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TFI International Inc. (TFII:CA) Q1 2026 Earnings Call Transcript

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TFI International Inc. (TFII:CA) Q1 2026 Earnings Call Transcript

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SA Transcripts159.48K FollowersFollow5ShareSaveCommentsQ1: 2026-04-27 Earnings SummaryPlay CallPlay CallSlidesEPS of $0.94 beats by $0.11 | Revenue of $2.66B (-2.58% Y/Y) beats by $60.68M TFI International Inc. (TFII:CA) Q1 2026 Earnings Call April 27, 2026 5:00 PM EDT Company Participants Alain Bedard - President, CEO & ChairmanDavid Saperstein - Chief Financial Officer Conference Call Participants Ravi Shanker - Morgan Stanley, Research DivisionScott Group - Wolfe Research, LLCAriel Rosa - Citigroup Inc., Research DivisionKen Hoexter - BofA Securities, Research DivisionWalter Spracklin - RBC Capital Markets, Research DivisionJason Seidl - TD Cowen, Research DivisionJ. Bruce Chan - Stifel, Nicolaus & Company, Incorporated, Research DivisionBrian Ossenbeck - JPMorgan Chase & Co, Research DivisionThomas Wadewitz - UBS Investment Bank, Research DivisionKonark Gupta - Scotiabank Global Banking and Markets, Research DivisionBenoit Poirier - Desjardins Securities Inc., Research DivisionCameron Doerksen - National Bank Financial, Inc., Research DivisionHarrison Bauer - Susquehanna Financial Group, LLLP, Research Division Presentation Operator 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 is 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. Alain BedardPresident, CEO & Chairman 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 and their relentless focus on efficiency and related operating principles. Taking a step back, a long-standing part of our strategy is to maintain a rock-solid balance

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