Added to YB: 2026-05-08
Pitch date: 2026-05-06
TFII [neutral]
TFI International Inc.
-1.16%
current return
Author Info
Don Wharton is Executive Chair of SureSwift Capital Victoria. He writes about under-the-radar compounders. Sign up for the newsletter.
Company Info
TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Canada, and Mexico.
Market Cap
CAD 11.5B
Pitch Price
CAD 190.89
Price Target
N/A
Dividend
1.35%
EV/EBITDA
12.72
P/E
38.78
EV/Sales
1.84
Sector
Ground Transportation
Category
turnaround
The Worst May be Over for TFI and Shell Deepens Canadian Gas Push With $22B ARC Resources Acquisition - TFI International Inc.
TFII (earnings): Q1 rev -0.8%, adj EBITDA -6.8%, net income -22.7% YoY, but signs freight recession bottoming. Q2 guidance above expectations, sequential OR improvement across all segments. Mgmt sees recovery from pandemic overcapacity/destocking storm. Since 2008 IPO: rev +271%, EPS +332%, stock +22x on M&A strategy (86 deals since 2017). Analysts cite tightening capacity & industrial recovery. Risk: Amazon opening supply chain services to all businesses.
Read full article (2 min)