{"id":38563,"date":"2026-02-18T12:32:39","date_gmt":"2026-02-18T12:32:39","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/tfi-%ec%9d%b8%ed%84%b0%eb%82%b4%ec%85%94%eb%84%90-4%eb%b6%84%ea%b8%b0-%eb%a7%a4%ec%b6%9c-19%ec%96%b51000%eb%a7%8c-%eb%8b%ac%eb%9f%ac-%ea%b8%b0%eb%a1%9d%ec%a0%84%eb%85%84-%eb%8c%80%eb%b9%84\/"},"modified":"2026-02-18T12:32:39","modified_gmt":"2026-02-18T12:32:39","slug":"tfi-%ec%9d%b8%ed%84%b0%eb%82%b4%ec%85%94%eb%84%90-4%eb%b6%84%ea%b8%b0-%eb%a7%a4%ec%b6%9c-19%ec%96%b51000%eb%a7%8c-%eb%8b%ac%eb%9f%ac-%ea%b8%b0%eb%a1%9d%ec%a0%84%eb%85%84-%eb%8c%80%eb%b9%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/tfi-%ec%9d%b8%ed%84%b0%eb%82%b4%ec%85%94%eb%84%90-4%eb%b6%84%ea%b8%b0-%eb%a7%a4%ec%b6%9c-19%ec%96%b51000%eb%a7%8c-%eb%8b%ac%eb%9f%ac-%ea%b8%b0%eb%a1%9d%ec%a0%84%eb%85%84-%eb%8c%80%eb%b9%84\/","title":{"rendered":"TFI \uc778\ud130\ub0b4\uc154\ub110, 4\ubd84\uae30 \ub9e4\ucd9c 19\uc5b51,000\ub9cc \ub2ec\ub7ec \uae30\ub85d\u2026\uc804\ub144 \ub300\ube44 7.8% \uac10\uc18c, \uc8fc\ub2f9\uc21c\uc774\uc775(EPS) 1.09\ub2ec\ub7ec\ub85c \ud558\ub77d"},"content":{"rendered":"TFI International Inc.\ub294 2025\ub144 12\uc6d4\uc5d0 \ub05d\ub09c \ubd84\uae30 \ub9e4\ucd9c\uc774 19\uc5b51,000\ub9cc \ub2ec\ub7ec\ub85c, \uc804\ub144 \ub300\ube44 7.8% \uac10\uc18c\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. **\uc8fc\ub2f9\uc21c\uc774\uc775(EPS, \uc21c\uc774\uc775\uc744 \ubc1c\ud589 \uc8fc\uc2dd \uc218\ub85c \ub098\ub208 \uac12)**\uc740 1.09\ub2ec\ub7ec\ub85c, 1\ub144 \uc804 1.19\ub2ec\ub7ec\ubcf4\ub2e4 \ub0ae\uc558\ub2e4.\n\n\ub9e4\ucd9c\uc740 **Zacks \ucee8\uc13c\uc11c\uc2a4 \ucd94\uc815\uce58(\uc5ec\ub7ec \uc560\ub110\ub9ac\uc2a4\ud2b8\uc758 \uc608\uc0c1\uce58\ub97c \ud3c9\uade0\ub0b8 \uac12)** 19\uc5b52,000\ub9cc \ub2ec\ub7ec\ub97c \uc18c\ud3ed \ubc11\ub3cc\uc544 **\uc11c\ud504\ub77c\uc774\uc988(\uc2e4\uc801\uc774 \uc608\uc0c1\uacfc \uc5bc\ub9c8\ub098 \ub2ec\ub790\ub294\uc9c0)** -0.48%\ub97c \uae30\ub85d\ud588\ub2e4. EPS\ub294 \ucee8\uc13c\uc11c\uc2a4 0.85\ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uc544 EPS \uc11c\ud504\ub77c\uc774\uc988\ub294 +27.93%\uc600\ub2e4.