{"slug":"tfii-20261013-1539","entry":{"slug":"tfii-20261013-1539","title":"Market Analyst Research Report — TFII (TFI International Inc.)","symbol":"TFII","kind":"stock","name":"TFI International Inc.","date":"2026-10-13","generated_at":"2026-10-13T15:38:06+00:00","description":"TFI International Inc. (TFII) is a transportation and logistics company classified by the SEC under SIC 4210, \"Trucking & Courier Services (No Air),\" and its shares trade on the NYSE [S2]."},"url":"/marr/tfii-20261013-1539","markdown":"# Market Analyst Research Report — TFII (TFI International Inc.)\n\n*EventTrader research desk · generated 2026-10-13 15:38 UTC · report tfii-20261013-1539*\n\n| | |\n|---|---|\n| **Asset** | TFII — TFI International Inc. (stock) |\n| **Price** | 110.33 USD (-3.33% vs previous close) |\n| **Filer** | TFI International Inc. · SIC 4210 Trucking & Courier Services (No Air) · CIK 1588823 |\n| **Latest annual report** | 40-F filed 2026-02-17 |\n| **Engine — related assets** | RRTS (72.31), ARCB (60.965), YELLQ (59.284), XPO (54.977), KNX (53.043), WERN (48.293) |\n\n## 1. Executive summary\n\n- TFI International Inc. (TFII) is a transportation and logistics company classified by the SEC under SIC 4210, \"Trucking & Courier Services (No Air),\" and its shares trade on the NYSE [S2].\n- The strongest documented fact is a complete, recent regulatory trail: TFII filed its most recent annual report on Form 40-F on 2026-02-17 for the period ending 2025-12-31, and it has filed five Form 6-K current reports between 2026-06-29 and 2026-10-01 [S2][S3].\n- Market snapshot: the live quote is $110.33, down 3.33% versus the prior close, and the feed is marked not stale [S1].\n- The main risk flagged by the pack itself is data completeness: the Yahoo Finance profile did not serve, so no vendor business description, market cap, or valuation context is available, and the 40-F's figures were not extracted into the pack [S3]. \n- What to watch: the third-quarter 2026 results, which TFII announced on 2026-10-01 it will release, are the next scheduled, dated event in the pack [S10][S11].\n\n## 2. The asset\n\nTFI International Inc. is the registrant behind ticker TFII, a stock [S1]. SEC EDGAR lists the company under CIK 1588823, with SIC code 4210 and the description \"Trucking & Courier Services (No Air),\" placing it in the ground freight and courier sector [S2]. Its shares are listed on the NYSE, and its fiscal year ends December 31 [S2]. Because the company files on the Form 40-F / 6-K track rather than the domestic 10-K / 8-K track, it is treated as a foreign private issuer for U.S. reporting purposes [S2][S3]. The pack does not provide a share count, market capitalization, or company headcount, so the overall size of the business cannot be stated from these sources beyond the share price itself [S1][S3].\n\n## 3. Business, protocol and fundamentals\n\nThe pack identifies TFII's line of business through its SEC classification — trucking and courier services, excluding air — rather than through extracted financial statements [S2]. The Yahoo Finance profile returned a miss, and the pack notes that \"the annual report's Business Overview stands in\" for a vendor description; however, the specific contents of that Business Overview, including revenue, segment mix, customer concentration, and margins, are not reproduced in the pack [S3]. Accordingly, the sources reviewed do not state TFII's segment-level results, product revenue, or customer lists in numeric form.\n\nWhat the pack does establish on fundamentals is the filing record. The annual report is a Form 40-F filed 2026-02-17 covering the year ended 2025-12-31 [S3]. One capital-return fact is documented through a current report: on 2026-09-15 TFII declared a quarterly dividend [S6][S15][S17]. A governance fact is also documented: on 2026-09-17, Steve Mayer joined TFI International's board of directors [S5][S13][S14]. Beyond these items, the sources reviewed do not state dividend amounts, buyback activity, debt levels, or guidance. As a stock rather than a token, TFII has no tokenomics, supply schedule, or on-chain developer activity to report, and the pack contains none [S1].