TFI International Second Quarter 2025 Earnings: EPS Beats Expectations, Revenues Lag
TFI International reported its Q2 2025 results, with revenue at US$2.04 billion, down 10% from Q2 2024, and net income at US$98.2 million, a 15% decrease. EPS was US$1.18, beating expectations by 7.8%, while revenue missed estimates by 1.2%. The profit margin fell to 4.8%. Future revenue is projected to grow at 3.5% annually over the next three years, below the 7.4% forecast for the North American transportation industry. The company's shares have declined 8.4% in the past week, and there are two warning signs to consider.
TFI International (TSE:TFII) Second Quarter 2025 Results
Key Financial Results
- Revenue: US$2.04b (down 10.0% from 2Q 2024).
- Net income: US$98.2m (down 15% from 2Q 2024).
- Profit margin: 4.8% (down from 5.1% in 2Q 2024). The decrease in margin was driven by lower revenue.
- EPS: US$1.18 (down from US$1.37 in 2Q 2024).
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All figures shown in the chart above are for the trailing 12 month (TTM) period
TFI International EPS Beats Expectations, Revenues Fall Short
Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 7.8%.
Looking ahead, revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Transportation industry in North America.
Performance of the market in Canada.
The company's shares are down 8.4% from a week ago.
Risk Analysis
We don't want to rain on the parade too much, but we did also find 2 warning signs for TFI International that you need to be mindful of.
