NYSE$TFII
TFI International Inc · Q2 2026 earnings
Q2 2026 earnings · · After market close · Investor relations
Briefing
TFI International Inc reported strong Q2 2026 results with revenue growth and significant EPS beat.
TFI International Inc. announced its Q2 2026 earnings on July 27, 2026, showing total revenue of $2.29 billion, up 12% YoY. Operating income rose 29% to $220.4 million, net income increased 39% to $136.2 million ($1.65 diluted EPS), and adjusted diluted EPS reached $1.85. Strong performance across segments drove free cash flow of $202.1 million.
- Revenue reached $2.29 billion, up 12% year-over-year, with revenue before fuel surcharge at $1.90 billion.
- Adjusted diluted EPS of $1.85 beat expectations and rose 38% from $1.34 in Q2 2025.
- All segments contributed positively: Truckload operating income surged 50% to $105.8 million.
- Generated $255.6 million in operating cash flow and $202.1 million free cash flow; declared $0.47 quarterly dividend.
Headline financials
Revenue & EPS history
TFI · Revenue · Quarterly
$2.29B
Revenue by segment
TFI · $1.81B total across 3 segments · Q2 2025
- Truckload$712M—39.4%
- Less-Than-Truckload$704M—38.9%
- Logistics$393M—21.7%
Forward guidance
For Q3 2026, expects adjusted EPS in the range of $1.70 to $1.80.
Tailwinds
- Strong segment performance and pricing opportunities in LTL.
- Solid free cash flow supporting dividends and investments.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 5 quarterly earnings reports
+0.4%
Avg return
Earnings day
+1.0%
Avg return
5 days after
-2.8%
Avg return
30 days after
17%
1 / 6 earnings
Positive
+3.9%
Q2 2025
Best reaction
-0.8%
Q4 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q4 2026 | +0.0% | +4.1% | — | |
| Q2 2025 | +3.9% | -5.6% | +4.4% | |
| Q3 2023 | -0.7% | -1.5% | -2.5% | |
| Q2 2023 | +0.0% | +1.2% | +5.5% | |
| Q1 2023 | -0.2% | +2.4% | -15.0% | |
| Q4 2022 | -0.8% | +5.2% | -6.4% |
Discussion
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