TSE:TFII

TFI International Inc (TFII.TO)

204.90
-1.90 (0.92%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
379 watching
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Investor Insights
star iconJun 26, 2026, 12:00 am

This summary was created by AI, based on 22 opinions in the last 12 months.

TFI International Inc (TFII) remains a high-profile name amidst the ongoing freight recession, revealing mixed sentiments among experts. Some emphasize the company's robust management and capital allocation practices, suggesting further growth opportunities through potential acquisitions and share buybacks. Concerns regarding valuation persist, especially as the stock hits all-time highs. The consensus points to the stock being caught between a freight recession and unpredictable tariff impacts, making it a risky investment for some. Despite challenges, several analysts believe that positive signs in US manufacturing and stock performance could offer a good entry point for patient investors.

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Consensus
Mixed
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Valuation
Overvalued
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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.
TRADE
Wont be affected really by U.S dollar value. May be affected by slowdown in U.S economy.
DON'T BUY
There is some question about their balance sheet. When they were acquiring other companies, they were able to issue units at higher prices to pay for them. With the cost of capital being higher, they only have a limited number of options.
PAST TOP PICK
(A Top Pick Aug 25/06. Down 12%.) Still likes the name. Struggling because of the income trust stigma that it is going to have to deal with. While diversified product line. Good growth profile.
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