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flag TFI lowers 2025 outlook amid falling freight demand, tariffs, and border delays.

flag TFI International has lowered its 2025 forecast due to declining freight demand, citing ongoing trade tensions, uncertainty over tariffs, and a U.S. government shutdown. flag The company reported a 33% drop in third-quarter profits to $84.7 million and a 10% revenue decline to $1.97 billion. flag A 25% auto tariff and border delays have disrupted supply chains, particularly affecting its logistics segment and defense transport division. flag Starting November 1, the U.S. will impose a 25% tariff on medium- and heavy-duty trucks from Mexico and Canada, impacting cross-border trade and supply chains.

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