TFI International (9TF) 주식 개요는 자회사와 함께 미국, 멕시코, 캐나다에서 운송 및 물류 서비스를 제공하고 있습니다. 자세히 보기9TF 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장4/6과거 실적1/6재무 건전성3/6배당3/6강점공정 가치 추정치보다 낮은 47.6% 에서 거래수익은 매년 28.64% 증가할 것으로 예상됩니다.위험 분석지난 3개월 동안 상당한 내부자 매도가 있었습니다.부채비율이 높네요모든 위험 점검 보기9TF Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€132.855.4% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture011b2016201920222025202620282031Revenue US$10.6bEarnings US$400.9mAdvancedSet Fair ValueView all narrativesTFI International Inc. 경쟁사Freetrailer GroupSymbol: DB:R0CMarket cap: €509.9mWaberer's International NyrtSymbol: BST:3WBMarket cap: €227.4mDeutsche LufthansaSymbol: XTRA:LHAMarket cap: €9.6bSixtSymbol: XTRA:SIX2Market cap: €3.2b가격 이력 및 성과TFI International 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가CA$132.8552주 최고가CA$140.8552주 최저가CA$70.00베타1.461개월 변동14.97%3개월 변동49.27%1년 변동70.32%3년 변동36.26%5년 변동74.80%IPO 이후 변동1,392.70%최근 뉴스 및 업데이트Recent Insider Transactions • Jun 10President recently sold €5.5m worth of stockOn the 9th of June, Alain Bedard sold around 39k shares on-market at roughly €140 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Alain has been a net seller over the last 12 months, reducing personal holdings by €13m.Recent Insider Transactions • May 29President recently sold €1.7m worth of stockOn the 28th of May, Alain Bedard sold around 14k shares on-market at roughly €128 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €2.7m. Alain has been a net seller over the last 12 months, reducing personal holdings by €7.0m.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Sebastien Martel was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Mar 31TFI International Inc. to Report Q1, 2026 Results on Apr 27, 2026TFI International Inc. announced that they will report Q1, 2026 results After-Market on Apr 27, 2026공시 • Mar 18TFI International Inc. Announces Quarterly Dividend, Payable on April 15, 2026TFI International Inc. declared a quarterly dividend of USD 0.47 per outstanding common share of its capital payable on April 15, 2026 to shareholders of record at the close of business on March 31, 2026.공시 • Feb 24TFI International Inc., Annual General Meeting, Apr 27, 2026TFI International Inc., Annual General Meeting, Apr 27, 2026. Location: quebec, montreal Canada더 많은 업데이트 보기Recent updatesRecent Insider Transactions • Jun 10President recently sold €5.5m worth of stockOn the 9th of June, Alain Bedard sold around 39k shares on-market at roughly €140 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Alain has been a net seller over the last 12 months, reducing personal holdings by €13m.Recent Insider Transactions • May 29President recently sold €1.7m worth of stockOn the 28th of May, Alain Bedard sold around 14k shares on-market at roughly €128 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €2.7m. Alain has been a net seller over the last 12 months, reducing personal holdings by €7.0m.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Sebastien Martel was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Mar 31TFI International Inc. to Report Q1, 2026 Results on Apr 27, 2026TFI International Inc. announced that they will report Q1, 2026 results After-Market on Apr 27, 2026공시 • Mar 18TFI International Inc. Announces Quarterly Dividend, Payable on April 15, 2026TFI International Inc. declared a quarterly dividend of USD 0.47 per outstanding common share of its capital payable on April 15, 2026 to shareholders of record at the close of business on March 31, 2026.공시 • Feb 24TFI International Inc., Annual General Meeting, Apr 27, 2026TFI International Inc., Annual General Meeting, Apr 27, 2026. Location: quebec, montreal Canada공시 • Feb 18TFI International Inc. Announces Board ChangesTFI International Inc. announced the upcoming retirement of independent director André Bérard after 23 years on the Company’s Board. Mr. Bérard has stepped down from his position as Lead Director but will remain on the Board until the Company’s annual meeting on April 27, 2026. TFI also announced that existing Board member Diane Giard will become the Company’s new Lead Director. Ms. Giard has been an Independent Director of the Company since 2018 and has served as a member of the Audit Committee. She was a former Executive Vice-President of the National Bank of Canada and Senior Vice-President of Scotiabank. Ms. Giard serves on the Board of Bombardier Inc., was ranked among the Top 25 in Quebec’s financial industry seven times, and was named one of Canada’s Most Powerful Women by the Women’s Executive Network in 2014 and 2015.공시 • Jan 21+ 1 more updateTFI International Inc. to Report Q4, 2025 Results on Feb 17, 2026TFI International Inc. announced that they will report Q4, 2025 results After-Market on Feb 17, 2026공시 • Dec 16TFI International Declares Quarterly Dividend, Payable on January 15, 2026The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.47 per outstanding common share of its capital payable on January 15, 2026 to shareholders of record at the close of business on December 31, 2025. As previously announced on October 30, 2025, the new quarterly dividend of USD 0.47 per outstanding common share represents a 4% increase over the previous quarterly dividend of USD 0.45 per outstanding common share.공시 • Oct 31TFI International Inc. Announces Quarterly Dividend, Payable on January 15, 2026On October 30, 2025, TFI International Inc. approved an increase to the quarterly dividend to $0.47 per outstanding common share of the Company's capital, to be declared in December and payable on January 15, 2026, to shareholders of record at the close of business on December 31, 2025, for an expected aggregate amount of $38.7 million.공시 • Oct 10TFI International Inc. to Report Q3, 2025 Results on Oct 30, 2025TFI International Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025공시 • Sep 16TFI International Inc. Declares Quarterly Dividend, Payable on October 15, 2025The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.45 per outstanding common share of its capital payable on October 15, 2025 to shareholders of record at the close of business on September 30, 2025.공시 • Jul 08TFI International Inc. to Report Q2, 2025 Results on Jul 28, 2025TFI International Inc. announced that they will report Q2, 2025 results After-Market on Jul 28, 2025공시 • Jun 18TFI International Declares Quarterly Dividend, Payable on July 15, 2025The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.45 per outstanding common share of its capital payable on July 15, 2025 to shareholders of record at the close of business on June 30, 2025.공시 • Apr 04TFI International Inc. to Report Q1, 2025 Results on Apr 23, 2025TFI International Inc. announced that they will report Q1, 2025 results After-Market on Apr 23, 2025공시 • Mar 20Bragar Eagel & Squire, P.C. Files Class Action Lawsuit Against TFI International IncBragar Eagel & Squire, P.C announced that a class action lawsuit has been filed against TFI International Inc. in the United States District Court for the Southern District of New York on behalf of all persons and entities who purchased or otherwise acquired TFI securities between April 26, 2024 and February 19, 2025, both dates inclusive (the “Class Period”). Investors have until May 13, 2025 to apply to the Court to be appointed as lead plaintiff in the lawsuit. The Complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements, as well as failed to disclose material facts regarding TFI's business, operations, and prospects, including allegations that: (1) TFI was losing small and medium business customers; (2) as a result, the Company's TForce revenue was declining; (3) TFI was experiencing difficulties managing its costs; and (4) as a result of the foregoing, the profitability of its larger business segment was declining.공시 • Mar 18TFI International Inc. Declares Quarterly Dividend, Payable on April 15, 2025The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.45 per outstanding common share of its capital payable on April 15, 2025 to shareholders of record at the close of business on March 31, 2025.공시 • Feb 25TFI International Inc., Annual General Meeting, Apr 23, 2025TFI International Inc., Annual General Meeting, Apr 23, 2025. Location: montreal, quebec Canada공시 • Jan 23TFI International Inc. to Report Q4, 2024 Results on Feb 19, 2025TFI International Inc. announced that they will report Q4, 2024 results After-Market on Feb 19, 2025Declared Dividend • Oct 28Third quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 31st December 2024 Payment date: 15th January 2025 Dividend yield will be 1.6%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • Oct 23TFI International Inc. Announces the Retirement of Neil Manning as Independent DirectorTFI International Inc. announced the retirement of independent director Neil Manning after 11 years on the Company’s Board, effective October 22, 2024.Reported Earnings • Oct 22Third quarter 2024 earnings released: EPS: US$1.51 (vs US$1.55 in 3Q 2023)Third quarter 2024 results: EPS: US$1.51 (down from US$1.55 in 3Q 2023). Revenue: US$2.18b (up 14% from 3Q 2023). Net income: US$128.0m (down 4.0% from 3Q 2023). Profit margin: 5.9% (down from 7.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.