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TFII 
TFI International Inc (TFII)
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Upturn Advisory Summary
01/09/2026: TFII (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
21 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $113.42
1 Year Target Price $113.42
| 7 | Strong Buy |
| 9 | Buy |
| 4 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 12.59% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.12B USD | Price to earnings Ratio 28.21 | 1Y Target Price 113.42 |
Price to earnings Ratio 28.21 | 1Y Target Price 113.42 | ||
Volume (30-day avg) 21 | Beta 1.32 | 52 Weeks Range 70.98 - 137.51 | Updated Date 01/9/2026 |
52 Weeks Range 70.98 - 137.51 | Updated Date 01/9/2026 | ||
Dividends yield (FY) 1.68% | Basic EPS (TTM) 3.9 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.06% | Operating Margin (TTM) 7.64% |
Management Effectiveness
Return on Assets (TTM) 4.98% | Return on Equity (TTM) 12.13% |
Valuation
Trailing PE 28.21 | Forward PE 21.74 | Enterprise Value 12019967087 | Price to Sales(TTM) 1.13 |
Enterprise Value 12019967087 | Price to Sales(TTM) 1.13 | ||
Enterprise Value to Revenue 1.49 | Enterprise Value to EBITDA 10.03 | Shares Outstanding 82287807 | Shares Floating 77027970 |
Shares Outstanding 82287807 | Shares Floating 77027970 | ||
Percent Insiders 6.44 | Percent Institutions 72.88 |
Upturn AI SWOT
TFI International Inc
Company Overview
History and Background
TFI International Inc. was founded in 1989 as Trimac Industries Ltd. It began as a small trucking company and has since grown through strategic acquisitions and organic expansion into a diversified North American transportation and logistics company. Key milestones include its IPO on the Toronto Stock Exchange in 1994, significant acquisitions in the less-than-truckload (LTL) and package and courier segments, and its evolution into a leading player in the industry.
Core Business Areas
- Package and Courier: This segment includes TFI International's operations in the express parcel and courier delivery market, serving both business and residential customers across North America. Key brands include GLS and Intelcom.
- Less-than-Truckload (LTL): This segment focuses on providing LTL freight transportation services across Canada and the United States. Key brands include TForce Freight (formerly UPS Freight), TFI Truckload (dedicated and long-haul trucking), and Canada Cartage.
- Logistics: This segment offers a range of integrated logistics solutions, including freight management, warehousing, and specialized transportation services. Brands include TFI Logistics and Transport America.
Leadership and Structure
TFI International Inc. is led by a seasoned management team. Alain Bu00e9dard serves as Chairman, President, and Chief Executive Officer. The company operates through its various subsidiaries and business units, with a decentralized management structure that allows for operational flexibility and responsiveness.
Top Products and Market Share
Key Offerings
- LTL Freight Services: TFI International offers comprehensive less-than-truckload freight transportation services, catering to a wide range of industries. TForce Freight is a major player in the US LTL market. Competitors include FedEx Freight, XPO Logistics, and Old Dominion Freight Line.
- Package and Courier Delivery: The company provides express parcel and courier delivery services, with a significant presence in North America through its GLS network. Competitors include FedEx, UPS, and DHL.
- Dedicated Truckload Services: TFI provides specialized dedicated truckload services for businesses requiring consistent and reliable transportation of goods, often for dedicated routes or specific supply chain needs. Competitors include Ryder System, XPO Logistics, and Schneider National.
Market Dynamics
Industry Overview
The transportation and logistics industry in North America is large, fragmented, and highly competitive. It is influenced by economic conditions, e-commerce growth, fuel prices, and regulatory changes. The LTL and package delivery segments are experiencing strong demand driven by online retail, while dedicated truckload services are crucial for many industrial and manufacturing sectors.
Positioning
TFI International is positioned as a leading diversified transportation and logistics provider in North America. Its competitive advantages include a broad service offering, a strong presence in key North American markets, a history of successful acquisitions, and an efficient operating model.
Total Addressable Market (TAM)
The total addressable market for North American transportation and logistics is in the hundreds of billions of dollars, encompassing trucking, LTL, package delivery, and logistics services. TFI International holds a significant, though not dominant, share of this market, with substantial room for growth through further consolidation and service expansion.
Upturn SWOT Analysis
Strengths
- Diversified business model across LTL, package, and logistics.
