TFI International Inc. (TFII) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you. Bye. . . . . . . Thank you. Good day, ladies and gentlemen. Thank you for standing by. Welcome to TFI International's first quarter 2026 earnings call. At this time, all participants are in a listen-only mode. Following the presentation, we will conduct a question and answer session. Callers will be limited to one question and one follow-up. Again, that's one question and not a follow-up so that we can get to as many callers as possible. Further instructions for entering the queue will be provided at that time. Please be advised that this conference call will contain statements that are forward-looking in nature and is subject to a number of risks and uncertainties that could cause actual results to differ materially. I would also like to remind everyone that this conference call is being recorded on April 27, 2026. Joining us on the call today are... Alain Bedard, Chairman, President, and Chief Executive Officer, and David Saperstein, Chief Financial Officer. I would now like to turn the call over to Mr. Alain Bedard. Please go ahead, sir. Well, thank you for the introduction, operator, and welcome everyone to today's call. Within the past hour, we reported our quarterly results, including adjusted diluted EPS of 69 cents. This performance was driven by the tremendous efforts of our talented team members and their relentless focus on efficiency and related operating principles. Taking a step back, a longstanding part of our strategy is to maintain a rock-solid balance sheet that allows us to thoughtfully manage through the cycle. And after generating more than $800 million of free cash flow last year, which was over $10 per share, We produced another $124 million during the first quarter, which further benefited our financial position. Most importantly, t...