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Last updated1 minute ago

TFII·TFI International Inc.

$134.42
-1.40 (-1.03%)
Overnight$141.35+6.93 (+5.16%)
High
$136.66
Open
$135.74
Market Cap
11.03B
52W High
$233.85
Low
$134.18
P. Close
$134.42
P/E
35.70
52W Low
$113.72
Fwd P/E
16.99
DailyIQ Est.
$178.31
Inst. Ownership
-
Short Interest
1.58%
Technical Score (1D)
32
SELL
News Sentiment
-
NO DATA
TFI International’s CEO announced on the Q2 earnings call that the company is actively pursuing a $200 million acquisition of a nonunion LTL carrier, targeting dense U.S. markets such as California, the Carolinas, Ohio, Michigan, New York, and Texas to accelerate organic growth. This move follows a decade‑long M&A strategy that has seen TFI spend $1.8 billion on acquisitions, underscoring the firm’s continued focus on expanding its nonunion footprint. The acquisition would immediately broaden TFI’s geographic reach and add capacity in high‑density corridors, potentially boosting revenue and margin expansion in the next 1–10 trading days. Analysts have noted that if Q2 earnings meet expectations, TFI could be trading 23 % below intrinsic value, implying a significant upside tied to the company’s nonunion LTL and logistics growth. The valuation assessment is driven by projected revenue growth and margin expansion from the newly acquired operations, suggesting that the market may soon reprice the stock if earnings confirm the outlook. Watch for the Q2 earnings release for confirmation of revenue and margin targets, as well as any details on the acquisition’s closing timeline and integration plans. Also monitor any regulatory or labor‑related hurdles that could delay the deal, as these could affect the expected benefit timeline. Finally, keep an eye on broader freight market conditions, such as fuel price swings and capacity constraints, which could influence the profitability of the expanded network.

EPS

EstBeatMiss
$1.11$1.30$1.49$1.68$1.87Q3'25Q3'26
QtrEstActual+/−
Q3'26$1.78 - -
Q3'25$1.20$1.20+0.0%

Revenue

EstBeatMiss
$1.9B$2.0B$2.1B$2.2B$2.2BQ3'25Q3'26
QtrEstActual+/−
Q3'26$2.2B - -
Q3'25 - $2.0B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

TFII Stock Snapshot

TFII is currently trading at $141.35, giving TFI International Inc. a market cap of 11.03B and a P/E ratio of 35.7. Today's range spans $134.18–$136.66, with shares opening at $135.74 and moving up $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 32/100 (SELL).

Over the past year TFII has traded between $113.72 and $233.85 - the current price is +24.3% off the 52-week low and -39.6% from the high. 26 analysts cover the stock with a Buy consensus and a mean 12-month target of $174.08 (range $158.00–$205.00), implying upside of +23.2%.

Macro sensitivity explains some of TFII's bearish setup (32/100, SELL) - at 11.03B in the broader market market cap, interest rate shifts, currency moves, or commodity price changes can create fundamental headwinds that compound the technical deterioration. Sentiment: neutral (-/100). Price: $141.35 (in the lower half of its 52-week range). The current P/E ratio stands at 35.7. Annual range: $113.72–$233.85. The question for investors is whether the macro driver is transient or structural - because the answer determines whether this is a tradeable dip or a deeper re-rating.

Analyst coverage for TFII becomes a double-edged factor in a SELL phase: at 11.03B in the broader market market cap, active coverage is high enough that downgrade risk is real and impactful. The 32/100 technical reading and neutral sentiment (-/100) at $141.35 (in the lower half of its 52-week range) place the stock in the zone where one or two high-profile estimate cuts can convert a grinding decline into a sharper re-rating, the $113.72–$233.85 range establishes where that repricing lands.