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TFI International
TFI International (TFII) investor relations material
TFI International Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Generated over $10 per share in free cash flow for 2025, totaling $832.3 million, with Q4 free cash flow up 25% year-over-year.
2025 revenue before fuel surcharge was $6.9 billion, with full-year revenue at $7.88 billion, and adjusted EBITDA at $1.17 billion.
Diluted adjusted EPS from continuing operations reached $4.37 in 2025, with net cash from operating activities at $978 million.
Board raised the dividend by 4% to $0.47 per share and repurchased over $200 million in common shares during 2025.
Demonstrated resilience through economic cycles, with operating income, adjusted EPS, and free cash flow growing even during the COVID-19 pandemic.
Financial highlights
Q4 total revenue was $1.91 billion, down from $2.08 billion year-over-year; revenue before fuel surcharge was $1.68 billion.
Q4 free cash flow reached $258.9 million, a 25% increase from the prior year.
Full-year adjusted EBITDA was $1.17 billion, down from $1.32 billion in 2024.
Net cash from operating activities in Q4 was $282.2 million, up 8% year-over-year.
Operating margin for TTM Q4 2025 was 8.2%, with a free cash flow yield of 9.8%.
Outlook and guidance
Q1 2026 adjusted diluted EPS expected in the range of $0.50–$0.60, down year-over-year due to persistent freight recession.
Full-year 2026 net CapEx (excluding real estate) projected at $225–$250 million.
E-commerce remains a key growth driver, with 8.3% CAGR in e-commerce revenue and further opportunities in last-mile and same-day logistics.
Anticipates logistics segment to improve in H2 2026, with truckload showing early signs of recovery and LTL expected to remain soft.
Plans to deliver better OR and EPS in 2026 versus 2025, with stronger performance expected in Q3 and Q4.
Data center and grid revenue potential
Path to full-year EPS improvement from Q1
Large M&A timing and trade deal uncertainty
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Next TFI International earnings date
Q1 202623 Apr, 2026
TFI International
Next TFI International earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company operates through three segments: Package and Courier, Less-Than-Truckload (LTL), and Logistics and Last Mile. The Package and Courier segment offers provisions of expedited time-sensitive delivery services for letters, documents, small parcels, and palletized freight; local pickup and linehaul services; consolidation, distribution, and warehousing solutions; customized logistics solutions; trade show services; logistics support services; return solutions; customs brokerage services; temperature controlled transportation solutions. TFI International Inc. is headquartered in Saint-Laurent, Canada.
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