\n\n**\uc870\uc815 \uc601\uc5c5\ube44\uc728(Adjusted operating ratio, \ub9e4\ucd9c \ub300\ube44 \uc601\uc5c5\ube44\uc6a9 \ube44\uc728\ub85c \ub0ae\uc744\uc218\ub85d \ube44\uc6a9 \ud6a8\uc728\uc774 \uc88b\ub2e4\ub294 \ub73b)**\uc740 \uc804\uccb4 92.3%(\ucd94\uc815 92.7%), \ud2b8\ub7ed\uc6b4\uc1a1(Truckload) 93.2%(\ucd94\uc815 92.8%), **\uc18c\ub7c9\ud654\ubb3c(Less-Than-Truckload, LTL: \ud2b8\ub7ed \ud55c \ub300\ub97c \uac00\ub4dd \ucc44\uc6b0\uc9c0 \uc54a\ub294 \uc5ec\ub7ec \uace0\uac1d\uc758 \ud654\ubb3c\uc744 \ubb36\uc5b4 \uc6b4\uc1a1\ud558\ub294 \ubc29\uc2dd)** 89.9%(\ucd94\uc815 92.9%)\uc600\ub2e4. \uce90\ub098\ub2e4 LTL \uc870\uc815 \uc601\uc5c5\ube44\uc728\uc740 81.7%(\ucd94\uc815 82.8%)\uc600\uace0, \uce90\ub098\ub2e4 LTL **CWT\ub2f9 \ub9e4\ucd9c(Revenue per hundredweight, CWT=100\ud30c\uc6b4\ub4dc(\uc57d 45.36kg) \uae30\uc900 \ub2e8\uac00)**(\uc5f0\ub8cc \uc81c\uc678)\uc740 11.01\ub2ec\ub7ec(\ucd94\uc815 11.11\ub2ec\ub7ec)\uc600\ub2e4.\n\n\uce90\ub098\ub2e4 LTL **\ubb3c\ub3d9\ub7c9(tonnage, \uc6b4\uc1a1\ub41c \ud654\ubb3c\uc758 \ucd1d \uc911\ub7c9)**\uc740 563.00KTons(\ucc9c \ud1a4)\ub85c \ucd94\uc815\uce58 548.86KTons\ub97c \uc6c3\ub3cc\uc558\uace0, \ubbf8\uad6d LTL \ubb3c\ub3d9\ub7c9\uc740 756.00KTons\ub85c \ucd94\uc815\uce58 739.88KTons\ub97c \uc6c3\ub3cc\uc558\ub2e4. **\uc5f0\ub8cc \ud560\uc99d\ub8cc \uc81c\uc678 \ub9e4\ucd9c(Revenue before fuel surcharge, \uc5f0\ub8cc\ube44 \ubcc0\ub3d9\uc744 \ub530\ub85c \ubc18\uc601\ud558\uae30 \uc804 \ub9e4\ucd9c)**\uc740 16\uc5b58,000\ub9cc \ub2ec\ub7ec\ub85c \ucd94\uc815\uce58 16\uc5b58,000\ub9cc \ub2ec\ub7ec\uc640 \uac19\uc558\uc73c\uba70 \uc804\ub144 \ub300\ube44 8.1% \uac10\uc18c\ud588\ub2e4. **\uc5f0\ub8cc \ud560\uc99d\ub8cc(Fuel surcharge, \uc5f0\ub8cc\ube44 \uc0c1\uc2b9\ubd84\uc744 \uc6b4\uc784\uc5d0 \ucd94\uac00\ub85c \ubc18\uc601\ud558\ub294 \uae08\uc561)**\ub294 2\uc5b53,433\ub9cc \ub2ec\ub7ec\ub85c \ucd94\uc815\uce58 2\uc5b53,995\ub9cc \ub2ec\ub7ec\ub97c \ubc11\ub3cc\uc558\uace0 \uc804\ub144 \ub300\ube44 6.4% \uac10\uc18c\ud588\ub2e4.\n\n\ud2b8\ub7ed\uc6b4\uc1a1 \ub9e4\ucd9c\uc740 6\uc5b57,418\ub9cc \ub2ec\ub7ec\ub85c \ucd94\uc815\uce58 7\uc5b55,323\ub9cc \ub2ec\ub7ec\ub97c \ubc11\ub3cc\uc558\uace0 \uc804\ub144 \ub300\ube44 2.7% \uac10\uc18c\ud588\ub2e4. LTL \ub9e4\ucd9c\uc740 6\uc5b56,052\ub9cc \ub2ec\ub7ec\ub85c \ucd94\uc815\uce58 6\uc5b56,829\ub9cc \ub2ec\ub7ec\ubcf4\ub2e4 \ub0ae\uc558\uc73c\uba70 10.4% \uac10\uc18c\ud588\ub2e4. \ubb3c\ub958(Logistics, \uc6b4\uc1a1\u00b7\ubcf4\uad00\u00b7\ubc30\ucc28 \ub4f1\uc744 \ubb36\uc740 \uc11c\ube44\uc2a4) \ub9e4\ucd9c\uc740 3\uc5b55,810\ub9cc \ub2ec\ub7ec\ub85c \ucd94\uc815\uce58 3\uc5b57,626\ub9cc \ub2ec\ub7ec\ub97c \ubc11\ub3cc\uc558\uace0 12.7% \uac10\uc18c\ud588\ub2e4.