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
0
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.

consensus icon
Consensus
Positive
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Valuation
Fair Value
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Similar
Knight, KNX
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.
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.
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