TFI International: 3 Key Takeaways for Long-Term Investors

TFI International reported Q3 2026 adjusted diluted EPS of $1.67 and $116 million in free cash flow. The company is improving truckload profitability through asset efficiency, addressing operational challenges in its U.S. less-than-truckload business through management changes, and expanding its high-margin asset-light logistics segment. Management expects favorable conditions in 2027 as demand recovers while industry fleet supply remains constrained.