# TFI International Q2 2026 earnings

> Live situation record from CLSTR: https://clstr.news/situations/tfi-international-q2-2026-earnings
> Updated: 2026-07-27T17:20:44.000Z. Sources: 9. Developments: 2.

In late June 2026 TFI International announced the timing of its second‑quarter earnings release and later disclosed the results, reporting net income of US$136.2 million, revenue of US$2.29 billion and diluted earnings per share of US$1.85, beating analyst expectations. The board declared a quarterly dividend of US$0.47 per share, a 4 % increase, and updated its Q3 2026 EPS guidance to US$1.70‑1.80.

A follow‑up on July 27 confirmed the EPS of $1.85 surpassed the consensus $1.59 and reiterated the $0.47 quarterly dividend, equivalent to an annualized $1.88 dividend with a 1.3 % yield. Analysts upgraded price targets, with National Bank Financial raising its target to $161 and other firms such as JPMorgan doing the same. CFO David Saperstein disclosed plans to introduce autonomous trucks in the U.S. less‑than‑truckload linehaul starting in 2027, noting a 7.5 % year‑over‑year rise in LTL shipments to 1.97 million in the quarter and projecting gains in operating hours, fuel efficiency and driver retention.

## Claims

- TFI International reported quarterly earnings per share of $1.85, beating analyst consensus of $1.59. (corroborated by 2 sources)
- TFI International reported second‑quarter earnings of $1.85 per share and revenue of $2.29 billion, beating analyst estimates. (corroborated by 2 sources)
- TFI International announced a quarterly dividend of $0.47 per share, an annualized dividend of $1.88 and a 1.3% dividend yield. (single source)
- National Bank Financial raised its target price for TFI International to $161 from $160, implying a 7.78% upside. (single source)
- CFO David Saperstein said TFI International plans to deploy autonomous trucks in its U.S. less‑than‑truckload linehaul business in 2027. (single source)
- Shipments by TFI International’s U.S. LTL unit rose 7.5% year‑over‑year to 1.97 million in Q2 2026. (single source)
- TFI International announced a quarterly dividend of $0.47 per share payable on October 15, 2026. (single source)
- National Bank Financial raised its target price for TFI International to $161 per share. (single source)
- TFI International’s U.S. LTL unit shipped 1.97 million units in Q2 2026, a 7.5% increase year over year. (single source)
- CFO David Saperstein said TFI International will deploy autonomous trucks in its U.S. LTL linehaul business in 2027 pending successful testing. (single source)

## Timeline

### 2026-07-27: TFI International Announces $0.47 Dividend and Targets Autonomous Trucks for 2027

TFI International announced a $0.47 quarterly dividend, beat Q2 earnings expectations and raised price targets, while its CFO said autonomous trucks will launch in the U.S. LTL linehaul in 2027 after a 7.5% Q2

9 sources. https://clstr.news/cluster/tfi-international-beats-earnings-outlook-reports-1362m-q2-profit

### 2026-06-29: iFabric Corp AGM approves directors; TFI International schedules Q2 earnings release

iFabric Corp’s AGM approved directors and its auditor, while TFI International scheduled its Q2 2026 earnings release and webcast.

3 sources. https://clstr.news/cluster/ifabric-corp-agm-approves-directors-tfi-international-schedules-q2-earnings-release

---
Cite as: TFI International Q2 2026 earnings. CLSTR, https://clstr.news/situations/tfi-international-q2-2026-earnings