TFI International (TFII) Reports Q4 Earnings: What Key Metrics Have to Say

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TFI International (TFII) Reports Q4 Earnings: What Key Metrics Have to Say

For the quarter ended December 2025, TFI International Inc. (TFII) reported revenue of $1.91 billion, down 7.8% over the same period last year. EPS came in at $1.09, compared to $1.19 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.92 billion, representing a surprise of -0.48%. The company delivered an EPS surprise of +27.93%, with the consensus EPS estimate being $0.85.

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: 93.2% versus 92.8% estimated by three analysts on average. Adjusted Operating Ratio - Less-Than-Truckload: 89.9% versus the three-analyst average estimate of 92.9%. Adjusted Operating Ratio: 92.3% versus the three-analyst average estimate of 92.7%. Canadian LTL - Tonnage: 563.00 KTons compared to the 548.86 KTons average estimate based on two analysts. U.S. LTL - Tonnage: 756.00 KTons versus the two-analyst average estimate of 739.88 KTons. Canadian LTL - Adjusted operating ratio: 81.7% versus 82.8% estimated by two analysts on average. Canadian LTL - Revenue per hundredweight (excluding fuel): $11.01 versus $11.11 estimated by two analysts on average. Revenue before fuel surcharge: $1.68 billion compared to the $1.68 billion average estimate based on three analysts. The reported number represents a change of -8.1% year over year. Fuel surcharge: $234.33 million versus $239.95 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -6.4% change. Revenue- Truckload: $674.18 million compared to the $753.23 million average estimate based on two analysts. The reported number represents a change of -2.7% year over year. Revenue- Less-Than-Truckload: $660.52 million versus the two-analyst average estimate of $668.29 million. The reported number represents a year-over-year change of -10.4%. Revenue- Logistics: $358.1 million versus $376.26 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -12.7% change.

View all Key Company Metrics for TFI International here>>>

Shares of TFI International have returned +8% over the past month versus the Zacks S&P 500 composite's -1.4% 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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This article originally published on Zacks Investment Research (zacks.com).

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