TFI International

TFII

Market cap $7.88B

Overview Fund Activity

94.93 USD

+0.32

0.34%

At close Updated Sep 16, 11:13 AM EDT

1 day

0.34%

5 days

2.86%

1 month

4.26%

3 months

4.16%

6 months

14.03%

Year to date

-27.95%

1 year

-34.41%

5 years

123.73%

10 years

166.66%

About: TFI International Inc is involved in the provision of transportation and logistics services across the United States, Canada, and Mexico. The company's reportable segments are; Less-Than-Truckload, which derives maximum revenue, Truckload, and Logistics. The Less-Than-Truckload segment engages in pickup, consolidation, transport, and delivery of smaller loads; the Truckload segment deals with full loads carried directly from the customer to the destination using a closed van or specialized equipment to meet customers' specific needs; and the Logistics segment provides asset-light logistics services, including brokerage, freight forwarding, and transportation management, as well as small package parcel delivery. Geographically, the company generates maximum revenue from the United States.

Employees: 26,287

Industrials Trucking

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

35% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 77

15% more capital invested

Capital invested by funds: $4.29B [Q1] → $4.92B (+$629M) [Q2]

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

0.05% more ownership

Funds ownership: 65.63% [Q1] → 65.68% (+0.05%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 5 (+0) [Q2]

0% less funds holding

Funds holding: 253 [Q1] → 252 (-1) [Q2]

43% less call options, than puts

Call options by funds: $24.5M | Put options by funds: $43M

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Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$90

5% downside

Avg. target

$104

10% upside

High target

$116

22% upside

6 analyst ratings

4 positive

67%

2 neutral

33%

0 negative

0%

JP Morgan Brian Ossenbeck	$116	Overweight Maintained	29 Jul 2025
UBS Thomas Wadewitz	$90	Neutral Maintained	29 Jul 2025
Stifel J. Bruce Chan	$96	Hold Maintained	29 Jul 2025
Citigroup Ariel Rosa	$108	Buy Maintained	9 Jul 2025
CIBC Kevin Chiang	$110	Outperformer Maintained	8 Jul 2025
Susquehanna Bascome Majors	$105	Positive Maintained	18 Jun 2025

See Analyst Rankings

Financial journalist opinion

TFI International Declares Quarterly Dividend

MONTREAL, Sept. 15, 2025 (GLOBE NEWSWIRE) -- The Board of Directors of TFI International Inc. (NYSE and TSX: TFII), a North American leader in the transportation and logistics industry, declared a quarterly dividend of US $0.45 per outstanding common share of its capital payable on October 15, 2025 to shareholders of record at the close of business on September 30, 2025.

TFI International Declares Quarterly Dividend

TFI International: Its Resilience And Underpricing May Support Its Upside

TFI International faces ongoing macro headwinds, but strategic management and diversified operations help maintain profitability and efficiency. The company's strong cash flow, prudent debt management, and young fleet provide resilience and capital flexibility despite industry softness. Valuation metrics and technicals indicate the stock is undervalued, with risks already priced in and momentum showing early signs of recovery.

TFI International: Its Resilience And Underpricing May Support Its Upside

TFI International: Freight Slump Masks A Compelling Value Story

TFI International remains undervalued, delivering strong free cash flow, low leverage, and disciplined capital allocation despite a prolonged freight downturn. Operational efficiency improvements and technology adoption are driving margin gains, even with weak volumes, and management is guiding for further margin expansion. The company trades at a significant discount to U.S. peers despite a strong track record of acquisitive growth, EPS compounding, and shareholder returns.

TFI International: Freight Slump Masks A Compelling Value Story

TFI International Analysts Increase Their Forecasts After Upbeat Q2 Earnings

TFI International Inc TFII reported better-than-expected earnings for the second quarter on Monday.

TFI International Analysts Increase Their Forecasts After Upbeat Q2 Earnings

TFI International Inc. (TFII) Q2 2025 Earnings Call Transcript

TFI International Inc. (NYSE:TFII ) Q2 2025 Earnings Conference Call July 28, 2025 5:00 PM ET Company Participants Alain Bedard - President, CEO & Chairman David Saperstein - Chief Financial Officer Conference Call Participants Ariel Luis Rosa - Citigroup Inc., Research Division Bascome Majors - Susquehanna Financial Group, LLLP, Research Division Benoit Poirier - Desjardins Securities Inc., Research Division Brian Patrick Ossenbeck - JPMorgan Chase & Co, Research Division Cameron Doerksen - National Bank Financial, Inc., Research Division Daniel Robert Imbro - Stephens Inc., Research Division Elliot Andrew Alper - TD Cowen, Research Division Jizong Chan - Stifel, Nicolaus & Company, Incorporated, Research Division Jordan Robert Alliger - Goldman Sachs Group, Inc., Research Division Kenneth Scott Hoexter - BofA Securities, Research Division Kevin Chiang - CIBC Capital Markets, Research Division Konark Gupta - Scotiabank Global Banking and Markets, Research Division Ravi Shanker - Morgan Stanley, Research Division Scott H. Group - Wolfe Research, LLC Thomas Richard Wadewitz - UBS Investment Bank, Research Division Walter Noel Spracklin - RBC Capital Markets, Research Division Operator Good day, ladies and gentlemen.

TFI International Inc. (TFII) Q2 2025 Earnings Call Transcript

Zacks Investment Research

Here's What Key Metrics Tell Us About TFI International (TFII) Q2 Earnings

The headline numbers for TFI International (TFII) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Here's What Key Metrics Tell Us About TFI International (TFII) Q2 Earnings

Zacks Investment Research

TFI International Inc. (TFII) Q2 Earnings Beat Estimates

TFI International Inc. (TFII) came out with quarterly earnings of $1.34 per share, beating the Zacks Consensus Estimate of $1.24 per share. This compares to earnings of $1.71 per share a year ago.

TFI International Inc. (TFII) Q2 Earnings Beat Estimates

TFI International Announces 2025 Second Quarter Results

MONTREAL, July 28, 2025 (GLOBE NEWSWIRE) -- TFI International Inc. (NYSE and TSX: TFII), a North American leader in the transportation and logistics industry, today announced its results for the second quarter ended June 30, 2025. All amounts are shown in U.S. dollars unless otherwise indicated.

TFI International Announces 2025 Second Quarter Results

Zacks Investment Research

Ahead of TFI International (TFII) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics

Get a deeper insight into the potential performance of TFI International (TFII) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Ahead of TFI International (TFII) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics

Zacks Investment Research

Earnings Preview: TFI International Inc. (TFII) Q2 Earnings Expected to Decline

TFI International (TFII) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: TFI International Inc. (TFII) Q2 Earnings Expected to Decline

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