\n\n## 4. Market snapshot\n\nThe live price is $110.33, a change of -3.33% versus the previous close, and the quote is flagged as current (not stale) [S1]. Market capitalization, index or sector rank, and all-time-high context are not available in the pack — there is no market-cap field, no ranking, and, as a conventional equity, no crypto-style ATH metric was provided [S1][S3]. Any valuation framing beyond the raw quote and daily move would therefore require data the sources reviewed do not contain.\n\n## 5. What the engine sees\n\nThe Tuatara vector engine was queried through its `asset_deep_discovery` endpoint on database `nasdaq-v08` with query `tfii_sym`, and the results are reported here exactly as returned [S9]. The related assets, with their scores, are: RRTS 72.31, ARCB 60.965, YELLQ 59.284, XPO 54.977, KNX 53.043, WERN 48.293, JBHT 47.32, ZTO 35.271, ODFL 34.934, CVLG 34.366, HUBG 34.186, and MYFT 31.499; all twelve are tagged as stocks and none as direct links (`is_direct` false) [S9]. The engine's seed terms are: tfi, ltl_sym, truckload, laurent, saint, logistic, consolidation, pickup, ltl, and tl [S9]. Its concept list extends those with: parcel, expedited, flatbed, tank, dedicated, package, december, international, contractor, truck, and trailer [S9]. These seeds and concepts — truckload, LTL (less-than-truckload), parcel, flatbed, tank, dedicated, logistics, consolidation, and \"Saint-Laurent\" — are reported as the engine returned them and are presented as the engine's view, not as independent confirmation of the business [S9].\n\n## 6. Recent developments\n\n- 2026-10-01 — TFI International announced it will release its third-quarter 2026 results (issued in both English and French on the wire) [S10][S11].\n- 2026-09-17 — Steve Mayer joined TFI International's board of directors, carried on the wire and on Yahoo [S12][S13][S14].\n- 2026-09-15 — TFI International declared a quarterly dividend, carried on the wire and on Yahoo [S15][S16][S17].\n\nAll headlines fall within the pack's 45-day window; no other news items are present [S10]. The pack also lists earlier current reports — 6-Ks filed 2026-07-27 and 2026-06-29 — but does not provide their headline text [S2][S7][S8].\n\n## 7. Catalysts and mechanisms\n\nThe clearest, evidence-based catalyst is the scheduled third-quarter 2026 results release that TFII announced on 2026-10-01; an earnings print is the kind of dated disclosure that typically accompanies new segment and cash-flow figures, though the pack does not state the release date or any expected numbers [S10][S11]. The 2026-09-15 dividend declaration is a recurring capital-return mechanism whose future continuation or change would show up in subsequent 6-Ks [S6][S15]. The 2026-09-17 board addition is a governance mechanism whose effects are not quantified in the pack [S5][S13]. On the engine side, the related-asset list links TFII to other ground-freight and logistics names — RRTS, ARCB, YELLQ, XPO, KNX, WERN, JBHT, ZTO, ODFL, CVLG, HUBG, and MYFT — so sector-wide freight developments touching those peers are the linkages the engine surfaces [S9]. No forecasts, targets, or probabilities are offered, and none appear in the sources.