Updated
Updated · Transport Topics · Jul 28
TFI International Cuts Truckload OR to 86.1 as Q2 Revenue Rises 6.8%
Updated
Updated · Transport Topics · Jul 28

TFI International Cuts Truckload OR to 86.1 as Q2 Revenue Rises 6.8%

3 articles · Updated · Transport Topics · Jul 28

Summary

  • TFI’s truckload division lowered its operating ratio to 86.1 in Q2 2026 from 90.1 a year earlier, extending an improvement from above 90 in Q1 as freight conditions strengthened.
  • $760.8 million in truckload revenue before fuel surcharges, up 6.8%, was paired with a 13% rise in revenue per truck per week to $4,942, with monthly gains accelerating from 11.1% in April to 14.4% in June.
  • Acquisitions made during the downturn, lower equipment spending, asset disposals and U.S. capacity reductions helped lift results, while targeted demand in aerospace, wind, steel and data centers added support.
  • TFI’s overall Q2 net income climbed 39% to $136.2 million on revenue of $2.29 billion, and CEO Alain Bédard said the truckload unit could move toward an 80-83 operating ratio if market conditions hold.

Insights

How did a recent freight downturn actually fuel TFI International's massive profit surge in 2026?
Will TFI's aggressive move to reject low-priced volume backfire, or is it the ultimate secret to dominating the trucking rebound?