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TFI International Inc.TSX:TFII 주식 보고서

시가총액 CA$16.4b
주가
n/a
1Y58.8%
7D-1.4%
1D-1.9%
포트폴리오 가치
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TFI International Inc.

TSX:TFII 주식 리포트

시가총액: CA$16.4b

TFI International (TFII) 주식 개요

는 자회사와 함께 미국, 멕시코, 캐나다에서 운송 및 물류 서비스를 제공하고 있습니다. 자세히 보기

TFII 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장5/6
과거 실적1/6
재무 건전성3/6
배당3/6

TFII Community Fair Values

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TFI International Inc. 경쟁사

가격 이력 및 성과

TFI International 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가CA$195.41
52주 최고가CA$233.85
52주 최저가CA$113.72
베타1.49
1개월 변동-2.40%
3개월 변동3.57%
1년 변동58.84%
3년 변동10.44%
5년 변동38.79%
IPO 이후 변동15,286.61%

최근 뉴스 및 업데이트

내러티브 업데이트 Aug 04

TFII: Truckload Margins And Tight Capacity Will Drive Early Cycle Upside

Analysts have lifted the fair value estimate for TFI International to about CA$237 from roughly CA$217, reflecting higher projected profit margins and updated price targets across the Street following the company's Q2 beat and stronger Q3 outlook. Analyst Commentary Street research on TFI International is broadly constructive after the recent Q2 beat and updated Q3 outlook.
내러티브 업데이트 Jul 21

TFII: Tighter Truckload Capacity And Contract Rates Will Drive Earnings Recovery

Analysts have raised their CA$ price targets on TFI International and now see fair value at about CA$260.01, citing expectations for material earnings growth supported by tighter freight capacity, contract rate exposure, and Q2 guidance that several firms describe as achievable, with potential upside into 2027. Analyst Commentary Recent Street research on TFI International points to a cluster of higher price targets and ratings upgrades, with several firms highlighting tighter freight capacity, contract rate exposure, and Q2 guidance as key parts of the thesis.
내러티브 업데이트 Jul 07

TFII: Freight Recovery And Margin Resilience Will Shape Balanced Early Cycle Outlook

Analysts have raised their implied fair value estimate for TFI International from about CA$161 to roughly CA$217. This change reflects higher assumptions for revenue growth and profit margins, along with recent price target increases from CA$15 to CA$46 across several research firms.

Recent updates

내러티브 업데이트 Aug 04

TFII: Truckload Margins And Tight Capacity Will Drive Early Cycle Upside

Analysts have lifted the fair value estimate for TFI International to about CA$237 from roughly CA$217, reflecting higher projected profit margins and updated price targets across the Street following the company's Q2 beat and stronger Q3 outlook. Analyst Commentary Street research on TFI International is broadly constructive after the recent Q2 beat and updated Q3 outlook.
내러티브 업데이트 Jul 21

TFII: Tighter Truckload Capacity And Contract Rates Will Drive Earnings Recovery

Analysts have raised their CA$ price targets on TFI International and now see fair value at about CA$260.01, citing expectations for material earnings growth supported by tighter freight capacity, contract rate exposure, and Q2 guidance that several firms describe as achievable, with potential upside into 2027. Analyst Commentary Recent Street research on TFI International points to a cluster of higher price targets and ratings upgrades, with several firms highlighting tighter freight capacity, contract rate exposure, and Q2 guidance as key parts of the thesis.
내러티브 업데이트 Jul 07

TFII: Freight Recovery And Margin Resilience Will Shape Balanced Early Cycle Outlook

Analysts have raised their implied fair value estimate for TFI International from about CA$161 to roughly CA$217. This change reflects higher assumptions for revenue growth and profit margins, along with recent price target increases from CA$15 to CA$46 across several research firms.
내러티브 업데이트 Jun 22

TFII: Truckload Upcycle And Tighter Capacity Will Support Future Upside

Analysts have lifted their fair value estimate for TFI International to CA$265.41 from CA$194.26, citing higher expected revenue growth, improved profit margins, a slightly lower discount rate, and a modestly higher future P/E multiple in light of a series of recent price target increases across the Street. Analyst Commentary Recent Street research on TFI International points to a clear cluster of bullish moves, with multiple firms lifting price targets and at least one upgrade.
내러티브 업데이트 Jun 07

TFII: Tight Truckload Capacity And Upcycle Expectations Will Likely Cap Future Upside

Analysts have raised the TFI International fair value estimate from CA$139.00 to CA$157.91. This change reflects updated assumptions around a tighter truckload market, steadier demand trends, and revised expectations for revenue growth, profit margins, and future P/E levels.
내러티브 업데이트 May 24

TFII: Rebased Street Expectations And Execution Risks Will Likely Cap Future Upside

