TFI International Inc. Common Shares (TFII)

FairStock Score: 35/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a Buffett-Graham investor, I look first for a durable business bought at a sensible price. TFI is a real operating company: in fiscal Q2 2026 it produced $2.3B of revenue and $136.2M of net income, a 5.95% margin. That is respectable in trucking, a cyclical, capital-intensive industry. Scale across LTL, truckload, and logistics in the U.S., Canada, and Mexico is a source of some advantage, but trucking remains competitive and FairStock's ROCE of 4.97% tells me the assets are not generating high returns. FairStock's ROE of 12.41% is better but still not outstanding. The balance sheet is leveraged: D/E of 1.11 and FairStock's Altman Z-Score of 2.19 put it in gray territory. On the positive side, FairStock's Piotroski F-Score is 8/9, and trailing free cash flow is $654.6M, a 5.8% FCF yield. At the 2026-10-13 close of $113.24, FairStock calculates P/E 27.82, P/B 3.40, EV/EBITDA 12.00, and PEG 0.72. PEG looks reasonable if growth persists, but FairStock's Graham Number is $55.21, leaving a -105.11% margin of safety. The FairStock Score is 35/100, and the Lynch category is none because only 0 years of filed results are available. The latest quarter's 5.95% margin is thin enough that a freight downturn could pressure earnings. I see a decent operator, not a bargain.

In plain English: TFI International is a North American trucking and logistics company that moves smaller loads, full truckloads, and freight for customers. It is profitable and produces cash, but it carries a fair amount of debt and earns only modest returns on the money invested in the business. At the recent $113.24 close, the shares look expensive compared with the company's book value and the value suggested by its earnings.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer