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→Stable
- Revenue Decline Headwind→Stable
- +1 more pillar — see the Why tab for full reasoning
TFI International Inc. (TFII) Stock Analysis
Breakout setup
Industrials · Trucking
Sell if holding. Engine safety override at $150.43: Quality below floor (3.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10. Specifically: Elevated put/call ratio: 1.65; Below-average business quality.
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. Engine safety override at $150.43: Quality below floor (3.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10. Specifically: Elevated put/call ratio: 1.65; Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 64, MACD bullish. Score 5.3/10, moderate confidence.
Passes 6/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 2d<=7d. Suitability: aggressive.
Recent developments
updated 2026-07-26Recent Developments — TFI International Inc.
Latest news
- NEWS Stifel Maintains Hold on TFI International, Raises Price Target to $150 — benzinga Jul 21, 2026 positive
- NEWS Susquehanna Maintains Positive on TFI International, Raises Price Target to $185 — benzinga Jul 14, 2026 positive
- NEWS Citigroup Maintains Buy on TFI International, Lowers Price Target to $182 — benzinga Jul 9, 2026 positive
- NEWS UBS Maintains Neutral on TFI International, Raises Price Target to $154 — benzinga Jul 7, 2026 positive
- NEWS Morgan Stanley Maintains Overweight on TFI International, Raises Price Target to $190 — benzinga Jul 6, 2026 positive
Generated 2026-07-26T11:02:50Z.
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.
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Rating Breakdown
1 floor-breaker
Quality below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $150.43: Quality below floor (3.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10. Specifically: Elevated put/call ratio: 1.65; Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 64, MACD bullish. Prior stop was $142.07. Score 5.3/10, moderate confidence.
Take-profit target: $155.18 (-2.3% upside). Prior stop was $142.07. Stop-loss: $142.07.
Target reached (-2.3% upside); Quality below floor (3.6 < 4.0).
TFI International Inc. trades at a P/E of 42.4 (forward 20.3). TrendMatrix value score: 6.0/10. Verdict: Sell.
23 analysts cover TFII with a consensus score of 3.9/5. Average price target: $169.
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.