공시 • Oct 22TFI International Inc. Approves Quarterly Dividend on Common Shares, Payable on January 15, 2025On October 21, 2024, the Board of Directors of TFI International Inc. approved a quarterly dividend of $0.45 per outstanding common share of the Company’s capital, for an expected aggregate payment of $38.1 million to be paid on January 15, 2025, to shareholders of record at the close of business on December 31, 2024.공시 • Oct 01TFI International Inc. to Report Q3, 2024 Results on Oct 21, 2024TFI International Inc. announced that they will report Q3, 2024 results After-Market on Oct 21, 2024Declared Dividend • Sep 20Second quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 30th September 2024 Payment date: 15th October 2024 Dividend yield will be 1.4%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 103% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Sep 17TFI International Inc. Declares Quarterly Dividend on Common Shares, Payable on October 15, 2024The Board of Directors of TFI International Inc. declared a quarterly dividend of $0.40 per outstanding common share of its capital payable on October 15, 2024 to shareholders of record at the close of business on September 30, 2024.공시 • Jul 27TFI International Inc. Provides Earnings Guidance for the Full Year 2024TFI International Inc. provided earnings guidance for the full year 2024. For the period, the company expected EPS to be in the range of $6.75 to $7.Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$1.39 (vs US$1.49 in 2Q 2023)Second quarter 2024 results: EPS: US$1.39 (down from US$1.49 in 2Q 2023). Revenue: US$2.26b (up 26% from 2Q 2023). Net income: US$117.8m (down 8.2% from 2Q 2023). Profit margin: 5.2% (down from 7.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.공시 • Jul 04TFI International Inc. to Report Q2, 2024 Results on Jul 25, 2024TFI International Inc. announced that they will report Q2, 2024 results After-Market on Jul 25, 2024Declared Dividend • Jun 21First quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 1.2%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next year, which should provide support to the dividend and adequate earnings cover.공시 • Jun 18TFI International Inc. Declares Quarterly Dividend on Common Shares, Payable on July 15, 2024The Board of Directors of TFI International Inc. declared a quarterly dividend of $0.40 per outstanding common share of its capital payable on July 15, 2024 to shareholders of record at the close of business on June 28, 2024.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: US$1.10 (vs US$1.29 in 1Q 2023)First quarter 2024 results: EPS: US$1.10 (down from US$1.29 in 1Q 2023). Revenue: US$1.87b (up 1.1% from 1Q 2023). Net income: US$92.8m (down 17% from 1Q 2023). Profit margin: 5.0% (down from 6.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 05TFI International Inc. to Report Q1, 2024 Results on Apr 25, 2024TFI International Inc. announced that they will report Q1, 2024 results After-Market on Apr 25, 2024공시 • Apr 02TFI International Inc. (TSX:TFII) completed the acquisition of Daseke, Inc. (NasdaqCM:DSKE) from a group of shareholders.TFI International Inc. (TSX:TFII) entered into a definitive agreement to acquire Daseke, Inc. (NasdaqCM:DSKE) from a group of shareholders for approximately $410 million on December 22, 2023. Subject to the terms of the agreement, Daseke common stockholders will receive $8.30 per share in cash. The total enterprise value of the transaction is approximately $1.1 billion, including the merger consideration for the common stock, retirement of Daseke’s outstanding preferred stock, payoff or assumption of outstanding debt, net of cash, and estimated transaction fees and expenses. Upon closing of the transaction, Daseke’s common stock will no longer be listed on any stock exchange, and Daseke will operate its portfolio of brands as part of TFI International’s Truckload segment. In the event of termination, Daseke, Inc. will be obligated to pay $12.45 million as a termination fee to TFI International. The transaction is subject to Daseke common stockholder approval, regulatory approvals, expiration or termination of waiting period under the Sherman Act of 1890, the Clayton Act of 1914, the Federal Trade Commission Act of 1914, the HSR Act and all other federal, state, foreign, national or supranational Laws or Orders and other customary closing conditions. Closing is not subject to any financing condition. The merger agreement has been unanimously approved by the Boards of Directors of TFI International and Daseke. The transaction is expected to close during the second quarter of 2024. Management expects the transaction to be EPS-neutral to TFI International in 2024, and accretive by at least $0.5 per share in 2025 based on current market conditions. J.P. Morgan Securities LLC acted as exclusive financial advisor as well as fairness opinion provider and Jennifer Gasser, David Feirstein, Douglas Bacon, Lanchi Huynh and Stephen Jacobson of Kirkland & Ellis LLP acted as legal advisors to Daseke. Mark Scudder and Heidi Hornung-Scherr of Scudder Law Firm, P.C., L.L.O. served as TFI International’s legal advisor in connection with the transaction. J.P. Morgan Securities LLC acted as due diligence provider to Daseke. Continental Stock Transfer & Trust Company acted as transfer agent to Daseke. Daseke has retained D.F. King & Co., Inc. as its proxy solicitor for a fee not to exceed $20,000 plus reimbursement of its reasonable, out-of-pocket expenses for its services. or services rendered in connection with the Merger and the delivery of its opinion, Daseke has agreed to pay J.P. Morgan a fee of approximately $17.8 million, of which $5 million became payable upon delivery of the opinion and the remainder of which is contingent and payable upon the closing of the Merger. TFI International Inc. (TSX:TFII) completed the acquisition of Daseke, Inc. (NasdaqCM:DSKE) from a group of shareholders on April 1, 2024.Declared Dividend • Mar 25Fourth quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 1.0%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 46% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 20TFI International Declares Quarterly Dividend, Payable on April 15, 2024The Board of Directors of TFI International Inc. declared a quarterly dividend of $0.40 per outstanding common share of its capital payable on April 15, 2024 to shareholders of record at the close of business on March 28, 2024.공시 • Mar 12TFI International Inc. (TSX:TFII) acquired Hercules Forwarding Inc.TFI International Inc. (TSX:TFII) acquired Hercules Forwarding Inc. on March 11, 2024. As of March 11, 2024, Hercules Forwarding Inc. reported a revenue of approximately $100 million for the year ended December 31, 2023. TFI International Inc. (TSX:TFII) completed the acquisition of Hercules Forwarding Inc. on March 11, 2024.New Risk • Mar 02New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €2.8m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (60% net debt to equity). Significant insider selling over the past 3 months (€2.8m sold).Recent Insider Transactions • Mar 01President recently sold €2.7m worth of stockOn the 27th of February, Alain Bedard sold around 20k shares on-market at roughly €137 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Alain has been a net seller over the last 12 months, reducing personal holdings by €3.8m.공시 • Feb 17TFI International Inc., Annual General Meeting, Apr 25, 2024TFI International Inc., Annual General Meeting, Apr 25, 2024.Reported Earnings • Feb 09Full year 2023 earnings released: EPS: US$5.88 (vs US$9.21 in FY 2022)Full year 2023 results: EPS: US$5.88 (down from US$9.21 in FY 2022). Revenue: US$7.52b (down 15% from FY 2022). Net income: US$504.9m (down 39% from FY 2022). Profit margin: 6.7% (down from 9.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 19TFI International Inc. to Report Q4, 2023 Results on Feb 08, 2024TFI International Inc. announced that they will report Q4, 2023 results After-Market on Feb 08, 2024공시 • Dec 24TFI International Inc. (TSX:TFII) entered into a definitive agreement to acquire Daseke, Inc. (NasdaqCM:DSKE) for approximately $400 million.TFI International Inc. (TSX:TFII) entered into a definitive agreement to acquire Daseke, Inc. (NasdaqCM:DSKE) for approximately $400 million on December 22, 2023. Subject to the terms of the agreement, Daseke common stockholders will receive $8.30 per share in cash. The total enterprise value of the transaction is approximately $1.1 billion, including the merger consideration for the common stock, retirement of Daseke’s outstanding preferred stock, payoff or assumption of outstanding debt, net of cash, and estimated transaction fees and expenses. Upon closing of the transaction, Daseke’s common stock will no longer be listed on any stock exchange, and Daseke will operate its portfolio of brands as part of TFI International’s Truckload segment. The transaction is subject to Daseke common stockholder approval, regulatory approvals and other customary closing conditions. Closing is not subject to any financing condition. The merger agreement has been unanimously approved by the Boards of Directors of TFI International and Daseke. The transaction is expected to close during the second quarter of 2024. Management expects the transaction to be EPS-neutral to TFI International in 2024, and accretive by at least $0.5 per share in 2025 based on current market conditions. J.P. Morgan Securities LLC acted as exclusive financial advisor and Jennifer Gasser, David Feirstein, Douglas Bacon, Lanchi Huynh and Stephen Jacobson of Kirkland & Ellis LLP acted as legal advisors to Daseke. Scudder Law Firm, P.C., L.L.O. served as TFI International’s legal advisor in connection with the transaction.