TFI International Inc. (TFII) reported $1.97 billion in revenue for the quarter ended September 2025, representing a year-over-year decline of 9.9%. EPS of $1.20 for the same period compares to $1.60 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.04 billion, representing a surprise of -3.31%. The company delivered an EPS surprise of +0.84%, with the consensus EPS estimate being $1.19.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: 92.3% versus the three-analyst average estimate of 91.4%.
- Adjusted Operating Ratio - Less-Than-Truckload: 88.8% versus the three-analyst average estimate of 91.4%.
- Adjusted Operating Ratio: 91.2% compared to the 91.7% average estimate based on three analysts.
- Canadian LTL - Tonnage: 566.00 KTons compared to the 571.61 KTons average estimate based on two analysts.
- U.S. LTL - Tonnage: 822.00 KTons versus the two-analyst average estimate of 834.74 KTons.
- Canadian LTL - Adjusted operating ratio: 81.2% compared to the 80.4% average estimate based on two analysts.
- Revenue before fuel surcharge: $1.72 billion versus $1.8 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -9.5% change.
- Fuel surcharge: $243.78 million versus the three-analyst average estimate of $255.01 million. The reported number represents a year-over-year change of -12.7%.
- Revenue- Logistics: $367.77 million versus $409.34 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -13.8% change.
- Revenue- Less-Than-Truckload: $687.04 million compared to the $822.89 million average estimate based on two analysts. The reported number represents a change of -10.9% year over year.
- Revenue- Eliminations: $-14.04 million compared to the $-14.5 million average estimate based on two analysts. The reported number represents a change of -5.2% year over year.
- Revenue- Truckload: $684.1 million versus the two-analyst average estimate of $738.68 million. The reported number represents a year-over-year change of -5.4%.
View all Key Company Metrics for TFI International here>>>
Shares of TFI International have returned +0.5% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.Zacks' Research Chief Picks Stock Most Likely to "At Least Double"
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
