TSE:TFII

TFI International Inc (TFII.TO)

192.98
-2.43 (1.24%)
as of Aug 6, 2026, 8:00:00 pm Market Open.
380 watching
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Investor Insights
star iconAug 6, 2026, 12:00 am

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

TFI International Inc (TFII) has been experiencing a mixed sentiment among experts as the freight cycle shows signs of recovery after enduring a prolonged recession. Many analysts express optimism about the company's management, citing successful acquisitions and ongoing share buybacks, which contribute to its strong financial position. Despite some risks related to the cyclical nature of the freight industry and potential challenges posed by tariffs, several reviews highlight a positive trajectory for EPS growth and free cash flow generation. However, there are underlying concerns regarding valuation, particularly as the share price has reached historical highs, leading some to question if it's time to realize profits. Overall, TFI International is seen as one of the top players in a fragmented market with significant long-term growth potential.

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Consensus
Positive
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Valuation
Fair Value
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Similar
Knight, KNX
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.
TRADE
Wont be affected really by U.S dollar value. May be affected by slowdown in U.S economy.
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