공시 • Dec 19TFI International Inc. Declares Quarterly Dividend, Payable on January 15, 2024TFI International Inc. declared a quarterly dividend of USD 0.40 per outstanding common share of its capital payable on January 15, 2024 to shareholders of record at the close of business on December 29, 2023.Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: US$1.55 (vs US$2.78 in 3Q 2022)Third quarter 2023 results: EPS: US$1.55 (down from US$2.78 in 3Q 2022). Revenue: US$1.91b (down 15% from 3Q 2022). Net income: US$133.3m (down 46% from 3Q 2022). Profit margin: 7.0% (down from 11% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 05TFI International Inc. to Report Q3, 2023 Results on Oct 02, 2023TFI International Inc. announced that they will report Q3, 2023 results on Oct 02, 2023공시 • Sep 19TFI International Inc. Declares Quarterly Dividend, Payable on October 16, 2023The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.35 per outstanding common share of its capital payable on October 16, 2023 to shareholders of record at the close of business on September 29, 2023.공시 • Sep 06TFI International Inc. (TSX:TFII) acquired The Vedder Transportation Group.TFI International Inc. (TSX:TFII) acquired The Vedder Transportation Group on September 5, 2023. Vedder generates annual revenues in excess of CAD 80 million. Run by President Fred Zweep, Vedder will join TFI International’s Specialized Truckload business segment. TFI International Inc. (TSX:TFII) completed the acquisition of The Vedder Transportation Group on September 5, 2023.공시 • Aug 18TFI International Inc. (TSX:TFII) acquired JHT Holdings, Inc.TFI International Inc. (TSX:TFII) agreed to acquire JHT Holdings, Inc. on August 7, 2023. JHT Holdings, Inc. is generating annual revenues of more than US $500 million. Chief Executive Officer John Harrington and his team will join TFI International Inc. The transaction is subject to customary closing adjustments and is expected to close during the third quarter 2023. TFI International Inc. (TSX:TFII) completed the acquisition of JHT Holdings, Inc. on August 16, 2023. Morgan Stanley acted as financial advisor to JHT Holdings, Inc.공시 • Aug 09TFI International Inc. (TSX:TFII) has agreed to acquire JHT Holdings, Inc.TFI International Inc. (TSX:TFII) has agreed to acquire JHT Holdings, Inc. on August 7, 2023. JHT Holdings, Inc. is generating annual revenues of more than US $500 million. Chief Executive Officer John Harrington and his team will join TFI International Inc. The transaction is subject to customary closing adjustments and is expected to close during the third quarter 2023.Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.49 (vs US$3.05 in 2Q 2022)Second quarter 2023 results: EPS: US$1.49 (down from US$3.05 in 2Q 2022). Revenue: US$1.79b (down 26% from 2Q 2022). Net income: US$128.2m (down 54% from 2Q 2022). Profit margin: 7.2% (down from 11% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jul 28TFI International Inc. Appoints Sébastien Martel to its Board of Directors, Effective July 31, 2023TFI International Inc. announced that Sébastien Martel will join its Board of Directors, effective July 31, 2023. Mr. Martel is the Chief Financial Officer of BRP Inc. He has been with BRP for nearly 20 years, serving as CFO since 2014. A registered CPA, Mr. Martel holds a Bachelor degree in Accountancy from McGill University.공시 • Jul 14TFI International Inc. (TSX:TFII) completed the acquisition of Siemens Transportation Group Inc. from the family.TFI International Inc. (TSX:TFII) agreed to acquire Siemens Transportation Group Inc. from the family on May 1, 2023. STG generated approximately CAD 150 million of revenue. STG’s Doug Siemens will continue to manage the business as part of TFI’s Less-ThanTruckload segment, reporting to Executive Vice-President Chris Traikos. The transaction is subject to regulatory approval.TFI International Inc. (TSX:TFII) completed the acquisition of Siemens Transportation Group Inc. from the family on July 13, 2023.공시 • Jul 12TFI International Inc. to Report Q2, 2023 Results on Jul 31, 2023TFI International Inc. announced that they will report Q2, 2023 results After-Market on Jul 31, 2023Upcoming Dividend • Jun 22Upcoming dividend of US$0.35 per share at 1.3% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 17 July 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%).공시 • Jun 16TFI International Inc. Declares Quarterly Dividend, Payable on July 17, 2023The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.35 per outstanding common share of its capital payable on July 17, 2023 to shareholders of record at the close of business on June 30, 2023.Reported Earnings • Apr 27First quarter 2023 earnings released: EPS: US$1.29 (vs US$1.61 in 1Q 2022)First quarter 2023 results: EPS: US$1.29 (down from US$1.61 in 1Q 2022). Revenue: US$1.85b (down 16% from 1Q 2022). Net income: US$111.9m (down 24% from 1Q 2022). Profit margin: 6.0% (down from 6.7% in 1Q 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Mar 29President recently sold €2.0m worth of stockOn the 24th of March, Alain Bedard sold around 20k shares on-market at roughly €103 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.6m. Alain has been a net seller over the last 12 months, reducing personal holdings by €3.1m.Upcoming Dividend • Mar 23Upcoming dividend of US$0.35 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 17 April 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.3%).Recent Insider Transactions • Feb 20Independent Director recently sold €3.6m worth of stockOn the 16th of February, Joey Saputo sold around 30k shares on-market at roughly €120 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.9m more than they bought in the last 12 months.공시 • Feb 18TFI International Inc., Annual General Meeting, Apr 26, 2023TFI International Inc., Annual General Meeting, Apr 26, 2023.Recent Insider Transactions • Feb 10Chief Financial Officer recently bought €880k worth of stockOn the 7th of February, David Saperstein bought around 8k shares on-market at roughly €108 per share. This transaction amounted to 63% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.공시 • Feb 09TFI International Inc. Provides Earnings Guidance for the Year 2023TFI International Inc. provided earnings guidance for the year 2023. For the year, the group expect $7.50 to $7.60 of earnings per share.Reported Earnings • Feb 07Full year 2022 earnings released: EPS: US$9.21 (vs US$7.14 in FY 2021)Full year 2022 results: EPS: US$9.21 (up from US$7.14 in FY 2021). Revenue: US$8.81b (up 22% from FY 2021). Net income: US$823.2m (up 24% from FY 2021). Profit margin: 9.3% (up from 9.2% in FY 2021). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 14TFI International Inc. to Report Q4, 2022 Results on Feb 06, 2023TFI International Inc. announced that they will report Q4, 2022 results After-Market on Feb 06, 2023Upcoming Dividend • Dec 22Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 13 January 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.5%).공시 • Dec 16TFI International Declares Quarterly Dividend Payable on January 16, 2023The Board of Directors of TFI International Inc. declared a quarterly dividend of $0.35 per outstanding common share of its capital payable on January 16, 2023 to shareholders of record at the close of business on December 30, 2022. As previously announced on October 27, 2022, the new quarterly dividend of $0.35 per outstanding common share represents a 30% increase over the previous quarterly dividend of $0.27 per outstanding common share.공시 • Nov 23TFI International Inc. Announces Board Departure of Richard Guay, Effective December 31, 2022TFI International Inc. announced the retirement of consultant and independent director Richard Guay after 18 years on the Company’s Board. Mr. Guay will depart December 31, 2022.Recent Insider Transactions • Nov 11President recently sold €2.2m worth of stockOn the 4th of November, Alain Bedard sold around 24k shares on-market at roughly €92.52 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Alain has been a net seller over the last 12 months, reducing personal holdings by €2.9m.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: US$2.78 (vs US$1.43 in 3Q 2021)Third quarter 2022 results: EPS: US$2.78 (up from US$1.43 in 3Q 2021). Revenue: US$2.24b (up 7.1% from 3Q 2021). Net income: US$245.2m (up 85% from 3Q 2021). Profit margin: 11% (up from 6.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 29+ 1 more updateTFI International Inc. Re-Affirms Earnings Guidance for the Full Year 2022TFI International Inc. re-affirmed earnings guidance for the full year 2022. For the period, the company maintained its forecast of $8 per earnings per share.공시 • Oct 07TFI International Inc. to Report Q3, 2022 Results on Oct 27, 2022TFI International Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2022공시 • Sep 16TFI International Inc. Declares Quarterly Dividend, Payable on October 17, 2022The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.27 per outstanding common share of its capital payable on October 17, 2022 to shareholders of record at the close of business on September 30, 2022.