TFI International Second Quarter 2025 Earnings: EPS Beats Expectations, Revenues Lag

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TFI International (TSE:TFII) Second Quarter 2025 Results

Key Financial Results

  • Revenue: US$2.04b (down 10.0% from 2Q 2024).
  • Net income: US$98.2m (down 15% from 2Q 2024).
  • Profit margin: 4.8% (down from 5.1% in 2Q 2024). The decrease in margin was driven by lower revenue.
  • EPS: US$1.18 (down from US$1.37 in 2Q 2024).
earnings-and-revenue-growth
TSX:TFII Earnings and Revenue Growth August 3rd 2025

All figures shown in the chart above are for the trailing 12 month (TTM) period

TFI International EPS Beats Expectations, Revenues Fall Short

Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 7.8%.

Looking ahead, revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Transportation industry in North America.

Performance of the market in Canada.

The company's shares are down 8.4% from a week ago.

Risk Analysis

We don't want to rain on the parade too much, but we did also find 2 warning signs for TFI International that you need to be mindful of.

Valuation is complex, but we're here to simplify it.

Discover if TFI International might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.

Access Free Analysis

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

About TSX:TFII

TFI International

Provides transportation and logistics services in the United States, Canada, and Mexico.

Moderate growth potential with mediocre balance sheet.

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