Welcome to our dedicated page for TFI International SEC filings (Ticker: TFII), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
TFI International Inc. filings document the company’s status as a foreign private issuer reporting on Form 40-F and furnishing current reports on Form 6-K. The disclosures cover operating results, management discussion and analysis, interim financial statements, cash flow, dividends and segment information for its Less-Than-Truckload, Truckload and Logistics businesses.
The company’s regulatory record also includes annual meeting materials, proxy-related notices, director election voting results, auditor-change documentation, officer certifications and common-share information. These filings describe governance processes, shareholder voting matters, capital-structure updates and formal reporting for TFII securities listed on the New York Stock Exchange and Toronto Stock Exchange.
TFI International Inc. has changed its external auditor in Canada. The company terminated KPMG LLP as its auditor effective February 24, 2026, and its board, following a recommendation from the audit committee, approved the appointment of Deloitte LLP as the new auditor.
KPMG’s audit reports on TFI International’s financial statements for the fiscal years ended December 31, 2024 and 2025 did not include any modified opinions, and the company states there was no “reportable event” as defined under National Instrument 51-102 during the relevant period. Both KPMG and Deloitte provided required confirmation letters to Canadian securities regulators regarding this auditor change.
TFI International Inc. filed its annual Form 40-F for the year ended December 31, 2025, covering its U.S. reporting obligations as a foreign private issuer. The company reports 84,408,437 common shares outstanding at year-end and lists its common shares on the New York Stock Exchange under the symbol TFII.
KPMG LLP audited both the consolidated annual financial statements and internal control over financial reporting as of December 31, 2025. Total fees to KPMG in 2025 were $2,850,958 in USD, primarily for audit work, modestly lower than 2024. The filing states the company has no off-balance sheet arrangements that are material to investors.
The report describes TFI’s audit committee of four independent directors, identifies an audit committee financial expert, and notes a company-wide code of ethics. It also outlines how the firm follows Toronto Stock Exchange and Canadian governance rules, highlighting specific differences from New York Stock Exchange requirements, particularly around equity compensation plans, quorum, and shareholder approval for share issuances.
TFI International reported softer results for Q4 and full-year 2025, as weaker freight demand reduced revenue and profit, partially offset by acquisitions. Fourth quarter revenue was $1.91 billion versus $2.08 billion a year earlier, with net income of $71.7 million and diluted EPS of $0.87, down from $88.1 million and $1.03. Adjusted diluted EPS was $1.09 versus $1.19.
Despite lower earnings, cash generation was strong. Q4 free cash flow rose to $258.9 million from $207.5 million, and full-year free cash flow increased to $832.3 million. For 2025, revenue was $7.88 billion versus $8.40 billion, with net income of $310.6 million and adjusted diluted EPS of $4.37, both below 2024.
Segment revenue declined in Less-Than-Truckload and Logistics, while Truckload grew mainly from the Daseke acquisition. The Board approved a quarterly dividend of $0.47, a 4% increase, and the company repurchased over $200 million of shares, reflecting continued capital returns alongside a focus on efficiency and acquisitions.
TFI International Inc. reported a planned board transition. Longstanding independent director André Bérard will retire from the Board after the annual meeting on April 27, 2026, and has already stepped down as Lead Director.
Current board member Diane Giard, an independent director since 2018 and Audit Committee member, has been appointed the new Lead Director. The company highlights Mr. Bérard’s 23 years of service during a period of significant growth and emphasizes Ms. Giard’s extensive banking and board experience as valuable to its ongoing strategic decision making.
Caisse de dépôt et placement du Québec (CDPQ) reports beneficial ownership of 7,085,634 shares of TFI International Inc. common stock, representing 8.6% of the class as of 12/31/2025. CDPQ has sole power to vote and dispose of all these shares.
CDPQ states that the securities were not acquired and are not held for the purpose of changing or influencing control of TFI International, but instead as a passive investment. The filing is signed by Soulef Hadjoudj, Senior Director Legal and Global Affairs at CDPQ.
TFI International Inc. has scheduled the release of its financial results for the fourth quarter ended December 31, 2025. The company plans to issue the results via news release on Tuesday, February 17, 2026 after market close. A webcast to discuss the results will be held on Wednesday, February 18, 2026 at 8:30 AM Eastern Time, led by Chairman, President and CEO Alain Bédard and Chief Financial Officer David Saperstein.
TFI International is a North American transportation and logistics company operating through subsidiaries in the United States, Canada and Mexico, serving the Less-Than-Truckload, Truckload and Logistics segments. Its shares trade on both the New York Stock Exchange and the Toronto Stock Exchange under the symbol TFII.
TFI International Inc. reported strong momentum in its data center and electric grid-related transportation business within its Truckload segment. The Truckload segment generated more than $3 billion in total revenue during 2025, including $43 million from data center-related work that expanded from approximately $8 million in the first quarter to more than $15 million by the fourth quarter. Broader electric grid-related revenue surpassed $110 million, reflecting robust recent growth in this specialized niche.
TFI highlighted the role of its asset-based truckload brand SFI, which operates a fleet of approximately 8,000 tractors to handle high-value and sensitive cargo for data center and power grid customers. The company also appointed Scott Hoppe as the newly created Chief Commercial Officer of SFI, tasking him with using SFI’s open deck, tank, logistics, dedicated, bulk, van and heavy haul divisions to support ongoing data center and electric grid buildouts across the U.S. and Canada.
TFI International Inc. (TFII): Caisse de dépôt et placement du Québec filed a Schedule 13G/A reporting beneficial ownership of 5,683,361 shares of TFI International common stock, representing 6.9% of the class. The filing lists sole voting power and sole dispositive power over 5,683,361 shares and no shared power.
The date of event is 09/30/2025. The certification states the securities were not acquired and are not held for the purpose of changing or influencing control, indicating a passive investment under Schedule 13G.