공시 • Aug 06John Pratt Joins Tfi International Board of Directors, Effective October 25, 2022TFI International Inc. announced that John Pratt will join its Board of Directors, effective October 25, 2022. Mr. Pratt is the retired chairman of Bank of America Merrill Lynch’s Global Industrials Investment Banking Group and was also the head of Bank of America’s Investment Banking office in Chicago. He has more than 30 years of investment banking experience including extensive M&A transactions and has served on multiple boards of both private corporations and non-profit organizations. While serving in leadership roles during his 33 years at Merrill Lynch and Bank of America, Mr. Pratt maintained client coverage responsibility for numerous corporations worldwide and advised on more than $500 billion in strategic and capital raising assignments. Mr. Pratt graduated from Northwestern University with a Bachelor of Arts in Political Science and Economics, and from the Kellogg School of Management with a Masters of Business Administration.Reported Earnings • Jul 30Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: US$2.42b (up 32% from 2Q 2021). Net income: US$276.8m (up US$276.8m from 2Q 2021). Profit margin: 11% (up from 0% in 2Q 2021). Over the next year, revenue is forecast to grow 2.7%, compared to a 9.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 50% per year.공시 • Jul 30TFI International Inc. (TSX:TFII) acquired South Shore Transportation Company, Inc.TFI International Inc. (TSX:TFII) acquired South Shore Transportation Company, Inc. on May 27, 2022. TFI International Inc. (TSX:TFII) completed the acquisition of South Shore Transportation Company, Inc. on May 27, 2022.공시 • Jul 29+ 1 more updateTFI International Inc. (TSX:TFII) acquired Selected Assets of Cedar Creek Express, LLC and DDW Transportation, LLC.TFI International Inc. (TSX:TFII) acquired Selected Assets of Cedar Creek Express, LLC and DDW Transportation, LLC on June 17, 2022. TFI International Inc. (TSX:TFII) completed the acquisition of Selected Assets of Cedar Creek Express, LLC and DDW Transportation, LLC on June 17, 2022.공시 • Jul 08TFI International Inc. to Report Q2, 2022 Results on Jul 28, 2022TFI International Inc. announced that they will report Q2, 2022 results After-Market on Jul 28, 2022Upcoming Dividend • Jun 22Upcoming dividend of US$0.27 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (4.9%).공시 • Jun 16TFI International Inc. Declares Quarterly Dividend, Payable on July 15, 2022The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.27 per outstanding common share of its capital payable on July 15, 2022 to shareholders of record at the close of business on June 30, 2022.Recent Insider Transactions • May 04President recently bought €234k worth of stockOn the 2nd of May, Alain Bedard bought around 3k shares on-market at roughly €76.64 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Alain has been a net seller over the last 12 months, reducing personal holdings by €715k.Reported Earnings • May 01First quarter 2022 earnings released: EPS: US$1.61 (vs US$0.72 in 1Q 2021)First quarter 2022 results: EPS: US$1.61 (up from US$0.72 in 1Q 2021). Revenue: US$2.19b (up 91% from 1Q 2021). Net income: US$147.7m (up 121% from 1Q 2021). Profit margin: 6.7% (up from 5.8% in 1Q 2021). Over the next year, revenue is forecast to grow 7.5%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 40% per year.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €79.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Transportation industry in Europe. Total returns to shareholders of 200% over the past three years.공시 • Apr 08TFI International Inc. to Report Q1, 2022 Results on Apr 28, 2022TFI International Inc. announced that they will report Q1, 2022 results After-Market on Apr 28, 2022Reported Earnings • Mar 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$7.14 (up from US$3.09 in FY 2020). Revenue: US$7.22b (up 91% from FY 2020). Net income: US$664.4m (up 141% from FY 2020). Profit margin: 9.2% (up from 7.3% in FY 2020). Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 18%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Feb 25President recently bought €57k worth of stockOn the 23rd of February, Alain Bedard bought around 635 shares on-market at roughly €90.07 per share. This was the largest purchase by an insider in the last 3 months. Alain has been a buyer over the last 12 months, purchasing a net total of €164k worth in shares.공시 • Feb 19TFI International Inc., Annual General Meeting, Apr 28, 2022TFI International Inc., Annual General Meeting, Apr 28, 2022.Recent Insider Transactions • Feb 17President recently bought €2.4m worth of stockOn the 14th of February, Alain Bedard bought around 25k shares on-market at roughly €94.80 per share. This was the largest purchase by an insider in the last 3 months. Alain has been a buyer over the last 12 months, purchasing a net total of €2.5m worth in shares.Reported Earnings • Feb 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$7.14 (up from US$3.09 in FY 2020). Revenue: US$7.22b (up 91% from FY 2020). Net income: US$664.4m (up 141% from FY 2020). Profit margin: 9.2% (up from 7.3% in FY 2020). Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 17%, compared to a 19% growth forecast for the industry in Germany.공시 • Feb 09TFI International Inc. Provides Earnings Guidance for the Year 2022TFI International Inc. provided earnings guidance for the year 2022. The company expects full year earnings per share to be in the range of $6.25 to $6.50, reflecting a potential growth of over 20% at the midpoint.Upcoming Dividend • Dec 23Upcoming dividend of US$0.27 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 17 January 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (4.3%).공시 • Nov 30TFI International Inc. (TSX:TFII) acquired D&D Sexton, Inc. from family.TFI International Inc. (TSX:TFII) acquired D&D Sexton, Inc. from family on November 29, 2021. The acquired business will operate within TFI International’s CFI group of companies. D&D generates annualized revenues in excess of $25 million. TFI International Inc. (TSX:TFII) completed the acquisition of D&D Sexton, Inc. from family on November 29, 2021.Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS US$1.43 (vs US$0.91 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: US$2.09b (up 124% from 3Q 2020). Net income: US$132.8m (up 60% from 3Q 2020). Profit margin: 6.3% (down from 8.9% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.Executive Departure • Aug 26Independent Director Lucien Bouchard has left the companyOn the 23rd of August, Lucien Bouchard's tenure as Independent Director ended after 13.7 years in the role. We don't have any record of a personal shareholding under Lucien's name. Lucien is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 4.33 years.Recent Insider Transactions • Aug 06Independent Director recently sold €284k worth of stockOn the 3rd of August, Richard Guay sold around 3k shares on-market at roughly €94.68 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €182k more than they bought in the last 12 months.Reported Earnings • Jul 28Second quarter 2021 earnings released: EPS US$2.69 (vs US$0.58 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.84b (up 130% from 2Q 2020). Net income: US$251.1m (up 398% from 2Q 2020). Profit margin: 14% (up from 6.3% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 15 July 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (5.6%).주주 수익률9TFDE TransportationDE 시장7D-1.3%-0.7%-2.6%1Y70.3%7.1%-1.4%전체 주주 수익률 보기수익률 대 산업: 9TF은 지난 1년 동안 7.1%의 수익을 기록한 German Transportation 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 9TF은 지난 1년 동안 -1.4%를 기록한 German 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is 9TF's price volatile compared to industry and market?9TF volatility9TF Average Weekly Movement5.2%Transportation Industry Average Movement4.5%Market Average Movement5.9%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%안정적인 주가: 9TF는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 9TF의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트195726,354Alain Bedardwww.tfiintl.com는 자회사와 함께 미국, 멕시코, 캐나다에서 운송 및 물류 서비스를 제공합니다. 이 회사는 소량화물(LTL), 트럭화물(TL) 및 물류 부문을 통해 운영됩니다. LTL 부문은 소규모 화물의 픽업, 통합, 운송 및 배송에 관여합니다.더 보기TFI International Inc. 기초 지표 요약TFI International의 순이익과 매출은 시가총액과 어떻게 비교됩니까?9TF 기초 통계시가총액€10.89b순이익 (TTM)€257.21m매출 (TTM)€6.80b43.7x주가수익비율(P/E)1.7x주가매출비율(P/S)9TF는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표9TF 손익계산서 (TTM)매출US$7.87b매출원가US$6.30b총이익US$1.57b기타 비용US$1.27b순이익US$297.83m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)3.62총이익률19.89%순이익률3.78%부채/자본 비율96.4%9TF의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.2%현재 배당 수익률51%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/11 03:12종가2026/06/11 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스TFI International Inc.는 25명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Will ChienAccountability Research CorporationMaxim SytchevATB CormarkDavid OcampoATB Cormark Historical (Cormark Securities)22명의 분석가 더 보기
Recent Insider Transactions • Jun 10President recently sold €5.5m worth of stockOn the 9th of June, Alain Bedard sold around 39k shares on-market at roughly €140 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Alain has been a net seller over the last 12 months, reducing personal holdings by €13m.
