TFI International

TFII

Market cap $7.2B

Investors interested in Transportation - Services stocks are likely familiar with ZTO Express (Cayman) Inc. (ZTO) and TFI International Inc. (TFII). But which of these two stocks presents investors with the better value opportunity right now?

TFI International Inc. ( TFII:CA ) Q3 2025 Earnings Call October 31, 2025 10:00 AM EDT Company Participants Alain Bedard - President, CEO & Chairman David Saperstein - Chief Financial Officer Conference Call Participants Ravi Shanker - Morgan Stanley, Research Division Jordan Alliger - Goldman Sachs Group, Inc., Research Division Scott Group - Wolfe Research, LLC Walter Spracklin - RBC Capital Markets, Research Division Jason Seidl - TD Cowen, Research Division Konark Gupta - Scotiabank Global Banking and Markets, Research Division Ken Hoexter - BofA Securities, Research Division Cameron Doerksen - National Bank Financial, Inc., Research Division Brian Ossenbeck - JPMorgan Chase & Co, Research Division Thomas Wadewitz - UBS Investment Bank, Research Division Benoit Poirier - Desjardins Securities Inc., Research Division Julia Pernille Buhl - Stifel, Nicolaus & Company, Incorporated, Research Division Ariel Rosa - Citigroup Inc., Research Division Presentation Operator Good day, ladies and gentlemen. Thank you for standing by.

The headline numbers for TFI International (TFII) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

TFI International Inc. (TFII) came out with quarterly earnings of $1.2 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.6 per share a year ago.

TFI International (TFII) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

MONTREAL, Oct. 09, 2025 (GLOBE NEWSWIRE) -- TFI International Inc. (NYSE and TSX: TFII), a North American leader in the transportation and logistics industry, today announced that it will release its financial results for the third quarter ended September 30, 2025 via news release on Thursday, October 30, 2025 after market close. The company will host a webcast with Alain Bédard, Chairman, President and Chief Executive Officer, and David Saperstein, Chief Financial Officer, on Friday, October 31, 2025 at 8:30 AM Eastern Time, to discuss results.

MONTREAL, Sept. 15, 2025 (GLOBE NEWSWIRE) -- The Board of Directors of TFI International Inc. (NYSE and TSX: TFII), a North American leader in the transportation and logistics industry, declared a quarterly dividend of US $0.45 per outstanding common share of its capital payable on October 15, 2025 to shareholders of record at the close of business on September 30, 2025.

TFI International faces ongoing macro headwinds, but strategic management and diversified operations help maintain profitability and efficiency. The company's strong cash flow, prudent debt management, and young fleet provide resilience and capital flexibility despite industry softness. Valuation metrics and technicals indicate the stock is undervalued, with risks already priced in and momentum showing early signs of recovery.

TFI International remains undervalued, delivering strong free cash flow, low leverage, and disciplined capital allocation despite a prolonged freight downturn. Operational efficiency improvements and technology adoption are driving margin gains, even with weak volumes, and management is guiding for further margin expansion. The company trades at a significant discount to U.S. peers despite a strong track record of acquisitive growth, EPS compounding, and shareholder returns.

TFI International Inc TFII reported better-than-expected earnings for the second quarter on Monday.