Research Analysts Offer Predictions for TFII FY2026 Earnings

TFI International Inc. (NYSE:TFII) – Scotiabank lowered their FY2026 EPS estimates for shares of TFI International in a research note issued on Monday, November 2nd. Scotiabank analyst K. Gupta now expects that the company will earn $5.56 per share for the year, down from their prior estimate of $5.95. Scotiabank has an “Outperform” rating on the stock. The consensus estimate for TFI International’s current full-year earnings is $5.62 per share.

A number of other equities analysts also recently commented on TFII. Morgan Stanley reduced their price objective on TFI International from $190.00 to $175.00 and set an “overweight” rating on the stock in a research report on Monday. National Bank Financial dropped their target price on TFI International from $161.00 to $148.00 and set an “outperform” rating for the company in a report on Tuesday, October 6th. Susquehanna cut their target price on TFI International from $185.00 to $164.00 and set a “positive” rating for the company in a research note on Friday, October 2nd. BMO Capital Markets reaffirmed a “market perform” rating on shares of TFI International in a research note on Wednesday, October 7th. Finally, Stifel Nicolaus reduced their price target on TFI International from $132.00 to $107.00 and set a “hold” rating on the stock in a report on Monday. Sixteen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, TFI International presently has a consensus rating of “Moderate Buy” and an average target price of $145.32.

TFI International Price Performance

TFII stock opened at $100.19 on Thursday. The company has a debt-to-equity ratio of 0.79, a current ratio of 1.11 and a quick ratio of 1.10. The business has a 50 day simple moving average of $119.90 and a 200-day simple moving average of $129.04. The firm has a market capitalization of $8.20 billion, a PE ratio of 23.14, a price-to-earnings-growth ratio of 0.76 and a beta of 1.67. TFI International has a 1 year low of $80.63 and a 1 year high of $167.69.

TFI International (NYSE:TFII) last released its earnings results on Thursday, October 29th. The company reported $1.67 earnings per share for the quarter, missing analysts’ consensus estimates of $1.75 by ($0.08). TFI International had a return on equity of 16.05% and a net margin of 4.26%. The business had revenue of $2.23 billion during the quarter, compared to analysts’ expectations of $2.23 billion.

Institutional Trading of TFI International

Several institutional investors have recently made changes to their positions in the company. Caisse de depot et placement du Quebec acquired a new position in TFI International in the second quarter valued at approximately $910,995,000. Jupiter Topco LLC purchased a new position in TFI International in the second quarter worth approximately $515,259,000. The Manufacturers Life Insurance Company purchased a new position in TFI International in the second quarter worth approximately $189,264,000. Connor Clark & Lunn Investment Management Ltd. acquired a new stake in TFI International during the second quarter worth $136,656,000. Finally, Canada Pension Plan Investment Board acquired a new stake in TFI International during the second quarter worth $61,329,000. Hedge funds and other institutional investors own 73.30% of the company’s stock.

Key TFI International News

Here are the key news stories impacting TFI International this week:

• Positive Sentiment: Directors buying shares can indicate confidence in the company’s outlook and may provide a supportive signal to investors. Directors buying at TFI International (TFII)
• Neutral Sentiment: Veritas began coverage with a Hold rating, indicating a wait-and-see stance rather than a clear endorsement or bearish call. Veritas stock recommendations
• Negative Sentiment: Multiple firms—including TD Cowen, Stephens, Citigroup, RBC Dominion Securities, and Canadian Imperial Bank of Commerce—cut their expectations or price targets for TFI International. The cluster of downward revisions may weigh on sentiment, although the headlines do not specify the new targets or analysts’ reasoning. TD Cowen lowers expectations Stephens lowers expectations Citigroup lowers expectations RBC Dominion Securities lowers expectations CIBC cuts price target Royal Bank of Canada lowers expectations
• Negative Sentiment: A Seeking Alpha analysis characterizes TFI as having “two good businesses” and “a broken one,” raising concerns about uneven performance across its operations. The headline alone does not provide details of the analysis. TFI International: Two Good Businesses…And A Broken One

TFI International Company Profile

TFI International Inc is a North American transportation and logistics company headquartered in Saint-Laurent, Quebec. The company provides a broad range of freight and supply chain services through a network of operating companies in Canada and the United States.

Its business activities include package and courier delivery, less-than-truckload and truckload transportation, freight brokerage, logistics, warehousing, and specialized services. TFI International also serves niche transportation markets, including waste management, environmental services, and other specialized freight requirements.

The company traces its origins to 1957 and has expanded through organic growth and acquisitions.