<p>TFI 国际公司（TSE:TFII）已召开第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>TFI 国际最近的财报电话会议传达了复杂的情绪，既反映了战略信心，也揭示了当前市场的挑战。公司通过增加股息和回购股票展示了其财务稳定性，传达了乐观情绪。然而，各个业务板块，特别是物流和整车运输的收入和利润显著下降，加上加拿大市场的持续挑战，带来了显著的担忧。尽管 TFI 国际对未来，尤其是 2026 年持乐观态度，但当前的市场状况依然低迷。</p>
<h2>股息增加和股票回购</h2>
<p>TFI 国际董事会已批准季度股息增加 4%，将其提高至每股 0.47 美元。这一举措，以及在本季度回购 6700 万美元的股票，强调了公司对其财务健康的信心以及对股东回报的承诺。</p>
<h2>强劲的自由现金流</h2>
<p>公司报告的年初至今自由现金流超过 5.7 亿美元，略高于去年的数据。这一强劲的现金流使 TFI 国际能够进行战略投资，同时确保对股东的可观回报。</p>
<h2>美国 LTL 服务改善</h2>
<p>TFI 国际的美国小于卡车装载（LTL）业务显示出进展，连续第二个季度的利润率有所改善。运营指标的改善，如准时交付和减少错过的提货，表明该业务板块的积极发展趋势。</p>
<h2>收入和利润下降</h2>
<p>财报显示，未计燃油附加费的总收入同比下降至 17 亿美元，去年为 19 亿美元。调整后的净收入也从 1.34 亿美元降至 9900 万美元，调整后的每股收益从 1.58 美元降至 1.20 美元，突显了公司面临的财务压力。</p>
<h2>物流板块表现不佳</h2>
<p>物流板块经历了下滑，未计燃油附加费的收入从 4.26 亿美元降至 3.68 亿美元。运营收入也从 4900 万美元降至 3100 万美元，反映出该板块面临的挑战。</p>
<h2>加拿大市场挑战</h2>
<p>TFI 国际继续面临加拿大市场的挑战，主要是由于与美国缺乏贸易协议。这种情况影响了货运量和运营效率，给公司带来了持续的困难。</p>
<h2>整车运输板块下降</h2>
<p>整车运输板块的收入也同比下降，从 7.23 亿美元降至 6.84 亿美元。运营收入从 7000 万美元降至 5300 万美元，表明该领域的下滑。</p>
<h2>前瞻性指导</h2>
<p>展望未来，TFI 国际预计第四季度调整后的稀释每股收益将在 0.80 美元至 0.90 美元之间。公司预计全年净资本支出（不包括房地产）将在 1 亿至 1.75 亿美元之间。这些预测反映了在当前市场条件下谨慎而战略性的应对方式。</p>
<p>总之，TFI 国际的财报电话会议呈现出在当前市场挑战中战略信心的复杂图景。公司通过股息和股票回购增强股东价值的努力值得关注。然而，各个业务板块的收入和利润下降，加上加拿大市场的挑战，突显了未来的困难。尽管 TFI 国际对 2026 年持乐观态度，但仍专注于应对当今低迷的市场条件。</p>

TFII

<p>TFI International Inc. 举行了第三季度财报电话会议，揭示了在市场挑战中存在的复杂情绪。公司宣布将股息提高 4%，至每股 0.47 美元，并计划回购 6700 万美元的股票，显示出财务信心。然而，各个业务板块的收入和利润均有所下降，尤其是在物流和整车运输领域，总收入降至 17 亿美元。由于贸易问题，加拿大市场面临持续挑战。展望未来，TFI 预计第四季度的调整后每股收益将在 0.80 美元至 0.90 美元之间，反映出谨慎而又具有战略性的前景</p>

