
TFI International (TFII) Stock Forecast & Price Target
TFI International (TFII) Analyst Ratings
Bulls say
TFI International has demonstrated a strong financial performance with a 45% increase in stock price over the preceding three months, alongside an elevated NTM P/E ratio of 24x, reflecting robust investor confidence and anticipated earnings growth. The company has seen substantial operational improvements within its Less-Than-Truckload segment, evidenced by a 3.4% year-over-year increase in on-time delivery performance and significant reductions in missed pickups and rescheduled shipments, which are likely to enhance margins. Furthermore, TFI's strategic focus on cost control and operational efficiency, coupled with favorable regulatory changes and a prudent management approach to capital expenditure, is expected to lead to increased free cash flow and sustained dividend growth, bolstering a positive outlook for the company's future performance.
Bears say
TFI International is facing a negative outlook primarily due to expected sequential margin deterioration of approximately 250 basis points in its Less-Than-Truckload (LTL) segment, alongside reduced earnings projections for 2026, revised down to $6.09 per share from an earlier estimate of $6.28. The company has guided for a significant decrease in earnings per share for the first quarter, projected between $0.50 and $0.60, indicating a year-over-year decline of 21% to 34% and a quarter-over-quarter decline of 45% to 54%. Additionally, a steep decline in truck manufacturing volumes, along with weak freight demand influenced by tariff uncertainties, is expected to continue negatively impacting TFI's financial performance.
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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