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.

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Consensus
Cautious
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Valuation
Undervalued
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PAST TOP PICK
(A Top Pick June 23/05. Down 10%.) Down because of the federal government's statement on trusts. Very interesting company and is trying to consolidate a very fragmented segment. A good entry point.
BUY
Historically the trucking business in Canada has been very fragmented and this company is acquiring firms, trying to put together a dominant company and doing a pretty good job of it. Has sold off a bit because of concerns on fuel prices, but transport companies have no difficulty in passing on fuel increases to their shippers.
PAST TOP PICK
(A Top Pick June 23/05. No change.) There are a lot of people who are concerned with trucking companies because of fuel prices. They pass fuel increases on to their customers through a fuel surcharge. Still likes. Nice distribution. Still some upside.
TOP PICK
Trying to consolidate the trucking company. Feels it has been sold off in recent weeks because of fuel costs. At 8.25% it's not a bad yield.
TOP PICK
Trucking business. Buying up other companies. Yield is not bad. Probably has the legs to get to $20 in the next 1/2 years.
BUY
The biggest trucking company in Canada and transportation is doing fantastically. Acquiring other companies that are having problems with costs on inflation, insurance or wages. Expect they will raise distributions.
BUY ON WEAKNESS
Canada's largest trucking company and known for its success in integrating acquisitions. Solid balance sheet. Has a sector outperform on this trust. Would buy on a lower level.
WAIT
Wait for bad news, then buy this stock. Strong brand. Long term business, will be around awhile.
BUY
Recommend the stock. Low pay-out. Not a high risk.
DON'T BUY
A lot of competition. Not a fan of cyclical business's in trusts.
WAIT
Have to see a couple of years of their financials. Likes their concept.
BUY
Good, secure distributions. A rising interest rate environment in the future could be a problem.
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