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TFI International Inc (TFII)



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Upturn Advisory Summary
08/14/2025: TFII (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $109.33
1 Year Target Price $109.33
7 | Strong Buy |
9 | Buy |
4 | Hold |
1 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 5.93% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.51B USD | Price to earnings Ratio 20.75 | 1Y Target Price 109.33 |
Price to earnings Ratio 20.75 | 1Y Target Price 109.33 | ||
Volume (30-day avg) 21 | Beta 1.31 | 52 Weeks Range 71.66 - 152.93 | Updated Date 08/15/2025 |
52 Weeks Range 71.66 - 152.93 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 1.88% | Basic EPS (TTM) 4.34 |
Earnings Date
Report Date 2025-07-23 | When Before Market | Estimate 1.24 | Actual 1.34 |
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 20.75 | Forward PE 19.8 | Enterprise Value 10494197039 | Price to Sales(TTM) 0.91 |
Enterprise Value 10494197039 | Price to Sales(TTM) 0.91 | ||
Enterprise Value to Revenue 1.27 | Enterprise Value to EBITDA 8.36 | Shares Outstanding 83022304 | Shares Floating 77779408 |
Shares Outstanding 83022304 | Shares Floating 77779408 | ||
Percent Insiders 6.43 | Percent Institutions 72.55 |
Upturn AI SWOT
TFI International Inc

Company Overview
History and Background
TFI International Inc. was founded in 1985 as TransForce International and has grown through numerous acquisitions to become a leading transportation and logistics company. It has expanded significantly throughout North America.
Core Business Areas
- Package and Courier: Delivery of small packages and documents, offering time-sensitive services.
- Less-Than-Truckload (LTL): Consolidation and transportation of smaller freight shipments, typically ranging from 150 to 15,000 pounds.
- Truckload: Transportation of full truckload shipments, often involving dedicated equipment and specialized services.
- Logistics: Provides a range of logistics services, including freight brokerage, transportation management, and supply chain solutions.
Leadership and Structure
Alain Bu00e9dard is the Chairman, President, and CEO. The company has a traditional hierarchical structure with various VPs and regional directors reporting to the executive team.
Top Products and Market Share
Key Offerings
- Package and Courier Services: Provides time-sensitive delivery services. Market share data is difficult to isolate precisely but competes with UPS (UPS), FedEx (FDX), and Purolator. Revenue contributes a significant portion to TFI's total revenues, but the precise breakdown is not publicly specified. Competitors: UPS, FedEx, Purolator.
- Less-Than-Truckload (LTL) Services: Provides LTL services within North America, focusing on efficient consolidation and distribution. TFI competes with major LTL carriers. Competitors: XPO (XPO), Old Dominion Freight Line (ODFL), Saia (SAIA).
- Truckload Services: Offers full truckload services. Competitors: Schneider National (SNDR), Werner Enterprises (WERN), Knight-Swift Transportation (KNX).
- Logistics Services: Offers freight brokerage and supply chain solutions. Competitors: C.H. Robinson (CHRW), Echo Global Logistics (ECHO), RXO (RXO).
Market Dynamics
Industry Overview
The transportation and logistics industry is characterized by increasing demand driven by e-commerce growth and global supply chains. It's a highly competitive market with a growing focus on technology and efficiency.
Positioning
TFI International is a major player in the North American transportation and logistics market, known for its diversified services and acquisition-based growth strategy. Its competitive advantage lies in its scale, operational efficiency, and diversified service offerings.
Total Addressable Market (TAM)
The TAM for the North American transportation and logistics market is estimated to be in the hundreds of billions of dollars. TFI is well-positioned with its diversified services to capture a significant portion of this market.
Upturn SWOT Analysis
Strengths
- Diversified Service Offerings
- Extensive North American Network
- Experienced Management Team
- Acquisition-Based Growth Strategy
- Strong Financial Performance
Weaknesses
- High Debt Levels (depending on recent acquisitions)
- Integration Challenges with Acquisitions
- Exposure to Economic Cycles
- Dependence on Key Personnel
Opportunities
- E-commerce Growth
- Supply Chain Optimization Demand
- Expansion into New Geographies
- Adoption of New Technologies
- Organic Growth in existing segments
Threats
- Economic Downturns
- Increased Competition
- Fuel Price Volatility
- Driver Shortage
- Regulatory Changes
Competitors and Market Share
Key Competitors
- UPS
- FDX
- CHRW
- ODFL
- XPO
Competitive Landscape
TFI International competes with a mix of large and smaller players in the transportation and logistics industry. Its diversified service offerings and acquisition strategy provide a competitive edge, but it also faces challenges from larger, more established competitors.
Major Acquisitions
DLS Worldwide
- Year: 2021
- Acquisition Price (USD millions): 225
- Strategic Rationale: Expanded TFI's brokerage and logistics capabilities in the United States.
UPS Freight (TForce Freight)
- Year: 2021
- Acquisition Price (USD millions): 800
- Strategic Rationale: Significantly expanded TFI's LTL presence in North America.
Growth Trajectory and Initiatives
Historical Growth: TFI International has demonstrated strong growth through acquisitions and organic expansion in its core business segments.
Future Projections: Analyst estimates project continued growth for TFI International, driven by favorable industry trends and strategic initiatives. (Requires access to live analyst estimates for accurate projection).
Recent Initiatives: Recent strategic initiatives include acquisitions to expand service offerings and geographic reach, as well as investments in technology to improve operational efficiency.
Summary
TFI International is a robust transportation and logistics company with a strong acquisition strategy that boosts growth. Its diversified service model allows it to weather economic cycles better than competitors. However, the business needs to manage its debt from acquisitions. Finally, its focus on technological advancement ensures long-term competitiveness.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Financial News Sources
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change, and past performance is not indicative of future results. Market share data is approximate and may vary depending on the source.
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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