TFI International Inc (TFII.TO) Buy, Sell or…

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TFI International Inc (TFII.TO)

222.37

-0.63 (0.28%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

379 watching

Investor Insights

Jun 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

Cautious

Valuation

Undervalued

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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.

BUY ON WEAKNESS

Can grow even if there is a recession. Lots of consolidation opportunities. Excellent steward of capital. Models 11% EPS growth, trades at a reasonable 12x. If you see a recession over 2 years, but not imminent, you can own it. Big run, can probably get in closer to $100.

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. You could add slowly here if you have a long enough timeframe. This should be more than two years. The markets will decline but it won’t last forever. A shift in sentiment could move this nicely. Unlock Premium - Try 5i Free

HOLD

Has sold shares, but is watching for a good time to buy. Waiting until next quarter earnings before looking to buy any more shares. Good company to own long term. Very good network of trucks in Canada & USA. Expecting stock price to rally.

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is concern over a possible slowdown and freight rates are on the decline. This affects all industry players. Has matched the TSX so far. Not too concerned with the declines with a long-term view. Valuation takes into account some of this risk. Not particularly concerned with the recent decline. Unlock Premium - Try 5i Free

BUY

A terrific investment, a huge winner. It trades at $10 off its all-time high. Great management and has a lot of scope for tuck-in acquisitions across North America to further growth.

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TFI International Inc (TFII.TO)