Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TFII
HOLDFLAGTFI International Inc. · Industrials · Canada · $12.0B · Avg Vol: $61M/d
TFI International is an exceptionally well-managed North American logistics and LTL trucking company with a strong track record of rational capital allocation. While nearshoring shifts freight lanes to US/Mexico corridors (where TFI is expanding), rising fuel costs and a soft freight market present near-term headwinds.
COMPANY DESCRIPTION
TFI International Inc. is a North American leader in the transportation and logistics industry, operating across truckload, less-than-truckload, logistics, and package delivery segments. The company's competitive advantage is its highly disciplined acquisition strategy, decentralized operating model, and extensive freight network across Canada and the United States. TFI operates as a dominant, highly efficient logistics and trucking powerhouse.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 8.8B | 7.5B | 8.4B | 7.9B | -3.6% |
| EPS | 9.21 | 5.88 | 5.00 | 3.74 | -25.9% |
| Shares | 86.5M | 84.4M | 84.4M | 82.2M | -5.1% |
| Debt | 1.7B | 2.3B | 3.0B | 3.2B | 23.1% |
| Equity | 2.5B | 2.6B | 2.7B | 2.7B | 2.8% |
| Op CF | 971.6M | 1.0B | 1.1B | 977.8M | 0.2% |
| Inv CF | 223.4M | -797.3M | -1.2B | -361.9M | — |
| Fin CF | -1.1B | -21.7M | -164.4M | -402.5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of TFII are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TFII | TFI International Inc.(you) | $12.0B | 63 | HOLD |
| MTL.TO | Mullen Group Ltd. | $1.5B | 89 | STRONG BUY |
| ATRL.TO | AtkinsRéalis Group Inc. | $10.5B | 68 | BUY |
| EFN.TO | Element Fleet Management Corp. | $8.0B | 57 | HOLD |
| BBD-A.TO | Bombardier Inc. | $21.5B | 70 | BUY |
| STN.TO | Stantec Inc. | $7.8B | 49 | HOLD |
| TIH.TO | Toromont Industries Ltd. | $13.7B | 86 | STRONG BUY |
| FTT.TO | Finning International Inc. | $9.3B | 84 | STRONG BUY |
| SES.TO | SECURE Waste Infrastructure Corp. | $3.3B | 60 | HOLD |
| WSP.TO | WSP Global Inc. | $16.8B | 40 | HOLD |
Peer medians: ROE 10.6% · P/E 25.8x · Gross margin 29.1%