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David Saperstein is recorded as CFO at TFI International Inc. (TFII). David Saperstein has spoken on 3 earnings calls across 1 company, most recently for TFI International Inc. on February 18, 2026. TFI International Inc. is classified in the Trucking industry within the Industrials sector.
“So we're looking at probably around 250 basis points of sequential margin deterioration in the U.S. LTL. And I just want to qualify that by saying that Q1 is unique in the year in that it's very back-end weighted to March.”
“Scott, yes, embedded in that guidance is a U.S. LTL OR in Q4 of 96%. Specialized truckload between 93% and 94%, and logistics also between 93% and 94%. That logistics piece is down substantially; when you run the numbers, that suggests year-over-year operating income contribution in logistics is down by about half.”
“Scott, this is really based on just the historical seasonality of the business. If you look last year, Q2 to Q3, we dropped $0.11 of EPS and margins contracted pretty much across the board, across the divisions and the segments.”
Trucking · Industrials
CFO
