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TFII
TFI International Inc.
$113.24
0.43
(0.38%)
| Exchange: | NYSE |
| Market Cap: | 9.308B |
| Shares Outstanding: | 13.2M |
Delayed data
About The Company
| Sector: | IndustrialsView sector performance | |||||
| Industry: | TruckingView industry performance | |||||
| CEO: | Alain Bedard | |||||
| Full Time Employees: | 26427 | |||||
| Address: |
| |||||
| Website: | https://www.tfiintl.com |
TFI International Inc. stands as a prominent provider of transportation and logistics solutions across North America, serving the United States, Canada, and Mexico. The company’s diverse operations are strategically organized into four distinct divisions. Its Package and Courier segment focuses on the collection, shipment, and final delivery of various goods. The Less-Than-Truckload (LTL) division specializes in the efficient collection, consolidation, movement, and distribution of smaller freight shipments. The Truckload (TL) segment encompasses a range of services, including expedited shipping, flatbed transport, tank container operations, and dedicated routes, alongside truckload brokerage. This division handles full truckloads, transporting goods directly from the client’s origin to their destination using either standard enclosed vans or specialized equipment. Lastly, the Logistics segment delivers asset-light services such as freight brokerage, international freight forwarding, comprehensive transportation management, and last-mile small parcel delivery. As of December 31, 2021, TFI International boasted a substantial fleet, comprising 13,384 tractors and 50,091 trailers, supported by a network of 9,428 independent contractors. Formerly known as TransForce Inc. until its rebranding in December 2016, TFI International Inc. maintains its corporate headquarters in Saint-Laurent, Canada.
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Revenue Segmentation
TFII 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…
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 | 1,644,318.296 |
| 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 | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 11,003,075.842 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 11,496,714.581 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 11,234,000 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 2,136,940.694 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 2,220,282.781 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 2,175,928.132 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 1,099,248.804 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 1,163,765.603 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 1,129,429.770 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 227,563.751 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 237,773.104 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 232,339.686 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 13.540 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 13.950 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 13.180 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 5 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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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 $158.40 – $233.15 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 TFII (TFII) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for TFII (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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