TFI International: Too Risky, Or Ready To Recover?

TFI International is one of North America's largest transportation and logistics businesses operating across Canada, the US, and Mexico through 3 main segments: less-than-truckload, truckload, and logistics. The business generates more than 70% of its revenue from the United States, which gives it exposure to the largest freight market on the continent. The latest developments confirm two things: business conditions remain soft, but management is still pulling the right levers.