TFI International Inc.
TFII
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- TFI International Inc. is well-positioned in the trucking industry, benefiting from a growing demand for freight services as e-commerce continues to expand.
- In Q2 2026, TFI reported a revenue increase of 17% compared to the prior quarter, reaching $2.3 billion.
- The company's gross margin improved to 14.2% in Q2 2026, up from 10.3% in the previous quarter.
- Despite its growth potential, TFI faces significant competition in the trucking sector, which could pressure margins and profitability.
- The company's stock has a 'Strong Sell' signal with a score of -16.00, indicating bearish market sentiment.
- TFI's operating margin was only 9.3% in Q2 2026, suggesting challenges in maintaining profitability amid rising costs.
Fundamentals
| Market cap | $9.46B | Enterprise value | $12.31B | Trailing P/E | 28.36 | Forward P/E | 14.64 |
| PEG | — | Price / book | 3.46 | Beta | 1.47 | Dividend yield | 1.63% |
| Revenue growth | 12.4% | Earnings growth | 41.0% | Gross margin | 19.9% | Operating margin | 9.3% |
| Profit margin | 4.1% | ROE | 12.4% | ROA | 5.0% | Debt / equity | 1.11 |
| Current ratio | 1.09 | Free cash flow | $625.58M | Analyst recommendation | buy | Mean target | $159.29 |
| 52w high | $167.69 | 52w low | $80.63 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $2.3B | $1.9B | $1.9B | $2.0B | $2.0B | — |
| Op margin | 9.3% | 4.4% | 7.0% | 7.6% | 8.2% | — |
| Net income | $136M | $43.3M | $71.7M | $84.7M | $98.2M | — |
| Gross margin | 14.2% | 10.3% | 16.0% | 12.9% | 13.1% | — |
| Gross profit | $324M | $200M | $307M | $254M | $266M | — |
| Operating income | $213M | $86.2M | $134M | $150M | $167M | — |
- Revenue +17% vs prior quarter ($2.3B vs $1.9B).
- Gross margin 14.2% (was 10.3% prior quarter).
- Operating margin expanded to 9.3%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $7.9B | $8.4B | $7.5B | $8.8B | — |
| Op margin | 7.0% | 8.8% | 9.9% | 10.7% | — |
| Net income | $311M | $422M | $505M | $823M | — |
| Gross margin | 13.2% | 14.9% | 16.8% | 17.8% | — |
| Gross profit | $1.0B | $1.3B | $1.3B | $1.6B | — |
| Operating income | $555M | $740M | $746M | $941M | — |
Headlines — positive tone
• [OK · fundamentals] All You Need to Know About TFI International (TFII) Rating Upgrade to Strong Buy
News
2026-10-07 · UPS Stock: Citi Trims Price Target To $122 Ahead Of Q3 Earnings, Maintains 'Buy'
2026-10-06 · 3 Logistics Stocks Where Pricing Power Could Matter Most Now
2026-10-05 · CIBC Raises Price Target on Mullen Group, Lowers Target on TFI International
2026-10-01 · TFI International to Release Third Quarter 2026 Results
2026-09-30 · RBC Cuts Price Target on TFI International to $144 From $171, Keeps Outperform Rating
2026-09-25 · TFII or CHRW: Which Is the Better Value Stock Right Now?
2026-09-23 · All You Need to Know About TFI International (TFII) Rating Upgrade to Strong Buy
2026-09-23 · TFI International to add investment executive to board
2026-09-23 · Best Momentum Stocks to Buy for September 23rd
2026-09-23 · New Strong Buy Stocks for September 23rd
2026-09-22 · 3 Logistics Stocks Tied To USMCA Changes Retail Investors Should Watch
2026-09-17 · Steve Mayer Joins TFI International Board of Directors
Price (daily)
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