TFI International’s Truckload segment delivered a remarkable acceleration in data center–related revenue during 2025, expanding from approximately $8 million in the first quarter to more than $15 million by the fourth quarter. For the full year, data center shipments generated $43 million in revenue, reflecting a more than 400 percent increase over the first quarter run rate and underscoring the strength of TFI’s asset-based SFI truckload brand in transporting high-value, sensitive cargo for major North American data center developers.

Beyond data centers, TFI’s broader electric grid–related transportation services surpassed $110 million in revenue in 2025. This segment, encompassing urgent shipments of transformers, switchgear and other critical infrastructure components, showed robust growth throughout the year. TFI credits the surge to its integrated operating model, which leverages multiple specialized divisions—open deck, heavy haul, tank and logistics—to meet complex, time-sensitive requirements for utility customers across the United States and Canada.

In a strategic move to capitalize on this momentum, TFI International appointed industry veteran Scott Hoppe as Chief Commercial Officer of its SFI truckload brand. Hoppe, who joined TFI in 2024 via the Daseke acquisition, brings over 25 years of leadership experience, including roles as President of E.W. Wylie and Vice President of Business Development. His initial mandate will be to harness SFI’s 8,000-tractor fleet and nationwide network to deepen TFI’s foothold in the multi-year data center and electric grid buildout across North America.

Chairman and CEO Alain Bédard emphasized that the data center industry represents a major, still-early economic driver and that TFI’s integrated structure positions it for sustained growth. By unifying multiple operating companies under the SFI banner, TFI can offer seamless, end-to-end solutions spanning open deck, van, dedicated and specialized transport. Management forecasts that ongoing investments in fleet expansion and digital tracking capabilities will unlock further high-margin opportunities as the regional buildout of data centers and power grids continues to accelerate.