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

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TFI International Inc (TFII.TO)

187.57

+1.97 (1.06%)

as of Aug 26, 2026, 8:00:00 pm Market Open.

383 watching

Investor Insights

Aug 26, 2026, 12:00 am

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

TFI International Inc. has been viewed positively by experts, with many citing the potential for earnings growth as the freight cycle begins to recover. Several analysts highlight the company's strategic focus on less-than-truckload operations, acquisitions, and strong management as factors contributing to optimism. Despite facing challenges such as a prolonged freight recession, tariffs, and higher interest rates, TFI is recognized for its operational efficiencies and capacity for share buybacks. The overall sentiment suggests a consolidation phase in a fragmented market, with expectations of significant long-term growth. Nonetheless, concerns about valuation levels and market conditions indicate a cautious approach among some investors.

Consensus

Positive

Valuation

Fair Value

Similar

XPO, XPO

BUY

Not growing organically right now but had much better than expected 2^nd quarter margins on better-than-expected restructuring. Thinks this can drive earnings for the next couple of quarters maybe. Trading at a fair valuation. Whether you Buy depends on your view of whether they can continue to grow by acquisition. Have done a great job buying and synergistically wrapping them in. Try to buy at $16.85.

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TOP PICK

Went from having about 40% of the revenues coming from specialty services, packaging and couriering to being over 60%. They are higher margin businesses and deserve a higher multiple but that multiple has not come through yet. Good execution by management over the last few quarters. Increased margins and paying down debt. $19-$20 in 12 months easily. 3% dividend.

BUY ON WEAKNESS

Great growth. 20% this year, 12% next year. They have pricing power in their business. Have done a good job of acquiring companies recently. It is getting pricey right now. Is outside of its normal trading range. He would buy on a pullback.

COMMENT

(Market Call Minute.) Good recovery. Management has done a great job in making strong acquisitions. No longer trucking but is now a multifaceted company.

BUY

In a really good space. Their packaging and courier business has been doing real well. Have also been tethered to the energy sector with their special services segment. Yield and balance sheet are pretty safe. Acquiring a rig business, which will complement their existing operations. You could buy now or one weakness.

PAST TOP PICK

(A Top Pick July 7/10. Up 65.57%.) Great trucking company. Made some acquisitions. Some hidden assets in their garbage division. Still likes.

TOP PICK

Trucking volumes are rising.

TOP PICK

Largest trucking firm in Canada and includes less-than-truckload and specialized truckload service. Also has a waste management division, which market is not ascribing any value to. Starting to see volumes pick up in trucking. Paying down debt. 4% dividend.

DON'T BUY

One of Canada's largest trucking firms. Trucking is very cyclical and will move with the economy. Thinks they are intending to convert back to a corporate structure and distributions will be reduced. A little early to be looking at this one.

DON'T BUY

The balance sheet is slipping which probably means they’re paying too much out. They should cut their pay out, to be positioned as a regular corporation. It’s around its book value. It’s fair market value continues to plummet.

BUY

Has been a very well run company, but a very poor performing stock. Market is concerned about trucking companies during a recession or economic slowdown. Have announced they are going to go through a strategic review and wouldn't be surprised if the company was broken up with parts being sold off. Very inexpensive. The company is in no jeopardy. (ED. 23% yield.)

WAIT

(Market Call Minute.) There will be an opportunity over the next 3 to 5 months.

BUY

Largest trucking firm in Canada. Have various different divisions. There have been concerns about their debt level heading into a slowdown. Has also been hurt by the strong Cdn$. Plan to sell some real estate and a waste management division in Quebec to help their debt. At these levels it's a good buying opportunity. 19.4% yield makes him a little nervous.

DON'T BUY

Largest trucking company in Canada. Recent Q3 results reflected the higher Cdn$ and the slowdown in manufacturing. Also have concerns on their debt levels.

HOLD

Cheap valuation, tough industry fundamentals.

Showing 241 to 255 of 287 entries

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TFI International Inc (TFII.TO)