TFI International Stock Drops as LTL Margin Concerns Persist
TFI International reported improving profitability across Truckload and Logistics, supported by acquisitions and better margin execution, with shipment activity rising. However, Less-Than-Truckload remains under scrutiny as higher shipment volume did not bring equal pricing, weakening revenue per shipment. The outlook is still exposed to freight-cycle uncertainty, labor and accident-related costs, and fuel volatility.