The upward revision in TFI International’s price target to CA$141.04 reflects stable pricing in core segments, improving profitability from self-help initiatives, and sector-wide valuation expansion, tempered by demand uncertainty and trade policy risks.
Analyst Commentary
- Mixed expectations for Q2 performance, with some analysts noting seasonally stronger Less-Than-Truckload (LTL) margins but expressing caution due to a choppy demand backdrop and overall sub-seasonal trends.
- Ongoing pricing stability in core business segments, despite macroeconomic uncertainty and fluctuations in spot truckload rates.
- Visibility of profitability improvements, driven by company-specific self-help measures focused on TForce Freight and Specialized TL.
- Persistent concerns over trade policy uncertainty and tariffs, leading to modest downward revisions of estimates in transportation and logistics.
- Divergence of analyst sentiment, reflected in both target increases and decreases, with recent sector-wide valuation expansion creating cautious optimism among bullish analysts, while bearish analysts highlight the need for greater earnings clarity.
What's in the News
- TFI International provided Q3 2025 earnings guidance, expecting EPS of $1.10 to $1.25, assuming stable operating conditions.
- The company repurchased 1,500,000 shares for $128 million from April 1 to July 28, 2025, completing a total buyback of 2,320,000 shares for $226.6 million under its previously announced program.
Valuation Changes
Summary of Valuation Changes for TFI International
- The Consensus Analyst Price Target has risen slightly from CA$136.60 to CA$141.04.
- The Future P/E for TFI International has significantly risen from 17.18x to 24.45x.
- The Discount Rate for TFI International remained effectively unchanged, moving only marginally from 7.79% to 7.74%.
Disclaimer
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