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Here's What Key Metrics Tell Us About TFI International (TFII) Q1 Earnings

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TFI International Inc. (TFII - Free Report) reported $1.96 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 5%. EPS of $0.76 for the same period compares to $1.24 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.07 billion, representing a surprise of -5.26%. The company delivered an EPS surprise of -20.00%, with the consensus EPS estimate being $0.95.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: 93.7% versus 93.5% estimated by three analysts on average.
  • Adjusted Operating Ratio - Truckload: 93.7% versus 92.9% estimated by three analysts on average.
  • Adjusted Operating Ratio - Less-Than-Truckload: 93.1% versus the three-analyst average estimate of 95.2%.
  • Canadian LTL - Shipments: 537 thousand versus 584.91 thousand estimated by two analysts on average.
  • U.S. LTL - Shipments: 1.27 million versus 1.3 million estimated by two analysts on average.
  • U.S. LTL - Average weight per shipment: 1,250 lbs versus 1,233.18 lbs estimated by two analysts on average.
  • Revenue before fuel surcharge: $1.71 billion compared to the $1.84 billion average estimate based on four analysts. The reported number represents a change of +6.4% year over year.
  • Fuel surcharge: $249.89 million compared to the $242.50 million average estimate based on three analysts. The reported number represents a change of -3.6% year over year.
  • Revenue- Eliminations: -$14.81 million versus the two-analyst average estimate of -$14.74 million. The reported number represents a year-over-year change of +23.3%.
  • Revenue- Truckload: $757.77 million versus $622.69 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +90.5% change.
  • Revenue- Less-Than-Truckload: $815.74 million versus $729.55 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +19.8% change.
  • Revenue- Logistics: $405.69 million versus the two-analyst average estimate of $449.56 million. The reported number represents a year-over-year change of -8.2%.
View all Key Company Metrics for TFI International here>>>

Shares of TFI International have returned -6.1% over the past month versus the Zacks S&P 500 composite's -6.6% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.

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