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Upturn AI SWOT - About
TFII 
TFI International Inc (TFII)
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Upturn Advisory Summary
10/15/2025: TFII (1-star) is currently NOT-A-BUY. Pass it for now.
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 $107.25
1 Year Target Price $107.25
| 7 | Strong Buy |
| 9 | Buy |
| 4 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0.65% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.85B USD | Price to earnings Ratio 21.79 | 1Y Target Price 107.25 |
Price to earnings Ratio 21.79 | 1Y Target Price 107.25 | ||
Volume (30-day avg) 21 | Beta 1.25 | 52 Weeks Range 71.30 - 152.16 | Updated Date 10/18/2025 |
52 Weeks Range 71.30 - 152.16 | Updated Date 10/18/2025 | ||
Dividends yield (FY) 1.84% | Basic EPS (TTM) 4.34 |
Earnings Date
Report Date 2025-10-23 | When - | Estimate 1.25 | Actual - |
Profitability
Profit Margin 4.46% | Operating Margin (TTM) 8.18% |
Management Effectiveness
Return on Assets (TTM) 5.37% | Return on Equity (TTM) 13.88% |
Valuation
Trailing PE 21.79 | Forward PE 14.49 | Enterprise Value 10440997282 | Price to Sales(TTM) 0.95 |
Enterprise Value 10440997282 | Price to Sales(TTM) 0.95 | ||
Enterprise Value to Revenue 1.26 | Enterprise Value to EBITDA 8.31 | Shares Outstanding 83022264 | Shares Floating 77779408 |
Shares Outstanding 83022264 | Shares Floating 77779408 | ||
Percent Insiders 6.45 | Percent Institutions 73.63 |
Upturn AI SWOT
TFI International Inc
Company Overview
History and Background
TFI International Inc. was founded in 1986 as TransForce International Inc. and has grown through strategic acquisitions and organic growth to become a major player in the transportation and logistics industry. Initially focused on trucking, it has expanded into various segments including package and courier, less-than-truckload (LTL), truckload, and logistics.
Core Business Areas
- Package and Courier: Provides time-sensitive package and courier services across North America, focusing on expedited delivery and specialized handling.
- Less-Than-Truckload (LTL): Consolidates smaller shipments from multiple customers onto a single truck for efficient transportation, offering cost-effective solutions for businesses shipping goods that don't require a full truckload.
- Truckload: Offers full truckload transportation services, moving large shipments directly from origin to destination without intermediate stops.
- Logistics: Provides a range of logistics services including freight brokerage, transportation management, and supply chain optimization.
Leadership and Structure
Alain Bu00e9dard is the Chairman, President, and CEO. The organizational structure includes executive leadership overseeing each core business segment, with a focus on decentralized operations and local management.
Top Products and Market Share
Key Offerings
- Package and Courier Services: Expedited delivery and specialized handling of packages and documents. Market share data is difficult to obtain, but competitors include UPS (UPS), FedEx (FDX), and DHL. Revenue from this segment fluctuates, but has grown via acquisitions.
- Less-Than-Truckload (LTL) Services: Consolidated shipping of smaller freight. TFI competes with Old Dominion Freight Line (ODFL), XPO (XPO), and ArcBest (ARCB). Segment revenue fluctuates with economic conditions.
- Truckload Services: Full truckload transportation. Competitors include Schneider National (SNDR) and Knight-Swift Transportation (KNX). Revenue depends on freight rates and volume.
- Logistics Services: Freight brokerage and supply chain management. Competitors include C.H. Robinson (CHRW) and Echo Global Logistics (acquired by TFI).
Market Dynamics
Industry Overview
The transportation and logistics industry is highly competitive and cyclical, influenced by economic growth, fuel prices, and regulatory changes. Demand is driven by consumer spending, manufacturing activity, and international trade.
Positioning
TFI International is a diversified transportation and logistics company with a strong focus on acquisitions and operational efficiency. Its competitive advantages include its scale, decentralized management structure, and focus on niche markets.
Total Addressable Market (TAM)
The total addressable market for the transportation and logistics industry is estimated to be in the trillions of dollars globally. TFI International is positioned to capture a significant portion of this market through its diversified service offerings and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Diversified service offerings
- Decentralized management structure
- Strong acquisition track record
- Focus on operational efficiency
- Extensive North American network
Weaknesses
- Exposure to cyclical economic conditions
- Integration risks associated with acquisitions
- Dependence on fuel prices
- Labor shortages
- High debt levels
Opportunities
- E-commerce growth
- Expansion into new geographic markets
- Technological advancements in logistics
- Increased outsourcing of logistics services
- Consolidation in the transportation industry
Threats
- Economic downturns
- Rising fuel costs
- Increased competition
- Regulatory changes (e.g., ELD mandate)
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- UPS
- FDX
- ODFL
- XPO
- CHRW
Competitive Landscape
TFI competes effectively through diversification and strategic acquisitions, but faces challenges from larger, more established players. Its focus on operational efficiency helps maintain profitability.
Major Acquisitions
DLS Worldwide
- Year: 2021
- Acquisition Price (USD millions): 225
- Strategic Rationale: Expanded TFI's logistics and freight brokerage capabilities.
UPS Freight
- Year: 2021
- Acquisition Price (USD millions): 800
- Strategic Rationale: Significant expansion into the LTL market, immediately improving company revenue.
Growth Trajectory and Initiatives
Historical Growth: TFI International has experienced significant growth through acquisitions and organic expansion, particularly in recent years.
Future Projections: Analysts project continued growth for TFI International, driven by e-commerce and the company's strategic initiatives.
Recent Initiatives: Recent initiatives include acquisitions of companies in the logistics and transportation sectors, as well as investments in technology and infrastructure.
Summary
TFI International is a relatively strong and diversified transportation and logistics company with a proven track record of growth through acquisitions. Its decentralized management and focus on operational efficiency are working well. However, it needs to carefully manage integration risks associated with acquisitions, monitor economic conditions, and look out for changes in the transportation market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any 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 26287 | Website https://www.tfiintl.com |
Full time employees 26287 | 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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