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Side-by-side financial comparison of Erie Indemnity (ERIE) and TFI International Inc. (TFII). Click either name above to swap in a different company.
Erie Indemnity is the larger business by last-quarter revenue ($1.0B vs $921.9M, roughly 1.1× TFI International Inc.).
Erie Insurance Group, based in Erie, Pennsylvania, is a property and casualty insurance company offering auto, home, business and life insurance through a network of independent insurance agents. As of 2021, Erie Insurance Group is ranked 347th on the 2021 Fortune 500 list of largest American corporations, based on total revenue for the 2020 fiscal year.
TFI International Inc. is a Canadian transport and logistics company based in Saint-Laurent, Quebec, a borough of Montreal. It operates primarily in Canada, the United States, and Mexico through 4 business segments: less than truckload (LTL), package and courier, logistics, and truckload. It has Canada's largest LTL business, largest trucking fleet, and in 2021 was ranked 6th in terms of revenue among both LTL and truckload North American carriers. Its trucking fleet consists of over 14,000 c...
ERIE vs TFII — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $921.9M |
| Net Profit | $150.5M | — |
| Gross Margin | — | — |
| Operating Margin | 16.5% | 8.4% |
| Net Margin | 14.9% | — |
| Revenue YoY | 2.3% | — |
| Net Profit YoY | — | — |
| EPS (diluted) | — | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.0B | — | ||
| Q4 25 | $951.0M | — | ||
| Q3 25 | $1.1B | $921.9M | ||
| Q2 25 | $1.1B | $2.0B | ||
| Q1 25 | $989.4M | $2.0B | ||
| Q4 24 | $924.1M | — | ||
| Q3 24 | $999.9M | $1.0B | ||
| Q2 24 | $990.4M | $2.3B |
| Q1 26 | $150.5M | — | ||
| Q4 25 | $63.4M | — | ||
| Q3 25 | $182.9M | — | ||
| Q2 25 | $174.7M | $98.2M | ||
| Q1 25 | $138.4M | $56.0M | ||
| Q4 24 | $152.0M | — | ||
| Q3 24 | $159.8M | — | ||
| Q2 24 | $163.9M | $117.8M |
| Q1 26 | 16.5% | — | ||
| Q4 25 | 16.6% | — | ||
| Q3 25 | 19.6% | 8.4% | ||
| Q2 25 | 18.8% | 8.4% | ||
| Q1 25 | 15.3% | 5.8% | ||
| Q4 24 | 18.1% | — | ||
| Q3 24 | 18.0% | 9.5% | ||
| Q2 24 | 19.2% | 9.2% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 6.7% | — | ||
| Q3 25 | 17.1% | — | ||
| Q2 25 | 16.5% | 4.8% | ||
| Q1 25 | 14.0% | 2.9% | ||
| Q4 24 | 16.5% | — | ||
| Q3 24 | 16.0% | — | ||
| Q2 24 | 16.5% | 5.2% |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.4B | — |
| Total Assets | $3.4B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.8B | — |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.7B | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ERIE
| Management fee revenue - policy issuance and renewal services | $786.4M | 78% |
| Administrative services reimbursement revenue | $200.1M | 20% |
| Management fee revenue - administrative services | $19.5M | 2% |
| Service agreement revenue | $5.9M | 1% |
TFII
Segment breakdown not available.
