TFI International Inc. Q2 2025 Earnings Recap

TFII.TO Q2 2025 July 29, 2025

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TFI International reported solid second-quarter results, marked by a 20% year-over-year increase in free cash flow despite a decline in revenue, demonstrating resilience amid industry challenges.

Earnings Per Share Miss

$1.19 vs $1.40 est.

-15.0% surprise

Revenue Miss

2062200344 vs 2074424550 est.

-0.6% surprise

Market Reaction

1-Day -5.85%

5-Day -5.23%

30-Day +1.91%

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Key Takeaways

Total revenue was $1.8 billion, down from $2 billion year-over-year; strong margin performance led to an operating income of $170 million with a 9.5% margin.
Free cash flow increased to $182 million, significantly above last year’s $151 million, allowing for $124 million in total capital returned to shareholders through share repurchases and dividends.
Business segment performance showed varied results: LTL and Truckload revenues declined, while Logistics faced a dip in both revenue and operating income compared to the prior year.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit TFII.TO on AllInvestView.