
TFI International (TFII) Stock Forecast & Price Target
TFI International (TFII) Analyst Ratings
Bulls say
TFI International Inc. is well-positioned for growth as the industrial sector and freight activity are anticipated to rebound due to domestic manufacturing growth and e-commerce expansion. The company's Less-Than-Truckload (LTL) segment demonstrated solid operational improvements in Q3, with on-time delivery performance increasing by 3.4% year-over-year, alongside significant reductions in missed pickups and rescheduled shipments. Additionally, management projects that efficiency initiatives will enhance margins, further supported by a sequential improvement of approximately 500 basis points in LTL operating ratio, which bodes well for future profitability as volume rises.
Bears say
TFI International's stock faces a negative outlook primarily due to a significant implied sequential EPS decline of 7%-18% quarter-over-quarter, which is greater than historical trends observed in previous years, indicating increased caution amidst tariff fluctuations impacting their customer base. Additionally, the company experienced a decline in key operational metrics, including an 8.1% year-over-year decrease in tonnage and a 9.2% drop in shipments, which reflect ongoing challenges in demand for its services. Lastly, management's guidance for Q3 fell short of expectations, attributing this to a prolonged freight recession and uncertainties related to trade, resulting in a downward adjustment of EPS forecasts for 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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