TFI International Inc (TFII.TO) Buy, Sell or…

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TFI International Inc (TFII.TO)

192.98

-2.43 (1.24%)

as of Aug 6, 2026, 8:00:00 pm Market Open.

380 watching

Investor Insights

Aug 6, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

TFI International Inc has shown resilience in a challenging freight environment, with experts indicating a potential recovery from a protracted freight recession. The company has not only been focusing on acquisitions, such as the UPS Freight deal, but has also demonstrated solid financial performance with strong free cash flow and ongoing share buybacks, which helps support its dividends. While some experts, like those who conducted valuations, express caution regarding the company's currently high price multiples, they acknowledge its long-term growth potential and management's effective capital allocation strategies. The general sentiment remains optimistic, although concerns over execution risks and market volatility persist, particularly with potential ongoing tariff impacts affecting the freight sector.

Consensus

Positive

Valuation

Overvalued

Similar

XPO

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%

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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.

TOP PICK

Earnings up 38% YOY. They beat their Q4. The market dymanics are improving across North America. Restructuring helped their margins. Nice free cash flow and they can now make acquisitions. Sees 10% EPS growth. Trades at only 9.5x. (Analysts’ price target is $51.81)

BUY

They have done a great job. The earnings have grown but the multiple has not skyrocketed. You are not paying a major premium to own it here. It had a meaningful correction and he thinks there is more upside to be had. There is no reason to hold back from buying or adding to the position. It does not fit his portfolio at this time.

BUY

One of the largest trucking companies in Canada. Is the Canadian economy going to continue to grow? It acquired a small company to add more clients. They are doing all the right things. With a truck driver shortage emerging, they are well positioned as they have their drivers already. He thinks it is buyable right now.

COMMENT

Be careful if it falls below $37. He'd like to see more volume which has been dropping.Upside is $42.

HOLD

Lots of swings on this one. Very typical now. Trying to return to the trend line. Very constructive. He gives it the benefit of the doubt.

BUY

A logistics company. This is the time of year the transportation sector will do well. We saw it pull back with the rest of the market. We are still at the April level, support. This is positive as we are entering the seasonal period for this stock.

BUY

It is a very well managed company with an aggressive management team that grows by acquisition of smaller trucking companies. It is economically sensitive so it sold off recently. We are moving more and more to packaged goods delivery. He thinks it is fine at these prices. (Analysts’ price target is $52.00)

WEAK BUY

On the verge of breaking, but for a long-term investor, it has plenty of volatility. A toppy looking chart, but on a big long-term trend line. As long as it doesn't keep breaking down, it looks OK. (Analysts’ price target is $52.50)

PARTIAL BUY

He likes this name. You get a reasonable dividend. It had a great year. It makes him hit the pause button and be more patient before buying more. He would step in with a half position and be patient with the other half.

SHORT

He liked it earlier this year, but now it's expensive. He's shorting it. Trucking is very cyclical and very sensitive to wage inflation. TFII's business is mostly in America. It's done better than its peers who suffer a truck driver shortage. A cyclical heading towards a recession is not good.

BUY

Likes it very much. They're trucking at record highs now. Lowering gas prices help. An efficient, profitable company.

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TFI International Inc (TFII.TO)