Analysts have nudged their fair value estimate for TFI International slightly higher to about CA$139 per share, reflecting modest adjustments to revenue growth, profit margin, discount rate, and future P/E assumptions in light of a series of recent CA$15 to CA$28 price target increases across the Street. Analyst Commentary While most recent research has pointed to higher fair value estimates and price targets for TFI International, not every voice on the Street is positive.
내러티브 업데이트 May 07

TFII: Soft Freight Volumes And Low Q1 Guide Will Restrain Future Upside

Analysts have lifted the fair value estimate for TFI International to CA$138.85 from CA$119.32, reflecting updated views on revenue growth, profit margins, a lower future P/E, and a series of recent price target increases across the Street. Analyst Commentary Recent research has leaned constructive on TFI International, with several large firms lifting price targets and, in some cases, upgrading ratings after Q4 and early 2026 updates.
분석 기사 Apr 30

Results: TFI International Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

A week ago, TFI International Inc. ( TSE:TFII ) came out with a strong set of first-quarter numbers that could...
내러티브 업데이트 Apr 20

TFII: Soft Freight Volumes And Subdued Guidance Will Cap Near Term Upside

Analysts have nudged the TFI International fair value estimate higher to CA$119.32 from CA$119.05, reflecting modestly stronger revenue growth assumptions, a slightly lower discount rate, and updated views on freight cycle recovery and less than truckload execution. Analyst Commentary Street research on TFI International has been active, with a mix of higher and lower price targets reflecting different views on freight recovery, execution in less than truckload, and the risk that near term guidance lags investor expectations.
내러티브 업데이트 Apr 06

TFII: Freight Cycle Recovery And U.S. LTL Margin Progress Will Drive Upside

Analysts have trimmed the TFI International fair value estimate slightly to CA$194.26 from CA$195.63, reflecting updated assumptions for discount rate, modestly higher revenue growth and margins, and a lower future P/E. Recent Street research highlights a mix of higher price targets and one reduced target following Q4 results and outlook commentary.
내러티브 업데이트 Mar 23

TFII: Freight Recovery Uncertainty And Soft Volumes Will Limit Near Term Upside

Analysts have adjusted their fair value estimate for TFI International to CA$119.05 from CA$122.72, as higher price targets are balanced against updated assumptions for discount rate, revenue growth, profit margins, and future P/E, informed by recent research pointing to cautious Q1 guidance but potential benefits from freight cycle recovery and less than truckload improvements. Analyst Commentary Recent research on TFI International points to a mixed tone.
내러티브 업데이트 Mar 07

TFII: Freight Cycle Recovery And LTL Margin Gains Will Drive Upside

Our fair value estimate for TFI International has shifted higher to CA$195.63 from CA$170.17 as analysts lift price targets following a Q4 beat, ongoing discussions with management, and growing confidence in freight cycle recovery potential and less than truckload margin improvement, partially balanced by some more cautious views on near term guidance. Analyst Commentary Recent research updates around TFI International show a generally constructive tone, with several bullish analysts lifting price targets and highlighting potential upside tied to execution in less than truckload operations, freight cycle exposure, and cash generation.
내러티브 업데이트 Feb 21

TFII: Freight Cycle Recovery And Margin Resilience Will Shape Balanced Forward Outlook

Analysts recently nudged their blended CA$ price target for TFI International higher, reflecting updated views that factor in a slightly higher fair value estimate of CA$161.47, modestly adjusted revenue growth and discount rate assumptions, and somewhat stronger projected profit margins and future P/E multiples, supported by a wave of target increases across firms following recent Q4 results and cautious Q1 guidance. Analyst Commentary Recent research on TFI International clusters around a mixed but generally constructive view, with many firms adjusting price targets higher following the latest Q4 print and updated Q1 guidance.
내러티브 업데이트 Feb 07

TFII: Tighter Capacity And Margin Recovery Expectations Will Shape Freight Cycle Outlook

Analysts have lifted their price targets on TFI International, reflected in our fair value estimate rising from $146.89 to $153.95. They point to tightening industry capacity, regulation-driven supply attrition, and expectations for margin improvement supported by a higher assumed future P/E of 21.21 and a slightly stronger profit margin.
내러티브 업데이트 Jan 24

TFII: Freight Softness And Q4 Guidance Reset Will Likely Cap Near-Term Upside

Analysts have lifted their price targets on TFI International, and our fair value estimate now sits at about US$122.72. This reflects updated views on freight capacity tightening, regulatory-driven supply exits and the potential for improved margins into 2026.
내러티브 업데이트 Jan 09

TFII: Freight Cycle Recovery And Capital Returns Will Balance Near Term Softness

Analysts have lifted their implied fair value estimate for TFI International by about $2.74 to roughly $146.89 per share. This reflects updated assumptions for slightly faster revenue growth, a somewhat lower discount rate and a modestly higher future P/E multiple, in line with a series of recent price target increases across the Street.
내러티브 업데이트 Dec 26

