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) has seen a volatile performance amid a prolonged freight recession that has significantly impacted the trucking sector. Although recent market excitement has driven the stock back up to previous levels, many experts emphasize that the fundamentals have not fully recovered. Several analysts note that while organic improvements are happening and US manufacturing appears to be turning a corner, headwinds from tariffs and oversupply issues remain problematic. Some see the potential for a turnaround given the company's strong management, ongoing buybacks, and healthy free cash flow, while others advise caution due to uncertainties surrounding tariff impacts and cyclical nature of the industry. Overall, the stock is regarded with mixed sentiments, with suggestions to accumulate during dips as potential for recovery exists over the next few years.

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Consensus
Cautious
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Valuation
Undervalued
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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.
COMMENT
Largest trucking firm in Canada. Seeing weakness in central Canada with a high $ affecting manufacturing. Have some interesting assets that they could sell. Debt level is a bit higher than what he likes of management is creative and is looking for growth in the next cycle.
DON'T BUY
Trucking industry is on a bit of an uptrend. Better/cheaper companies are available such as ATS Andlauer (ATS.UN-T), Trimac (TMA.UN-T), Mullen Trucking (MTL.UN-T) or Contrans (CSS.UN-T). This one has been very acquisitive. Multiple is too high for him.
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