\n\n\uc2dc\uc7a5\uc740 2025\ub144 \ub9d0 \uc2e4\uc801\uc744 \uc5c7\uac08\ub9b0 \uacb0\uacfc\ub85c \ubcf4\uace0 \uc788\ub2e4. \ub9e4\ucd9c\uc740 \uc904\uc5c8\uc9c0\ub9cc \uc774\uc775\uc740 \uc608\uc0c1\uce58\ub97c \ud06c\uac8c \ub118\uc5b4\uc130\ub2e4. EPS \uc11c\ud504\ub77c\uc774\uc988\uac00 \uc57d 28%\uc5d0 \ub2ec\ud55c \uac83\uc740 \ub9e4\ucd9c \uc99d\uac00\ubcf4\ub2e4 **\ube44\uc6a9 \uad00\ub9ac(\uc9c0\ucd9c\uc744 \uc904\uc5ec \uc774\uc775\uc744 \ub192\uc774\ub294 \uac83)** \uc601\ud5a5\uc774 \ucef8\ub2e4. \uc774\ub294 **\uc635\uc158 \uac70\ub798(options trading, \uc8fc\uc2dd\uc744 \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4\/\ud314 \uad8c\ub9ac\ub97c \uc0ac\uace0\ud30c\ub294 \uac70\ub798)** \uad00\uc810\uc5d0\uc11c \ubc29\ud5a5\uc131\uc744 \ub2e8\uc815\ud558\uae30 \uc5b4\ub835\uac8c \ub9cc\ub4e0\ub2e4.\n\n\ud575\uc2ec\uc740 \uc6b4\uc601 \uc9c0\ud45c, \ud2b9\ud788 LTL \ubd80\ubb38\uc774\ub2e4. LTL \uc870\uc815 \uc601\uc5c5\ube44\uc728\uc774 89.9%\ub85c \uc560\ub110\ub9ac\uc2a4\ud2b8 \uc608\uc0c1 92.9%\ubcf4\ub2e4 \ud6e8\uc52c \uc88b\uc544 \ube44\uc6a9 \ud6a8\uc728\uc774 \ub192\uc558\ub2e4. \uc5ec\uae30\uc5d0 \uc608\uc0c1\ubcf4\ub2e4 \ub192\uc740 LTL \ubb3c\ub3d9\ub7c9\uae4c\uc9c0 \uacb9\uce58\uba74\uc11c, \ud68c\uc0ac\uac00 \uc5b4\ub824\uc6b4 \ud654\ubb3c \uc2dc\uc7a5 \ud658\uacbd\uc5d0\uc11c\ub3c4 \uacbd\uc7c1\uc0ac\ubcf4\ub2e4 \ub354 \uc798 \ubc84\ud2f0\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.\n\n\ucd5c\uadfc \uc5c5\uacc4 \ub370\uc774\ud130\ub3c4 \ud654\ubb3c \uc2dc\uc7a5\uc774 \ubc14\ub2e5\uc744 \ub2e4\uc9c0\uace0 \uc788\uc744 \uac00\ub2a5\uc131\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uc608\ub97c \ub4e4\uc5b4 2026\ub144 1\uc6d4 **Cass Freight Index(\ubbf8\uad6d\uc758 \uc6b4\uc1a1 \ubb3c\ub3d9\ub7c9\/\uc6b4\uc784 \ud750\ub984\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)**\ub294 \uba87 \ub2ec \ub9cc\uc5d0 \ucc98\uc74c\uc73c\ub85c \uc804\uc6d4 \ub300\ube44 \uc99d\uac00\ub97c \ubcf4\uc5ec, \ucd9c\ud558 \ubb3c\ub7c9\uc774 \uc548\uc815\ub420 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud588\ub2e4. \uc774\ub294 TFI\uc758 \ubb3c\ub3d9\ub7c9 \uc9c0\ud45c\uc640 \ub9de\ubb3c\ub9ac\uba70, 2025\ub144\uc5d0 \ubcf4\uc600\ub358 \ub9e4\ucd9c \uc57d\uc138\uac00 \ub354 \ub098\ube60\uc9c0\uc9c0 \uc54a\uc744 \uc218\ub3c4 \uc788\uc74c\uc744 \ub73b\ud55c\ub2e4.\n\n\uac15\ud55c \uc774\uc775 \uac1c\uc120\uc5d0\ub3c4 \ub9e4\ucd9c \uc6b0\ub824\uac00 \ub0a8\uc544 \uc788\uc5b4, \ud22c\uc790\uc790\ub294 \uc0c1\uc2b9 \uac00\ub2a5\uc131\uc5d0 \ucc38\uc5ec\ud558\uba74\uc11c \uc704\ud5d8\uc744 \ud1b5\uc81c\ud558\ub294 \uc804\ub7b5\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. 