TFI International has an exceptional free-cash-flow conversion rate of 194% of net income and a 3-quarter earnings beat streak, but the business has declining revenue, a quality score below the minimum threshold, and negative asymmetry with the stock trading above its intrinsic value target.
Thesis pillars
- Free Cash Flow Conversion Strength→Stable
- Earnings Beat Streak↓Deteriorating
- Revenue Decline Headwind↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026· older than 90 days
TFI International Inc. (TFII) Stock Analysis
Industrials · Trucking
Sell if holding. Momentum 3.9/10 is below the 5.0 floor at $96.64 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.4); Sector modifier (Industrials): -0.7.
TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Canada, and Mexico. It operates through Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Less-Than-Truckload segment is involved in... Read more
Sell if holding. Momentum 3.9/10 is below the 5.0 floor at $96.64 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.4); Sector modifier (Industrials): -0.7. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.8/10, moderate confidence.
Passes 6/7 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, earnings proximity 102d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: speculative.
Recent developments
updated Nov 5, 2026Recent Developments — TFI International Inc.
Latest news
- NEWS TFI International Announces Renewal of Normal Course Issuer Bid — fiscal.ai Nov 5, 2026 positive
- NEWS FactSet Analyst Target Price Adjustment for TFI International Inc. — fiscal.ai Nov 4, 2026 neutral
- NEWS Earnings Flash (TFII) TFI International Inc. Posts Q3 Adjusted EPS $1.67 per Share, vs. FactSet Est of $1.75 - marketscr — marketscreener.com Oct 29, 2026 negative
- NEWS TFI International Adjusts Timing of 2026 Third Quarter Webcast - Yahoo Finance — Yahoo Finance Oct 28, 2026 neutral
- NEWS TFI International Adjusts Timing of 2026 Third Quarter Webcast - The Globe and Mail — The Globe and Mail Oct 28, 2026 neutral
Latest item Nov 5, 2026 · Generated 2026-11-06T11:43:12Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Momentum 3.9/10 is below the 5.0 floor at $96.64 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.4); Sector modifier (Industrials): -0.7. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $89.88. Score 5.8/10, moderate confidence.
Analyst target: $114.41 (+18.4% upside). Prior stop was $89.88. Stop-loss: $89.88.
V7 low-quality RISK_OFF penalty: -0.5 (Q=4.4); Sector modifier (Industrials): -0.7; Leverage penalty (D/E 1.1): -0.5.
TFI International Inc. trades at a P/E of 23.2 (forward 13.5). TrendMatrix value score: 7.9/10. Verdict: Sell.
24 analysts rate TFII, with a consensus score of 4.0/5. 14 analysts publish price targets averaging $132.
What does TFI International Inc. do?TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United...
TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Canada, and Mexico. It operates through Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Less-Than-Truckload segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads. The Truckload segment offers expedited transportation, flatbed, tank, container, and dedicated services. This segment also carries full loads directly from the customer to the destination using a closed van or specialized equipment. The Logistics segment provides asset-light logistics services, including brokerage, freight forwarding, and transportation management, as well as small package parcel delivery. As of December 31, 2025, it operates 12,927 trucks, 40,687 trailers, and 6,194 independent contractors. The company was formerly known as TransForce Inc. and changed its name to TFI International Inc. in December 2016. TFI International Inc. was founded in 1957 and is headquartered in Saint-Laurent, Canada.