\n\n## 8. Risks and what breaks the thesis\n\nThe most concrete data-quality caveat is explicit in the pack: the Yahoo profile did not serve, so there is no vendor business description, and no market cap, segment revenue, or margin figures were extracted from the 40-F into these sources [S3]. A reader checking the thesis therefore has filings and headlines but not the underlying financials from this pack alone [S2][S3]. Business and sector risk is inherent to trucking and courier services (SIC 4210) — a cyclical, fuel- and labor-sensitive industry — but the pack does not quantify TFII's exposure, so that risk is described, not measured [S2]. Market and liquidity risk is visible only through the single quote and its -3.33% daily move; without volume, float, or market cap, the pack cannot characterize liquidity [S1]. The engine's related-asset scores are reported as given and are not a statement that these peers move together [S9]. What would falsify a benign read of the company: a third-quarter 2026 release showing materially weaker results, a change or suspension of the dividend declared on 2026-09-15, or a delayed or restated filing relative to the 40-F track shown in EDGAR [S6][S10][S2].\n\n## 9. Watch list\n\n- Third-quarter 2026 results — announced 2026-10-01; the next dated corporate event in the pack, to be confirmed when TFII publishes the figures [S10][S11].\n- The quarterly dividend declared 2026-09-15 — watch subsequent 6-K filings for continuation, size, or change [S6][S15].\n- Board composition following Steve Mayer's 2026-09-17 appointment — any further governance disclosures [S5][S13].\n- Next annual report after the 40-F filed 2026-02-17 (period 2025-12-31) — the next full-year disclosure point [S3].\n- New 6-K current reports on EDGAR for CIK 1588823, which is where capital-return, governance, and results disclosures have been appearing [S2].\n- The live quote at $110.33 and its daily change, as the only market metric the feed currently provides [S1].\n- Freight-sector news touching the engine's related names (RRTS, ARCB, YELLQ, XPO, KNX, WERN, JBHT, ZTO, ODFL, CVLG, HUBG, MYFT), reported as the engine's linkages rather than confirmed correlations [S9].\n\n## Sources\n\n- **S1** — EventTrader real-price feed — TFII quote — \n- **S2** — SEC EDGAR company submissions — TFI International Inc. (CIK 1588823) — \n- **S3** — 40-F annual report filed 2026-02-17 (period 2025-12-31) — \n- **S4** — 6-K current report filed 2026-10-01 — \n- **S5** — 6-K current report filed 2026-09-17 — \n- **S6** — 6-K current report filed 2026-09-15 — \n- **S7** — 6-K current report filed 2026-07-27 — \n- **S8** — 6-K current report filed 2026-06-29 — \n- **S9** — Tuatara vector engine — asset_deep_discovery on database nasdaq-v08, query 'tfii_sym' — \n- **S10** — Headline — wire:globenewswire 2026-10-01T20:05+00:00: TFI International publiera ses résultats du troisième trimestre de 2026 — \n- **S11** — Headline — wire:globenewswire 2026-10-01T20:05+00:00: TFI International to Release Third Quarter 2026 Results — \n- **S12** — Headline — wire:globenewswire 2026-09-17T20:12+00:00: Steve Mayer se joint au conseil d’administration de TFI International — \n- **S13** — Headline — wire:globenewswire 2026-09-17T20:12+00:00: Steve Mayer Joins TFI International Board of Directors — \n- **S14** — Headline — yahoo:symbols 2026-09-17T20:12+00:00: Steve Mayer Joins TFI International Board of Directors — \n- **S15** — Headline — wire:globenewswire 2026-09-15T20:05+00:00: TFI International déclare un dividende trimestriel — \n- **S16** — Headline — yahoo:symbols 2026-09-15T20:05+00:00: TFI International Declares Quarterly Dividend — \n- **S17** — Headline — wire:globenewswire 2026-09-15T20:05+00:00: TFI International Declares Quarterly Dividend — \n\n## Method and disclaimer\n\nBuilt on demand from the evidence pack listed under Sources: the live real-price feed, SEC EDGAR filings fetched from sec.gov and the company profile, the Tuatara vector engine's related-asset ranking (`asset_deep_discovery` on database nasdaq-v08, text query, reported as returned) and recent headlines. The narrative was drafted by the platform's AI analyst and checked so that every factual sentence carries a source tag; external documents were supplied to the model as data, never as instructions. A source the pack could not reach is reported as missing, never filled in.\n\n*This report is information, not investment advice. Figures come from the cited sources as of their dates. Nothing here is a recommendation to buy, sell or hold any asset.*\n","html":"

