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

PAST TOP PICK

(A Top Pick Jan 13/22, Up 38%)

Trucking company with strong assets.
Buybacks and tuck-ins still an option.
Higher interest rates helping business.
Wait to buy more shares when price falls.

BUY

They just reported. The street likes their guidance. A former top pick of his and still owns it. It's well-positioned for the long term. There's a huge different in their operating differential between Canada and the U.S. If they close that gap, their earnings will increase a lot. They just bought shares in a competitor, so maybe that's the first step in a full acquisition. Strong cash flow. They could increase their dividend, which is now modest, or increase buybacks.

PAST TOP PICK

(A Top Pick Mar 03/22, Up 19%)

It is an owner operated trucking company that is becoming an asset type of business, having made a great investment in buying a component from UPS. They are great asset allocators and could do 10 U.S. dollars per share in two years as well as see its share price reach $250 Canadian. An added attraction is that it will turn away business that is not profitable enough.

BUY

Owns shares and is one of few large caps that owns.
International trucking company that is very good a growing.
Very strong management team that is disciplined at capital allocation.
Will continue owning shares.
Lots of room for growth in the future.

PAST TOP PICK

(A Top Pick Jan 11/22, Up 11%) Pleased with economic performance. Supply chain bottlenecks have created large opportunity for company. Earnings slowing, but not a cyclical business. Very good at growing with very low costs. Not much debt with strong balance sheet.

PAST TOP PICK

(A Top Pick Jan 13/22, Up 13%) It was cheap at the time. An organic grower, even with macro headwinds. He expect margin improvement ahead. They're lower leverage, so they could buy back shares or companies. Trades around 11.7x 2024. Growth has slowed to 6%. A great company longer term.

BUY ON WEAKNESS

Trucking industry is more cyclical than rail industry. Will perform well over the long term. Would prefer a railroad stock (CP Rail). Good for a long term investor.

PARTIAL SELL

Doesn't see much upside. The stock has done very well in recent months. But the reality check is a recession in 2023, which he expects, which will impact consider spending and shipping. Shares are currently overvalued. Take profits.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Acquired UPS Freight. Reduced long-term debt by 35% in 2020. TFII will now report in USD.

PAST TOP PICK

(A Top Pick Jan 13/22, Up 5%) Grows by acquisition. Well run. He's holding, despite trucking being tougher and supply chain disruptions. Likes the name, but you don't have to buy it right now.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Dividend raised. M&A growth needs time to be realized. Maintains strong ROE. Significant discount to peers. Unlock Premium - Try 5i Free

Unspecified

It has been a great performer over time. Two positives are its rising relative strength to to the S&P and TSX as well as trading above the 150 day moving average. The concern is the sector - transports. Be careful and if buying pick your spots.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research 10 acquisitions throughout 2021. Strong growth rates in LTL and Logistics. Outperformance led by acquisition of UPS. Continued growth in the e-commerce space. Valuation attractive relative to peers. Unlock Premium - Try 5i Free

BUY

Very good operating margins in Canada. With its US acquisition, lots of potential to bring operating ratio down. He'd recommend it, despite the runup.

WAIT

It is too expensive now to buy so wait for a pullback. The fundamental outlook for the sector is good.

Showing 76 to 90 of 287 entries

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TFI International Inc (TFII.TO)