
TFI International (TFII) Stock Forecast & Price Target
TFI International (TFII) Analyst Ratings
Bulls say
TFI International Inc. has experienced a significant stock price appreciation of 45% over three months, reflecting strong investor confidence and a high NTM P/E ratio of 24x, driven by expectations of $5.07 in EPS. The company has demonstrated operational improvements, with its Less-Than-Truckload (LTL) operating ratio showing a quarterly enhancement and management highlighting a 3.4% year-over-year increase in on-time delivery performance, alongside notable reductions in missed pickups and rescheduled shipments. Furthermore, TFI's focus on efficiency measures is anticipated to bolster margins and enhance cash flow, allowing the company to increase dividends while reducing capital expenditures, thereby positioning the firm favorably for future growth amidst improving freight activity and regulatory changes.
Bears say
TFI International is facing downward pressure on its margins, particularly in the Less-Than-Truckload segment, with an anticipated sequential deterioration of approximately 250 basis points due to seasonal trends and weak freight demand. The company has revised its earnings per share (EPS) forecast for 2026 to $6.09 from $6.28, reflecting adjustments for expected margin performance in a recovery year, and significant declines are anticipated for Q1, with EPS guidance between $0.50 and $0.60, marking a year-over-year decrease of 21%-34%. Additionally, the Truckload segment's performance has fallen short of expectations, driven by reduced volumes attributed to tariffs impacting commodities, compounding existing risks such as a broader economic slowdown and reliance on major contracts.
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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