Schneider National vs TFI International
TFI International is the larger business, with $7.88bn of revenue in fiscal 2025 against $5.67bn for Schneider National (1.4 times as much). Schneider National grew faster (7.3% against -6.1%). TFI International kept more of each dollar of sales as profit: a net margin of 3.9% against 1.8%. Schneider National carries less debt relative to equity (13.3% against 96.3%).
| Latest fiscal year | Schneider NationalSNDR, 2025 | TFI InternationalTFII, 2025 |
|---|---|---|
| Revenue | $5.67bn | $7.88bn |
| Revenue growth | 7.3% | -6.1% |
| Net income | $104m | $311m |
| Operating margin | 3.0% | 7.2% |
| Net margin | 1.8% | 3.9% |
| Return on equity | 3.4% | 11.6% |
| Free cash flow | $285m | $705m |
| Cash | $202m | $210m |
| Total debt | $402m | $2.58bn |
| Debt to equity | 13.3% | 96.3% |
| Dividend per share | $0.38 | — |
| Dividend yield | 1.3% | 1.9% |
| Share buybacks | $14.6m | $226m |
| Employees | 19,000 | — |
| Market value | $5.19bn | $8.04bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 52 (Moderate) | — |
| Insider trades, 12 months | 0 buys, 10 sales | 0 buys, 0 sales |