
TFI International (TFII) Stock Forecast & Price Target
TFI International (TFII) Analyst Ratings
Bulls say
The positive outlook on TFI International's stock is supported by the anticipated rebound in the industrial sector and freight activity, driven by domestic manufacturing growth, tax reforms, and e-commerce expansion. Notable advancements in the Less-Than-Truckload (LTL) segment have been recorded, including a quarter-over-quarter improvement in operating ratio (OR) to 92% while achieving a 3.4% year-over-year increase in on-time delivery performance. Furthermore, management has indicated that efficiency initiatives are poised to enhance margins, which could provide additional upside as shipment volumes rise, alongside a slight increase in weight per shipment year-over-year.
Bears say
TFI International is experiencing a negative outlook due to projected sequential earnings per share (EPS) declines of 7%-18% quarter-over-quarter, which surpass historical trends and reflect caution amid tariff fluctuations impacting industrial and retail customers. Additionally, a 0.2% deceleration in revenue per truck per week (excluding fuel) and lower-than-expected guidance for Q3 reveal ongoing challenges related to a prolonged freight recession and trade uncertainties. Further compounding these issues, key metrics such as tonnage, shipments, and revenue per shipment have all shown year-over-year declines, indicating a potential struggle for recovery in the near future.
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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