2026\ub144 3\uc6d4 \ub610\ub294 4\uc6d4 **\ucf5c\uc635\uc158(call options, \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uad8c\ub9ac)** \ub9e4\uc218\ub294 \uc2dc\uc7a5\uc774 \ub192\uc740 \uc218\uc775\uc131 \uc9c0\ud45c\ub97c \ubc18\uc601\ud558\ub294 \uacfc\uc815\uc5d0\uc11c \uae0d\uc815\uc801 \ud750\ub984\uc774 \uc774\uc5b4\uc9c8 \uacbd\uc6b0 \uc218\ud61c\ub97c \ubcfc \uc218 \uc788\ub2e4. \uc774\ub294 \ube44\uc6a9 \ud6a8\uc728 \uac1c\uc120\uc774\ub77c\ub294 \ub17c\ub9ac\uc5d0 \uae30\ubc18\ud55c \uc0c1\uc2b9 \uc6c0\uc9c1\uc784\uc5d0 \ucc38\uc5ec\ud558\ub294 \ubc29\ubc95\uc774\ub2e4.\n\n\ub2e4\ub9cc \ubaa8\ub4e0 \ubd80\ubb38\uc5d0\uc11c \ub9e4\ucd9c\uc774 \uac10\uc18c\ud55c \uc810\uc740 \ubd80\ub2f4\uc774\ub2e4. \uc774\ub294 \uc791\ub144\uc5d0 \ub098\ud0c0\ub09c \uacbd\uae30 \ub454\ud654\ub97c \ubc18\uc601\ud55c\ub2e4. \ub354 \ubcf4\uc218\uc801\uc778 \ubc29\ubc95\uc73c\ub85c\ub294 **\ubd88 \ucf5c \uc2a4\ud504\ub808\ub4dc(bull call spread, \ucf5c\uc635\uc158\uc744 \uc0ac\uace0 \ub354 \ub192\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uc744 \ud30c\ub294 \uc870\ud569\uc73c\ub85c \ube44\uc6a9\uacfc \uc190\uc2e4 \uac00\ub2a5\uc131\uc744 \uc81c\ud55c)**\uac00 \uc788\ub2e4. \uc774 \uc804\ub7b5\uc740 \uc774\uc775 \uac1c\uc120\uc774\ub77c\ub294 \uae0d\uc815 \uc694\uc18c\uc640 \ub9e4\ucd9c \uac10\uc18c\ub77c\ub294 \ubd80\uc815 \uc694\uc18c\ub97c \ud568\uaed8 \uace0\ub824\ud55c\ub2e4.\n\n<!-- wp:paragraph-->\n<p><b>VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\ub9e4\ucd9c\uc740 7.8% \uac10\uc18c\ud588\uc9c0\ub9cc EPS\ub294 \ucee8\uc13c\uc11c\uc2a4\ub97c 28% \uc0c1\ud68c! \ud2b9\ud788 LTL \uc6b4\uc6a9\ube44\uc728 \uac1c\uc120\uacfc \ud1a4\uc218 \uc99d\uac00\ub85c \ud6a8\uc728 \uc6b0\uc704\ub97c \uc785\uc99d, \uc6b4\uc784 \ubc14\ub2e5 \uc2e0\ud638 \uc18d \uc635\uc158\uc73c\ub85c \uc0c1\uc2b9 \ubaa8\uba58\ud140 \ub178\ub9b4\ub9cc. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":62,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-38563","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38563","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/62"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=38563"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38563\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38563"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38563"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38563"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}