TFI国际的卡车运输业务正迎来关键转折。美银证券指出，这一转变将为公司带来周期性与结构性的双重增长动力。分析师将该公司评级从中性上调至买入，部分原因在于其二季度财务展望显示，综合运营比率将较一季度改善400-500个基点。其中零担运输业务改善幅度达600-700个基点，显著超越近期350-400个基点的历史平均水平。
运输量数据同样呈现积极态势：继三月份实现同比转正后，四月份日均货运量同比增长约6%。值得注意的是，该指标一月份曾同比下降10%，二月份持平，而上月则录得8%的增幅。
受此利好消息影响，TFI国际股价当前上涨7%，报收201.77加元。
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