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Jun 30, 2025
TFI Q2 2025 Earnings Report
TFI International reported lower revenue and earnings compared to Q2 2024 but maintained strong free cash flow and continued returning capital to shareholders.
Key Takeaways
TFI International delivered a solid Q2 2025 despite softer demand, with adjusted EBITDA of $326.6M and free cash flow up 20% year-over-year. The company maintained profitability and continued share repurchases and dividend payouts.
Revenue by Segment
Forward Guidance
Management remains confident in long-term profitability, with focus on operational efficiencies and quality of revenue to navigate a subdued market environment.
Positive Outlook
- Strong free cash flow generation despite revenue decline
- Improved focus from new segment leadership
- Continued strategic investments to support long-term growth
- Significant capital returned to shareholders
- Strong balance sheet positions company for future opportunities
Challenges Ahead
- Lower revenue across all segments YoY
- Operating income declined in all key business segments
- Persistently subdued market demand
- EPS and adjusted EPS down YoY
- Weaker end market volumes impacting growth
Historical Earnings Impact
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Avg. Return Before/After Earnings
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