Recent Insider Transactions • May 29President recently sold €1.7m worth of stockOn the 28th of May, Alain Bedard sold around 14k shares on-market at roughly €128 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €2.7m. Alain has been a net seller over the last 12 months, reducing personal holdings by €7.0m.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Sebastien Martel was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Mar 31TFI International Inc. to Report Q1, 2026 Results on Apr 27, 2026TFI International Inc. announced that they will report Q1, 2026 results After-Market on Apr 27, 2026
공시 • Mar 18TFI International Inc. Announces Quarterly Dividend, Payable on April 15, 2026TFI International Inc. declared a quarterly dividend of USD 0.47 per outstanding common share of its capital payable on April 15, 2026 to shareholders of record at the close of business on March 31, 2026.
공시 • Feb 24TFI International Inc., Annual General Meeting, Apr 27, 2026TFI International Inc., Annual General Meeting, Apr 27, 2026. Location: quebec, montreal Canada
Recent Insider Transactions • Jun 10President recently sold €5.5m worth of stockOn the 9th of June, Alain Bedard sold around 39k shares on-market at roughly €140 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Alain has been a net seller over the last 12 months, reducing personal holdings by €13m.
Recent Insider Transactions • May 29President recently sold €1.7m worth of stockOn the 28th of May, Alain Bedard sold around 14k shares on-market at roughly €128 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €2.7m. Alain has been a net seller over the last 12 months, reducing personal holdings by €7.0m.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Sebastien Martel was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Mar 31TFI International Inc. to Report Q1, 2026 Results on Apr 27, 2026TFI International Inc. announced that they will report Q1, 2026 results After-Market on Apr 27, 2026
공시 • Mar 18TFI International Inc. Announces Quarterly Dividend, Payable on April 15, 2026TFI International Inc. declared a quarterly dividend of USD 0.47 per outstanding common share of its capital payable on April 15, 2026 to shareholders of record at the close of business on March 31, 2026.
공시 • Feb 24TFI International Inc., Annual General Meeting, Apr 27, 2026TFI International Inc., Annual General Meeting, Apr 27, 2026. Location: quebec, montreal Canada
공시 • Feb 18TFI International Inc. Announces Board ChangesTFI International Inc. announced the upcoming retirement of independent director André Bérard after 23 years on the Company’s Board. Mr. Bérard has stepped down from his position as Lead Director but will remain on the Board until the Company’s annual meeting on April 27, 2026. TFI also announced that existing Board member Diane Giard will become the Company’s new Lead Director. Ms. Giard has been an Independent Director of the Company since 2018 and has served as a member of the Audit Committee. She was a former Executive Vice-President of the National Bank of Canada and Senior Vice-President of Scotiabank. Ms. Giard serves on the Board of Bombardier Inc., was ranked among the Top 25 in Quebec’s financial industry seven times, and was named one of Canada’s Most Powerful Women by the Women’s Executive Network in 2014 and 2015.
공시 • Jan 21+ 1 more updateTFI International Inc. to Report Q4, 2025 Results on Feb 17, 2026TFI International Inc. announced that they will report Q4, 2025 results After-Market on Feb 17, 2026
공시 • Dec 16TFI International Declares Quarterly Dividend, Payable on January 15, 2026The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.47 per outstanding common share of its capital payable on January 15, 2026 to shareholders of record at the close of business on December 31, 2025. As previously announced on October 30, 2025, the new quarterly dividend of USD 0.47 per outstanding common share represents a 4% increase over the previous quarterly dividend of USD 0.45 per outstanding common share.
공시 • Oct 31TFI International Inc. Announces Quarterly Dividend, Payable on January 15, 2026On October 30, 2025, TFI International Inc. approved an increase to the quarterly dividend to $0.47 per outstanding common share of the Company's capital, to be declared in December and payable on January 15, 2026, to shareholders of record at the close of business on December 31, 2025, for an expected aggregate amount of $38.7 million.
공시 • Oct 10TFI International Inc. to Report Q3, 2025 Results on Oct 30, 2025TFI International Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025
공시 • Sep 16TFI International Inc. Declares Quarterly Dividend, Payable on October 15, 2025The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.45 per outstanding common share of its capital payable on October 15, 2025 to shareholders of record at the close of business on September 30, 2025.
공시 • Jul 08TFI International Inc. to Report Q2, 2025 Results on Jul 28, 2025TFI International Inc. announced that they will report Q2, 2025 results After-Market on Jul 28, 2025
공시 • Jun 18TFI International Declares Quarterly Dividend, Payable on July 15, 2025The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.45 per outstanding common share of its capital payable on July 15, 2025 to shareholders of record at the close of business on June 30, 2025.
공시 • Apr 04TFI International Inc. to Report Q1, 2025 Results on Apr 23, 2025TFI International Inc. announced that they will report Q1, 2025 results After-Market on Apr 23, 2025
공시 • Mar 20Bragar Eagel & Squire, P.C. Files Class Action Lawsuit Against TFI International IncBragar Eagel & Squire, P.C announced that a class action lawsuit has been filed against TFI International Inc. in the United States District Court for the Southern District of New York on behalf of all persons and entities who purchased or otherwise acquired TFI securities between April 26, 2024 and February 19, 2025, both dates inclusive (the “Class Period”). Investors have until May 13, 2025 to apply to the Court to be appointed as lead plaintiff in the lawsuit. The Complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements, as well as failed to disclose material facts regarding TFI's business, operations, and prospects, including allegations that: (1) TFI was losing small and medium business customers; (2) as a result, the Company's TForce revenue was declining; (3) TFI was experiencing difficulties managing its costs; and (4) as a result of the foregoing, the profitability of its larger business segment was declining.
공시 • Mar 18TFI International Inc. Declares Quarterly Dividend, Payable on April 15, 2025The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.45 per outstanding common share of its capital payable on April 15, 2025 to shareholders of record at the close of business on March 31, 2025.
공시 • Feb 25TFI International Inc., Annual General Meeting, Apr 23, 2025TFI International Inc., Annual General Meeting, Apr 23, 2025. Location: montreal, quebec Canada
공시 • Jan 23TFI International Inc. to Report Q4, 2024 Results on Feb 19, 2025TFI International Inc. announced that they will report Q4, 2024 results After-Market on Feb 19, 2025
Declared Dividend • Oct 28Third quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 31st December 2024 Payment date: 15th January 2025 Dividend yield will be 1.6%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • Oct 23TFI International Inc. Announces the Retirement of Neil Manning as Independent DirectorTFI International Inc. announced the retirement of independent director Neil Manning after 11 years on the Company’s Board, effective October 22, 2024.
