TFI International (TFII)

• Market cap: $6.97B
• 1 day: 0.78%
• 5 days: -0.19%
• 1 month: -35.99%
• 3 months: -45.75%
• 6 months: -42.98%
• Year to date: -37.36%
• 1 year: -45.39%
• 5 years: 300.44%
• 10 years: 131.83%
• Sector: Industrials
• Industry: Trucking & Courier Services, Except Air

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 filings 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]

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

8% more capital invested

Capital invested by funds: $7.88B [Q3] → $8.53B (+$654M) [Q4]

2.04% more ownership

Funds ownership: 67.94% [Q3] → 69.98% (+2.04%) [Q4]

1% more funds holding

Funds holding: 288 [Q3] → 292 (+4) [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: $107 30% upside
• Avg. target: $130 58% upside
• High target: $150 82% upside

7 analyst ratings

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

Susquehanna Bascome Majors 33% 1-year accuracy 13 / 39 met price target	64% upside $135	Positive Maintained	3 Mar 2025
Citigroup Ariel Rosa 15% 1-year accuracy 5 / 33 met price target	58% upside $130	Buy Maintained	25 Feb 2025
RBC Capital Walter Spracklin 10% 1-year accuracy 2 / 21 met price target	54% upside $127	Outperform Maintained	21 Feb 2025
CIBC Kevin Chiang 10% 1-year accuracy 1 / 10 met price target	71% upside $141	Outperformer Maintained	21 Feb 2025
Goldman Sachs Jordan Alliger 40% 1-year accuracy 6 / 15 met price target	82% upside $150	Buy Maintained	21 Feb 2025