# TFI International Inc. (TFII)

> Source: Nexqual · https://nexqual.com/TFII · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, TFI International Inc. (TFII), nexqual.com/TFII" · informational, not investment advice.

**Price:** USD 115 (+2.10% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 112.63 · day 113.59–116.55 · 52w 80.63–167.69 · market cap $9.45B · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold TFII (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Buy (mean 1.84 on a 1–5 scale) (19 analysts), mean target USD 157.64 (range 132–190).
- Total return with dividends: 1Y +30.7% vs S&P 500 +14.9%; 5Y +3.3% vs S&P 500 +80.3%.
- Next earnings: 2026-10-29, EPS estimate USD 1.74, revenue estimate $2.23B.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold TFII. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Lee Ainslie | Maverick Capital | 0.02% | $1.9M | Reduced -3.4% |

## Analysts
Consensus Buy (mean 1.84 on a 1–5 scale), 19 analysts; mean target USD 157.64 (low 132, high 190).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-08 | Stifel | Target lowered | Hold | $160 → $132 |
| 2026-10-07 | Citigroup | Target lowered | Buy | $180 → $157 |
| 2026-10-05 | CIBC | Target lowered | Outperformer | $175 → $158 |
| 2026-10-05 | JP Morgan | Target lowered | Overweight | $175 → $168 |
| 2026-10-02 | Susquehanna | Target lowered | Positive | $185 → $164 |
| 2026-09-30 | RBC Capital | Target lowered | Outperform | $171 → $144 |
| 2026-07-29 | Stephens & Co. | Target raised | Overweight | $195 → $205 |
| 2026-07-28 | UBS | Target raised | Neutral | $154 → $159 |
| 2026-07-28 | B of A Securities | Target raised | Buy | $178 → $187 |
| 2026-07-28 | TD Cowen | Target raised | Buy | $154 → $158 |
| 2026-07-28 | Citigroup | Target lowered | Buy | $182 → $180 |
| 2026-07-28 | Stifel | Target raised | Hold | $150 → $160 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +30.7% | +3.3% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +30.8% | +0.7% |
| Volatility (annualized) | 36.2% | 36.6% |
| Max drawdown | -31.3% (Jun 2026→Oct 2026) | -51.6% (Mar 2024→Mar 2025) |

## Peers (Trucking)
SAIA (Saia, Inc.) USD 344.5 +1.67% · KNX (Knight-Swift Transportation Hol) USD 62.52 -1.08% · SNDR (Schneider National, Inc.) USD 31.12 +0.65% · RXO (RXO, Inc.) USD 28.92 +0.49% · XPO (XPO, Inc.) USD 188.75 +0.15% · ARCB (ArcBest Corporation) USD 130.3 -0.39%

## More
Full page: https://nexqual.com/TFII · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.74 | $1.64 | +6.1% | $2.23B | 15 |
| Next quarter (ends 2026-12-31) | $1.67 | $1.54 | +8.6% | $2.17B | 14 |
| Current fiscal year (ends 2026-12-31) | $5.92 | $5.45 | +8.6% | $8.63B | 17 |
| Next fiscal year (ends 2027-12-31) | $7.81 | $7.36 | +6.1% | $9.06B | 17 |