Reported Earnings • Oct 22Third quarter 2024 earnings released: EPS: US$1.51 (vs US$1.55 in 3Q 2023)Third quarter 2024 results: EPS: US$1.51 (down from US$1.55 in 3Q 2023). Revenue: US$2.18b (up 14% from 3Q 2023). Net income: US$128.0m (down 4.0% from 3Q 2023). Profit margin: 5.9% (down from 7.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
공시 • Oct 22TFI International Inc. Approves Quarterly Dividend on Common Shares, Payable on January 15, 2025On October 21, 2024, the Board of Directors of TFI International Inc. approved a quarterly dividend of $0.45 per outstanding common share of the Company’s capital, for an expected aggregate payment of $38.1 million to be paid on January 15, 2025, to shareholders of record at the close of business on December 31, 2024.
공시 • Oct 01TFI International Inc. to Report Q3, 2024 Results on Oct 21, 2024TFI International Inc. announced that they will report Q3, 2024 results After-Market on Oct 21, 2024
Declared Dividend • Sep 20Second quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 30th September 2024 Payment date: 15th October 2024 Dividend yield will be 1.4%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 103% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Sep 17TFI International Inc. Declares Quarterly Dividend on Common Shares, Payable on October 15, 2024The Board of Directors of TFI International Inc. declared a quarterly dividend of $0.40 per outstanding common share of its capital payable on October 15, 2024 to shareholders of record at the close of business on September 30, 2024.
공시 • Jul 27TFI International Inc. Provides Earnings Guidance for the Full Year 2024TFI International Inc. provided earnings guidance for the full year 2024. For the period, the company expected EPS to be in the range of $6.75 to $7.
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$1.39 (vs US$1.49 in 2Q 2023)Second quarter 2024 results: EPS: US$1.39 (down from US$1.49 in 2Q 2023). Revenue: US$2.26b (up 26% from 2Q 2023). Net income: US$117.8m (down 8.2% from 2Q 2023). Profit margin: 5.2% (down from 7.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
공시 • Jul 04TFI International Inc. to Report Q2, 2024 Results on Jul 25, 2024TFI International Inc. announced that they will report Q2, 2024 results After-Market on Jul 25, 2024
Declared Dividend • Jun 21First quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 1.2%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next year, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 18TFI International Inc. Declares Quarterly Dividend on Common Shares, Payable on July 15, 2024The Board of Directors of TFI International Inc. declared a quarterly dividend of $0.40 per outstanding common share of its capital payable on July 15, 2024 to shareholders of record at the close of business on June 28, 2024.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: US$1.10 (vs US$1.29 in 1Q 2023)First quarter 2024 results: EPS: US$1.10 (down from US$1.29 in 1Q 2023). Revenue: US$1.87b (up 1.1% from 1Q 2023). Net income: US$92.8m (down 17% from 1Q 2023). Profit margin: 5.0% (down from 6.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 05TFI International Inc. to Report Q1, 2024 Results on Apr 25, 2024TFI International Inc. announced that they will report Q1, 2024 results After-Market on Apr 25, 2024
공시 • Apr 02TFI International Inc. (TSX:TFII) completed the acquisition of Daseke, Inc. (NasdaqCM:DSKE) from a group of shareholders.TFI International Inc. (TSX:TFII) entered into a definitive agreement to acquire Daseke, Inc. (NasdaqCM:DSKE) from a group of shareholders for approximately $410 million on December 22, 2023. Subject to the terms of the agreement, Daseke common stockholders will receive $8.30 per share in cash. The total enterprise value of the transaction is approximately $1.1 billion, including the merger consideration for the common stock, retirement of Daseke’s outstanding preferred stock, payoff or assumption of outstanding debt, net of cash, and estimated transaction fees and expenses. Upon closing of the transaction, Daseke’s common stock will no longer be listed on any stock exchange, and Daseke will operate its portfolio of brands as part of TFI International’s Truckload segment. In the event of termination, Daseke, Inc. will be obligated to pay $12.45 million as a termination fee to TFI International. The transaction is subject to Daseke common stockholder approval, regulatory approvals, expiration or termination of waiting period under the Sherman Act of 1890, the Clayton Act of 1914, the Federal Trade Commission Act of 1914, the HSR Act and all other federal, state, foreign, national or supranational Laws or Orders and other customary closing conditions. Closing is not subject to any financing condition. The merger agreement has been unanimously approved by the Boards of Directors of TFI International and Daseke. The transaction is expected to close during the second quarter of 2024. Management expects the transaction to be EPS-neutral to TFI International in 2024, and accretive by at least $0.5 per share in 2025 based on current market conditions. J.P. Morgan Securities LLC acted as exclusive financial advisor as well as fairness opinion provider and Jennifer Gasser, David Feirstein, Douglas Bacon, Lanchi Huynh and Stephen Jacobson of Kirkland & Ellis LLP acted as legal advisors to Daseke. Mark Scudder and Heidi Hornung-Scherr of Scudder Law Firm, P.C., L.L.O. served as TFI International’s legal advisor in connection with the transaction. J.P. Morgan Securities LLC acted as due diligence provider to Daseke. Continental Stock Transfer & Trust Company acted as transfer agent to Daseke. Daseke has retained D.F. King & Co., Inc. as its proxy solicitor for a fee not to exceed $20,000 plus reimbursement of its reasonable, out-of-pocket expenses for its services. or services rendered in connection with the Merger and the delivery of its opinion, Daseke has agreed to pay J.P. Morgan a fee of approximately $17.8 million, of which $5 million became payable upon delivery of the opinion and the remainder of which is contingent and payable upon the closing of the Merger. TFI International Inc. (TSX:TFII) completed the acquisition of Daseke, Inc. (NasdaqCM:DSKE) from a group of shareholders on April 1, 2024.
Declared Dividend • Mar 25Fourth quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 1.0%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 46% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 20TFI International Declares Quarterly Dividend, Payable on April 15, 2024The Board of Directors of TFI International Inc. declared a quarterly dividend of $0.40 per outstanding common share of its capital payable on April 15, 2024 to shareholders of record at the close of business on March 28, 2024.
공시 • Mar 12TFI International Inc. (TSX:TFII) acquired Hercules Forwarding Inc.TFI International Inc. (TSX:TFII) acquired Hercules Forwarding Inc. on March 11, 2024. As of March 11, 2024, Hercules Forwarding Inc. reported a revenue of approximately $100 million for the year ended December 31, 2023. TFI International Inc. (TSX:TFII) completed the acquisition of Hercules Forwarding Inc. on March 11, 2024.
New Risk • Mar 02New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €2.8m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (60% net debt to equity). Significant insider selling over the past 3 months (€2.8m sold).
Recent Insider Transactions • Mar 01President recently sold €2.7m worth of stockOn the 27th of February, Alain Bedard sold around 20k shares on-market at roughly €137 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Alain has been a net seller over the last 12 months, reducing personal holdings by €3.8m.
공시 • Feb 17TFI International Inc., Annual General Meeting, Apr 25, 2024TFI International Inc., Annual General Meeting, Apr 25, 2024.
