Quarterly ResultApr 27, 2026, 04:06 PM
TFII Q1 Operating Income $96.6M; EPS $0.53; Dividend +4%
AI Summary
TFI International Inc. announced its first quarter 2026 results, with operating income decreasing to $96.6 million from $114.6 million in the prior year, and diluted EPS falling to $0.53 from $0.66. Despite a decline in overall revenue and net income, the company exceeded its earnings outlook, driven by stronger revenue and higher profitability in its Truckload and Logistics segments. The Board of Directors approved a 4% increase in the quarterly dividend to $0.47 per share, and the company provided Q2 2026 adjusted diluted EPS guidance of $1.50 to $1.60.
Key Highlights
- Board approved $0.47 quarterly dividend, a 4% increase over Q1 2025.
- Q1 2026 operating income decreased to $96.6M from $114.6M in Q1 2025.
- Q1 2026 net income decreased to $43.3M from $56.0M in Q1 2025.
- Q1 2026 diluted EPS decreased to $0.53 from $0.66 in Q1 2025.
- Total revenue was $1.95B, down from $1.96B in Q1 2025.
- Truckload operating income increased 14%; Logistics operating income increased 10%.
- Net cash from operating activities decreased to $121.5M from $193.6M.
- Q2 2026 adjusted diluted EPS guidance is $1.50 to $1.60.