A Decade of EBITDA: United Rentals vs. TFI International

In the ever-evolving landscape of industrial services, United Rentals, Inc. and TFI International Inc. have emerged as formidable players. Over the past decade, United Rentals has consistently outperformed TFI International in terms of EBITDA, showcasing a robust growth trajectory. From 2014 to 2023, United Rentals' EBITDA surged by nearly 295%, peaking in 2023. In contrast, TFI International experienced a more modest growth of approximately 278% during the same period.

Key Insights

• United Rentals' Dominance: By 2023, United Rentals' EBITDA was nearly 5.5 times that of TFI International, highlighting its market strength.
• Growth Spurts: Both companies saw significant EBITDA increases in 2021, with TFI International nearly doubling its previous year's performance.
• Data Gaps: The absence of 2024 data for TFI International suggests potential volatility or reporting delays.

This analysis underscores the dynamic nature of the industrial sector and the strategic maneuvers of these industry giants.