
TFI International (TFII) Stock Forecast & Price Target
TFI International (TFII) Analyst Ratings
Bulls say
TFI International Inc has demonstrated a notable turnaround in its financial performance, with year-over-year revenue per package increasing by 1.1% and shipment volume rising by 1.4%, marking the first positive comparable in a decade. The company's Earnings Before Interest and Taxes (EBIT) also saw an encouraging 2.5% year-over-year growth to approximately $125 million, reflecting its potential for improved operational efficiency and margin enhancement as volumes increase. Furthermore, TFI's logistics segment surpassed expectations in terms of margin performance, combined with ongoing improvements in service metrics, positions the company favorably to capitalize on eCommerce growth and drive free cash flow generation.
Bears say
TFI International's Truckload segment reported disappointing earnings, with revenue pressure leading to a forecast of continued challenges through early 2025 due to a prolonged freight recession affecting volumes and profitability. The company's revenue declined 13% year-over-year to $410 million, alongside a deterioration in operating ratio by 110 basis points to 89.5%, indicating worsening profitability. Additionally, weak market conditions contributed to EBITDA performance falling below expectations, leading to a downward revision of the 2025 Truckload EBITDA estimate to $659 million, highlighting a concerning operational environment for the company moving forward.
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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