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

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

EventTrader research desk · generated 2026-10-13 15:38 UTC · report tfii-20261013-1539
Asset TFII — TFI International Inc. (stock)
Price 110.33 USD (-3.33% vs previous close)
Filer TFI International Inc. · SIC 4210 Trucking & Courier Services (No Air) · CIK 1588823
Latest annual report 40-F filed 2026-02-17
Engine — related assets RRTS (72.31), ARCB (60.965), YELLQ (59.284), XPO (54.977), KNX (53.043), WERN (48.293)

1. Executive summary

  • 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].
  • 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].
  • Market snapshot: the live quote is $110.33, down 3.33% versus the prior close, and the feed is marked not stale [S1].
  • 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].
  • 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].

2. The asset

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].

3. Business, protocol and fundamentals

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.

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].

4. Market snapshot

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.

5. What the engine sees

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].

6. Recent developments

  • 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].
  • 2026-09-17 — Steve Mayer joined TFI International's board of directors, carried on the wire and on Yahoo [S12][S13][S14].
  • 2026-09-15 — TFI International declared a quarterly dividend, carried on the wire and on Yahoo [S15][S16][S17].

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].

7. Catalysts and mechanisms

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.

8. Risks and what breaks the thesis

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].

9. Watch list

  • 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].
  • The quarterly dividend declared 2026-09-15 — watch subsequent 6-K filings for continuation, size, or change [S6][S15].
  • Board composition following Steve Mayer's 2026-09-17 appointment — any further governance disclosures [S5][S13].
  • Next annual report after the 40-F filed 2026-02-17 (period 2025-12-31) — the next full-year disclosure point [S3].
  • New 6-K current reports on EDGAR for CIK 1588823, which is where capital-return, governance, and results disclosures have been appearing [S2].
  • The live quote at $110.33 and its daily change, as the only market metric the feed currently provides [S1].
  • 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].

Sources

Method and disclaimer

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.

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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