TFI International Inc.

TFII • Trucking

$137.11

▲ +4.30 (+3.24%)

Current price

EarningsLatest report: Mar 31, 2026

BALANCED PROFILENeutralConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Mixed profile. The company is not automatically unattractive, but valuation, growth, or balance-sheet evidence does not yet justify a stronger signal.

Market Cap

$11.30B

Growth

—

Cash Flow

5/5

Trend

Stable

Evidence

Positive revenue growth · 14.3%Positive free cash flow · 11.84Consistent free cash flow · 5/5Reasonable earnings multiple · 19.8Weak profitability

Financial data as of: Mar 31, 2026, 12:00 AM UTCLast earnings update: Apr 27, 2026, 12:00 AM UTCLast profile update: Aug 5, 2026, 2:27 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$137.11

Change3.24%

Shares Out82.38M

Market Cap$11.30B

Enterprise Value$13.68B

52W Range80.63 - 167.69

Beta1.46

P/E34.58

P/S1.31

P/B4.25

P/FCF15.77

EV/Sales1.58

Price$137.11

Change3.24%

Shares Out82.38M

Market Cap$11.30B

Enterprise Value$13.68B

52W Range80.63 - 167.69

Beta1.46

P/E34.58

P/S1.31

P/B4.25

P/FCF15.77

EV/Sales1.58

EV/EBITDA10.86

EV/FCF19.09

Earnings Yield2.89%

FCF Yield6.34%

Dividend Yield1.46%

Gross Margin12.22%

Oper. Margin6.94%

Profit Margin3.94%

Debt/Eq1.38

Current Ratio1.03

Quick Ratio1.02

Target$174.40

Target Upside27.20%

Target Median$171.00

Target Range150.00 - 205.00

Volume235.73K

Avg Volume389.89K

EPS Surprise0.10

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

32/100

Financial Strength

Debt, cash, stability

50/100

Growth Potential

Revenue and expansion

95/100

Price Attractiveness

Cheap or expensive today

84/100

Why this score▼

Positive revenue growth · 14.3%Positive free cash flow · 11.84Consistent free cash flow · 5/5Reasonable earnings multiple · 19.8Weak profitability

Analyst view

Analyst sentiment and price target

TFII

Analyst sentiment

Based on 19 analyst votes · 2026-09-05

87/100

Bullish

Hold

Bearish

Price Target

2026-06-30

Low

$105.00

Mean

$149.60

Median

$160.00

High

$182.00

Company Overview

IPO: 11/15/2005

Industry: Trucking

P/B i: 4.25

Debt / Equity i: 1.38

Operating Margin: 6.94%

Net Margin: 3.94%

ROE i: -

ROIC: -

Financial Health

Score10 / 20

Debt / Equity: 1.38

Current Ratio: 1.03

Quick Ratio: 1.02

Status: Moderate

🧾

No insider activity

No recent insider transactions available.

About the Company

TFI International Inc.

TFI International Inc. stands as a prominent provider of transportation and logistics solutions across North America, serving the United States, Canada, and Mexico. The company's diverse operations are strategically organized into four distinct divisions. Its Package and Courier segment focuses on the collection, shipment, and final delivery of various goods. The Less-Than-Truckload (LTL) division specializes in the efficient collection, consolidation, movement, and distribution of smaller freight shipments. The Truckload (TL) segment encompasses a range of services, including expedited shipping, flatbed transport, tank container operations, and dedicated routes, alongside truckload brokerage. This division handles full truckloads, transporting goods directly from the client's origin to their destination using either standard enclosed vans or specialized equipment. Lastly, the Logistics segment delivers asset-light services such as freight brokerage, international freight forwarding, comprehensive transportation management, and last-mile small parcel delivery. As of December 31, 2021, TFI International boasted a substantial fleet, comprising 13,384 tractors and 50,091 trailers, supported by a network of 9,428 independent contractors. Formerly known as TransForce Inc. until its rebranding in December 2016, TFI International Inc. maintains its corporate headquarters in Saint-Laurent, Canada.

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Peers

AGCO ESAB FSS IESC KNX PRIM R SAIA SSD TTC

Size reflects market cap · color matches the chart line

1Y peer performance

Top performers + selected company

Latest news

BlackRock Inc. Invests $14.34 Million in TFI International Inc. $TFII

BlackRock Inc. bought a new position in TFI International Inc. (NYSE: TFII) during the second quarter, according to its most recent filing with the SEC. The firm bought 99,888 shares of the company's stock, valued at approximately $14,341,000. BlackRock Inc. owned approximately 0.12% of TFI International as of its most recent SEC filing.

Defense World

Wall Street Analysts Think TFI International (TFII) Could Surge 28.97%: Read This Before Placing a Bet

The mean of analysts' price targets for TFI International (TFII) points to a 29% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Zacks Investment Research

TFII vs. CHRW: Which Stock Is the Better Value Option?

Investors interested in Transportation - Services stocks are likely familiar with TFI International Inc. (TFII) and C.H. Robinson Worldwide (CHRW).

Zacks Investment Research

The Anti-AI ETF Is Here, and Its Biggest Holdings Are Engines, Trucks and Air Conditioners

Roundhill's Roundhill Heavy Assets and Low Obsolescence ETF (NYSEARCA:LOHA) launched in May 2026 as a counterweight to the software and AI concentration dominating most passive equity portfolios.

24/7 Wall Street

TFI International: Margin Expansion Can Keep The Rally Going

TFI International demonstrates strong earnings momentum, with Q2 adjusted EPS up 38% and truckload operating income surging 50%. The Daseke acquisition is delivering substantial margin improvement, while TForce Freight offers significant upside if pricing and volume issues are resolved. The company trades at 23.5x 2026E EPS but drops below 18x 2027E, with a forward EV/EBITDA discount to XPO and Saia despite ongoing self-help opportunities.

Seeking Alpha

Earnings Surprises

Period	Estimate	Actual	Surprise
2026-04-27	0.59	0.69	0.1
2026-02-17	0.85	1.09	0.24
2025-10-30	1.19	1.2	0.01
2025-07-28	1.24	1.34	0.1
2025-04-23	0.95	0.76	-0.19
2025-02-19	1.59	1.19	-0.4
2024-10-21	1.28	1.15	-0.13
2024-07-25	1.16	1.24	0.08
2024-04-25	0.995	0.907	-0.088
2024-02-08	1.24	1.27	0.03
2023-10-23	1.25	1.14	-0.11
2023-07-31	1.3	1.19	-0.11