TFI International has an exceptional free-cash-flow conversion rate of 194% of net income and a 3-quarter earnings beat streak, but the business has declining revenue, a quality score below the minimum threshold, and negative asymmetry with the stock trading above its intrinsic value target.
Thesis pillars
- Free Cash Flow Conversion Strength↑Improving
- Earnings Beat Streak↑Improving
- Revenue Decline Headwind↑Improving
- +1 more pillar — see the Why tab for full reasoning
TFI International Inc. (TFII) Stock Analysis
Industrials · Trucking
Hold if already holding. Not a fresh buy at $134.29, but acceptable to hold if already in. Reason: Leverage penalty (D/E 1.1): -0.5.
TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Canada, and Mexico. It operates through Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Less-Than-Truckload segment is involved in... Read more
Hold if already holding. Not a fresh buy at $134.29, but acceptable to hold if already in. Reason: Leverage penalty (D/E 1.1): -0.5. Chart setup: No clear chart pattern; technical signals are mixed. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 6.1/10, moderate confidence.
Passes 8/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news boost analyst 0.70, news boost analyst cluster(4), earnings proximity 91d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.
Recent developments
updated 2026-07-30Recent Developments — TFI International Inc.
Latest news
- NEWS Analysts Offer Insights on Industrial Goods Companies: TFI International (TFII), GrafTech International (EAF) and Otis W — The Globe and Mail positive
- NEWS TFI International Inc. Stock 12‑Month Price Target Raised to $171.44, Implies 18% Upside - TradingView — TradingView positive
- NEWS Desjardins Forecasts Strong Price Appreciation for TFI International (TSE:TFII) Stock - MarketBeat — MarketBeat positive
- NEWS TFII Maintained by Citigroup -- Price Target Lowered to $180 - GuruFocus — GuruFocus negative
- NEWS TFII Maintains Rating by Stifel -- Price Target Raised to $160 - GuruFocus — GuruFocus positive
Generated 2026-07-31T05:18:57Z.
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Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $134.29, but acceptable to hold if already in. Reason: Leverage penalty (D/E 1.1): -0.5. Chart setup: No clear chart pattern; technical signals are mixed. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $152.12 (+13.3%), stop $129.35 (−3.8%), A.R:R 1.5:1. Score 6.1/10, moderate confidence.
Take-profit target: $152.12 (+13.3% upside). Target $152.12 (+13.3%), stop $129.35 (−3.8%), A.R:R 1.5:1. Stop-loss: $129.35.
Leverage penalty (D/E 1.1): -0.5.
TFI International Inc. trades at a P/E of 36.3 (forward 17.9). TrendMatrix value score: 6.7/10. Verdict: Hold.
23 analysts cover TFII with a consensus score of 3.9/5. Average price target: $175.
What does TFI International Inc. do?TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United...
TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Canada, and Mexico. It operates through Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Less-Than-Truckload segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads. The Truckload segment offers expedited transportation, flatbed, tank, container, and dedicated services. This segment also carries full loads directly from the customer to the destination using a closed van or specialized equipment. The Logistics segment provides asset-light logistics services, including brokerage, freight forwarding, and transportation management, as well as small package parcel delivery. As of December 31, 2025, it operates 12,927 trucks, 40,687 trailers, and 6,194 independent contractors. The company was formerly known as TransForce Inc. and changed its name to TFI International Inc. in December 2016. TFI International Inc. was founded in 1957 and is headquartered in Saint-Laurent, Canada.