
TFI International (TFII) Stock Forecast & Price Target
TFI International (TFII) Analyst Ratings
Bulls say
TFI International Inc. experienced a pivotal quarter, marking a positive shift in its financial performance with revenue per package rising by 1.1% year-over-year and shipment volume increasing by 1.4%, signaling the first annual improvement in a decade. The company's EBIT also saw a positive inflection for the first time in 12 quarters, demonstrating a year-over-year growth of 2.5%, which highlights its operational resilience and profitability despite challenging market conditions. Furthermore, TFI's strategic positioning to leverage the growth of eCommerce and successfully integrate UPS Freight is expected to enhance efficiency and drive margin improvements, reinforcing a strong outlook for its future financial performance.
Bears say
TFI International's financial performance has been negatively impacted by ongoing revenue pressures in its Truckload segment and a prolonged freight recession, leading to a substantial year-over-year decline in revenue, which fell 13% to $410 million. Furthermore, the company's fourth-quarter Less-Than-Truckload (LTL) shipments decreased by 6% year-over-year, exacerbating competitive challenges and resulting in reduced EBITDA performance that fell short of expectations. Management's forecast indicates continued headwinds for LTL margins into 2025, prompting a downward revision of the Truckload EBITDA estimate and a reassessment of normalized EPS projections through 2026.
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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