Market Analyst Research Report — TFII (TFI International Inc.)

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EventTrader research desk · generated 2026-10-13 15:38 UTC · report tfii-20261013-1539

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AssetTFII — TFI International Inc. (stock)
Price110.33 USD (-3.33% vs previous close)
FilerTFI International Inc. · SIC 4210 Trucking & Courier Services (No Air) · CIK 1588823
Latest annual report40-F filed 2026-02-17
Engine — related assetsRRTS (72.31), ARCB (60.965), YELLQ (59.284), XPO (54.977), KNX (53.043), WERN (48.293)
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1. Executive summary

\n
    \n
  • TFI International Inc. (TFII) is a transportation and logistics company classified by the SEC under SIC 4210, \"Trucking & Courier Services (No Air),\" and its shares trade on the NYSE [S2].
    • \n
  • The strongest documented fact is a complete, recent regulatory trail: TFII filed its most recent annual report on Form 40-F on 2026-02-17 for the period ending 2025-12-31, and it has filed five Form 6-K current reports between 2026-06-29 and 2026-10-01 [S2][S3].
    • \n
  • Market snapshot: the live quote is $110.33, down 3.33% versus the prior close, and the feed is marked not stale [S1].
    • \n
  • The main risk flagged by the pack itself is data completeness: the Yahoo Finance profile did not serve, so no vendor business description, market cap, or valuation context is available, and the 40-F's figures were not extracted into the pack [S3].
    • \n
  • What to watch: the third-quarter 2026 results, which TFII announced on 2026-10-01 it will release, are the next scheduled, dated event in the pack [S10][S11].
    • \n
\n

2. The asset

\n

TFI International Inc. is the registrant behind ticker TFII, a stock [S1]. SEC EDGAR lists the company under CIK 1588823, with SIC code 4210 and the description \"Trucking & Courier Services (No Air),\" placing it in the ground freight and courier sector [S2]. Its shares are listed on the NYSE, and its fiscal year ends December 31 [S2]. Because the company files on the Form 40-F / 6-K track rather than the domestic 10-K / 8-K track, it is treated as a foreign private issuer for U.S. reporting purposes [S2][S3]. The pack does not provide a share count, market capitalization, or company headcount, so the overall size of the business cannot be stated from these sources beyond the share price itself [S1][S3].

\n

3. Business, protocol and fundamentals

\n

The pack identifies TFII's line of business through its SEC classification — trucking and courier services, excluding air — rather than through extracted financial statements [S2]. The Yahoo Finance profile returned a miss, and the pack notes that \"the annual report's Business Overview stands in\" for a vendor description; however, the specific contents of that Business Overview, including revenue, segment mix, customer concentration, and margins, are not reproduced in the pack [S3]. Accordingly, the sources reviewed do not state TFII's segment-level results, product revenue, or customer lists in numeric form.

\n

What the pack does establish on fundamentals is the filing record. The annual report is a Form 40-F filed 2026-02-17 covering the year ended 2025-12-31 [S3]. One capital-return fact is documented through a current report: on 2026-09-15 TFII declared a quarterly dividend [S6][S15][S17]. A governance fact is also documented: on 2026-09-17, Steve Mayer joined TFI International's board of directors [S5][S13][S14]. Beyond these items, the sources reviewed do not state dividend amounts, buyback activity, debt levels, or guidance. As a stock rather than a token, TFII has no tokenomics, supply schedule, or on-chain developer activity to report, and the pack contains none [S1].

\n

4. Market snapshot

\n

The live price is $110.33, a change of -3.33% versus the previous close, and the quote is flagged as current (not stale) [S1]. Market capitalization, index or sector rank, and all-time-high context are not available in the pack — there is no market-cap field, no ranking, and, as a conventional equity, no crypto-style ATH metric was provided [S1][S3]. Any valuation framing beyond the raw quote and daily move would therefore require data the sources reviewed do not contain.

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5. What the engine sees

\n

The Tuatara vector engine was queried through its asset_deep_discovery endpoint on database nasdaq-v08 with query tfii_sym, and the results are reported here exactly as returned [S9]. The related assets, with their scores, are: RRTS 72.31, ARCB 60.965, YELLQ 59.284, XPO 54.977, KNX 53.043, WERN 48.293, JBHT 47.32, ZTO 35.271, ODFL 34.934, CVLG 34.366, HUBG 34.186, and MYFT 31.499; all twelve are tagged as stocks and none as direct links (is_direct false) [S9]. The engine's seed terms are: tfi, ltl_sym, truckload, laurent, saint, logistic, consolidation, pickup, ltl, and tl [S9]. Its concept list extends those with: parcel, expedited, flatbed, tank, dedicated, package, december, international, contractor, truck, and trailer [S9]. These seeds and concepts — truckload, LTL (less-than-truckload), parcel, flatbed, tank, dedicated, logistics, consolidation, and \"Saint-Laurent\" — are reported as the engine returned them and are presented as the engine's view, not as independent confirmation of the business [S9].

