Compared to Estimates, TFI International (TFII) Q3 Earnings: A Look at Key Metrics

TFI International Inc. (TFII) reported $1.97 billion in revenue for the quarter ended September 2025, representing a year-over-year decline of 9.9%. EPS of $1.20 for the same period compares to $1.60 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.04 billion, representing a surprise of -3.31%. The company delivered an EPS surprise of +0.84%, with the consensus EPS estimate being $1.19.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.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 - Truckload: 92.3% versus the three-analyst average estimate of 91.4%.Adjusted Operating Ratio - Less-Than-Truckload: 88.8% versus the three-analyst average estimate of 91.4%.Adjusted Operating Ratio: 91.2% compared to the 91.7% average estimate based on three analysts.Canadian LTL - Tonnage: 566.00 KTons compared to the 571.61 KTons average estimate based on two analysts.U.S. LTL - Tonnage: 822.00 KTons versus the two-analyst average estimate of 834.74 KTons.Canadian LTL - Adjusted operating ratio: 81.2% compared to the 80.4% average estimate based on two analysts.Revenue before fuel surcharge: $1.72 billion versus $1.8 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -9.5% change.Fuel surcharge: $243.78 million versus the three-analyst average estimate of $255.01 million. The reported number represents a year-over-year change of -12.7%.Revenue- Logistics: $367.77 million versus $409.34 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -13.8% change.Revenue- Less-Than-Truckload: $687.04 million compared to the $822.89 million average estimate based on two analysts. The reported number represents a change of -10.9% year over year.Revenue- Eliminations: $-14.04 million compared to the $-14.5 million average estimate based on two analysts. The reported number represents a change of -5.2% year over year.Revenue- Truckload: $684.1 million versus the two-analyst average estimate of $738.68 million. The reported number represents a year-over-year change of -5.4%.View all Key Company Metrics for TFI International here>>>Shares of TFI International have returned +0.5% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.Zacks' Research Chief Picks Stock Most Likely to "At Least Double"Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.See Our Top Stock to Double (Plus 4 Runners Up) >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report TFI International Inc. (TFII): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks