TFII

TFI International Inc

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Advanced Chart

93.580

+4.47(5.016%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

93.580

Open

90.000

VWAP

92.13

Vol

967.25K

Mkt Cap

7.77B

Low

89.040

Amount

89.11M

EV/EBITDA(TTM)

8.35

Total Shares

84.56M

10.74B

EV/OCF(TTM)

10.17

P/S(TTM)

0.94

TFI International Inc. is a Canada-based transportation and logistics company. The Company operates across the United States, Canada and Mexico through its subsidiaries. The Company’s segments include Less-Than-Truckload (LTL), Truckload (TL) and Logistics. The Less-Than-Truckload segment provides pickup, consolidation, transport and delivery of smaller loads. The Truckload segment provides full loads carried directly from the customer to the destination using a closed van or specialized equipment to meet customers’ specific needs. The TL segment includes expedited transportation, flatbed, tank container and dedicated services as well as TL brokerage. The Logistics segment provides a wide range of asset-light logistics services, including brokerage, freight forwarding and transportation management, as well as small parcel delivery.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

2.07B

-0.14%

1.445

+21.43%

2.08B

-4.59%

1.419

-11.32%

2.07B

-8.78%

1.253

-26.75%

Estimates Revision

The market is revising Downward the revenue expectations for TFI International Inc. (TFII) for FY2025, with the revenue forecasts being adjusted by -0.19% over the past three months. During the same period, the stock price has changed by 17.22%.

Revenue Estimates for FY2025

Revise Downward

-0.19%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-1.64%

In Past 3 Month

Stock Price

Go Up

+17.22%

In Past 3 Month

13 Analyst Rating

14.02% Upside

Wall Street analysts forecast TFII stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TFII is 106.70 USD with a low forecast of 88.00 USD and a high forecast of 160.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

9 Buy

3 Hold

1 Sell

Moderate Buy

14.02% Upside

Current: 93.580

Low

88.00

Averages

106.70

High

160.00

14.02% Upside

Current: 93.580

Low

88.00

Averages

106.70

High

160.00

Stifel

Hold

maintain

$88 -> $91

2025-07-24

New

Reason

Stifel

Price Target

$88 -> $91

2025-07-24

New

maintain

Hold

Reason

Stifel raised the firm's price target on TFI International to $91 from $88 and keeps a Hold rating on the shares. Less-Than-Truckload stocks have appreciated as valuations have expanded, notes the analyst, whose channel checks indicate that trends through June "remained sub-seasonal, but stable." Q2 is typically a seasonally stronger quarter for LTL margins, but the firm remains cautious due to the choppy demand backdrop, although core pricing "still seems solid," the analyst added in an earning preview for the group.

National Bank

Cameron Doerksen

Outperform

maintain

$138 -> $142

2025-07-11

Reason

National Bank

Cameron Doerksen

Price Target

$138 -> $142

2025-07-11

maintain

Outperform

Reason

National Bank analyst Cameron Doerksen raised the firm's price target on TFI International to C$142 from C$138 and keeps an Outperform rating on the shares.

Scotiabank

Konark Gupta

Outperform -> Sector Perform

downgrade

$140

2025-07-10

Reason

Scotiabank

Konark Gupta

Price Target

$140

2025-07-10

downgrade

Outperform -> Sector Perform

Reason

Scotiabank analyst Konark Gupta downgraded TFI International to Sector Perform from Outperform with a C$140 price target.

Scotiabank

Konark Gupta

Outperform -> Sector Perform

downgrade

$145 -> $140

2025-07-10

Reason

Scotiabank

Konark Gupta

Price Target

$145 -> $140

2025-07-10

downgrade

Outperform -> Sector Perform

Reason

Scotiabank analyst Konark Gupta downgraded TFI International to Sector Perform from Outperform with a price target of C$140, down from C$145. The firm believes freight markets "remain volatile" amid moving tariff deadlines. The quarter was mixed with the Canadian rails exceeding volume expectations but other modes, particularly trucking, missing, the analyst tells investors in a research note. Scotiabank's visibility on the second half of 2025 is "blurred by the fact that some future demand was pulled forward." It cites weak Q2 trends and second half of the year uncertainty for the downgrade.

Citi

Buy

maintain

$107 -> $108

2025-07-09

Reason

Citi

Price Target

$107 -> $108

2025-07-09

maintain

Buy

Reason

Citi raised the firm's price target on TFI International to $108 from $107 and keeps a Buy rating on the shares. The firm sees balanced risk/rewards for transport stocks heading into the Q2 reports due macro uncertainty and a "still-soft" demand backdrop. Citi is "less enthusiastic" on the sector relative to three months ago due to the recent rally in the shares.

JPMorgan

Overweight

maintain

$98 -> $101

2025-07-08

Reason

JPMorgan

Price Target

$98 -> $101

2025-07-08

maintain

Overweight

Reason

JPMorgan raised the firm's price target on TFI International to $101 from $98 and keeps an Overweight rating on the shares. The firm updated transportation and logistics estimates and price targets as part of a Q2 earnings preview. JPMorgan reduced estimates across the board, saying tariffs and trade policy uncertainty has persisted while spot truckload rates went down before bouncing back around the July 4 holiday.

See All Ratings

Valuation Metrics

The current forward P/E ratio for TFI International Inc (TFII.N) is 17.74, compared to its 5-year average forward P/E of 16.51. For a more detailed relative valuation and DCF analysis to assess TFI International Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

16.51

Current PE

17.74

Overvalued PE

19.58

Undervalued PE

13.44

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

8.71

Current EV/EBITDA

8.50

Overvalued EV/EBITDA

9.90

Undervalued EV/EBITDA

7.51

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Undervalued

5Y Average PS

1.14

Current PS

0.91

Overvalued PS

1.34

Undervalued PS

0.93