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TFI International Inc. TFII

Industrials — Trucking
Dividend Champion (5y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership
6.36%

Capital & Financial Ratios

Market Cap
10,350.00
Revenue
8,121.62
Net Income
335.80
Free Cash Flow
714.55
Net Debt
2,246.04
Current Ratio
1.09
Debt/Equity
0.90
P/E ratio
30.68
P/S ratio
1.27
P/B ratio
3.76
Past 5Y EPS Growth
12.25%
This Y EPS Growth
37.12%
Next Y EPS Growth
32.34%
Next 5Y EPS Growth
31.15%
in millions of $

Dividends

Payout Ratio
0.18
Annual Dividend Rate
1.40
Annual Dividend Yield
1.03%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡‡
2026 1.92
—
—
—
2025 1.82
—
—
—
—
2024 1.65
—
—
—
—
2023 1.45
—
—
—
—
2022 1.16
—
—
—
—
2021 0.96
—
—
—
—
2020 0.80
—
—
—
—
2019 0.80
—
—
—
—
2018 0.66
—
—
—
—
2017 0.60
—
—
—
—
2016 0.53
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 335.56 — 210.19 205.45
Receivables 918.41 939.65 907.51 1,088.67
Inventory 23.96 17.96 19.53 20.50
Other 1.80 13.63 11.91 18.03
1,336.00 1,037.05 1,209.16 1,403.64
2023 2024 2025 Q'26
Payables 671.94 639.19 667.25 772.89
ST’ Debt 174.35 93.45 222.50 192.53
Other 89.99 114.76 99.58 130.51
1,066.11 1,018.62 1,170.48 1,282.47
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow — ‡‡‡‡‡ ‡‡‡‡‡
Earnings — ‡‡‡‡‡ ‡‡‡‡‡
Book Value — ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 1,949.10 2,289.85 — —
—
’25 1,964.39 2,037.62 1,968.67 1,913.99
7,884.67
’24 1,870.82 2,264.55 2,184.58 2,076.89
8,396.83
’23 1,850.18 1,791.27 1,911.05 1,968.68
7,521.17
’22 2,191.52 2,422.32 2,241.96 1,956.69
8,812.49
’21 1,148.81 1,836.71 2,094.00 2,140.91
7,220.43
’20 924.51 798.50 936.12 1,122.01
3,781.13
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 121.52 255.59 — —
—
’25 193.56 246.68 255.35 282.20
977.79
’24 200.69 248.54 351.06 262.36
1,062.65
’23 232.13 200.39 278.74 302.58
1,013.84
’22 137.69 247.83 337.78 248.35
971.65
’21 155.20 298.66 211.17 190.33
855.35
’20 137.18 168.11 140.65 164.93
610.86
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 110.27 195.55 — —
—
’25 168.64 176.28 195.14 213.60
753.64
’24 135.46 145.34 243.76 204.39
728.95
’23 179.61 135.04 175.04 233.16
722.86
’22 89.99 216.08 285.26 152.45
743.77
’21 133.86 265.77 164.20 108.56
672.39
’20 120.06 157.94 112.79 127.82
518.60
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.53 1.65 — —
—
’25 0.66 1.17 1.02 0.87
3.72
’24 1.09 1.38 1.50 1.03
4.96
’23 1.27 1.47 1.54 1.53
5.80
’22 1.57 3.00 2.72 1.74
9.02
’21 0.70 2.63 1.40 1.52
6.97
’20 0.66 0.57 0.89 0.91
3.03

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1.5
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 71.63 98.61 126.00 72.02 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 112.49 138.16 162.13 140.35 — — —
High Price
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 25,836 25,123 27,205 24,900 — — —
Employees
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.34 0.30 0.31 0.32 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8,812.49 7,521.17 8,396.83 7,884.67 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 47.89% 49.40% 50.32% 50.57% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,065.64 676.76 560.72 405.36 ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.09% 9.00% 6.68% 5.14% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 823.23 504.88 422.48 310.55 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 430.59 441.98 582.07 610.50 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 98.62 87.55 99.31 94.92 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 9.21 5.88 5.00 3.72 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.87 11.80 12.57 11.77 ‡‡‡‡ — —
Cash Flow/Sh
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2.55) (3.39) (3.95) (2.70) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.32 8.41 8.62 9.07 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 27.56 30.16 31.62 32.23 ‡‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 89.36 85.91 84.55 83.07 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.98 22.85 26.86 27.71 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.02 1.53 1.36 1.09 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.63 4.43 4.27 3.21 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.15 1.73 1.64 1.39 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.60 18.03 18.89 14.53 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 971.65 1,013.84 1,062.65 977.79 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (227.87) (290.98) (333.70) (224.14) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 743.77 722.86 728.95 753.64 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 296.88 269.89 18.43 38.69 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,315.76 1,884.18 2,402.88 2,577.98 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,168.64 1,548.63 2,402.88 2,367.79 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,463.07 2,591.41 2,673.28 2,677.63 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.46% 8.56% 6.28% 4.23% ‡‡‡‡‡ — —
ROA
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 19.72% 11.44% 8.85% 7.00% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 34.49% 19.98% 16.05% 11.61% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

