TFI International (TFII) Stock Price & Analysis
TFII Stock Chart & Stats
- Day’s Range
- $92.84 - $108.69
- 52-Week Range
- $80.63 - $167.69
- Previous Close
- $112.54
- Volume
- 547.35K
- Average Volume (3M)
- 389.09K
- Market Cap
- $7.65B
- Enterprise Value
- $18.03B
- Total Cash (Recent Filing)
- $187.49M
- Total Debt (Recent Filing)
- $2.98B
- Price to Earnings (P/E)
- 19.9
- Beta
- 1.03
- Next Earnings
- Feb 08, 2027 (Est.)
- EPS Estimate
- 1.47
- Last Dividend Ex-Date
- Sep 30, 2026
- Dividend Yield
- 2.01%
Bulls Say, Bears Say
Bulls Say
Truckload Execution
Truckload performance shows meaningful operational leverage, with stronger revenue, productivity, and profitability from a focused asset mix and specialized freight exposure. A leading segment margin and improved returns can support durable earnings growth if management sustains network discipline and customer mix improvements.
Logistics Diversification
The logistics segment adds a structurally diversified, asset-light earnings stream alongside trucking operations. Growth across OEM, data-center, battery-storage, and last-mile activity, combined with customer connectivity and stated barriers to entry, can improve resilience and reduce reliance on any single freight mode.
Balance-sheet Flexibility
Lower leverage and substantial positive free cash flow strengthen TFI's capacity to fund fleet and network investments, pursue acquisitions, repurchase shares, and maintain dividends. This financial flexibility is a durable advantage because it allows the company to invest through weak freight conditions without relying as heavily on external capital.
Bears Say
U.S. LTL Underperformance
U.S. LTL remains a substantial drag on consolidated profitability, with a very high operating ratio indicating weak network economics and execution. The gap versus Canadian LTL highlights a business-specific turnaround requirement that could absorb management attention and capital for several quarters.
Compressed Profitability
The sustained decline in net and operating margins indicates that TFI's recent earnings power is materially below prior peak levels. Lower profitability reduces the cushion available for wage, fuel, service, and network costs, making future results more sensitive to freight demand and execution while limiting internally funded growth.
UPS Partnership Loss
The planned end of the UPS relationship removes an established source of operating income and customer connectivity from the GFP business. Because management expects replacement to be difficult, the transition could create a lasting revenue and profit gap while resources are redirected toward rebuilding that activity.
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TFI International Stock Smart Score
Company Description
TFI International
TFI International Inc., headquartered in Saint-Laurent, Canada, delivers comprehensive transportation and logistics solutions across the United States, Canada, and Mexico. The company's operations are divided into four primary segments: Package and Courier, which handles the collection, movement, and distribution of individual items; Less-Than-Truckload (LTL), specializing in the consolidation and delivery of smaller freight shipments; Truckload (TL), offering a range of services including expedited shipping, flatbed transport, tank container operations, dedicated fleets, and brokerage for full loads moved directly from origin to destination using various equipment; and Logistics, providing asset-light services such as freight brokerage, forwarding, transportation management, and small parcel delivery. As of December 31, 2021, the firm commanded a substantial fleet of 13,384 tractors and 50,091 trailers, supported by 9,428 independent contractors. The company adopted its current name, TFI International Inc., in December 2016, having previously operated as TransForce Inc.
- Sector
- Industrials
- Industry
- Trucking
- CEO
- Alain Bedard
- Employees
- 25,875
- Website
- www.tfiintl.com
- Address
- 8801 Trans-Canada Highway, Saint-Laurent, QC, H4S 1Z6, CA
TFI International (TFII) Earnings & Revenues
TFII Company Deck
TFII Earnings Call
Earnings Call SentimentNeutral
The call presented strong third-quarter financial results, led by exceptional truckload performance, a significant logistics improvement, strong free cash flow, lower leverage, and continued capital-allocation flexibility. However, management repeatedly identified U.S. LTL as a major underperformer, with weak profitability, poor density, service problems, elevated third-party costs, an ending UPS partnership, and a turnaround that is expected to take time. The positive results and stated improvement plans were balanced by substantial operational and macroeconomic challenges.
View all TFII earnings summariesTFII Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 4 | 4 | 14 |
| Technical Analysis | 4 | 4 | 2 |
| Moving Averages | 0 | 0 | 12 |
