
TFI International (TFII) Stock Forecast & Price Target
TFI International (TFII) Analyst Ratings
Bulls say
TFI International is expected to benefit from a rebound in the industrial sector and freight activity, driven by domestic manufacturing growth, new tax regulations, and the expansion of e-commerce. In the third quarter, the company reported a solid improvement in its Less-Than-Truckload (LTL) operational ratio, achieving a 92% OR with notable enhancements in service delivery metrics, including a 3.4% year-over-year increase in on-time delivery performance and a significant reduction in missed pickups and rescheduled shipments. Management’s focus on efficiency initiatives is projected to enhance margins, contributing positively to the company's financial outlook as volume rises.
Bears say
TFI International Inc. is facing a significant sequential decline in earnings per share (EPS) projected between 7% and 18%, which is more severe than historical declines, reflecting the company's cautious approach to ongoing tariff-related impacts on its industrial and retail customer base. Furthermore, revenue metrics indicate a deterioration, with tonnage decreasing by 8.1% year-over-year and shipments dropping by 9.2%, alongside a slight decline in revenue per truck per week, which may signal broader issues in operational efficiency. Additionally, management has provided disappointing guidance for Q3, attributing lower expectations to a persistent freight recession and trade uncertainties, which have also necessitated downward revisions to future EPS projections.
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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