
TFI International (TFII) Stock Forecast & Price Target
TFI International (TFII) Analyst Ratings
Bulls say
TFI International Inc. is positioned favorably for future growth due to anticipated rebounds in the industrial sector and freight activity, bolstered by domestic manufacturing growth, evolving tax regulations, and the expansion of e-commerce. The company's Less-Than-Truckload (LTL) segment demonstrated significant improvements in service metrics, achieving a 92% operating ratio in Q3 and a notable 3.4% year-over-year increase in on-time delivery performance, which management attributes to enhancements in operational control. Furthermore, the upward trend in weight per shipment and the implementation of efficiency initiatives are expected to drive margin expansion, providing a positive outlook as customer confidence in TFI's service quality continues to build.
Bears say
TFI International Inc. faces a challenging outlook, with an expected sequential EPS decline of 7%-18%, which exceeds historical trends and indicates potential vulnerabilities amid tariff uncertainties impacting both industrial and retail sectors. The company's management has provided guidance for Q3 that falls below expectations, citing a prolonged freight recession that could further hamper performance. Additionally, key metrics such as tonnage, shipments, and revenue per truck all show declines, signaling deteriorating operational efficiency and revenue generation capabilities.
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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