TFI International (TFII), once a freight rocket fueled by bold acquisitions like the transformative 2021 UPS Freight deal, has hit maturity turbulence as the post-pandemic boom fades. Revenue skyrocketed 194% from 2016 to 2022, catapulting the company into North American logistics dominance, but 2023’s 15% drop exposed freight rate collapses and overcapacity woes. Now trading steady after volatility, with tepid analyst forecasts for just 2-5% annual revenue growth through 2027, the stock faces eroding margins—EBT down to 6.7% from 12.6% peaks—and ballooning debt at CAD 2.4 billion, doubling from 2020 levels amid rising rates.

Cash flow holds firm, with operating cash per share up 83% since 2020, but heavy capex and profit squeezes (EPS halved to 5.00) have cooled ROE to 16% and drawn red flags on leverage like EV/Sales at 1.64x. Valuation looks rich at 27x trailing PE for a cyclical player, with insiders eerily silent—no buys amid dips—contrasting the 2021 frenzy.

Analysts see mild EPS recovery to 6.04 by 2027, but contrarians warn of recession traps, trucking bankruptcies, and cost headwinds like driver shortages and tariffs. Has TFII’s 800% decade run baked in too much perfection? Dive into the full analysis for the debt-deep dive and why this trucker might need a roadside pull-over.

Read full commentary →

TFI International Inc. (TFII) Latest News

News by impact score

Fine-tune

5 Aug

4 www.truckingdive.com, 5:52 AM
TFI International explores merger and acquisition opportunities in less-than-truckload shipping and logistics. M&A talks in core LTL and logistics operations point to major strategic expansion with potential to shift company trajectory.

4 Aug

3 , 6:09 PM
TFI International (TSX:TFII) could be 23% undervalued based on Q2 earnings. Q2 earnings point to potential stock undervaluation that may shift near-term investor views.

28 Jul

4 , 1:00 AM
TFI International Inc (TFII) reported Q2 2026 earnings surpassing expectations. Earnings exceeding expectations indicate strong financial performance likely to improve stock trajectory and investor sentiment.

3 , 9:32 PM
Werner CEO Leathers stated driver attrition remains in early stages, signaling sustained labor pressures across trucking operations that affect companies including TFI International. Ongoing driver attrition comments point to persistent labor cost and retention pressures that moderately influence TFI operational margins.

3 , 9:00 AM
TFI International reports steady performance in its less-than-truckload segment alongside strong growth in truckload operations. Truckload segment growth may improve overall results but LTL steadiness limits broader trajectory shifts.

3 www.truckingdive.com, 7:41 AM
TFI International boosted profits while managing a surge in TForce Freight volume. Profit growth combined with higher freight volume handling signals improved efficiency that supports stronger financial results.

27 Jul

3 , 7:30 PM
TFI International Inc. reported Q2 earnings with analysis of key metrics. Q2 earnings metrics shape views on TFII financial results and outlook.

3 transcript www.marketbeat.com, 7:03 PM
TFI International Inc. held its Q2 earnings call, highlighting financial results, revenue trends, operational updates, and forward guidance for the trucking and logistics segments. Q2 earnings figures and outlook directly inform near-term revenue expectations and investor positioning for TFII.

3 , 4:56 PM
TFI International Inc. truckload segment delivered strong results while LTL operations lagged performance expectations. Mixed truckload and LTL results point to moderate effects on near-term financials and sentiment without signaling major trajectory changes.

3 , 4:05 PM
TFI International Inc. announced its second quarter 2026 financial results. Quarterly results updates provide performance data that can shift near-term investor sentiment without altering long-term strategy.

24 Jul

3 , 12:00 PM
TFI International (TFII) receives an upgrade to Strong Buy rating, indicating analysts see stronger potential for the stock going forward. Analyst upgrade to Strong Buy can lift near-term investor sentiment and share price for TFI International.

21 Jul

3 , 1:09 PM
TFI International heads into earnings with open questions around valuation. Earnings-related valuation uncertainty can shift near-term investor sentiment and share price.

