
TFI International (TFII) Stock Forecast & Price Target
TFI International (TFII) Analyst Ratings
Bulls say
TFI International Inc. is positioned for a positive outlook due to anticipated rebounds in industrial sector and freight activity, driven by domestic manufacturing growth, new tax regulations, and the ongoing expansion of e-commerce. The company's Less-Than-Truckload (LTL) segment demonstrated solid quarterly operational improvements, evidenced by a 3.4% year-over-year increase in on-time delivery performance and significant reductions in missed pickups and rescheduled shipments, indicating enhanced service quality that is gaining customer confidence. Furthermore, the expectation of margin enhancement resulting from efficiency initiatives, alongside a steady year-over-year increase in weight per shipment, suggests that TFI International is well-equipped to capitalize on rising volumes in the market.
Bears say
TFI International's outlook appears negative due to a projected sequential EPS decline of 7%-18% quarter-over-quarter, surpassing historical trends of declines seen in prior years, reflecting the cautious approach taken against tariff fluctuations affecting industrial and retail clients. Revenue metrics also show concerning trends, with a notable decrease in tonnage of 8.1% year-over-year and shipments down 9.2%, alongside a deceleration in revenue per truck per week (ex-fuel) by 0.2%. Furthermore, management's guidance for Q3 fell below expectations, emphasizing ongoing challenges from a prolonged freight recession and trade uncertainties, which has resulted in downward revisions for future EPS estimates through 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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