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6. Recent developments

\n
    \n
  • 2026-10-01 — TFI International announced it will release its third-quarter 2026 results (issued in both English and French on the wire) [S10][S11].
    • \n
  • 2026-09-17 — Steve Mayer joined TFI International's board of directors, carried on the wire and on Yahoo [S12][S13][S14].
    • \n
  • 2026-09-15 — TFI International declared a quarterly dividend, carried on the wire and on Yahoo [S15][S16][S17].
    • \n
\n

All headlines fall within the pack's 45-day window; no other news items are present [S10]. The pack also lists earlier current reports — 6-Ks filed 2026-07-27 and 2026-06-29 — but does not provide their headline text [S2][S7][S8].

\n

7. Catalysts and mechanisms

\n

The clearest, evidence-based catalyst is the scheduled third-quarter 2026 results release that TFII announced on 2026-10-01; an earnings print is the kind of dated disclosure that typically accompanies new segment and cash-flow figures, though the pack does not state the release date or any expected numbers [S10][S11]. The 2026-09-15 dividend declaration is a recurring capital-return mechanism whose future continuation or change would show up in subsequent 6-Ks [S6][S15]. The 2026-09-17 board addition is a governance mechanism whose effects are not quantified in the pack [S5][S13]. On the engine side, the related-asset list links TFII to other ground-freight and logistics names — RRTS, ARCB, YELLQ, XPO, KNX, WERN, JBHT, ZTO, ODFL, CVLG, HUBG, and MYFT — so sector-wide freight developments touching those peers are the linkages the engine surfaces [S9]. No forecasts, targets, or probabilities are offered, and none appear in the sources.

\n

8. Risks and what breaks the thesis

\n

The most concrete data-quality caveat is explicit in the pack: the Yahoo profile did not serve, so there is no vendor business description, and no market cap, segment revenue, or margin figures were extracted from the 40-F into these sources [S3]. A reader checking the thesis therefore has filings and headlines but not the underlying financials from this pack alone [S2][S3]. Business and sector risk is inherent to trucking and courier services (SIC 4210) — a cyclical, fuel- and labor-sensitive industry — but the pack does not quantify TFII's exposure, so that risk is described, not measured [S2]. Market and liquidity risk is visible only through the single quote and its -3.33% daily move; without volume, float, or market cap, the pack cannot characterize liquidity [S1]. The engine's related-asset scores are reported as given and are not a statement that these peers move together [S9]. What would falsify a benign read of the company: a third-quarter 2026 release showing materially weaker results, a change or suspension of the dividend declared on 2026-09-15, or a delayed or restated filing relative to the 40-F track shown in EDGAR [S6][S10][S2].

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9. Watch list

\n
    \n
  • Third-quarter 2026 results — announced 2026-10-01; the next dated corporate event in the pack, to be confirmed when TFII publishes the figures [S10][S11].
    • \n
  • The quarterly dividend declared 2026-09-15 — watch subsequent 6-K filings for continuation, size, or change [S6][S15].
    • \n
  • Board composition following Steve Mayer's 2026-09-17 appointment — any further governance disclosures [S5][S13].
    • \n
  • Next annual report after the 40-F filed 2026-02-17 (period 2025-12-31) — the next full-year disclosure point [S3].
    • \n
  • New 6-K current reports on EDGAR for CIK 1588823, which is where capital-return, governance, and results disclosures have been appearing [S2].
    • \n
  • The live quote at $110.33 and its daily change, as the only market metric the feed currently provides [S1].
    • \n
  • Freight-sector news touching the engine's related names (RRTS, ARCB, YELLQ, XPO, KNX, WERN, JBHT, ZTO, ODFL, CVLG, HUBG, MYFT), reported as the engine's linkages rather than confirmed correlations [S9].
    • \n
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Sources

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Method and disclaimer

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Built on demand from the evidence pack listed under Sources: the live real-price feed, SEC EDGAR filings fetched from sec.gov and the company profile, the Tuatara vector engine's related-asset ranking (asset_deep_discovery on database nasdaq-v08, text query, reported as returned) and recent headlines. The narrative was drafted by the platform's AI analyst and checked so that every factual sentence carries a source tag; external documents were supplied to the model as data, never as instructions. A source the pack could not reach is reported as missing, never filled in.

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This report is information, not investment advice. Figures come from the cited sources as of their dates. Nothing here is a recommendation to buy, sell or hold any asset.

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