TFI International’s Truckload segment recorded more than $3 billion in total revenue for 2025, driven in part by a rapidly expanding data center and electric grid-related business. Data center-specific revenue surged from roughly $8 million in Q1 2025 to over $15 million in Q4, contributing to a full-year data center haulage total of $43 million. Broader electric grid transports also exceeded $110 million for the year, underscoring robust demand for specialized, high-value cargo movement across North America.

TFI has appointed industry veteran Scott Hoppe as Chief Commercial Officer of its SFI truckload brand, a newly created role designed to capitalize on the burgeoning data center buildout. Hoppe, who joined TFI in 2024 via the Daseke acquisition, brings more than 25 years of experience in senior leadership positions, including COO and President of E.W. Wylie. His immediate focus will be to integrate SFI’s 8,000-tractor fleet and multi-modal capabilities—open deck, tank, dedicated, bulk, van and heavy haul—to support complex, time-sensitive projects across the U.S. and Canada.

Under the guidance of Chairman and CEO Alain Bédard, TFI is positioning SFI as a cornerstone partner for data center developers and power grid operators. The company highlights its seamless collaboration among multiple operating subsidiaries under the SFI banner, enabling a unified service offering tailored to sophisticated cargo needs. With several major data center owners already engaged, TFI projects substantial upside as the multi-year construction pipeline for hyperscale facilities and grid upgrades accelerates.

TFI International’s emphasis on strategic acquisitions and organic network expansion has created a scalable platform for high-margin, specialized transport services. The documented quarter-over-quarter data center revenue growth, combined with the $110 million-plus in electric grid services, illustrates an emerging revenue stream that could materially enhance profitability. Investors monitoring TFI will want to watch quarterly updates for sustained increases in data center haulage and the deployment of new assets to support anticipated demand surges.