TFI International Inc. (TFII) AI Stock Analysis

TFI International Inc. is a provider of transportation and logistics solutions operating across the United States, Canada, and Mexico. The company operates through four segments: Package and Courier, Less-Than-Truckload (LTL), Truckload (TL), and Logistics. The Package and Courier segment provides pickup, transport, and delivery for time-sensitive items. The LTL segment consolidates smaller loads to improve efficiency. The TL segment offers expedited transport, flatbed, tank container, dedicated, and brokerage solutions. The Logistics segment provides asset-light brokerage, freight forwarding, transportation management, and parcel delivery. As of December 31, 2021, the company operated 13,384 tractors, 50,091 trailers, and worked with 9,428 independent contractors.

TFI International increased annual revenue from $7.22B in FY2021 to $11.01B in FY2025, reflecting a 5-year revenue CAGR of 23.8%. Operating margin declined over this period from 13.6% in FY2021 to 6.9% in FY2025, while net margin fell from 10.4% to 3.9%. Net income was $433.6M in FY2025, down from $754.4M in FY2021. For the trailing twelve months ended June 30, 2026, revenue stood at $8.12B, net margin was 4.1%, and operating margin was 9.3%. In the quarter ended June 30, 2026, quarterly revenue grew 12.4% year-over-year, and quarterly earnings grew 41.0% year-over-year.

As of June 30, 2026, TFI International held $205.4M in cash and short-term investments against total debt of $3.05B, resulting in net debt of $2.84B. Shareholders' equity was $2.74B, bringing debt-to-equity to 1.11, while the current ratio stood at 1.09. Total assets were $7.49B. In FY2025, the company generated $1.37B in operating cash flow and $983.7M in free cash flow. Capital allocation in FY2025 included $381.5M for capital expenditures, $338.9M for share buybacks, and $210.9M in dividends paid. Over 5 years, share count decreased 13.5%.

At a closing price of $114.05 on October 16, 2026, TFI International had a market capitalization of $9.37B and an enterprise value of $13.13B. The stock traded at a trailing P/E of 28.1x, above the 24.8x median of its US-listed Industrials peers, while its forward P/E of 16.8x was slightly below the peer median of 17.2x. Its EV/EBITDA stood at 11.1x versus the peer median of 13.9x, and its price-to-sales was 1.2x compared to the peer median of 1.5x. Over the past year, the stock returned 21.6%, compared to 16.8% for the S&P 500 (SPY), but its 5-year return of 11.0% trailed the S&P 500 return of 83.0%.

TFI International pays a forward annual dividend of $1.88 per share, representing a dividend yield of 1.65% with a payout ratio of 38.9%. Dividends are distributed quarterly, and the company has paid dividends for 22 consecutive years. The annualized 5-year dividend growth rate is 18.0%, and the last ex-dividend date was September 30, 2026.

Wall Street coverage includes 10 Strong Buy, 6 Buy, and 3 Hold ratings, with no Sell or Strong Sell recommendations. The mean price target is $157.64, which is 38.2% above the last close of $114.05. For the fiscal year ending December 31, 2026, analysts estimate EPS of $5.92 on revenue of $8.63B. For the next fiscal year, 17 analysts project EPS of $7.81 on revenue of $9.06B. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is October 29, 2026.

This page is an AI-written research summary of TFI International Inc. (TFII). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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