industry Challenges
Total revenue before fuel surcharge increased to $1.7 billion from $1.6 billion year-over-year, supported by the Daseke acquisition.
Truckload Segment Improvement
Truckload revenue before fuel surcharge was $666 million, up from $398 million a year earlier due to the Daseke acquisition. Operating income for Truckload increased to $49 million from $41 million in the prior year period.
Share Repurchases and Strong Balance Sheet
TFI repurchased $56 million worth of shares and returned a total of $94 million to shareholders during the quarter, ending March with a funded debt-to-EBITDA ratio of 2.21.
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TSE:TFII Earnings History
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
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TSE:TFII Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 23, 2025 | C$108.96 | C$116.94 | +7.32% |
| Feb 19, 2025 | C$180.44 | C$142.93 | -20.79% |
| Oct 21, 2024 | C$184.81 | C$186.07 | +0.68% |
| Jul 25, 2024 | C$213.32 | C$210.00 | -1.56% |
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.
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FAQ
When does TFI International (TSE:TFII) report earnings?
TFI International (TSE:TFII) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is TFI International (TSE:TFII) earnings time?
TFI International (TSE:TFII) earnings time is at Jul 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TSE:TFII EPS forecast?
TSE:TFII EPS forecast for the fiscal quarter 2025 (Q2) is 1.73.
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