TFI International Sees Turning Point in Trucking Transport Operations -- Market Talk

Dow Jones

18 hours ago

1305 ET - TFI International's trucking business is turning a corner, which BofA says gives the company both cyclical and structural upside. The analysts upgrade the stock to buy from neutral in part on the company's 2Q26 outlook implying 400-500 basis points of consolidated operating ratio improvement 1Q-2Q which includes 600-700 bps of improvement in its less-than-truckload business, "well north of its recent historic 350-400 bps average," the analysts say. Shipments-per-day are also trending up about 6% year-over-year in April after inflecting positive in March. The analysts note that they were down 10% in January, flat in February, and up 8% last month. TFI International is up 7% to C$201.77. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

April 28, 2026 13:05 ET (17:05 GMT)

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The analysts upgrade the stock to buy from neutral in part on the company's 2Q26 outlook implying 400-500 basis points of consolidated operating ratio improvement 1Q-2Q which includes 600-700 bps of improvement in its less-than-truckload business, \"well north of its recent historic 350-400 bps average,\" the analysts say. Shipments-per-day are also trending up about 6% year-over-year in April after inflecting positive in March. The analysts note that they were down 10% in January, flat in February, and up 8% last month. TFI International is up 7% to C$201.77. 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The analysts upgrade the stock to buy from neutral in part on the company's 2Q26 outlook implying 400-500 basis points of consolidated operating ratio improvement 1Q-2Q which includes 600-700 bps of improvement in its less-than-truckload business, \"well north of its recent historic 350-400 bps average,\" the analysts say. Shipments-per-day are also trending up about 6% year-over-year in April after inflecting positive in March. The analysts note that they were down 10% in January, flat in February, and up 8% last month. TFI International is up 7% to C$201.77. (adriano.marchese@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 28, 2026 13:05 ET (17:05 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TFI","symbol_name":"SPDR Nuveen ICE Municipal Bond ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2631840955","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2631840955","pubTimestamp":1777395900,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1305 ET - TFI International's trucking business is turning a corner, which BofA says gives the company both cyclical and structural upside. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"TFI":"SPDR Nuveen ICE Municipal Bond ETF","TFII":"TFI International Inc","BK4075":"烟草","BK4022":"陆运","TPB":"Turning Point Brands Inc.","BK4232":"货物陆运"},"translate_title":"TFI International看到卡车运输业务的转折点——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TFI":1.5,"TPB":1.5,"TFII":0.9},"content_text":"1305 ET - TFI International's trucking business is turning a corner, which BofA says gives the company both cyclical and structural upside. The analysts upgrade the stock to buy from neutral in part on the company's 2Q26 outlook implying 400-500 basis points of consolidated operating ratio improvement 1Q-2Q which includes 600-700 bps of improvement in its less-than-truckload business, \"well north of its recent historic 350-400 bps average,\" the analysts say. Shipments-per-day are also trending up about 6% year-over-year in April after inflecting positive in March. The analysts note that they were down 10% in January, flat in February, and up 8% last month. TFI International is up 7% to C$201.77. (adriano.marchese@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  April 28, 2026 13:05 ET (17:05 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}