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TFII
TFI International Inc.
$111.35
0.58
(0.52%)
| Exchange: | NYSE |
| Market Cap: | 9.205B |
| Shares Outstanding: | 13.2M |
About The Company
| Sector: | Industrials | |||||
| Industry: | Trucking | |||||
| CEO: | Alain Bedard | |||||
| Full Time Employees: | 26312 | |||||
| Address: |
| |||||
| Website: | https://www.tfiintl.com |
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company operates through Package and Courier, Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Package and Courier segment engages in the pickup, transport, and delivery of items. 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, as well as TL brokerage services. This segment 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, 2021, the company had 13,384 tractors, 50,091 trailers, and 9,428 independent contractors. The company was formerly known as TransForce Inc. and changed its name to TFI International Inc. in December 2016. TFI International Inc. is headquartered in Saint-Laurent, Canada.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 7,521,167 | 8,396,830 | 11,008,182.374 |
| Gross Profit | 1,265,392 | 1,251,377 | 1,345,003.312 |
| EBITDA | 1,194,213 | 1,294,758 | 1,616,222.178 |
| Operating Income | 757,635 | 718,962 | 763,867.099 |
| Net Income | 504,877 | 422,484 | 433,578.529 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 6,283,620 | 7,145,844 | 10,284,895.528 |
| Total Liabilities | 3,692,210 | 4,472,569 | 6,617,529.417 |
| Total Stockholders Equity | 2,591,410 | 2,673,275 | 3,667,366.110 |
| Total Debt | 2,344,340 | 2,983,320 | 5,062,804.293 |
| Cash and Cash Equivalents | 335,556 | 0 | 287,877.666 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 1,013,839 | 1,062,651 | 1,365,138.586 |
| Capital Expenditure | -364,321 | -399,093 | -381,456.067 |
| Free Cash Flow | 649,518 | 663,558 | 983,682.518 |
| Net Income | 504,877 | 422,484 | 433,578.529 |
| Net Change in Cash | 188,439 | -335,556 | 287,877.666 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 9,828,803.496 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 10,436,607.424 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 10,127,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 1,622,127.478 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 1,722,438.309 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 1,671,341.275 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 763,706.397 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 825,664.879 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 794,104.240 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 203,277.650 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 215,848.147 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 209,444.899 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 9.520 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 9.900 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 9.160 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 3 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 4 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Revenue Performance: TFI International reported strong revenue figures in the latest earnings call for Q2 2025, reflecting consistent growth as highlighted in the income statement data. This performance aligns with positive industry trends in the transportation and logistics sector, indicating effective market positioning.
- Operational Efficiency Gains: The earnings call summary emphasizes the company’s focus on leveraging technology to enhance operational efficiency. This strategic initiative has likely contributed to solid gross profit margins and operating income, as seen in the key metrics and income statements.
- Strong Free Cash Flow: Financial statements indicate healthy free cash flow yields (freeCashFlowYieldTTM), supported by positive net cash provided by operating activities in the cash flow statements. This provides financial flexibility for reinvestment or debt management.
- Market Leadership: As noted in the company profile and sector data, TFI International holds a significant position within its industry, with a competitive market cap and consistent performance metrics (perf1y, perf5y) that often outpace industry averages.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates TFII intrinsic value between $102.58 – $114.54 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about TFII valuation
Is TFI International Inc. (TFII) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for TFI International Inc. (TFII) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is TFII a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether TFII trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is TFII’s P/E ratio?
You can see TFII’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for TFII?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is TFII a good long-term investment?
Whether TFII fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
TFII
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Daily snapshot
0.52
Trading Metrics:
| Open: | 109.1 | Previous Close: | 110.77 | |
| Day Low: | 107.75 | Day High: | 112.17 | |
| Year Low: | 72.02 | Year High: | 127.44 | |
| Price Avg 50: | 112.17 | Price Avg 200: | 98.27 | |
| Volume: | 380349 | Average Volume: | 413317 |
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Login — it's freeTFII full analysis
Welcome to MARKETSNAP’s SWOT analysis for TFI International, a powerhouse in the transportation and logistics space. If you’re not familiar with TFI International, let me give you the quick rundown: they’re a Canadian-based company operating in the trucking and logistics industry, with a massive footprint across North America. They’ve built a reputation for moving goods efficiently, whether it’s through less-than-truckload, truckload, or specialized services, and they’ve got a workforce of thousands keeping the wheels turning—literally. Today, we’re diving deep into…
