
TFI International (TFII) Stock Forecast & Price Target
TFI International (TFII) Analyst Ratings
Bulls say
TFI International has experienced a significant stock price increase of 45% over the past three months, buoyed by an all-time high NTM P/E ratio of 24x, reflecting strong market confidence in the company's growth potential. The company's Less-Than-Truckload (LTL) segment showed solid quarter-over-quarter improvements, with a 3.4% year-over-year increase in on-time delivery performance, alongside substantial reductions in missed pickups and rescheduled shipments, highlighting operational efficiency that is expected to enhance margins as volumes rise. Furthermore, TFI's strategic advantage from surplus equipment has allowed for reduced capital expenditures without compromising operations, thereby improving free cash flow and supporting an increased dividend payout.
Bears say
TFI International Inc. is facing significant margin deterioration, particularly in its Less-Than-Truckload (LTL) segment, which is expected to decline by approximately 250 basis points in the upcoming quarters due to seasonal trends and weak freight demand. The company has lowered its earnings per share (EPS) guidance for Q1, anticipating a decrease of 21% to 34% year-over-year, influenced by reduced deliveries in the Logistics segment and a drastic 40% drop in truck manufacturing volumes. Additionally, TFI's Truckload segment reported lower-than-expected margins, with ongoing tariff impacts on commodities like steel further exacerbating fiscal challenges and raising concerns about future economic activity and contract stability.
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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