Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
TFI InternationalTFII +2.13%93 Earnings Yield (Joel Greenblatt) % is 3.87% as of Jun. 2026, which is 41% below its 10-year median of 6.55. GuruFocus rates TFII with a GF Score™ of 93/100 and a GF Value™ of $142.05 (Fairly Valued). The stock has 4 warning signs investors should review. Among 1,025 Transportation companies, TFI International ranks worse than 68.68% on this metric.
TFI International's Enterprise Value for the quarter that ended in Jun. 2026 was $14,644 Mil.
TFI International's EBIT for the trailing twelve months (TTM) ended in Jun. 2026 was $578 Mil. TFI International's Earnings Yield (Joel Greenblatt) for the quarter that ended in Jun. 2026 was 3.87%.
The historical rank and industry rank for TFI International's Earnings Yield (Joel Greenblatt) % or its related term are showing as below:
TFII'
s Earnings Yield (Joel Greenblatt) % Range Over the Past 10 Years
Min: 2.61 Med: 6.55 Max: 11.98
Current: 4.01
During the past 13 years, the highest Earnings Yield (Joel Greenblatt) of TFI International was 11.98%. The lowest was 2.61%. And the median was 6.55%.
TFII's Earnings Yield (Joel Greenblatt) % is ranked worse than 68.68% of 1025
companies
in the Transportation industry
Industry Median: 6.74
vs TFII: 4.01
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
A better indicator of the attractiveness of an investment which takes growth into account is the Forward Rate of Return (Yacktman) %. TFI International's Forward Rate of Return (Yacktman) % for the quarter that ended in Jun. 2026 was 7.12%. The Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
TFI International (NYSE:TFII) Earnings Yield (Joel Greenblatt) % Explanation
Joel Greenblatt defines the earnings yield using the above equation because it more accurately reflects the company's profitability relative to its stock price. Items like interest payment and tax etc. are not directly related to the company's operational profitability.
Enterprise Value instead of market cap (share price) is used in the calculation because it is the real price stock and bond investors together pay for the company.
Be Aware
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
TFI International Earnings Yield (Joel Greenblatt) % Related Terms
TFI International Earnings Yield (Joel Greenblatt) % Historical Data
* Premium members only.
The historical data trend for TFI International's Earnings Yield (Joel Greenblatt) % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
TFI International Earnings Yield (Joel Greenblatt) % Chart
For the Trucking subindustry, TFI International's Earnings Yield (Joel Greenblatt) %, along with its competitors' market caps and Earnings Yield (Joel Greenblatt) % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
TFI International Earnings Yield (Joel Greenblatt) % vs Transportation Industry
For the Transportation industry and Industrials sector, TFI International's Earnings Yield (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where TFI International's Earnings Yield (Joel Greenblatt) % falls into.
TFI International Earnings Yield (Joel Greenblatt) % Calculation
In his book, The Little That Beat the Market, hedge fund manager Joel Greenblatt defines Earnings Yield as operating income divided by enterprise value.
TFI Internationals Earnings Yield (Joel Greenblatt) for the fiscal year that ended in Dec. 2025 is calculated as
TFI International's EBIT for the trailing twelve months (TTM) ended in Jun. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $578 Mil.
What does a Earnings Yield (Joel Greenblatt) % of 3.87% mean?
TFI International (TFII) has a Earnings Yield (Joel Greenblatt) % of 3.87% as of Jun. 2026. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on TFI International and its competitors. This is 41% below median its historical median of 6.55. Over the past decade, TFI International's Earnings Yield (Joel Greenblatt) % has ranged from 2.61 to 11.98. According to the industry distribution chart, TFI International ranks #704 out of 1025 companies in the Transportation industry, placing it in the top 68.7%.
Is TFI International's Earnings Yield (Joel Greenblatt) % too high?
TFI International's current Earnings Yield (Joel Greenblatt) % of 3.87% is 41% below median its 10-year median of 6.55. Over the past 10 years, this metric has ranged from a low of 2.61 to a high of 11.98. The Transportation industry median Earnings Yield (Joel Greenblatt) % is 6.74. TFI International's value of 3.87% is 42.6% below this industry median. Based on the distribution chart, TFI International ranks #704 out of 1025 companies in the Transportation industry, which is below the industry midpoint. Overall, TFI International has a GF Score™ of 93/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does TFI International's Earnings Yield (Joel Greenblatt) % compare to ODFL and XPO?
According to the Transportation industry distribution chart, TFI International ranks #704 out of 1025 companies for Earnings Yield (Joel Greenblatt) %. This places TFI International in the lower half of its industry. The industry median Earnings Yield (Joel Greenblatt) % is 6.74. TFI International's value of 3.87% is 42.6% below this benchmark. Historically, TFI International's own Earnings Yield (Joel Greenblatt) % has ranged from 2.61 to 11.98 over the past decade. While the company's 10-year median is 6.55 vs. the industry median of 6.74, TFI International has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Earnings Yield (Joel Greenblatt) % for a Transportation company?
The median Earnings Yield (Joel Greenblatt) % among Transportation companies is 6.74, based on 1,025 companies in the industry. Companies in the top quartile (top 25%) have a Earnings Yield (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, Earnings Yield (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. TFI International's current Earnings Yield (Joel Greenblatt) % of 3.87% is 42.6% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Earnings Yield (Joel Greenblatt) % mean?
A high Earnings Yield (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on TFI International and its competitors. For the Transportation industry, the median Earnings Yield (Joel Greenblatt) % is 6.74 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. TFI International's current Earnings Yield (Joel Greenblatt) % is 3.87%, which is 41% below median its own 10-year median of 6.55. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is TFI International stock overvalued right now?
Based on GuruFocus' analysis, TFI International (TFII) is currently considered Fairly Valued. The stock's GF Value™ is $142.05, compared to a current price of $140.46 — trading 1.1% below its estimated fair value. The current Earnings Yield (Joel Greenblatt) % is 3.87%, which is 41% below median its 10-year median of 6.55 and 42.6% below the Transportation industry median of 6.74. TFI International's overall GF Score™ is 93/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Earnings Yield (Joel Greenblatt) % calculated?
Earnings Yield (Joel Greenblatt) % is calculated from a company's financial statements. For TFI International (TFII), the current Earnings Yield (Joel Greenblatt) % is 3.87% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is TFI International (TFII) Overvalued in 2026?
Based on GuruFocus' analysis, TFI International stock appears to be undervalued.
The current stock price of $140.46 is trading 1.1% below its estimated GF Value™ of $142.05.
GuruFocus considers TFI International to be Fairly Valued.
Key valuation signals for TFII:
Earnings Yield (Joel Greenblatt) %: 3.87% (41% below median its 10-year median of 6.55)
GF Value™: $142.05 vs. price of $140.46 (1.1% below fair value)
Industry Position: 42.6% below the Transportation median (#704 of 1025)
No single metric tells the full story. See the TFII stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
TFI International Inc is involved in the provision of transportation and logistics services across the United States, Canada, and Mexico. The company's reportable segments are; Less-Than-Truckload, which derives maximum revenue, Truckload, and Logistics. The Less-Than-Truckload segment engages in pickup, consolidation, transport, and delivery of smaller loads; the Truckload segment deals with full loads carried directly from the customer to the destination using a closed van or specialized equipment to meet customer's specific needs; and the Logistics segment provides asset-light logistics services, including brokerage, freight forwarding, and transportation management, as well as small package parcel delivery. Geographically, the company generates maximum revenue from the United States.
93GF Score
Get the complete analysis for TFII
Earnings Yield (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
TFII has been successfully added to your 
