TFI International’s Truckload segment delivered more than $3 billion in revenue during 2025, including $43 million attributable to data center transportation services. Data center revenue nearly doubled over the year, rising from approximately $8 million in Q1 to over $15 million in Q4. Broader electric grid–related logistics also showed strength, topping $110 million for the year. The company’s asset-based SFI truckload brand, with its 8,000-tractor fleet, underpins these gains by offering specialized open-deck, heavy haul and dedicated solutions for high-value, time-sensitive power infrastructure and data center equipment across North America.

TFI appointed industry veteran Scott Hoppe as Chief Commercial Officer of its SFI truckload brand. Hoppe joined TFI in 2024 via the Daseke acquisition and brings over 25 years of leadership experience, including roles as VP of Business Development, COO and President at E.W. Wylie. In his new position, Hoppe will coordinate SFI’s open deck, tank, bulk and van divisions to capture opportunities from the multi-year data center and grid buildout in the U.S. and Canada. Chairman and CEO Alain Bédard highlighted Hoppe’s mandate to leverage SFI’s coast-to-coast network and integrated operating companies to meet growing demand for complex transportation solutions.

In its most recent filing, LARGE CAP INTERNATIONAL PORTFOLIO disclosed the sale of 6,248 TFI International shares, representing a 99.97% reduction in its position. The fund now holds just two shares of TFII stock. While the absolute number of shares sold is modest relative to TFI’s free float, the nearly complete exit by a notable international portfolio may prompt questions about broader institutional sentiment, even as TFI’s operational metrics continue to strengthen.