TFI International (TFII)

• Market cap: $6.55B
• 1 day: 1.57%
• 5 days: -4.69%
• 1 month: -6.61%
• 3 months: -42.08%
• 6 months: -43.72%
• Year to date: -40.99%
• 1 year: -46.13%
• 5 years: 217.35%
• 10 years: 118.40%
• 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: $95 22% upside
• Avg. target: $119 53% upside
• High target: $150 93% upside

7 analyst ratings

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

Stifel J. Bruce Chan 0% 1-year accuracy 0 / 36 met price target	35% upside $105	Hold Maintained	14 Apr 2025
Citigroup Ariel Rosa 34% 1-year accuracy 17 / 50 met price target	22% upside $95	Buy Maintained	8 Apr 2025
Susquehanna Bascome Majors 26% 1-year accuracy 12 / 46 met price target	35% upside $105	Positive Maintained	31 Mar 2025
RBC Capital Walter Spracklin 0% 1-year accuracy 0 / 21 met price target	63% upside $127	Outperform Maintained	21 Feb 2025
CIBC Kevin Chiang 44% 1-year accuracy 4 / 9 met price target	81% upside $141	Outperformer Maintained	21 Feb 2025