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TFI International (TSX: TFII)
๐ WealthAwesome Stock Page: https://wealthawesome.com/stock/tfii-to/
๐ Company Website: https://www.tfiintl.com

This Week at a Glance โ What moved TFII?
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Market performance: shares slipped -3.1% (5-day) while Industrials also softened.
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Positioning: the stock trades at ~57% of its 52-week high, suggesting room for recovery if freight volumes and pricing firm up.
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Estimates: Street models trimmed near-term EPS (next 90-days trend lower), but still look for +33.6% EPS growth next yearโa potential re-rating catalyst.
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Cycle watch: managementโs diversified mix (LTL/Truckload/Logistics) and cost controls keep margins resilient vs. peers even into a freight slowdown.
Key Metrics
| Metric | Value |
|---|---|
| Stock Price | C$124.39 (+1.03% on the day) |
| Weekly Move | -3.1% (5-day) |
| Market Cap | ~C$14.54B (price ร shares outstanding) |
| P/E (TTM) | 20.8ร |
| Forward P/E | 20.2ร |
| 52-Week Range | C$102.57 โ C$219.48 |
| YTD Return | -34.9% |
| Dividend Yield (Fwd.) | ~2.0% |
Recent News Pulse (high-level)
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Price action & estimates: The week featured tactical weakness alongside estimate trims for the next two quarters, but FY-2026 EPS remains materially higher than FY-2025 in models.
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Defensive levers: Investors continue to focus on TFIIโs cost discipline and portfolio flexibility (LTL/Truckload/Logistics) as buffers against soft freight demand.
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Capital returns: Dividend remains ~2.0% with a ~40% payout ratio, leaving room for continued buybacks/M&A when conditions improve.
Growth Indicators
| Growth Metric | TFII |
|---|---|
| Sales Growth (Next Year) | +3.5% |
| EPS Growth (Next Year) | +33.6% |
| 5-Year EPS Growth Estimate | +24.6% |
Why it matters: A strong EPS inflection against modest revenue growth implies margin and mix tailwinds (pricing, efficiency, tuck-ins). If freight cycles stabilize, TFII could re-rate from current earnings multiples.
Valuation & Quality Snapshot
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Compelling value: EV/EBITDA ~8.3ร and P/FCF ~10.4ร compare well to trucking peers.
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Quality metrics: ROE ~13.8%, ROIC ~9.2%; balance sheet solid with Interest Coverage ~4.1ร.
Bottom Line
TFI International looks like a quality compounder temporarily out of favour: depressed YTD, robust next-year EPS growth, proven capital allocation, and defensible margins. For long-term investors deploying ~C$1,000, TFII offers a balanced risk/reward into a potential freight upcycle.
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Qayyum Rajan, CFA
Qayyum is the CEO of Wealth Awesome, a leading Canadian personal finance publication. As a CFA charterholder with extensive experience in fintech, data science, and quantitative finance, he brings a unique analytical perspective to investing and wealth management.
View Full Profile โโ Reviewed by Certified Financial Professionals
This content has been reviewed by CFAยฎ charterholders and Certified Financial Planners (CFPยฎ) with over a decade of experience in Canadian financial markets. All information is fact-checked against official Canadian sources and regulations.
Why these credentials matter: CFAยฎ charterholders complete 900+ hours of rigorous study in investment analysis and ethics. CFPยฎ professionals are held to the highest standards of financial planning competency and fiduciary duty in Canada.
โ ๏ธ Professional Disclaimer
This content is for educational purposes only and should not be considered personalized financial advice. While our team brings professional expertise, individual circumstances vary. For personalized guidance, consult with a qualified financial advisor, tax professional, or mortgage specialist.


