TFI International's roll-up strategy has driven revenue volatility, with a 28.4% YoY spike in 2025Q4 from the Daseke integration masking organic weakness. However, gross margins have compressed to 10.3% in 2026Q1, well below peers like ODFL's 32.2%, indicating...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has been erratic, swinging from 28.4% in 2025Q4 to -10.9% in 2025Q3, while gross margin fell to 10.3% in 2026Q1 from 14.2% in 2026Q2, reflecting limited pricing power.
TFI is a recognized leader in transportation and logistics across North America, serving a diverse customer base in the US and Canada.
TFII's trailing P/E of 27.84 and forward P/E of 20.53 suggest reasonable valuation and potential growth, as per Yahoo Finance data.
Guardian Research's Substack highlights a bullish thesis on TFII, indicating positive sentiment among analysts.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 27, 2026 | $1.85+16.4% vs $1.59 | $2.3B+2.8% vs $2.2B |
Q2 2026 Apr 27, 2026 | $0.69+16.9% vs $0.59 | $1.9B+2.9% vs $1.9B |
Q1 2026 Feb 17, 2026 | $1.09+28.2% vs $0.85 | $1.9B-0.4% vs $1.9B |
Q4 2025 Oct 30, 2025 | $1.20+0.8% vs $1.19 | $2.0B-2.6% vs $2.0B |
MONTREAL, Sept. 15, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of TFI International Inc. (NYSE and TSX: TFII), a North American leader in the transportation and logistics industry, declared a quarterly dividend of US $0.47 per outstanding common share of its capital payable on October 15, 2026 to shareholders of record at the close of business on September 30, 2026.
Investors interested in Transportation - Services stocks are likely familiar with TFI International Inc. (TFII) and C.H. Robinson Worldwide (CHRW).
BlackRock Inc. bought a new position in TFI International Inc. (NYSE: TFII) during the second quarter, according to its most recent filing with the SEC. The firm bought 99,888 shares of the company's stock, valued at approximately $14,341,000. BlackRock Inc. owned approximately 0.12% of TFI International as of its most recent SEC filing.
The mean of analysts' price targets for TFI International (TFII) points to a 29% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Benchmark TFII against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for TFI International Inc. (TFII)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $125.04 | $10.28B | 24.05 | 31.1% | 3.94% | 16.23% | 2.02% | |
| $177.31 | $36.87B | 36.71 | -5.48% | 19.44% | 24.87% | — | |
| $348.38 | $9.29B | 36.59 | 0.79% | 8.19% | 10.63% | — | |
| $177.67 | $20.86B | 67.30 | 1.05% | 4.71% | 21.57% | — | |
| $131.71 | $2.93B | 50.27 | -4.04% | 0.39% | 1.26% | — | |
| $34.79 | $2.09B | -144.96 | -1.84% | -1.42% | -3.31% | — |
TFI International Inc. (TFII) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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TFI International Inc. (TFII) stock FAQ — growth, dividends, profitability & financials explained
TFI International Inc. (TFII) reported $8.85B in revenue for fiscal year 2025. This represents a 10514% increase from $83.4M in 1996.
TFI International Inc. (TFII) grew revenue by 31.1% over the past year. This is strong growth.
Yes, TFI International Inc. (TFII) is profitable, generating $363.0M in net income for fiscal year 2025 (3.9% net margin).
Yes, TFI International Inc. (TFII) pays a dividend with a yield of 2.02%. This makes it attractive for income-focused investors.
TFI International Inc. (TFII) has a return on equity (ROE) of 16.2%. This is reasonable for most industries.
TFI International Inc. (TFII) generated $733.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
