TSX:TFIITransportation
Is TFI International’s (TSX:TFII) Tight LTL Capacity Advantage Masking Deeper Freight-Demand Risks?
Recent commentary highlighted TFI International’s ability to manage weak freight demand, inflation, and softer consumer spending through careful fleet management and strong liquidity, while also benefiting from tightening less-than-truckload (LTL) capacity as bankruptcies thin out competitors.
This combination of operational resilience and improving LTL industry undercapacity is drawing attention to how TFI might maintain pricing power despite a challenging freight backdrop.
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