TFI International’s Investor Day Review
RBC Capital analysts provided their views on TFI International Inc. (NYSE:TFII) following the company’s Investor Day, during which it provided long-term 10-year margin targets for each business segment, discussed capacity and strategy toward M&A as well as outlined its various business segments.
According to the analysts, the consolidated O/R guide was notable in that it represents EPS growth of approximately 25% to be achieved in the medium term. Moreover, management highlighted $5 billion worth of dry powder for large-scale M&A should the opportunity present itself. According to the analysts, capital to this order of magnitude is meaningful, and (combined with the company’s track record thus far) quite compelling.
| Symbol | Price | %chg |
|---|---|---|
| MAHA.JK | 163 | -1.84 |
| 9064.T | 2071 | 0.46 |
| 9076.T | 2320.5 | 0.13 |
| 9075.T | 3615 | 1.52 |
TFI International Inc. (NYSE:TFII) Faces Legal Challenges Amidst Optimistic Price Target
- Stifel Nicolaus sets a price target of $88 for TFI International Inc. (NYSE:TFII), indicating a potential increase of approximately 10.23% from its current price.
- TFII is currently involved in a class action lawsuit over allegations of securities law violations, which could affect investor sentiment and stock performance.
- The company's stock has shown significant volatility, with a yearly high of $158.93 and a low of $72.02, amidst a current market capitalization of approximately $6.74 billion.
TFI International Inc. (NYSE:TFII) is a prominent player in the transportation and logistics industry. The company provides a wide range of services, including truckload, less-than-truckload, and logistics solutions. As of April 28, 2025, Stifel Nicolaus set a price target of $88 for TFII, suggesting a potential price increase of approximately 10.23% from its current trading price of $79.83.
Despite this optimistic price target, TFII is currently embroiled in a class action lawsuit. The lawsuit, filed in New York, accuses the company of securities law violations. It alleges that TFII made false statements and concealed important information, which led to shareholder losses. The lawsuit specifically points to a decline in TForce revenue due to the loss of small and medium business customers.
The lawsuit covers the period from April 26, 2024, to February 19, 2025. Investors who have experienced losses are encouraged to contact Levi & Korsinsky before May 13, 2025, to explore their rights and potential recovery under federal securities laws. This legal challenge could impact investor sentiment and the stock's future performance.
Currently, TFII's stock price is $79.83, showing a slight decrease of 0.01% from the previous trading session. The stock has fluctuated between a low of $79.07 and a high of $80.64 today. Over the past year, TFII has experienced a high of $158.93 and a low of $72.02, indicating significant volatility.
TFII's market capitalization stands at approximately $6.74 billion, reflecting its substantial presence in the industry. Today's trading volume for TFII is 305,415 shares, suggesting active investor interest. As the company navigates its legal challenges, investors will closely monitor its performance and any developments related to the lawsuit.
TFI International Inc. (NYSE: TFII) Financial Overview and Analyst Insights
- Analyst Price Target: Matt Summerville from D.A. Davidson set a price target of $80 for TFII, indicating a potential downside from its current trading price.
- Q3 2024 Earnings Miss: TFI International reported earnings of $1.60 per share, missing the Zacks Consensus Estimate of $1.79.
- Financial Performance: Despite a slight miss in earnings, TFI International saw an increase in operating income to $203.3 million and a significant rise in net cash from operating activities to $351.1 million.
TFI International Inc. (NYSE:TFII) is a key player in the North American transportation and logistics industry. The company provides a wide range of services, including truckload, less-than-truckload, and logistics solutions. TFII competes with other major logistics companies, striving to maintain its position in a competitive market.
On October 23, 2024, Matt Summerville from D.A. Davidson set a price target of $80 for TFII. At that time, the stock was trading at $134.91, indicating a significant price difference of approximately -40.70% from the target. This suggests that the market may have a more optimistic view of TFII's future performance compared to the analyst's expectations.
TFI International's recent Q3 2024 earnings call, led by CEO Alain Bedard, attracted attention from major financial institutions like Morgan Stanley and Goldman Sachs. Despite the interest, TFII reported earnings of $1.60 per share, missing the Zacks Consensus Estimate of $1.79. This slight improvement from last year's $1.57 per share did not meet market expectations, as highlighted by Zacks.
The company reported an operating income of $203.3 million, up from $200.6 million in the previous year. This growth was driven by business acquisitions, though it was partially offset by weaker market conditions. Net income for the quarter was $128 million, down from $133.3 million in Q3 2023, but adjusted net income rose slightly to $136.6 million.
TFI International saw a significant increase in net cash from operating activities, reaching $351.1 million, up from $278.7 million in Q3 2023. Free cash flow also improved to $272.5 million, with over $130 million used to repay debt. The Board approved a quarterly dividend of $0.45, a 13% increase, reflecting the company's commitment to returning value to shareholders.
