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Side-by-side financial comparison of STEPAN CO (SCL) and TFI International Inc. (TFII). Click either name above to swap in a different company.
TFI International Inc. is the larger business by last-quarter revenue ($921.9M vs $604.5M, roughly 1.5× STEPAN CO).
Stepan Company is an American manufacturer of specialty chemicals headquartered in Northbrook, Illinois. The company was founded in 1932 by Alfred C. Stepan, Jr., and has approximately 2,000 employees. It is currently run by his grandson, F. Quinn Stepan, Jr. The company describes itself as the largest global merchant manufacturer of anionic surfactants, which are used to enhance the foaming and cleaning capabilities of detergents, shampoos, toothpastes, and cosmetics.
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...
SCL vs TFII — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $604.5M | $921.9M |
| Net Profit | $19.7M | — |
| Gross Margin | 10.7% | — |
| Operating Margin | 4.7% | 8.4% |
| Net Margin | 3.3% | — |
| Revenue YoY | 1.9% | — |
| Net Profit YoY | — | — |
| EPS (diluted) | $0.86 | — |
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 | $604.5M | — | ||
| Q4 25 | $553.9M | — | ||
| Q3 25 | $590.3M | $921.9M | ||
| Q2 25 | $594.7M | $2.0B | ||
| Q1 25 | $593.3M | $2.0B | ||
| Q4 24 | $525.6M | — | ||
| Q3 24 | $546.8M | $1.0B | ||
| Q2 24 | $556.4M | $2.3B |
| Q1 26 | $19.7M | — | ||
| Q4 25 | $5.0M | — | ||
| Q3 25 | $10.8M | — | ||
| Q2 25 | $11.3M | $98.2M | ||
| Q1 25 | $19.7M | $56.0M | ||
| Q4 24 | $3.4M | — | ||
| Q3 24 | $23.6M | — | ||
| Q2 24 | $9.5M | $117.8M |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 9.3% | — | ||
| Q3 25 | 12.0% | — | ||
| Q2 25 | 12.1% | — | ||
| Q1 25 | 12.7% | — | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 13.8% | — | ||
| Q2 24 | 12.5% | — |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 3.7% | 8.4% | ||
| Q2 25 | 3.0% | 8.4% | ||
| Q1 25 | 4.8% | 5.8% | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 4.4% | 9.5% | ||
| Q2 24 | 3.4% | 9.2% |
| Q1 26 | 3.3% | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.9% | 4.8% | ||
| Q1 25 | 3.3% | 2.9% | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 1.7% | 5.2% |
| Q1 26 | $0.86 | — | ||
| Q4 25 | $0.22 | — | ||
| Q3 25 | $0.47 | — | ||
| Q2 25 | $0.50 | — | ||
| Q1 25 | $0.86 | — | ||
| Q4 24 | $0.14 | — | ||
| Q3 24 | $1.03 | — | ||
| Q2 24 | $0.42 | — |
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 | $328.4M | — |
| Stockholders' EquityBook value | $1.2B | — |
| Total Assets | $2.3B | — |
| Debt / EquityLower = less leverage | 0.28× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $132.7M | — | ||
| Q3 25 | $118.5M | — | ||
| Q2 25 | $88.9M | — | ||
| Q1 25 | $107.5M | — | ||
| Q4 24 | $99.7M | — | ||
| Q3 24 | $147.3M | — | ||
| Q2 24 | $124.7M | — |
| Q1 26 | $328.4M | — | ||
| Q4 25 | $626.7M | — | ||
| Q3 25 | $655.5M | — | ||
| Q2 25 | $658.0M | — | ||
| Q1 25 | $659.3M | — | ||
| Q4 24 | $625.4M | — | ||
| Q3 24 | $688.5M | — | ||
| Q2 24 | $657.1M | — |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.3B | — |
| Q1 26 | 0.28× | — | ||
| Q4 25 | 0.50× | — | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | 0.55× | — | ||
| Q4 24 | 0.53× | — | ||
| Q3 24 | 0.56× | — | ||
| Q2 24 | 0.55× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SCL
| Surfactants | $453.7M | 75% |
| Polymers | $130.0M | 22% |
| Specialty Products | $20.8M | 3% |
TFII
Segment breakdown not available.
