Rail & Road #logistics#ltl
TFI International Q2: LTL Steady but Truckload Soars on Supply Constraints, CEO Says
TFI International reported strong Q2 earnings with EPS up 41% to $1.65. However, the performance diverged sharply between LTL (18% EBITDA margin) and Truckload (24.1%). CEO Alain Bedard attributed truckload gains to supply constraints, not demand, and said this market dynamic is unprecedented in 30 years. LTL volume surged 7.5% but revenue per shipment fell 2%, leading to cost and service challenges.
Jul 28, 2026 1 source