- Strong presence and brand recognition in North America.
- Proven track record of successful acquisitions and integration.
- Efficient operational management and cost control.
- Experienced leadership team.
Weaknesses
- Reliance on economic cycles for freight volumes.
- Potential integration challenges with large acquisitions.
- Competition from larger, more established players in specific segments.
Opportunities
- Continued growth in e-commerce driving demand for parcel delivery.
- Industry consolidation leading to further acquisition opportunities.
- Expansion of logistics and intermodal services.
- Technological advancements to improve efficiency and customer service.
Threats
- Rising fuel costs.
- Labor shortages and increasing wages.
- Economic downturns impacting freight volumes.
- Intensifying competition and pricing pressures.
- Regulatory changes affecting transportation.
Competitors and Market Share
Key Competitors
- FedEx Corporation (FDX)
- United Parcel Service, Inc. (UPS)
- XPO Logistics, Inc. (XPO)
- Old Dominion Freight Line, Inc. (ODFL)
- Schneider National, Inc. (SNDR)
- Ryder System, Inc. (R)
Competitive Landscape
TFI International competes in a dynamic landscape. Its strengths lie in its diversified portfolio and acquisition expertise. However, it faces intense competition from larger, well-established global players with extensive networks and resources. TFI's ability to effectively integrate acquisitions and maintain operational efficiency are key advantages.
Major Acquisitions
UPS Freight
- Year: 2021
- Acquisition Price (USD millions): 800
- Strategic Rationale: Acquisition of UPS Freight significantly strengthened TFI International's LTL presence in the U.S. market, providing a substantial network and customer base. It was a transformative deal that positioned TFI as a leading LTL carrier.
Transport America
- Year: 2014
- Acquisition Price (USD millions): 110
- Strategic Rationale: This acquisition expanded TFI's truckload capacity and diversified its offerings within the U.S. trucking sector, enhancing its reach and service capabilities.
Growth Trajectory and Initiatives
Historical Growth: TFI International has achieved significant historical growth through a combination of organic expansion and strategic acquisitions, particularly in the LTL and package delivery sectors. This has led to consistent increases in revenue and market share.
Future Projections: Analyst estimates generally project continued revenue and earnings growth for TFI International, driven by ongoing industry consolidation, e-commerce expansion, and operational efficiencies. Specific EPS and revenue growth projections from financial analysts would be included here.
Recent Initiatives: Recent strategic initiatives include the acquisition of UPS Freight (rebranded as TForce Freight), which significantly expanded its LTL presence in the U.S., and ongoing investments in technology and fleet modernization to enhance service and efficiency.
Summary
TFI International Inc. is a robust and diversified transportation and logistics company with a strong North American presence. Its strategic acquisitions, particularly UPS Freight, have significantly bolstered its LTL segment. The company demonstrates consistent growth and profitability, driven by a well-managed, decentralized operational model. Key strengths include its diversified business and acquisition acumen, but it must vigilantly manage industry cyclicality and intense competition.
Similar Stocks
Sources and Disclaimers
Data Sources:
- TFI International Inc. Investor Relations
- Securities and Exchange Commission (SEC) Filings
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Industry Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute investment advice. Financial data and market share figures are estimates and may vary depending on the source and reporting period. Investors should conduct their own due diligence before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About TFI International Inc
Exchange NYSE | Headquaters Saint-Laurent, QC, Canada | ||
IPO Launch date 2008-05-20 | President, CEO & Chairman Mr. Alain Bedard CMA, F.C.A., FCPA | ||
Sector Industrials | Industry Trucking | Full time employees 26092 | Website https://www.tfiintl.com |
Full time employees 26092 | Website https://www.tfiintl.com | ||
TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Mexico, and Canada. It operates through Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The LTL segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads. The TL segment offers expedited transportation, flatbed, tank, container, and dedicated services. This segment also carries full loads directly from the customer to the destination using a closed van or specialized equipment. The Logistics segment provides asset-light logistics services, including brokerage, freight forwarding, and transportation management, as well as small package parcel delivery. As of December 31, 2024, it operates 14,243 trucks, 45,453 trailers, and 7, 592 independent contractors. The company was formerly known as TransForce Inc. and changed its name to TFI International Inc. in December 2016. TFI International Inc. was founded in 1957 and is headquartered in Saint-Laurent, Canada.
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