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
0
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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Undervalued
review icon
Similar
CNR, CNR
PAST TOP PICK
(A Top Pick Aug 25/06. Down 8%.) Largest trucking operation in Canada. Very strong financial control. Very efficient operation.
BUY
Trucking business. Has grown very rapidly through acquisition. Very strong Ontario-Quebec base and moving into western Canada, where prospects look good.. Strong management. Economically sensitive. Good for a long-term hold.
PAST TOP PICK
(A Top Pick Aug 25/06. Down 12.6%.) Was hit by the new income trust rules. Likes it as a trust or a corporation. Management has significant ownership. While diversified.
BUY
The largest trucking firm in Canada. Good management. Payout ratio of about 80%. There could be some softness in central Canada, but longer-term, they will continue to grow and consolidate.
BUY
Trading at a discount to its comparables. Expect there is some money to be made with this company.
BUY
Expectations of a slowing economy in Ontario and Quebec have had an effect on the price. Good management. Expanding into the western provinces.
PAST TOP PICK
(A Top Pick Aug 25/06. Down 12.4%.) Likes the way the business is run. Retaining cash flow in order to grow through acquisition. Feels distributions are solid.
DON'T BUY
Trucking. More cyclical than he likes. Has performed well as a trust. They continue to need growth by acquisition so new government rules may slow them down. Concerned with the economy affecting this company.
PAST TOP PICK
(A Top Pick Aug 25/06. Down 6.1%.) Like it as a company, not an income trust. Economy is slowing and trucking tends to slow as well. They where an acquisitive company but were using income units as currency. Feels they will be able to work their way through this.
TOP PICK
Yielding about 9.5%. Very acquisitive and probably the largest trucking company out there. Management owns a big position in it. Has come under pressure recently, along with transportation, The most dominant trucking company in Canada. About 80% payout ratio.
SELL
He was not willing to accept the cyclicality in his portfolio. However, it has been one of the better performing trucking income trusts. In the most recent quarter, they are showing some cracks in their armour. Growth rate is slowing down.
BUY
A trucking business. Actively growing their Alberta presence. Business is a little soft which has shown in the stock price. Good management and they will do well.
BUY
Will probably have very decent earnings and very decent cash flow going forward. Have had good success in passing on the cost of fuel to the end users.
HOLD
Canada's largest trucking company. They grow by accretive acquisitions. Their margins are very high because of their pricing power. They have increased distributions steadily. Getting to be fully valued.
DON'T BUY
One of the earlier pioneers in converting into a trust. Has done very well in consolidating the trucking business. Being a bigger company has given them an advantage in competition for drivers. Have controlled their fuel expense fairly well. Currently priced to perfection.
Showing 256 to 270 of 282 entries