
TFI International (TFII) Stock Forecast & Price Target
TFI International (TFII) Analyst Ratings
Bulls say
TFI International Inc. has exhibited a robust stock performance, gaining 45% over the past three months, with its NTM P/E ratio expanding to a historic high of 24x, reflecting strong market confidence and growth expectations driven by the rebound in industrial and freight activity. The company's Less-Than-Truckload segment demonstrated significant operational improvements, achieving a 3.4% year-over-year increase in on-time delivery performance and notable reductions in missed pickups and rescheduled shipments, which are anticipated to enhance margins as volumes increase. Furthermore, the strategic focus on efficiency initiatives and regulatory changes is expected to bolster pricing power and reduce competitive pressures, facilitating sustained growth and increased free cash flow, which supported a 4% dividend increase.
Bears say
TFI International Inc. is facing significant challenges that contribute to a negative outlook on its stock, including expected sequential margin deterioration of approximately 250 basis points in its Less-Than-Truckload (LTL) segment, reflecting historical seasonal trends in the U.S. The company's projected earnings per share (EPS) for 2026 has been reduced to $6.09 from $6.28, as lower delivery volumes in the Logistics segment and weak overall freight demand exacerbate the impact of ongoing tariff uncertainty. Additionally, a forecasted Q1 EPS range of $0.50-$0.60 would represent a decline of 21%-34% year-over-year and 45%-54% quarter-over-quarter, coupled with lower-than-expected margins in the Truckload segment due to declining truck manufacturing volumes.
This aggregate rating is based on analysts' research of TFI International and is not a guaranteed prediction by Public.com or investment advice.
TFI International (TFII) Analyst Forecast & Price Prediction
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