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

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.

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.

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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.

Showing 256 to 270 of 287 entries

Most Recent Experts

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New Edge Capital

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TFI International Inc (TFII.TO)