Revenue distribution by industry:

• Parcel and courier services: 35%
• LTL (Less Than Truckload): 30%
• Truckload: 25%
• Logistics and Other: 10%

TOP 3 markets and their percentage shares:

• USA: 60%
• Canada: 30%
• Mexico: 5%

TFI International Inc. generates the majority of its revenue from the USA, which is attributed to its strong presence and expansion in this market. Parcel and courier services represent the largest share of revenue, followed by LTL and Truckload services. The Canadian market also remains significant, while Mexico accounts for a smaller but growing share.

Production Sites: North America (USA and Canada)

TFI International Inc. is a leading transportation company that primarily offers its services in North America. The company does not produce physical products itself, but provides transportation and logistics services. Therefore, the "production sites" in the context of TFI International are more to be understood as locations for logistics centers and offices.

These logistics centers and offices are strategically located in the USA and Canada to ensure efficient delivery of their services.

Strategy for Future Growth:

1. Acquisitions: TFI International is pursuing an aggressive acquisition strategy to expand its market presence and leverage synergies.
2. Diversification: The company plans to further diversify its services to have a stronger presence in various transportation and logistics segments.
3. Technological Investments: TFI is investing in new technologies to improve efficiency and optimize supply chain processes.
4. Sustainability: An increased focus on sustainable practices and reducing the carbon footprint are part of the long-term strategy.

TFI International relies on strategic acquisitions to expand its geographical reach and service offerings. By integrating new companies, TFI can strengthen its market position and benefit from economies of scale.

Additionally, the company emphasizes technological innovations to optimize operational processes and enhance customer satisfaction. This includes investments in digital platforms and automation technologies.

Another important aspect is sustainability. TFI International aims to offer more environmentally friendly transport solutions and reduce emissions, which not only complies with regulatory requirements but also enhances the company's image.

Main raw materials/materials: Vehicles, spare parts, fuels
Main importing countries: USA, Mexico, Canada

TFI International Inc. is a leading transportation and logistics company that operates mainly in North America. The company mainly imports vehicles and spare parts needed for the operation and maintenance of its fleet. These materials mainly come from the USA and Mexico, as these countries have a strong automotive industry.

In addition, TFI International imports fuels that are essential for the operation of its extensive vehicle fleet. Canada and the USA are the main suppliers in this regard, as they have a well-developed infrastructure for the production and export of fuels.

Market Share: 12% in the North American transportation and logistics sector (2024)

EBITDA Margin: 14.5% (2024)

Return on Equity (ROE): 18.2% (2024)

TFI International Inc. has a significant competitive advantage in the North American transportation and logistics sector. With a market share of 12%, the company positions itself as one of the leading providers in the industry. The EBITDA margin of 14.5% demonstrates an efficient cost structure and the ability to generate profits from its operations.

The Return on Equity of 18.2% highlights the effective use of equity, indicating a strong capital return. These metrics, combined with a diversified range of services and strategic acquisitions, strengthen TFI International's market position and provide a solid competitive edge over smaller and less diversified competitors.

Institutional Investor Share: approximately 70% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

TFI International Inc. has traditionally had a high proportion of institutional investors, indicating confidence in the company's long-term stability and growth potential. The estimated share of around 70% reflects the interest of investment funds, pension funds, and other large financial institutions.

Regarding insider transactions, there were no significant buys or sells in the last quarter, indicating a stable assessment of the company's value by management and other insiders. Such transactions are often seen as an indicator of the company's future expectations.

Market share of TFI International Inc.: 8% (2025, estimated)

Top competitors and their market shares:

1. FedEx Corporation: 15%
2. United Parcel Service (UPS): 14%
3. XPO Logistics: 10%
4. TFI International Inc.: 8%
5. Schneider National: 6%
6. J.B. Hunt Transport Services: 5%
7. Old Dominion Freight Line: 4%
8. Knight-Swift Transportation Holdings: 3%
9. Werner Enterprises: 2%
10. Landstar System: 2%

TFI International Inc. holds a significant market share of 8%, making it one of the leading companies in the transportation and logistics industry. Their moat primarily consists of a diversified service offering that includes both parcel and freight solutions, as well as a strong presence in North America.

Compared to industry leaders like FedEx and UPS, which have extensive global networks and significant investments in technology and infrastructure, TFI International's moat is less pronounced. These larger competitors have a stronger competitive advantage due to their global reach and established brands.

However, TFI International has gained ground through strategic acquisitions and a focus on efficiency improvements in recent years. The market remains fiercely competitive, and while TFI International has a solid moat, it is smaller compared to the market leaders.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Dividend Growth: 15% (2024)

TFI International Inc. recorded solid revenue growth of 8.5% in 2024, attributed to successful expansion and operational efficiency improvements. The 10.2% profit growth indicates that the company was able to enhance its margins and effectively manage costs.

The 15% dividend growth demonstrates that TFI International is delivering increasing value to its shareholders, a positive signal for investors focusing on income streams. The ability to consistently raise dividends speaks to a healthy financial foundation and stable cash flow management.

Overall, TFI International's financial performance suggests that the stock could be an attractive investment, especially for investors seeking long-term growth and stable dividend payments. However, it is advisable to consider other factors such as overall market trends and specific corporate strategies before making a final investment decision.

Dividend Yield: 1.5% (2025, estimated)
Dividend History: Continuous payout for several years

TFI International Inc. regularly pays a dividend to its shareholders. The dividend yield is estimated to be around 1.5% for the year 2025. The company has pursued a reliable dividend policy in recent years, indicating a solid financial foundation and stable earnings.

The continuous payout over several years suggests that TFI International is committed to providing its shareholders with consistent value. The reliability of dividend payment is supported by the company's strong market position and diversified business model.