TFIINYSETrucking & Courier Services (No Air)US GAAP · USD

TFI International Inc.

TFI International Inc. is a North American transportation and logistics group organized through a network of wholly owned operating subsidiaries across the United States, Canada, and Mexico. Its core businesses include less-than-truckload, truckload, and logistics services, supported by a holding-company structure that combines acquisitions with operating oversight.

Kysy yhtiöstä
Liikevaihto7 885milj. USD
−6,1 %v/v
Liikevoitto (EBIT)551milj. USD
−22,7 %v/v
EBIT-marginaali7,0%
−1,5 %-yks.v/v
Nettotulos311milj. USD
−26,5 %v/v
Vapaa kassavirta695milj. USD
+4,7 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2022–2025

02 0004 0006 0008 00010 000milj. USD2022: 8 812 milj. USD2022: EBIT 1 131 milj. USD20222023: 7 521 milj. USD2023: EBIT 752 milj. USD20232024: 8 397 milj. USD2024: EBIT 713 milj. USD20242025: 7 885 milj. USD2025: EBIT 551 milj. USD20257 885551
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: TFI International Inc.

Liiketoiminta

Osuus liikevaihdosta
Less-Than-Truckload45 %

Consolidated freight shipments moved through terminal networks.

Truckload35 %

Dedicated and full-truck transportation for larger shipments.

Logistics20 %

Brokerage, freight management, and related logistics services.

Asiakkaat

TFI serves shippers that need freight moved within or across North America, including manufacturers, distributors, retailers, and industrial businesses. Customers buy its services to move palletized or full-truck shipments, manage distribution flows, and outsource freight coordination to a multi-mode provider.

Manufacturers

Buy LTL and truckload services to move finished goods and inputs across plants and warehouses

Distributors and wholesalers

Use terminal and truckload networks for recurring regional freight movement

Retail and consumer brands

Outsource freight flows and replenishment shipments to service stores and DCs

Industrial and construction customers

Move heavier or time-sensitive shipments through truckload and brokerage services

Strategia

TFI’s strategy centers on combining acquisitions with a decentralized operating model, adding businesses that fit its transportation and logistics network. It also emphasizes using the financial and operational resources of the parent company to improve efficiency and build scale across subsidiary platforms.

Acquire and integrate businessesKeskipitkä aikaväli

Acquisitions have been a core way to expand the network and add service density.

Strengthen the North American networkKeskipitkä aikaväli

Scale and route density improve service coverage and operating leverage.

Improve subsidiary efficiencyLyhyt aikaväli

Shared resources can raise operating consistency across businesses.

Maantiede

TFI International operates across the United States, Canada, and Mexico through subsidiaries, making North American freight lanes central to its business model. Its operating footprint ties revenue to cross-border trade, regional shipping demand, and the efficiency of its terminal and trucking networks.

Riskit

TFI’s earnings depend on freight volumes, pricing, fuel, labor, and operating efficiency across a highly cyclical transportation market. Its acquisition-led structure adds integration and execution risk, while its North American footprint exposes it to trade, border, and regional demand swings.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Cyclical freight demand1Cost inflation2Acquisition integration3Cross-border trade exposure4
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Cyclical freight demandVaikutus: KorkeaTodennäköisyys: Korkea

    Transportation volumes and pricing rise and fall with industrial activity and consumer demand.

    KohdistuuLTLTruckloadLogistics
  2. Cost inflationVaikutus: KorkeaTodennäköisyys: Korkea

    Fuel, labor, insurance, and equipment costs can move faster than pricing.

    Kohdistuu: Fleet and terminal operations

  3. Acquisition integrationVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The group expands through acquisitions, which can create integration, systems, and culture issues.

    Kohdistuu: Operating subsidiaries

  4. Cross-border trade exposureVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    North American operations are tied to U.S.-Canada-Mexico freight flows and border conditions.

    Kohdistuu: International freight lanes

Kysy Clarifolta: TFI International Inc.

Kirjanpito

Harkinnanvaraiset erät
IFRS 16 leases

Fleet, terminal, and facility leases create large right-of-use assets and lease liabilities.

Vaikutus: Affects leverage, depreciation, and interest expense

Provisions and contingencies

Transportation businesses face claims, legal, and restructuring-related estimates.

Vaikutus: Affects operating expenses and liability balances

Business combinations

An acquisition-led model requires fair-value allocation and possible goodwill recognition.

Vaikutus: Affects intangible assets, goodwill, and future impairment risk

Seasonality

Freight volumes and margins can vary by quarter with shipping patterns and holidays.

Vaikutus: Affects comparability of interim results

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

NFiniTi inc.

NFTN · Oil & Gas Field Exploration Services

Landstar System, Inc

LSTR · Trucking (No Local)

Heartland Express, Inc

HTLD · Trucking (No Local)

XPO, Inc.

XPO · Transportation Services

FTI Consulting, Inc

FCN · Services-Management Consulting Services

FedEx Corporation

FDX · Air Courier Services

Päivitetty: 28.9.2026

TFI International Inc. (TFII) liikevaihto, tulos ja tunnusluvut 2025 – Clarifo