The transportation sector continues to weather a protracted freight recession, with persistent margin compression and volume headwinds challenging even the most established operators. Within the confines of this difficult backdrop, TFI International (NYSE: TFII) delivered first-quarter results that suggest a cyclical bottom is forming for best-in-class logistics companies. TFI International’s ability to manipulate operational levers and extract profitability in a weak market signals a potential turning point, positioning it to capture significant upside as supply chains normalize and industrial activity rebounds.