Reported Earnings • Feb 09Full year 2023 earnings released: EPS: US$5.88 (vs US$9.21 in FY 2022)Full year 2023 results: EPS: US$5.88 (down from US$9.21 in FY 2022). Revenue: US$7.52b (down 15% from FY 2022). Net income: US$504.9m (down 39% from FY 2022). Profit margin: 6.7% (down from 9.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 19TFI International Inc. to Report Q4, 2023 Results on Feb 08, 2024TFI International Inc. announced that they will report Q4, 2023 results After-Market on Feb 08, 2024
공시 • Dec 24TFI International Inc. (TSX:TFII) entered into a definitive agreement to acquire Daseke, Inc. (NasdaqCM:DSKE) for approximately $400 million.TFI International Inc. (TSX:TFII) entered into a definitive agreement to acquire Daseke, Inc. (NasdaqCM:DSKE) for approximately $400 million on December 22, 2023. Subject to the terms of the agreement, Daseke common stockholders will receive $8.30 per share in cash. The total enterprise value of the transaction is approximately $1.1 billion, including the merger consideration for the common stock, retirement of Daseke’s outstanding preferred stock, payoff or assumption of outstanding debt, net of cash, and estimated transaction fees and expenses. Upon closing of the transaction, Daseke’s common stock will no longer be listed on any stock exchange, and Daseke will operate its portfolio of brands as part of TFI International’s Truckload segment. The transaction is subject to Daseke common stockholder approval, regulatory approvals and other customary closing conditions. Closing is not subject to any financing condition. The merger agreement has been unanimously approved by the Boards of Directors of TFI International and Daseke. The transaction is expected to close during the second quarter of 2024. Management expects the transaction to be EPS-neutral to TFI International in 2024, and accretive by at least $0.5 per share in 2025 based on current market conditions. J.P. Morgan Securities LLC acted as exclusive financial advisor and Jennifer Gasser, David Feirstein, Douglas Bacon, Lanchi Huynh and Stephen Jacobson of Kirkland & Ellis LLP acted as legal advisors to Daseke. Scudder Law Firm, P.C., L.L.O. served as TFI International’s legal advisor in connection with the transaction.
공시 • Dec 19TFI International Inc. Declares Quarterly Dividend, Payable on January 15, 2024TFI International Inc. declared a quarterly dividend of USD 0.40 per outstanding common share of its capital payable on January 15, 2024 to shareholders of record at the close of business on December 29, 2023.
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: US$1.55 (vs US$2.78 in 3Q 2022)Third quarter 2023 results: EPS: US$1.55 (down from US$2.78 in 3Q 2022). Revenue: US$1.91b (down 15% from 3Q 2022). Net income: US$133.3m (down 46% from 3Q 2022). Profit margin: 7.0% (down from 11% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 05TFI International Inc. to Report Q3, 2023 Results on Oct 02, 2023TFI International Inc. announced that they will report Q3, 2023 results on Oct 02, 2023
공시 • Sep 19TFI International Inc. Declares Quarterly Dividend, Payable on October 16, 2023The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.35 per outstanding common share of its capital payable on October 16, 2023 to shareholders of record at the close of business on September 29, 2023.
공시 • Sep 06TFI International Inc. (TSX:TFII) acquired The Vedder Transportation Group.TFI International Inc. (TSX:TFII) acquired The Vedder Transportation Group on September 5, 2023. Vedder generates annual revenues in excess of CAD 80 million. Run by President Fred Zweep, Vedder will join TFI International’s Specialized Truckload business segment. TFI International Inc. (TSX:TFII) completed the acquisition of The Vedder Transportation Group on September 5, 2023.
공시 • Aug 18TFI International Inc. (TSX:TFII) acquired JHT Holdings, Inc.TFI International Inc. (TSX:TFII) agreed to acquire JHT Holdings, Inc. on August 7, 2023. JHT Holdings, Inc. is generating annual revenues of more than US $500 million. Chief Executive Officer John Harrington and his team will join TFI International Inc. The transaction is subject to customary closing adjustments and is expected to close during the third quarter 2023. TFI International Inc. (TSX:TFII) completed the acquisition of JHT Holdings, Inc. on August 16, 2023. Morgan Stanley acted as financial advisor to JHT Holdings, Inc.
공시 • Aug 09TFI International Inc. (TSX:TFII) has agreed to acquire JHT Holdings, Inc.TFI International Inc. (TSX:TFII) has agreed to acquire JHT Holdings, Inc. on August 7, 2023. JHT Holdings, Inc. is generating annual revenues of more than US $500 million. Chief Executive Officer John Harrington and his team will join TFI International Inc. The transaction is subject to customary closing adjustments and is expected to close during the third quarter 2023.
Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.49 (vs US$3.05 in 2Q 2022)Second quarter 2023 results: EPS: US$1.49 (down from US$3.05 in 2Q 2022). Revenue: US$1.79b (down 26% from 2Q 2022). Net income: US$128.2m (down 54% from 2Q 2022). Profit margin: 7.2% (down from 11% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jul 28TFI International Inc. Appoints Sébastien Martel to its Board of Directors, Effective July 31, 2023TFI International Inc. announced that Sébastien Martel will join its Board of Directors, effective July 31, 2023. Mr. Martel is the Chief Financial Officer of BRP Inc. He has been with BRP for nearly 20 years, serving as CFO since 2014. A registered CPA, Mr. Martel holds a Bachelor degree in Accountancy from McGill University.
공시 • Jul 14TFI International Inc. (TSX:TFII) completed the acquisition of Siemens Transportation Group Inc. from the family.TFI International Inc. (TSX:TFII) agreed to acquire Siemens Transportation Group Inc. from the family on May 1, 2023. STG generated approximately CAD 150 million of revenue. STG’s Doug Siemens will continue to manage the business as part of TFI’s Less-ThanTruckload segment, reporting to Executive Vice-President Chris Traikos. The transaction is subject to regulatory approval.TFI International Inc. (TSX:TFII) completed the acquisition of Siemens Transportation Group Inc. from the family on July 13, 2023.
공시 • Jul 12TFI International Inc. to Report Q2, 2023 Results on Jul 31, 2023TFI International Inc. announced that they will report Q2, 2023 results After-Market on Jul 31, 2023
Upcoming Dividend • Jun 22Upcoming dividend of US$0.35 per share at 1.3% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 17 July 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%).
공시 • Jun 16TFI International Inc. Declares Quarterly Dividend, Payable on July 17, 2023The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.35 per outstanding common share of its capital payable on July 17, 2023 to shareholders of record at the close of business on June 30, 2023.
Reported Earnings • Apr 27First quarter 2023 earnings released: EPS: US$1.29 (vs US$1.61 in 1Q 2022)First quarter 2023 results: EPS: US$1.29 (down from US$1.61 in 1Q 2022). Revenue: US$1.85b (down 16% from 1Q 2022). Net income: US$111.9m (down 24% from 1Q 2022). Profit margin: 6.0% (down from 6.7% in 1Q 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Mar 29President recently sold €2.0m worth of stockOn the 24th of March, Alain Bedard sold around 20k shares on-market at roughly €103 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.6m. Alain has been a net seller over the last 12 months, reducing personal holdings by €3.1m.
Upcoming Dividend • Mar 23Upcoming dividend of US$0.35 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 17 April 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.3%).
Recent Insider Transactions • Feb 20Independent Director recently sold €3.6m worth of stockOn the 16th of February, Joey Saputo sold around 30k shares on-market at roughly €120 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.9m more than they bought in the last 12 months.
공시 • Feb 18TFI International Inc., Annual General Meeting, Apr 26, 2023TFI International Inc., Annual General Meeting, Apr 26, 2023.
Recent Insider Transactions • Feb 10Chief Financial Officer recently bought €880k worth of stockOn the 7th of February, David Saperstein bought around 8k shares on-market at roughly €108 per share. This transaction amounted to 63% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
공시 • Feb 09TFI International Inc. Provides Earnings Guidance for the Year 2023TFI International Inc. provided earnings guidance for the year 2023. For the year, the group expect $7.50 to $7.60 of earnings per share.
Reported Earnings • Feb 07Full year 2022 earnings released: EPS: US$9.21 (vs US$7.14 in FY 2021)Full year 2022 results: EPS: US$9.21 (up from US$7.14 in FY 2021). Revenue: US$8.81b (up 22% from FY 2021). Net income: US$823.2m (up 24% from FY 2021). Profit margin: 9.3% (up from 9.2% in FY 2021). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 14TFI International Inc. to Report Q4, 2022 Results on Feb 06, 2023TFI International Inc. announced that they will report Q4, 2022 results After-Market on Feb 06, 2023
Upcoming Dividend • Dec 22Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 13 January 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.5%).
공시 • Dec 16TFI International Declares Quarterly Dividend Payable on January 16, 2023The Board of Directors of TFI International Inc. declared a quarterly dividend of $0.35 per outstanding common share of its capital payable on January 16, 2023 to shareholders of record at the close of business on December 30, 2022. As previously announced on October 27, 2022, the new quarterly dividend of $0.35 per outstanding common share represents a 30% increase over the previous quarterly dividend of $0.27 per outstanding common share.
