TFII Stock Recent News

TFI International Inc. presents an enticing investment opportunity in the logistics industry, boasting a strong North American presence. Despite recent revenue dips attributable to market conditions and divestitures, the company is experiencing improving operating ratios across its segments. At a forward multiple of 9.44x EV/EBITDA, TFI shares look attractive, trading at a discount to its historical multiple and peer group.

TFI International Inc. (NYSE:TFII ) Q3 2023 Earnings Conference Call October 24, 2023 9:00 AM ET Company Participants Alain Bedard - Chairman, President and Chief Executive Officer Conference Call Participants Ravi Shanker - Morgan Stanley Thomas Wadewitz - UBS Ken Hoexter - Bank of America James Monigan - Wells Fargo Jordan Alliger - Goldman Sachs Kevin Chiang - CIBC Brian Ossenbeck - JPMorgan Scott Group - Wolfe Research Konark Gupta - Scotia Capital Bascome Majors - Susquehanna Elliot Alper - TD Cowen Cameron Doerksen - National Bank Financial Andrew Cox - Stifel Benoit Poirier - Desjardins Capital Markets Operator Good afternoon, ladies and gentlemen. Thank you for standing by.

Although the revenue and EPS for TFI International Inc. (TFII) give a sense of how its business performed in the quarter ended September 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

TFI International Inc. (TFII) came out with quarterly earnings of $1.57 per share, missing the Zacks Consensus Estimate of $1.74 per share. This compares to earnings of $2.01 per share a year ago.

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TFI International Inc.'s shares have risen 37% in the past year, driven by a number of factors. Despite revenue downsides in Q2, the company has maintained profitability and is optimistic about industry trends. The company has created economic value through capital allocation, NWC efficiencies, and returns on investment, hallmarks of a company with durable competitive advantages.

TFI International Inc. (NYSE:TFII ) Q2 2023 Earnings Conference Call August 1, 2023 8:30 AM ET Company Participants Alain Bedard - President, CEO & Chairman Conference Call Participants Ravi Shanker - Morgan Stanley Walter Spracklin - RBC Capital Markets Jordan Alliger - Goldman Sachs Cameron Doerksen - National Bank Financial Tom Wadewitz - UBS James Monigan - Wells Fargo Ken Hoexter - Bank of America Merrill Lynch Jason Seidl - TD Cowen Jack Atkins - Stephens, Inc. Kevin Chiang - CIBC Capital Markets Konark Gupta - Scotiabank Brian Ossenbeck - JPMorgan Benoit Poirier - Desjardins Securities Scott Group - Wolfe Research Bascome Majors - Susquehanna Financial Group Operator Good afternoon, ladies and gentlemen. Thank you for standing by.

The headline numbers for TFI International Inc. (TFII) give insight into how the company performed in the quarter ended June 2023, 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 $1.59 per share, missing the Zacks Consensus Estimate of $1.71 per share. This compares to earnings of $2.61 per share a year ago.

TFI International has shown impressive growth with an EPS CAGR of 42.5% between 2019 and 2022, and its share price has risen 44% in the last 12 months. The company has diversified revenue streams with four segments: Package & Courier, Less-Than-Truckload, Truckload, and Logistics, and has successfully acquired and integrated 111 companies since 2008. Despite a recent decrease in revenues across all segments, the company's outlook remains positive, with major growth drivers like e-commerce and a strong M&A strategy.