Review of TFI International Inc.

JUN 26, 2025 - We think the industry is closer to the bottom than the top, and a recovery may take longer to happen. This is a time where investors need patience, conviction and trust in the management team given their track record. TFII’s capital allocation strategy remains largely unchanged over the years, and the company continues to balance the growth of the business and capital returns. Organic investment and especially acquisitions continue to be the number one priority, while TFII maintains an opportunistic approach towards share buyback. This is an industry-wide cycle, given that the company has been through multiple cycles before. We think the company can eventually come out the other side to grow again. That being said, we are open to changing our minds if the situation worsens. For now, we are maintaining our rating at ‘B+’.

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WSP Global Inc. (WSP $245.81)
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TFI International Inc. (TFII $148.96)
- $148.96 P/E (TTM): 27.39X Cap: $11.97B
- View TFII Profile
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Aecon Group Inc. (ARE $30.85)
- $30.85 P/E (TTM): 314.9X Cap: $1.92B
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Q: WSP has been flat this year while Aecon has had a nice advance.Also, Transforce is recovering.I am thinking of replacing WSP with Aecon or Transforce.Your thoughts please.
Merry Christmas.

Read Answer Asked by Allen on December 16, 2025

TFI International Inc. (TFII $148.96)
- $148.96 P/E (TTM): 27.39X Cap: $11.97B
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Q: On the weekend, a prominent Canadian brokerage report noted the following:

" The Dow Transportation Index has outperformed the Dow Industrial Index by 405
basis points in November — the most we have seen since June 2023.
Through December 5, the Dow Transportation Index has continued to
outperform the broader index. Since the week ending November 21, the Dow
Transportation Index has outperformed the Dow Industrial Index for three
consecutive weeks and five of the last six weeks. "

The analyst also commented that most of this outperformance emanated from Freight equities and that they have seen a pick up in Dry van TL rates which gives them optimism that the freight cycle continues to slowly turn higher after a more-than-four-year recession.

They view TFII to be the greatest beneficiary of this turnaround.

Do you agree ?

And if one has no exposure to Transports, would this be a good time to initiate a position in this sector ? Also, what would be your preferred name among TFII, CNR and CP and why ?

Thank You

Read Answer Asked by rajeev on December 08, 2025

Descartes Systems Group Inc. (The) (DSG $122.56)
- $122.56 P/E (TTM): 53.56X Cap: $10.54B
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TFI International Inc. (TFII $148.96)
- $148.96 P/E (TTM): 27.39X Cap: $11.97B
- View TFII Profile
- View Questions on TFII
- View Reports on TFII
Knight-Swift Transportation Holdings Inc. (KNX $52.60)
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Old Dominion Freight Line Inc. (ODFL $158.55)
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Q: assuming that AI will eventually assist in allowing transportation/logistic companies to become more efficient, would DSG and TFII be the logical choices? any other suggestions - US or domestic
thanks

Read Answer Asked by Robert on December 05, 2025