
TFI International (TFII) Stock Forecast & Price Target
TFI International (TFII) Analyst Ratings
Bulls say
TFI International Inc. has demonstrated robust stock performance, gaining 45% over three months while achieving a record high NTM P/E ratio of 24x, reflecting strong investor confidence amid positive financial metrics. The company has seen noticeable improvements in its Less-Than-Truckload segment, with Q3 OR at 92% and a 3.4% year-over-year rise in on-time delivery performance, bolstering the outlook for margin enhancement and operational efficiency as freight activity rebounds. Additionally, management anticipates favorable regulatory changes and a reduction in competitive pressures, which are expected to support pricing improvements and enhance free cash flow, further solidified by a recent 4% dividend increase.
Bears say
TFI International is experiencing anticipated margin deterioration of approximately 250 basis points in its Less-Than-Truckload segment, aligning with seasonal trends in the U.S. Additionally, the company has revised its earnings per share (EPS) projection for 2026 downward to $6.09, indicating a cautious outlook amid weak freight demand and declining delivery volumes, particularly in the Logistics segment due to reduced truck manufacturing. Furthermore, the guidance for Q1 EPS of $0.50-$0.60 falls significantly below prior estimates and reflects a broader concern regarding economic activity, tariff impacts, and regulatory risks that could hinder future 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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