Industrials
TFI International Inc.(TFII)
Live Price
Offline$145.40
+0.57% today
1Y Change
+79.98%
Window
Jun 23, 2025 โ Jun 12, 2026
- Market Cap
- $11.69B
- Revenue Growth
- +31.1%
- EPS Growth
- +4.2%
- Dividend Yield
- 1.3%
Coverage: 245 bars ยท Jun 23, 2025 โ Jun 12, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
TFI International Inc. (TFII) is a Industrials stock with a market cap of $11.69B and listed on NYSE. The stock last traded around $145.40 and up 80.0% across the available one-year price window (Jun 23, 2025 โ Jun 12, 2026). Baseline metrics include revenue growth of +31.1%, EPS growth of +4.2%, a dividend yield of 1.3%. What stands out right now is revenue +31.1%, EPS +4.2%, free cash flow +48.2% with operating margin 6.7% and ROIC 6.7%. The dividend is present but secondary, with a yield around 1.3%. Valuation already assumes a fairly strong business story at P/E 35.9 and price/sales 1.4. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines TFII price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+31.1% vs +3.6% peer median
Operating Margin
Below sector median
+6.7% vs +16.9% peer median
P/E
Near sector median
35.9 vs 36.7 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 27, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +31.1% and EPS at +4.2%, with operating margin around 6.7%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.3%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -2.8% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 27, 2026 | โ | +4.7% | -2.7% | +9.1% |
2026 Feb 17, 2026 | +28.2% | -4.0% | -3.8% | -16.8% |
2025 Oct 30, 2025 | +0.8% | +2.7% | -2.0% | +0.1% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
TFII
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
TFII Max Drawdown
-21.41%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for TFII and SPY.
Company Overview
TFI International Inc.
New York Stock Exchange
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.
- Leadership
- Alain Bedard
- IPO Date
- Nov 15, 2005
- Employees
- 26.3k
- Street Address
- 8801 Trans-Canada Highway
- Mailing
- Saint-Laurent, QC, H4S 1Z6
- Region
- Saint-Laurent, QC, CA
- Reporting Currency
- USD
- Investor Line
- 15143314000
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 35.9
- EV/EBITDA
- 11.7
- Price/Sales
- 1.4
- Price/Book
- 4.4
Growth
- Revenue
- +31.1%
- EPS
- +4.2%
- Free Cash Flow
- +48.2%
Profitability
- Gross Margin
- 12.0%
- Operating Margin
- 6.7%
- Net Margin
- 3.8%
- ROE
- 11.2%
- ROIC
- 6.7%
Balance Sheet
- Debt/Equity
- 1.20
- Current Ratio
- 1.07
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.