TFI International Aktie

TFI International released its investor materials for Q1 2026 and emphasized its long-term growth record, although adjusted diluted earnings per share fell to $0.69 and revenue was $1.7 billion (flat excluding fuel surcharges). Consolidated operating income was $97 million (margin 5.7%) and free cash flow dropped to $124 million, impacted by timing shifts in payments. The less‑than‑truckload (LTL) segment (40% of revenue) experienced operational issues, while logistics and full‑truckload grew; management expects improvement from Q2 and positive momentum in the second half of the year. The presentation highlighted strong long-term metrics such as high FCF conversion rates, a disciplined acquisition strategy and a robust balance sheet with leverage below covenant levels, while noting risks in LTL performance and integrations. » Plus sur de.investing.com

TA Dedicated, a subsidiary of TFI International, acquired Minneapolis-based Triangle Warehouse, adding over 1,000 pieces of equipment and 900,000 sq ft of food-grade, temperature-controlled warehousing with rail-accessible distribution. The deal brings Triangle’s regional expertise and retains its service teams to ensure a seamless transition and uninterrupted service for clients. Financial terms were not disclosed; TFI expects the integration to strengthen TA Dedicated’s network and streamline regional distribution across the Midwest. » Plus sur finance.yahoo.com

TFI International reported $43 million in 2025 revenue from data-center transport, rising quarterly from $8 million in Q1 to over $15 million in Q4. Revenues in power grid infrastructure exceeded $110 million and the truckload segment generated more than $3 billion in total. The company appointed Scott Hoppe as chief commercial officer of SFI to expand nationwide capacity for data-center and power-grid projects in the US and Canada. The share price rose 27.4% over the past six months, according to InvestingPro, with a market capitalization of about $8.9 billion. » Plus sur de.investing.com

The board of directors of TFI International declared a quarterly dividend of $0.47 per common share, payable January 15, 2026 to shareholders of record on December 31, 2025. The payout is a 4% increase from $0.45 and continues a 24‑year dividend streak; the company has raised the dividend for four consecutive years and recorded dividend growth of 17.5% over the past 12 months. TFI also reported Q3 2025 results: EPS of $1.20 in line with expectations, and revenue of $1.97 billion, slightly below forecasts of $2.02 billion. » Plus sur de.investing.com

TFI International reported Q3 2025 results with EPS of $1.20 (in line) and revenue of $1.97 billion (below estimates). The asset-light model delivers high capital and cash-flow efficiency, enabling the company to maintain profitability and free cash flow (year-to-date > $570 million) despite a difficult freight market. Drops in ROIC, particularly in the U.S. LTL segment, and the revenue decline indicate near-term weaknesses, but solid balance-sheet metrics and ongoing acquisition and e-commerce strategies support the outlook for a market recovery in 2026. For Q4 2025, TFI guides EPS of $0.80–0.90 and capex of $100–175 million. » Plus sur de.investing.com