TFI International (TFII)

• Market cap: $6.83B
• 1 day: 0.46%
• 5 days: 7.37%
• 1 month: 5.01%
• 3 months: -41.01%
• 6 months: -39.52%
• Year to date: -38.27%
• 1 year: -37.58%
• 5 years: 193.08%
• 10 years: 128.46%
• 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

61% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $14.2M

33% more funds holding in top 10

Funds holding in top 10: 6 [Q3] → 8 (+2) [Q4]

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

8% more capital invested

Capital invested by funds: $7.83B [Q3] → $8.47B (+$636M) [Q4]

1.88% more ownership

Funds ownership: 67.53% [Q3] → 69.41% (+1.88%) [Q4]

2% more funds holding

Funds holding: 288 [Q3] → 293 (+5) [Q4]

0% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 102

Research analyst outlook

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

• Low target: $88 8% upside
• Avg. target: $115 42% upside
• High target: $150 84% upside

7 analyst ratings

• positive: 5 71%
• neutral: 2 29%
• negative: 0 0%

UBS Thomas Wadewitz 20% 1-year accuracy 8 / 40 met price target	8% upside $88	Neutral Maintained	30 Apr 2025
Susquehanna Bascome Majors 27% 1-year accuracy 13 / 48 met price target	23% upside $100	Positive Maintained	25 Apr 2025
Stifel J. Bruce Chan 13% 1-year accuracy 5 / 39 met price target	29% upside $105	Hold Maintained	14 Apr 2025
Citigroup Ariel Rosa 26% 1-year accuracy 13 / 50 met price target	17% upside $95	Buy Maintained	8 Apr 2025
RBC Capital Walter Spracklin 0% 1-year accuracy 0 / 21 met price target	56% upside $127	Outperform Maintained	21 Feb 2025