공시 • Nov 23TFI International Inc. Announces Board Departure of Richard Guay, Effective December 31, 2022TFI International Inc. announced the retirement of consultant and independent director Richard Guay after 18 years on the Company’s Board. Mr. Guay will depart December 31, 2022.
Recent Insider Transactions • Nov 11President recently sold €2.2m worth of stockOn the 4th of November, Alain Bedard sold around 24k shares on-market at roughly €92.52 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Alain has been a net seller over the last 12 months, reducing personal holdings by €2.9m.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: US$2.78 (vs US$1.43 in 3Q 2021)Third quarter 2022 results: EPS: US$2.78 (up from US$1.43 in 3Q 2021). Revenue: US$2.24b (up 7.1% from 3Q 2021). Net income: US$245.2m (up 85% from 3Q 2021). Profit margin: 11% (up from 6.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 29+ 1 more updateTFI International Inc. Re-Affirms Earnings Guidance for the Full Year 2022TFI International Inc. re-affirmed earnings guidance for the full year 2022. For the period, the company maintained its forecast of $8 per earnings per share.
공시 • Oct 07TFI International Inc. to Report Q3, 2022 Results on Oct 27, 2022TFI International Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2022
공시 • Sep 16TFI International Inc. Declares Quarterly Dividend, Payable on October 17, 2022The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.27 per outstanding common share of its capital payable on October 17, 2022 to shareholders of record at the close of business on September 30, 2022.
공시 • Aug 06John Pratt Joins Tfi International Board of Directors, Effective October 25, 2022TFI International Inc. announced that John Pratt will join its Board of Directors, effective October 25, 2022. Mr. Pratt is the retired chairman of Bank of America Merrill Lynch’s Global Industrials Investment Banking Group and was also the head of Bank of America’s Investment Banking office in Chicago. He has more than 30 years of investment banking experience including extensive M&A transactions and has served on multiple boards of both private corporations and non-profit organizations. While serving in leadership roles during his 33 years at Merrill Lynch and Bank of America, Mr. Pratt maintained client coverage responsibility for numerous corporations worldwide and advised on more than $500 billion in strategic and capital raising assignments. Mr. Pratt graduated from Northwestern University with a Bachelor of Arts in Political Science and Economics, and from the Kellogg School of Management with a Masters of Business Administration.
Reported Earnings • Jul 30Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: US$2.42b (up 32% from 2Q 2021). Net income: US$276.8m (up US$276.8m from 2Q 2021). Profit margin: 11% (up from 0% in 2Q 2021). Over the next year, revenue is forecast to grow 2.7%, compared to a 9.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 50% per year.
공시 • Jul 30TFI International Inc. (TSX:TFII) acquired South Shore Transportation Company, Inc.TFI International Inc. (TSX:TFII) acquired South Shore Transportation Company, Inc. on May 27, 2022. TFI International Inc. (TSX:TFII) completed the acquisition of South Shore Transportation Company, Inc. on May 27, 2022.
공시 • Jul 29+ 1 more updateTFI International Inc. (TSX:TFII) acquired Selected Assets of Cedar Creek Express, LLC and DDW Transportation, LLC.TFI International Inc. (TSX:TFII) acquired Selected Assets of Cedar Creek Express, LLC and DDW Transportation, LLC on June 17, 2022. TFI International Inc. (TSX:TFII) completed the acquisition of Selected Assets of Cedar Creek Express, LLC and DDW Transportation, LLC on June 17, 2022.
공시 • Jul 08TFI International Inc. to Report Q2, 2022 Results on Jul 28, 2022TFI International Inc. announced that they will report Q2, 2022 results After-Market on Jul 28, 2022
Upcoming Dividend • Jun 22Upcoming dividend of US$0.27 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (4.9%).
공시 • Jun 16TFI International Inc. Declares Quarterly Dividend, Payable on July 15, 2022The Board of Directors of TFI International Inc. declared a quarterly dividend of USD 0.27 per outstanding common share of its capital payable on July 15, 2022 to shareholders of record at the close of business on June 30, 2022.
Recent Insider Transactions • May 04President recently bought €234k worth of stockOn the 2nd of May, Alain Bedard bought around 3k shares on-market at roughly €76.64 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Alain has been a net seller over the last 12 months, reducing personal holdings by €715k.
Reported Earnings • May 01First quarter 2022 earnings released: EPS: US$1.61 (vs US$0.72 in 1Q 2021)First quarter 2022 results: EPS: US$1.61 (up from US$0.72 in 1Q 2021). Revenue: US$2.19b (up 91% from 1Q 2021). Net income: US$147.7m (up 121% from 1Q 2021). Profit margin: 6.7% (up from 5.8% in 1Q 2021). Over the next year, revenue is forecast to grow 7.5%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 40% per year.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €79.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Transportation industry in Europe. Total returns to shareholders of 200% over the past three years.
공시 • Apr 08TFI International Inc. to Report Q1, 2022 Results on Apr 28, 2022TFI International Inc. announced that they will report Q1, 2022 results After-Market on Apr 28, 2022
Reported Earnings • Mar 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$7.14 (up from US$3.09 in FY 2020). Revenue: US$7.22b (up 91% from FY 2020). Net income: US$664.4m (up 141% from FY 2020). Profit margin: 9.2% (up from 7.3% in FY 2020). Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 18%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Feb 25President recently bought €57k worth of stockOn the 23rd of February, Alain Bedard bought around 635 shares on-market at roughly €90.07 per share. This was the largest purchase by an insider in the last 3 months. Alain has been a buyer over the last 12 months, purchasing a net total of €164k worth in shares.
공시 • Feb 19TFI International Inc., Annual General Meeting, Apr 28, 2022TFI International Inc., Annual General Meeting, Apr 28, 2022.
Recent Insider Transactions • Feb 17President recently bought €2.4m worth of stockOn the 14th of February, Alain Bedard bought around 25k shares on-market at roughly €94.80 per share. This was the largest purchase by an insider in the last 3 months. Alain has been a buyer over the last 12 months, purchasing a net total of €2.5m worth in shares.
Reported Earnings • Feb 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$7.14 (up from US$3.09 in FY 2020). Revenue: US$7.22b (up 91% from FY 2020). Net income: US$664.4m (up 141% from FY 2020). Profit margin: 9.2% (up from 7.3% in FY 2020). Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 17%, compared to a 19% growth forecast for the industry in Germany.
공시 • Feb 09TFI International Inc. Provides Earnings Guidance for the Year 2022TFI International Inc. provided earnings guidance for the year 2022. The company expects full year earnings per share to be in the range of $6.25 to $6.50, reflecting a potential growth of over 20% at the midpoint.
Upcoming Dividend • Dec 23Upcoming dividend of US$0.27 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 17 January 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (4.3%).
공시 • Nov 30TFI International Inc. (TSX:TFII) acquired D&D Sexton, Inc. from family.TFI International Inc. (TSX:TFII) acquired D&D Sexton, Inc. from family on November 29, 2021. The acquired business will operate within TFI International’s CFI group of companies. D&D generates annualized revenues in excess of $25 million. TFI International Inc. (TSX:TFII) completed the acquisition of D&D Sexton, Inc. from family on November 29, 2021.
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS US$1.43 (vs US$0.91 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: US$2.09b (up 124% from 3Q 2020). Net income: US$132.8m (up 60% from 3Q 2020). Profit margin: 6.3% (down from 8.9% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
Executive Departure • Aug 26Independent Director Lucien Bouchard has left the companyOn the 23rd of August, Lucien Bouchard's tenure as Independent Director ended after 13.7 years in the role. We don't have any record of a personal shareholding under Lucien's name. Lucien is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 4.33 years.
Recent Insider Transactions • Aug 06Independent Director recently sold €284k worth of stockOn the 3rd of August, Richard Guay sold around 3k shares on-market at roughly €94.68 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €182k more than they bought in the last 12 months.
Reported Earnings • Jul 28Second quarter 2021 earnings released: EPS US$2.69 (vs US$0.58 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.84b (up 130% from 2Q 2020). Net income: US$251.1m (up 398% from 2Q 2020). Profit margin: 14% (up from 6.3% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 15 July 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (5.6%).
