Tfi International Inc. · TSX:TFII
Tfi International — Investor Presentation (January 2026)
21 slides from Tfi International's investor presentation, January 2026
Slide 1: Corporate Overview
CORPORATE OVERVIEW DELIVERING MORE THAN FREIGHT Information as of January 2026 1
Slide 2: Welcome to the TFI International Success Story
WELCOME TO THE TFI INTERNATIONAL SUCCESS STORY In our short history, we have rapidly expanded through more than 130 acquisitions to become a North American leader in the transportation and logistics industry, operating across the U.S., Canada and Mexico. In 2024, TFI International generated over US$
Slide 3: The Company Has a Diverse Customer Base
THE COMPANY HAS A DIVERSE CUSTOMER BASE ACROSS A BROAD CROSS-SECTION OF INDUSTRIES Through strategic acquisitions, we manage a growing network of wholly owned operating subsidiaries. Revenue by top customers by industry: Retail 19% Manufactured goods 17% Building materials 13% Automotive 10% Metals
Slide 4: Overview of Our Company
OVERVIEW OF OUR COMPANY Top 10 transportation and logistics provider in North America. Revenue by Geography (FY 2025) 70% 30% United States Canada 26,200+ 95+ Employees Operating Companies 630+ 42,700+ Facilities Trailers 19,500+ Trucks (13,511 owned and 6,044 independent contractors) 4
Slide 5: NYSE and TSX Listing
NYSE AND TSX: TFII TFI International is listed on the New York Stock Exchange since early 2020, marking a new chapter in our Company’s history. Over the past 20 years, TFI has produced a cumulative shareholder return well in excess of the TSX and S&P 500. ~50% U.S. shareholder base 5
Slide 6: Experienced Leadership Team with Extensive Industry Experience
EXPERIENCED LEADERSHIP TEAM WITH EXTENSIVE INDUSTRY EXPERIENCE Alain Bedard David Saperstein Chairman of the Board, Chief Financial Officer President and CEO Kal Atwal Steven A. Brookshaw Rick Hashie Senior Executive Vice-President Senior Executive Vice-President Senior Executive Vice-President LTL:
Slide 7: Experienced Leadership Team with Extensive Industry Experience
EXPERIENCED LEADERSHIP TEAM WITH EXTENSIVE INDUSTRY EXPERIENCE Dan Leslie Justin Paul Junior Roy Executive Vice-President Executive Vice-President Executive Vice-President Logistics: Canada and US Specialized Truckload: Truckload: Quebec Western-Canada and Western-US Christopher Traikos Executive Vi
Slide 8: Our People: Professional, Attentive and Dedicated
OUR PEOPLE: PROFESSIONAL, ATTENTIVE AND DEDICATED Our team is united in our dedication to giving the best possible service and experience. This commitment not only extends to our delivery practices, but also to our treatment of customers, partners and shareholders. By always following through with q
Slide 9: TFI International Platform Overview
TFI INTERNATIONAL PLATFORM OVERVIEW SATISFACTION IN SOLUTION. EXCELLENCE IN EFFICIENCY. LESS-THAN-TRUCKLOAD TRUCKLOAD LOGISTICS 41% 39% 20% • Over-the-road and asset-light intermodal • Dry-van full truckload • Same-day parcel delivery nationwide in the LTL services and package and courier United Sta
Slide 10: Less-Than-Truckload
LESS-THAN-TRUCKLOAD BEST-IN-CLASS TECHNOLOGY We offer clients a web-enhanced experience for facilitating and expediting their orders and inquiries. Our innovative systems are designed to facilitate on-time and damage-free transportation of customer freight. EFFICIENT NETWORK Leveraging our capabilit
Slide 11: Less-Than-Truckload Companies
LESS-THAN-TRUCKLOAD COMPANIES UNITED STATES CANADA PACKAGE AND COURIER • Hercules • Cavalier • National Fast Freight • Canpar Express • Hot Line Freight Systems • Clarke Transport • Normandin • ICS Courier • TForce Freight • Excel Transportation • TForce Freight Canada • Loomis Express • Kindersley
Slide 12: Truckload
TRUCKLOAD MODERNIZED FLEET Our tractors and trailers are equipped with the latest technology to track and measure capacity. CARRIER ACCESS We have long-established partnerships that enable customers to access more carriers. ASSET OPTIMIZATION Implementing cost-lowering practices and optimization pro
Slide 13: Truckload Companies
TRUCKLOAD COMPANIES CONVENTIONAL SPECIALIZED • Besner • Big Freight Systems • Contrans Tank Group • Boutin • Boyd Bros • Contrans Vrac • CMW Express • BTC East • CRS Express • Couture • BTC West • Driving Force Decks • HWT • Central Oregon Truck Company • Durocher International • JCG • Coastal Trans
Slide 14: Truckload Companies: Specialized
TRUCKLOAD COMPANIES SPECIALIZED • GHL Transport • Lone Star Transportation • TF Dedicated Logistics • Vedder • Golden International • Mirabel Logistic • TF Truckload & Logistics • Westfreight Systems • Ho-Ro • Nordique • The Roadmaster Group • Winalta • JAF • Piston Tank • T-Lane Transportation • WT
Slide 15: Logistics
LOGISTICS FULL SERVICE We offer a complete one-stop experience for customers that offers supply chain management and transportation planning. TWO MAJOR SUB-SEGMENTS Same-day package delivery and LTL brokerage. ROBUST NETWORK We leverage our extensive network to capitalize on e-commerce growth opport
Slide 16: Logistics Companies
LOGISTICS COMPANIES LOGISTICS • AC Logistics Canada • Craler • SAF Logistics • TForce Premier Distribution • Active Truck Transport • DSN Chemical Transportation • Stream Logistics • TFWW • Auto Truck Transport • FreightLine USA • TForce Autogistics • Unimark Truck Transport • Axsun USA • Logikit •
Slide 17: Safety Is Our Priority
SAFETY IS OUR PRIORITY Through innovation and learning, we aim to set the safety standard in our industry. We are uncompromising about the safety and wellness of our employees, contractors, customers, and the public. Our operating companies have prioritized our truck drivers working conditions and s
Slide 18: Our Commitment to Environment and Sustainability
OUR COMMITMENT TO ENVIRONMENT AND SUSTAINABILITY Our fleet is typically equipped with the latest in fuel economy, safety and aerodynamics. Most new equipment is ordered with eco-options and/or greenhouse gas (GHG) emission lowering features, which can result in significant potential fuel savings ove
Slide 19: Our Commitment to Social Initiatives
OUR COMMITMENT TO SOCIAL INITIATIVES The promotion of diversity and equality is a critical part of being a world-class leader in transportation and logistics. At TFI, we are committed to fostering a diverse workplace where everyone has the opportunity to thrive through the development, implementatio
Slide 20: Living and Breathing Our Corporate Mission
LIVING AND BREATHING OUR CORPORATE MISSION As reflected by our success story, we deliver more than freight at TFI International. Our 26,200-plus employees across North America live and breath our mission on a daily basis. The end-result is a best-in-class customer service focused on quality, safety
Slide 21: www.tfiintl.com
WWW.TFIINTL.COM HEAD OFFICE 8801 Trans-Canada Highway, Suite 500 Saint-Laurent, QC H4S 1Z6 Canada EXECUTIVE OFFICES 96 Disco Road 14881 Quorum Dr, Suite 700 3835 PGA Blvd, Suite 803 9954 Mayland Dr, Suite 3000 Etobicoke, ON Dallas, TX Palm Beach Gardens, FL Richmond, VA M9W 0A3 75254-7096 33410 2323
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