Q1 2026 TFI International Inc Earnings Call Transcript
Key Points
- TFI International Inc (TFII) reported adjusted diluted EPS of $0.69, driven by efficiency and operating principles.
- The company generated $124 million in free cash flow during the first quarter, enhancing its financial position.
- TFI International Inc (TFII) paid out $38 million in quarterly dividends, demonstrating a commitment to returning capital to shareholders.
- The Truckload segment saw revenue growth, with a 9% increase in revenue per truck per week, excluding fuel surcharge.
- Logistics segment revenue increased slightly year over year and 8% sequentially, with operating income up from the previous year.
- LTL segment revenue before fuel surcharge was down 3% year over year, with operating income declining from $47 million to $31 million.
- The company's LTL adjusted operating ratio was 95.3%, indicating room for improvement in efficiency.
- TFI International Inc (TFII) faced challenges in the US LTL market, with service issues impacting pricing competitiveness.
- The company is unable to provide full-year guidance due to market instability and uncertainties in trade agreements.
- TFI International Inc (TFII) experienced a decline in EPS compared to the previous year, highlighting the need for performance improvement.
Good day, ladies and gentlemen. Thank you for standing by. Welcome to TFI International's first-quarter 2026 earnings call. (Operator Instructions)
Please be advised that this conference call will contain statements that are forward-looking in nature and are subject to a number of risks and uncertainties that could cause actual results to differ materially. I would also like to remind everyone that this conference call is being recorded on April 27, 2026.
Joining us on the call today are Alain Bedard, Chairman, President and Chief Executive Officer; and David Saperstein, Chief Financial Officer.
I would now like to turn the call over to Mr. Alain Bedard. Please go ahead, sir.
Well, thank you for the introduction, operator, and welcome, everyone, to today's call. Within the past hour, we reported our quarterly results, including adjusted diluted EPS of $0.69. This performance was driven by the tremendous effort of our talented team members
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