<p>Tfi International Inc ((TSE:TFII)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>TFI 国际公司（TSE:TFII）已召开第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
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<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
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<div class="lb-trans"><ul>
<li>了解 TipRanks 的_ETF_ AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 所揭示的见解。</li>
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</div><p>TFI International’s recent earnings call conveyed a mixed sentiment, reflecting both strategic confidence and current market challenges. The company demonstrated its financial stability through dividend increases and share buybacks, signaling optimism. However, significant declines in revenue and income across various segments, particularly in Logistics and Truckload, along with ongoing challenges in the Canadian market, present notable concerns. While TFI International remains optimistic about the future, particularly 2026, the present market conditions are subdued.</p>
<div class="lb-trans"><p>TFI 国际最近的财报电话会议传达了复杂的情绪，既反映了战略信心，也揭示了当前市场的挑战。公司通过增加股息和回购股票展示了其财务稳定性，传达了乐观情绪。然而，各个业务板块，特别是物流和整车运输的收入和利润显著下降，加上加拿大市场的持续挑战，带来了显著的担忧。尽管 TFI 国际对未来，尤其是 2026 年持乐观态度，但当前的市场状况依然低迷。</p>
</div><h2>Dividend Increase and Share Repurchase</h2>
<div class="lb-trans"><h2>股息增加和股票回购</h2>
</div><p>TFI International’s Board has approved a 4% increase in the quarterly dividend, raising it to $0.47 per share. This move, alongside the repurchase of $67 million worth of shares during the quarter, underscores the company’s confidence in its financial health and commitment to returning value to shareholders.</p>
<div class="lb-trans"><p>TFI 国际董事会已批准季度股息增加 4%，将其提高至每股 0.47 美元。这一举措，以及在本季度回购 6700 万美元的股票，强调了公司对其财务健康的信心以及对股东回报的承诺。</p>
</div><h2>Strong Free Cash Flow</h2>
<div class="lb-trans"><h2>强劲的自由现金流</h2>
</div><p>The company reported a year-to-date free cash flow exceeding $570 million, slightly surpassing last year’s figures. This robust cash flow allows TFI International to make strategic investments while ensuring substantial returns to shareholders.</p>
<div class="lb-trans"><p>公司报告的年初至今自由现金流超过 5.7 亿美元，略高于去年的数据。这一强劲的现金流使 TFI 国际能够进行战略投资，同时确保对股东的可观回报。</p>
</div><h2>U.S. LTL Service Improvement</h2>
<div class="lb-trans"><h2>美国 LTL 服务改善</h2>
</div><p>TFI International’s U.S. Less-Than-Truckload (LTL) operations have shown progress, with improved margins for the second consecutive quarter. Enhancements in operational metrics, such as on-time delivery and reduced missed pickups, indicate a positive trajectory in this segment.</p>
<div class="lb-trans"><p>TFI 国际的美国小于卡车装载（LTL）业务显示出进展，连续第二个季度的利润率有所改善。运营指标的改善，如准时交付和减少错过的提货，表明该业务板块的积极发展趋势。</p>
</div><h2>Revenue and Income Decline</h2>
<div class="lb-trans"><h2>收入和利润下降</h2>
</div><p>The earnings report revealed a decline in total revenue before fuel surcharge, dropping to $1.7 billion from $1.9 billion year-over-year. Adjusted net income also fell to $99 million from $134 million, with adjusted EPS decreasing to $1.20 from $1.58, highlighting the financial pressures faced by the company.</p>
<div class="lb-trans"><p>财报显示，未计燃油附加费的总收入同比下降至 17 亿美元，去年为 19 亿美元。调整后的净收入也从 1.34 亿美元降至 9900 万美元，调整后的每股收益从 1.58 美元降至 1.20 美元，突显了公司面临的财务压力。</p>
</div><h2>Logistics Segment Underperformance</h2>
<div class="lb-trans"><h2>物流板块表现不佳</h2>
</div><p>The Logistics segment experienced a downturn, with revenue before fuel surcharge decreasing to $368 million from $426 million. Operating income also declined to $31 million from $49 million, reflecting challenges within this segment.</p>
<div class="lb-trans"><p>物流板块经历了下滑，未计燃油附加费的收入从 4.26 亿美元降至 3.68 亿美元。运营收入也从 4900 万美元降至 3100 万美元，反映出该板块面临的挑战。</p>
</div><h2>Canadian Market Challenges</h2>
<div class="lb-trans"><h2>加拿大市场挑战</h2>
</div><p>TFI International continues to face challenges in the Canadian market, primarily due to the absence of a trade deal with the U.S. This situation has impacted freight volumes and operational efficiency, posing ongoing difficulties for the company.</p>
<div class="lb-trans"><p>TFI 国际继续面临加拿大市场的挑战，主要是由于与美国缺乏贸易协议。这种情况影响了货运量和运营效率，给公司带来了持续的困难。</p>
</div><h2>Truckload Segment Decline</h2>
<div class="lb-trans"><h2>整车运输板块下降</h2>
</div><p>The Truckload segment also saw a decrease in revenue, falling to $684 million from $723 million year-over-year. Operating income dropped to $53 million from $70 million, indicating a downturn in this area.</p>
<div class="lb-trans"><p>整车运输板块的收入也同比下降，从 7.23 亿美元降至 6.84 亿美元。运营收入从 7000 万美元降至 5300 万美元，表明该领域的下滑。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, TFI International anticipates adjusted diluted EPS for the fourth quarter to be between $0.80 and $0.90. The company expects full-year net capital expenditures, excluding real estate, to range from $100 million to $175 million. These forecasts reflect a cautious yet strategic approach to navigating current market conditions.</p>
<div class="lb-trans"><p>展望未来，TFI 国际预计第四季度调整后的稀释每股收益将在 0.80 美元至 0.90 美元之间。公司预计全年净资本支出（不包括房地产）将在 1 亿至 1.75 亿美元之间。这些预测反映了在当前市场条件下谨慎而战略性的应对方式。</p>
</div><p>In summary, TFI International’s earnings call presented a complex picture of strategic confidence amidst current market challenges. The company’s efforts to enhance shareholder value through dividends and share buybacks are noteworthy. However, declines in revenue and income across several segments, coupled with challenges in the Canadian market, underscore the hurdles ahead. As TFI International looks forward to 2026 with optimism, it remains focused on navigating the subdued market conditions of today.</p>
<div class="lb-trans"><p>总之，TFI 国际的财报电话会议呈现出在当前市场挑战中战略信心的复杂图景。公司通过股息和股票回购增强股东价值的努力值得关注。然而，各个业务板块的收入和利润下降，加上加拿大市场的挑战，突显了未来的困难。尽管 TFI 国际对 2026 年持乐观态度，但仍专注于应对当今低迷的市场条件。</p>
</div>

TFI International 财报电话会议：应对市场挑战的战略举措