The Q2 guidance of $1.50-$1.60 adjusted EPS is the key catalyst — it signals a dramatic acceleration from Q1's $0.69 and suggests the freight recovery is gaining traction. Watch for confirmation of volume trends in the LTL segment, which saw a 35% operating income decline. The strong beat and raised outlook should drive near-term upside.
Price Chart
Executive Summary
TFI International reported Q1 2026 adjusted diluted EPS of $0.69, beating the $0.61 consensus by 13.1%, though revenue of $1.95B was roughly in line with the $1.90B estimate. Operating income declined 15.7% YoY to $96.6M, and free cash flow fell 35.5% to $123.7M, but management guided Q2 2026 adjusted EPS to $1.50-$1.60, well above the $0.69 reported in Q1, signaling a sharp sequential rebound.
Key Financial Metrics
Key Facts
- Q1 2026 adjusted diluted EPS of $0.69 vs consensus $0.61 (beat by 13.1%)
- Q1 2026 total revenue of $1.95B vs consensus $1.90B (slight beat)
- Q2 2026 adjusted EPS guidance of $1.50-$1.60, implying a >100% sequential increase from Q1
- Operating income declined 15.7% YoY to $96.6M, with LTL segment operating income down 35%
- Free cash flow fell to $123.7M from $191.7M in Q1 2025, driven by working capital changes
- Quarterly dividend raised 4% to $0.47 per share
- Truckload and Logistics segments posted operating income growth of 14% and 10% YoY, respectively
Financial Impact
EPS beat of $0.08 vs consensus; guidance implies Q2 EPS of $1.50-$1.60, well above Q1's $0.69
Risk Factors
- LTL segment operating income fell 35% YoY, indicating ongoing weakness in that business line
- Free cash flow dropped sharply to $123.7M from $191.7M, which could constrain capital allocation flexibility
- Forward guidance assumes no material change in operating environment; a macro downturn could derail the recovery
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3282009 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 27, 2026 9w ago | 6-K | $147.76 $134.18 | ▼ −9.19% | ▼ −12.57% | $118.90 (−19.53%) |
Jun 29, 2026 13w ago | 6-K | $143.57 $145.87 | ▲ +1.60% | ▲ +2.63% | $118.90 (−17.18%) |
Jun 15, 2026 15w ago | 6-K | $152.75 $149.25 | ▼ −2.29% | ▼ −2.49% | $118.90 (−22.16%) |
Jun 12, 2026 16w ago | Institutional Cluster | $160.40 $147.64 | ▼ −7.96% | ▼ −9.73% | $118.90 (−25.87%) |
Apr 27, 2026 22w ago | 6-K | $144.82 $150.92 | ▲ +4.21% | ▼ −1.26% | $118.90 (−17.90%) |
Apr 27, 2026 22w ago | 6-K | $144.82 $150.92 | ▼ −4.21% | ▲ +1.26% | $118.90 (+17.90%) |
Apr 27, 2026 22w ago | Press Release | $144.82 $150.92 | ▲ +4.21% | ▼ −1.26% | $118.90 (−17.90%) |
Apr 20, 2026 23w ago | 6-K | $135.24 $142.40 | ▲ +5.29% | ▲ +0.38% | $118.90 (−12.08%) |
Mar 30, 2026 26w ago | 6-K | $108.63 $141.98 | ▲ +30.70% | ▲ +21.28% | $118.90 (+9.45%) |
Mar 30, 2026 26w ago | Press Release | $108.63 $141.98 | ▲ +30.70% | ▲ +21.28% | $118.90 (+9.45%) |
US Market Status
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