TFII: Extended Freight Downturn Will Likely Cap Upside Despite 2026 Recovery Hopes

TFI International's analyst price target has edged higher as modestly stronger long term freight cycle expectations and improving service metrics lead analysts to slightly lift revenue growth assumptions and valuation multiples, despite near term earnings pressure. Analyst Commentary Analyst sentiment around TFI International remains mixed, with modest upward revisions to some price targets offset by a series of cuts that reflect ongoing concern about near term earnings pressure and the timing of a freight cycle recovery.
분석 기사 Dec 18

Earnings Not Telling The Story For TFI International Inc. (TSE:TFII) After Shares Rise 25%

TFI International Inc. ( TSE:TFII ) shares have had a really impressive month, gaining 25% after a shaky period...
내러티브 업데이트 Dec 12

TFII Earnings Trough And Freight Recovery Expectations Will Likely Restrain Near-Term Upside

Analysts have modestly raised their price target on TFI International from approximately $97 to about $111, citing expectations for a freight cycle recovery into 2026 and improving TForce Freight service metrics, despite near term earnings headwinds. Analyst Commentary Recent Street research on TFI International reflects a mixed backdrop, with several Bearish analysts trimming price targets in response to softer near term fundamentals and management's conservative outlook.
분석 기사 Nov 23

Here's What To Make Of TFI International's (TSE:TFII) Decelerating Rates Of Return

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
분석 기사 Oct 29

Should You Think About Buying TFI International Inc. (TSE:TFII) Now?

TFI International Inc. ( TSE:TFII ), might not be a large cap stock, but it saw significant share price movement during...
내러티브 업데이트 Oct 18

Cross-Border Freight And Digital Efficiency Will Drive Long-term Value

Analysts have modestly lowered their price targets for TFI International, with recent Street research reflecting a small reduction in the consensus fair value. This is largely due to tempered revenue growth expectations and ongoing uncertainty in demand trends.
내러티브 업데이트 Oct 04

Cross-Border Freight And Digital Efficiency Will Drive Long-term Value

TFI International's fair value estimate has increased modestly from $141.04 to $145.13. Analysts are factoring in a mix of slightly higher discount rates along with conservative revenue and profit margin expectations, reflecting recent adjustments in target prices amid a stabilizing demand outlook.
분석 기사 Oct 02

Here's Why TFI International (TSE:TFII) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Sep 19

TFI International Inc.'s (TSE:TFII) Price In Tune With Earnings

TFI International Inc.'s ( TSE:TFII ) price-to-earnings (or "P/E") ratio of 21.3x might make it look like a sell right...
내러티브 업데이트 Sep 10

Cross-Border Freight And Digital Efficiency Will Drive Long-term Value

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.
User avatar
새로운 내러티브 Mar 14

Leveraging Daseke Acquisition And Tech Upgrades Will Optimize Efficiency

Strategic cost reductions and asset optimization in U.S. operations aim to boost margins and cash flow positively.

주주 수익률

TFIICA TransportationCA 시장
7D-1.4%-1.2%2.0%
1Y58.8%31.3%29.8%

수익률 대 산업: TFII은 지난 1년 동안 31.3%의 수익을 기록한 Canadian Transportation 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: TFII은 지난 1년 동안 29.8%를 기록한 Canadian 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is TFII's price volatile compared to industry and market?
TFII volatility
TFII Average Weekly Movement5.4%
Transportation Industry Average Movement4.4%
Market Average Movement9.7%
10% most volatile stocks in CA Market16.3%
10% least volatile stocks in CA Market3.7%

안정적인 주가: TFII는 지난 3개월 동안 Canadian 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: TFII의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
195726,427Alain Bedardwww.tfiintl.com

는 자회사와 함께 미국, 멕시코, 캐나다에서 운송 및 물류 서비스를 제공합니다. 이 회사는 소량화물(LTL), 트럭화물(TL) 및 물류 부문을 통해 운영됩니다. LTL 부문은 소규모 화물의 픽업, 통합, 운송 및 배송에 관여합니다.

TFI International Inc. 기초 지표 요약

TFI International의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
TFII 기초 통계
시가총액CA$16.38b
순이익 (TTM)CA$470.52m
매출 (TTM)CA$11.38b
34.1x
주가수익비율(P/E)
1.4x
주가매출비율(P/S)

TFII는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
TFII 손익계산서 (TTM)
매출US$8.12b
매출원가US$6.51b
총이익US$1.61b
기타 비용US$1.28b
순이익US$335.80m

최근 보고된 실적

Jun 30, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)4.09
총이익률19.87%
순이익률4.13%
부채/자본 비율89.8%

TFII의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

1.3%
현재 배당 수익률
46%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/05 12:13
종가2026/08/05 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

TFI International Inc.는 26명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Will ChienAccountability Research Corporation
Maxim SytchevATB Cormark
David OcampoATB Cormark Historical (Cormark Securities)