TFI International (TFII)

• Market cap: $7.55B
• 1 day: -1.67%
• 5 days: 1.80%
• 1 month: -0.39%
• 3 months: 9.81%
• 6 months: -41.17%
• Year to date: -31.75%
• 1 year: -35.09%
• 5 years: 173.56%
• 10 years: 152.58%
• Sector: Industrials
• Industry: Trucking

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: 27,205

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

19% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 83

3.83% less ownership

Funds ownership: 69.42% [Q4 2024] → 65.59% (-3.83%) [Q1 2025]

14% less funds holding

Funds holding: 293 [Q4 2024] → 252 (-41) [Q1 2025]

38% less funds holding in top 10

Funds holding in top 10: 8 [Q4 2024] → 5 (-3) [Q1 2025]

49% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 71

49% less capital invested

Capital invested by funds: $8.47B [Q4 2024] → $4.29B (-$4.18B) [Q1 2025]

70% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $39.5M

Research analyst outlook

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

• Low target: $88 2% downside
• Avg. target: $99 10% upside
• High target: $118 31% upside

6 analyst ratings

• positive: 3 50%
• neutral: 2 33%
• negative: 1 17%

CIBC Kevin Chiang	31% upside $118	Outperformer Maintained	20 May 2025
B of A Securities Ken Hoexter	0% upside $90	Underperform Maintained	16 May 2025
UBS Thomas Wadewitz	2% downside $88	Neutral Maintained	30 Apr 2025
Susquehanna Bascome Majors	11% upside $100	Positive Maintained	25 Apr 2025
Stifel J. Bruce Chan	17% upside $105	Hold Maintained	14 Apr 2025