TFI International第三季度净利润1.057亿美元同比增25%：整车运输营业利润近乎翻倍，股息上调至0.47美元
位于加拿大魁北克省 Montreal 的北美运输与物流公司 TFI International Inc.（纽约证券交易所与多伦多证券交易所代码：TFII）10月29日公布2026年第三季度业绩：当季总收入22.32亿美元，同比增长13%；净利润1.057亿美元，同比增长25%。公司公布的金额均为美元。
当季营业利润为1.800亿美元，同比增长17%；调整后净利润1.373亿美元，调整后稀释每股收益1.67美元，同比增长39%。经营活动现金流2.352亿美元，自由现金流1.164亿美元；年初至今自由现金流累计4.40亿美元。董事会已批准季度股息每股0.47美元，较去年同期上调4%，该期股息已于10月15日派付。
分部门看，当季整车运输（Truckload）收入增长15%、营业利润大增91%，接近翻倍；物流（Logistics）收入增长22%、营业利润增长59%；零担运输（Less-Than-Truckload）收入增长7%，但营业利润下降43%，其中包含一笔1,440万美元的非现金楼宇减值。
董事长、总裁兼首席执行官 Alain Bédard 表示，公司全线运营比率再次低于90，整车运输表现尤其突出，在卡车数量减少的情况下仍实现两位数收入增长、营业利润近乎翻倍；零担运输的定价举措自季末起开始见效并延续至10月。
展望方面，公司预计2026年第四季度调整后稀释每股收益介于1.30至1.40美元之间，全年净资本开支（不含房地产）介于2.25亿至2.50亿美元之间。公司将于10月30日上午举行网络会议讨论业绩。
TFI International Q3 Net Income Rises 25% to $105.7 Million as Truckload Operating Income Nearly Doubles; Dividend Raised to $0.47
MONTREAL, Quebec, Canada — North American transportation and logistics company TFI International Inc. (NYSE and TSX: TFII) on October 29 announced results for the third quarter ended September 30, 2026, with total revenue of $2,232.2 million, up 13% from a year earlier, and net income of $105.7 million, up 25%. All amounts are in U.S. dollars.
Operating income rose 17% to $180.0 million. Adjusted net income was $137.3 million, or $1.67 per diluted share, up 39% from a year earlier. Net cash from operating activities was $235.2 million and free cash flow was $116.4 million, bringing year-to-date free cash flow to $440 million. The Board of Directors approved a quarterly dividend of $0.47 per share, an increase of 4% over the prior-year period; the dividend was paid on October 15.
By segment, Truckload revenue rose 15% and operating income jumped 91%, nearly doubling, while Logistics revenue rose 22% with operating income up 59%. Less-Than-Truckload revenue rose 7%, but its operating income fell 43%, including a $14.4 million non-cash office building impairment charge.
Chairman, President and Chief Executive Officer Alain Bédard said the company again generated a sub-90 firmwide operating ratio, with Truckload performance particularly gratifying — double-digit top-line growth despite fewer trucks and operating income that nearly doubled — and pricing initiatives within LTL beginning to benefit results late in the quarter and into October.
For the outlook, the company expects fourth-quarter 2026 adjusted diluted EPS of $1.30 to $1.40, and full-year net capital expenditures excluding real estate of $225 million to $250 million. TFI will host a webcast on October 30 to discuss the results.
来源：GSM·美国（原文链接）
图片来源：图：半挂货运卡车在装卸区作业（资料图，非 TFI International 车辆）。经 Wikimedia Commons，CC BY 2.0。 / A semi truck at a loading area (file photo; not a TFI International vehicle). Via Wikimedia Commons, CC BY 2.0.
