TSE:TFII

TFI International Inc (TFII.TO)

222.37
-0.63 (0.28%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
379 watching
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 21 opinions in the last 12 months.

TFI International Inc (TFII-T) has shown signs of recovery from a prolonged freight recession, with several experts highlighting a resurgence in stock price despite fundamental challenges. The company boasts a strong management team that has effectively integrated acquisitions and generated significant free cash flow, leading analysts to view it as a solid investment opportunity. However, concerns about tariff impacts and an oversupply of trucks remain prevalent, with some experts noting the ongoing struggles within the trucking industry. Given the mixed sentiment around the stock's potential upside and the broader economic context, many believe that while there is room for growth, caution may be warranted due to cyclical pressures and current market conditions.

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Consensus
Cautious
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Valuation
Undervalued
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KNX
TOP PICK
They just beat by 3%. A free cash flow story. Just raised dividends by 8% and buy backs. They completed 2 acquisitions recently. Cost cutting and buy back will be enough. It doesn't depend on a strong economy.
BUY

There's disruption in trucking with a shortage of drivers and the Amazon Effect. Will there be self-driving trucks later? TFII is well-run and will be okay in the long-run, though. It has a good market share.

BUY
Since 2002, TFII-T has tended to trade between 2 and 3 times book. Right now it is back down to 2 times, so it is interesting. He would think it has good upside potential and it is trading at a 10 year low in terms of book value. He would go with it.
DON'T BUY
A strong performer over the long term, but he's wary of it now. We're starting to see softness in the end markets; TFII is very economically sensitive and economic growth is slowing. Better to buy this when the economy is rebounding. As logistics grow more sophisticated, they have to invest more, and the bigger companies are better suited (can afford) for that investment.
HOLD
Has declined for 6 months. It's very good long-term, but has been under pressure the past year due to cost inflation in the trucking space (driver's wages). As long as the North American economy is decent, there are packages to ship by truck. Hold it for now or buy on pullbacks.
DON'T BUY

He was watching this until mid-2018, when it started a downtrend to the present. A series of lower highs and lower lows since then. In contrast, CN's and CP's charts are a straight upward trend.

PAST TOP PICK

(A Top Pick Sep 13/18, Down 17%) The economic overhang is weighting on the company. It is similar to MG-T. Don’t worry about it long term. They buy back shares and make really good acquisitions. They just aren't getting any attention and will do fine in the future.

PAST TOP PICK
(A Top Pick Aug 29/18, Down 11%) Posted good earnings recently. There hasn't been a slowdown in truck shipping (or in train shipping). Pricing power remains. TFII has consolidated parts of the industry, and so is a price-maker. Still likes it.
BUY
They keep beating expectations, so why hasn't this stock shot up? Because investors fear a recession and TFII will get hit when that happens. TFII makes smart acquisitions and he still believes in it.
HOLD
It trades at low earnings multiple, which is typical for a cyclical trucking company. They consistently do share buybacks and dividend increases. It may go sideways for a short term, but he sees good US opportunities as long as the economy keeps chugging along.
BUY
It has been a wonderful trucking company in Canada. Very well run company. The Canadian economy is under pressure. This company will see their way through a soft patch.
PAST TOP PICK
(A Top Pick May 18/18, Down 19%) He still sees good opportunity going forward. He owns this personally as well. Yield 2.2%
BUY
The economy in North America peaked last year and TFII is tied to it closely. They run a lean, mean operation with good cash flow. They've bought 70 companies over the years. Smart operators and acquirers. However, Amazon is a threat to the entire sector.
BUY
With the strong 2018 economy, trucking had a record year. He expects a good bump in TFI this year. They're under great management. They're raising the dividend.
PAST TOP PICK
(A Top Pick May 18/18, Up 8%) It continues to rank well in his work. There is good opportunity in the shipping space in North America.
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