TFII Surpasses Key Moving Average with Positive Momentum
52 Week Range: TFII's stock has a 52-week low of $72.02 and a high of $155.12, with the last trade recorded at $89.11.
Dividend Stocks: The article mentions a link to find 9 other dividend stocks that have recently crossed above their 200-day moving average.
Author's Views: The opinions expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
Market Insights: The information provided offers insights into TFII's stock performance and highlights trends in dividend stocks.
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- Earnings Beat: TFI International reported a Q4 non-GAAP EPS of $1.09, exceeding expectations by $0.24, indicating resilience in profitability despite a decline in overall revenue.
- Revenue Decline: The company's Q4 revenue of $1.91 billion fell 8.2% year-over-year and missed expectations, primarily due to reduced shipping volumes driven by weaker market demand, highlighting challenges in the industry.
- Future Outlook: TFI expects adjusted diluted EPS for Q1 2026 to range between $0.50 and $0.60, reflecting a cautiously optimistic management outlook despite ongoing uncertainties in the operating environment.
- Capital Expenditure Plans: The company anticipates full-year net capital expenditures, excluding real estate, to be between $225 million and $250 million, demonstrating a commitment to ongoing investment in expanding and maintaining operational capabilities.
- Earnings Announcement Date: TFI International is set to release its Q4 2023 earnings on February 16 after market close, with consensus EPS estimates at $0.85, reflecting a 28.6% year-over-year decline, and revenue expectations at $1.92 billion, down 7.7% year-over-year, indicating significant profitability challenges for the company.
- Historical Performance Review: Over the past two years, TFI has beaten EPS estimates 50% of the time, while only achieving a 13% success rate in beating revenue estimates, suggesting considerable volatility in its earnings performance that may affect investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen three upward revisions and six downward revisions, while revenue estimates have experienced three upward and three downward adjustments, reflecting market uncertainty regarding the company's future performance.
- Market Attention: As the earnings report approaches, investors will closely monitor TFI International's financial results, particularly whether its strategic management and sound balance sheet can justify its valuation in the current economic climate.

- Transportation Growth: TFI International's Truckload segment generated over $3 billion in total revenue in 2025, with data center-related revenue skyrocketing from $8 million in Q1 to over $15 million by Q4, indicating strong market demand and expansion potential.
- Grid-Related Revenue: TFI's electric grid-related revenue surpassed $110 million in 2025, demonstrating robust recent growth and enhancing the company's market position in power infrastructure transportation to meet increasing customer needs.
- Executive Appointment: Scott Hoppe has been appointed Chief Commercial Officer of SFI, tasked with leveraging SFI's extensive capabilities across open deck, logistics, and heavy haul divisions to support the rapid buildout of data centers and electric grid projects in the U.S. and Canada, further driving business growth.
- Market Opportunities: CEO Alain Bédard emphasized that the data center industry is still in its early innings, presenting significant growth opportunities in the coming years, and the company aims to capitalize on this market potential through its robust transportation network and resources.





