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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TOP PICK

Great performer in 2021. One of the best management teams in NA. Purchase of UPS Freight has gone well. Aims to be best at less-than-truckload deliveries. Clean balance sheet. Share buybacks. Smooth sailing for a couple of years. Yield is 1.02%. (Analysts’ price target is $156.90)

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BUY

Recent beat on guidance. Better balance sheet. M&A a significant driving force and more to go. Price/Growth is good and still a buy $136.

BUY

Reflationary theme will come in steps, and this is a good company to ride that theme with. Transports are recovering very quickly since the January correction. Executing very well. Participating in the rally.

WAIT

Great run, now off 15%. Feeling pressure of cost inflation. Not in a hurry to purchase here. Fundamentals are fine. Rate of change is getting tougher.

TOP PICK

Stock's fallen since underwhelming guidance, but beat on all metrics. Company's bullish on US margins. Raised dividend by 17%. Balance sheet in great shape. M&A has been a vital part of the story. Good place to be in this part of the cycle. Can pass along price increases. 13x earnings, 24% growth rate. Own it into this weakness. Yield is 1.12%. (Analysts’ price target is $154.26)

TOP PICK

Getting bigger all the time. Four segments: truckload, less than truckload, last mile, packaging and courier. Cyclical, but asset light model as they don't own all vehicles. Very active and capable serial acquirer. Growth stock, undemanding multiple of 17x earnings. Very good entry point. Yield is 1.10%. (Analysts’ price target is $154.81)

HOLD

A lot of good things working for them -- ecommerce and trucking demand. Management has done a great job in extracting value from their acquisitions. The UPS assets they bought are paying off quicker than expected. It has held up well as investors have been rotating into non-COVID benefactor companies -- she likes its ability to hold value. It is possible it may just go sideways. They have very little exposure after having done well over the last year and a half.

BUY ON WEAKNESS

Great, serial compounder. Cyclical grower, growth by acquisition in a fragmented industry. Recent acquisition will turn out great. Growth ahead remains excellent. Pullbacks remain buyable.

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BUY ON WEAKNESS

They came out with their earnings and beat estimates. They had strong numbers and raised dividends. On a price to growth basis, it still works. You can buy this dip. 22% EPS growth. Still a deal. However, you would expect some consolidation.

PAST TOP PICK

(A Top Pick Oct 02/20, Up 151%) Best large cap TSX performer this year. Comes down to management that is one of the best in North America. Acquired UPS Freight and turned it around already. It will pay out big dividends. This company is more stable than in the past. Still attractively priced here if it continues to execute.

SELL ON STRENGTH

It has gone up 100% in the year. You might want to do some rebalancing. When a company goes up 100%, then it indicates it has gone up too far too fast. Likes the company and the numbers are good with ROC at 11.2% versus 10% cost of capital. They have double digit margins and not overly leveraged. With forward PE at 15x, it is not out of the realm of value. Had a bump by purchasing UPS's freight business. The union is getting antsy. They are increasing hours of service to cut costs. Take some profits.

BUY

It is a phenomenal success story. It is one of two large cap stocks he owns. He bought it before it was large cap. Management is top-notch. They purchased UPS-freight last year and are way ahead of where they were expected to be. It has lots of runway.

PAST TOP PICK

(A Top Pick Aug 04/20, Up 141%) On rocket fuel during the pandemic. Benefits from e-commerce. Market conditions are tight, hard to get trucks and drivers, so rates are going up which benefits the bottom line. Not expensive. Great grower. Happy to buy.

PAST TOP PICK

(A Top Pick Jun 29/20, Up 170%) Pared this position, but it continues to excel. Their purchase of a UPS division resulted in a surprise synergy. TFII still has a ways to go. It's modestly priced. You can hold onto this for growth as economies recover. They are known for excellent tuck-in acquisitions and managing costs. An excellent company in logistics. Even he's surprised with their recent run-up.

BUY

Continues to see good things ahead. Massive acquisition will be accretive. Excellent operators. Bolsters organic growth with small acquisitions. Good governance. CEO is fantastic, as well as his team.

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TFI International Inc (TFII.TO)