26 Jun

3 Insider Monkey, 1:37 AM
Goldman Sachs forecasts stronger freight recovery to drive upside for TFI International shares. Analyst view on freight rebound signals moderate positive effects on TFII stock trajectory and sentiment.

5 May

4 Simply Wall St., 6:13 PM
TFI International (TSX:TFII) beat earnings expectations, potentially redefining its capital return strategy through enhanced shareholder payouts and buybacks amid strong financial performance. Earnings beat and capital return playbook shift represent major strategic moves boosting shareholder value and long-term investor sentiment.

1 May

4 financialpost.com, 5:09 PM
TFI International Inc. (TFII) stock surged 43% in April on the TSX, fueling successive analyst price target hikes that label its discount to peers as unwarranted. Analyst price target upgrades and spotlight on unwarranted peer discount boost investor sentiment and valuation trajectory for TFII.

3 Zacks, 12:20 PM
Analysts are raising earnings estimates for TFI International (TFII), signaling potential for the stock to climb higher amid positive revisions and bullish outlook. Rising earnings estimates point to improved financial expectations, moderately influencing investor sentiment and stock trajectory.

3 Zacks, 12:00 PM
TFI International (TFII) qualifies as a new buy stock due to strong operational efficiency, fleet optimization, favorable market conditions, and undervalued shares relative to peers. Buy recommendation highlights operational strengths and undervaluation, moderately influencing investor sentiment and short-term performance.

30 Apr

4 , 8:55 AM
TFI International Inc. beat analyst earnings forecasts, prompting analysts to update their models. Beating earnings expectations drives positive analyst revisions and boosts investor sentiment on future performance.

28 Apr

4 www.truckingdive.com, 11:20 AM
TFI International’s LTL shipments surged significantly in recent months, boosting operational performance. Surge in LTL shipments directly enhances core operations and revenue potential, positively impacting TFII's market performance.

3 MT Newswires, 12:37 PM
CIBC raised its price target for TFI International Inc. (TFII) to US$162 from US$134. Analyst price target increase reflects improved outlook on TFII's performance, likely boosting short-term investor sentiment.

3 GuruFocus.com, 3:04 AM
TFI International Inc. (TFII) Q1 2026 earnings call highlights focus on navigating market challenges amid operational updates and financial performance. Q1 2026 earnings highlights detail market challenge navigation, moderately influencing financial performance and competitive positioning.

27 Apr

4 www.marketbeat.com, 7:13 PM
TFI International Inc. (TFII) released Q1 earnings call highlights covering financial results, operational updates, and forward guidance. Q1 earnings highlights detail financial performance and strategic outlook, significantly influencing investor sentiment and stock trajectory.

4 Zacks, 5:30 PM
TFI International Inc. (TFII) surpassed Q1 earnings and revenue estimates, demonstrating robust financial performance amid favorable market conditions. Exceeding Q1 earnings and revenue estimates indicates strong operational execution and positively influences investor sentiment and stock trajectory.

4 GlobeNewswire, 4:05 PM
TFI International Inc. (TFII) announced first quarter 2026 results. Quarterly earnings announcements like Q1 2026 results directly impact TFII's financial performance and investor sentiment.

3 Zacks, 7:30 PM
Key metrics from TFI International Inc. (TFII) Q1 earnings offer insights into the company's financial performance. Q1 earnings metrics moderately influence TFI International's financial performance and investor sentiment.

3 FreightWaves, 5:25 PM
TFI International's LTL group underperformed amid challenges, while its Truckload segment showed signs of improvement. Mixed results with LTL weakness balanced by Truckload gains point to moderately noticeable effects on financial performance.

3 MT Newswires, 4:37 PM
TFI International Inc. (TFII) Q1 adjusted profit fell year-over-year but beat analyst estimates. Q1 adjusted profit decline beat estimates, moderately influencing financial performance and market sentiment.

22 Apr

3 Zacks, 9:15 AM
TFI International (TFII) Q1 earnings preview examines critical factors beyond headline estimates ahead of the report. Q1 earnings previews often moderately shape investor expectations and short-term stock performance for TFII.

21 Apr

3 , 7:56 AM
TFI International Inc.'s subsidiary TA Dedicated acquired Triangle Warehouse to expand its logistics operations. TA Dedicated's acquisition of Triangle Warehouse strengthens TFI International's logistics infrastructure with moderate expansion potential.

20 Apr

3 , 10:00 AM
TFI International Inc. (TFII) Q1 earnings expected to decline. Expected Q1 earnings decline moderately influences financial performance and investor sentiment.
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