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Side-by-side financial comparison of F5, Inc. (FFIV) and TFI International Inc. (TFII). Click either name above to swap in a different company.

TFI International Inc. is the larger business by last-quarter revenue ($921.9M vs $811.7M, roughly 1.1× F5, Inc.).

F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.

TFI International Inc. is a Canadian transport and logistics company based in Saint-Laurent, Quebec, a borough of Montreal. It operates primarily in Canada, the United States, and Mexico through 4 business segments: less than truckload (LTL), package and courier, logistics, and truckload. It has Canada's largest LTL business, largest trucking fleet, and in 2021 was ranked 6th in terms of revenue among both LTL and truckload North American carriers. Its trucking fleet consists of over 14,000 c...

FFIV vs TFII — Head-to-Head

Bigger by revenue
TFII
TFII
1.1× larger
TFII
$921.9M
$811.7M
FFIV

Income Statement — Q2 FY2026 vs Q3 FY2025

Metric
FFIV
FFIV
TFII
TFII
Revenue
$811.7M
$921.9M
Net Profit
$148.0M
Gross Margin
81.4%
Operating Margin
22.1%
8.4%
Net Margin
18.2%
Revenue YoY
11.0%
Net Profit YoY
1.5%
EPS (diluted)
$2.58

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
FFIV
FFIV
TFII
TFII
Q1 26
$811.7M
Q4 25
$822.5M
Q3 25
$810.1M
$921.9M
Q2 25
$780.4M
$2.0B
Q1 25
$731.1M
$2.0B
Q4 24
$766.5M
Q3 24
$746.7M
$1.0B
Q2 24
$695.5M
$2.3B
Net Profit
FFIV
FFIV
TFII
TFII
Q1 26
$148.0M
Q4 25
$180.1M
Q3 25
$190.5M
Q2 25
$189.9M
$98.2M
Q1 25
$145.5M
$56.0M
Q4 24
$166.4M
Q3 24
$165.3M
Q2 24
$144.1M
$117.8M
Gross Margin
FFIV
FFIV
TFII
TFII
Q1 26
81.4%
Q4 25
81.5%
Q3 25
82.2%
Q2 25
81.0%
Q1 25
80.7%
Q4 24
81.7%
Q3 24
80.8%
Q2 24
80.4%
Operating Margin
FFIV
FFIV
TFII
TFII
Q1 26
22.1%
Q4 25
26.0%
Q3 25
25.4%
8.4%
Q2 25
25.2%
8.4%
Q1 25
21.7%
5.8%
Q4 24
26.8%
Q3 24
25.6%
9.5%
Q2 24
23.4%
9.2%
Net Margin
FFIV
FFIV
TFII
TFII
Q1 26
18.2%
Q4 25
21.9%
Q3 25
23.5%
Q2 25
24.3%
4.8%
Q1 25
19.9%
2.9%
Q4 24
21.7%
Q3 24
22.1%
Q2 24
20.7%
5.2%
EPS (diluted)
FFIV
FFIV
TFII
TFII
Q1 26
$2.58
Q4 25
$3.10
Q3 25
$3.25
Q2 25
$3.25
Q1 25
$2.48
Q4 24
$2.82
Q3 24
$2.79
Q2 24
$2.44

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
FFIV
FFIV
TFII
TFII
Cash + ST InvestmentsLiquidity on hand
$1.4B
Total DebtLower is stronger
Stockholders' EquityBook value
$3.6B
Total Assets
$6.5B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
FFIV
FFIV
TFII
TFII
Q1 26
$1.4B
Q4 25
$1.2B
Q3 25
$1.3B
Q2 25
$1.4B
Q1 25
$1.3B
Q4 24
$1.2B
Q3 24
$1.1B
Q2 24
$935.6M
Stockholders' Equity
FFIV
FFIV
TFII
TFII
Q1 26
$3.6B
Q4 25
$3.5B
Q3 25
$3.6B
Q2 25
$3.5B
Q1 25
$3.3B
Q4 24
$3.2B
Q3 24
$3.1B
Q2 24
$3.0B
Total Assets
FFIV
FFIV
TFII
TFII
Q1 26
$6.5B
Q4 25
$6.3B
Q3 25
$6.3B
Q2 25
$6.1B
Q1 25
$5.9B
Q4 24
$5.9B
Q3 24
$5.6B
Q2 24
$5.4B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
FFIV
FFIV
TFII
TFII
Operating Cash FlowLast quarter
$525.1M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
3.55×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
FFIV
FFIV
TFII
TFII
Q1 26
$525.1M
Q4 25
$159.2M
Q3 25
$208.1M
Q2 25
$282.2M
Q1 25
$256.6M
Q4 24
$202.8M
Q3 24
$246.5M
Q2 24
$159.0M
Free Cash Flow
FFIV
FFIV
TFII
TFII
Q1 26
Q4 25
$149.5M
Q3 25
$191.9M
Q2 25
$273.7M
Q1 25
$246.1M
Q4 24
$194.7M
Q3 24
$240.4M
Q2 24
$153.1M
FCF Margin
FFIV
FFIV
TFII
TFII
Q1 26
Q4 25
18.2%
Q3 25
23.7%
Q2 25
35.1%
Q1 25
33.7%
Q4 24
25.4%
Q3 24
32.2%
Q2 24
22.0%
Capex Intensity
FFIV
FFIV
TFII
TFII
Q1 26
Q4 25
1.2%
Q3 25
2.0%
Q2 25
1.1%
Q1 25
1.4%
Q4 24
1.1%
Q3 24
0.8%
Q2 24
0.8%
Cash Conversion
FFIV
FFIV
TFII
TFII
Q1 26
3.55×
Q4 25
0.88×
Q3 25
1.09×
Q2 25
1.49×
Q1 25
1.76×
Q4 24
1.22×
Q3 24
1.49×
Q2 24
1.10×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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