RBC Capital analyst Walter Spracklin maintains $TFI International (TFII.US)$ with a buy rating, and adjusts the target price from $171 to $167.
According to TipRanks data, the analyst has a success rate of 64.7% and a total average return of 16.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $TFI International (TFII.US)$'s main analysts recently are as follows:
The forecasted earnings per share (EPS) for Q3 have been adjusted downwards for less-than-truckload shippers, impacting the EPS predictions for 2025/2026 based on lower starting points. This revision primarily stems from the broadly weak operational updates in mid-Q3 from the companies, with the exception of one company which continues to experience solid volume intake trends due to its ongoing expansion of new terminal openings throughout its network.
The initiation of coverage across 19 companies in the transportation and logistics sector reflects a broadly optimistic stance, premised on the assessment that the industry is approaching the latter portion of a cyclical downturn. This suggests that current rates and margins may be nearing their lowest points, setting the stage for a potential surge in earnings growth by 2025 to 2026 as rates begin to rebound. This favorable outlook is reinforced by the belief that many of these firms are led by robust management teams recognized for their prudent capital management practices. Moreover, the essential nature of the services provided by these transportation entities to the North American economy is seen as minimizing the likelihood of significant disruption or substitution. The recommendation is to align investment strategies with companies that are well-positioned to reap disproportionate advantages in the event of tightening freight conditions.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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加皇資本市場分析師Walter Spracklin維持$TFI International (TFII.US)$買入評級，並將目標價從171美元下調至167美元。
根據TipRanks數據顯示，該分析師近一年總勝率為64.7%，總平均回報率為16.6%。
此外，綜合報道，$TFI International (TFII.US)$近期主要分析師觀點如下：
小於卡車的託運人對第三季度的每股收益（EPS）進行了下調，影響了基於較低起點的2025/2026年每股收益預測。此次修訂主要源於兩家公司在第三季度中期的運營情況普遍疲軟，但有一家公司除外，由於其在整個網絡中持續擴大新航站樓的開放，該公司的吞吐量持續保持穩健的增長趨勢。
開始對運輸和物流行業的19家公司進行報道，這反映了人們普遍樂觀的立場，其前提是該行業已接近週期性衰退的後半部分。這表明當前的利率和利潤率可能接近最低點，隨着利率開始反彈，到2025年至2026年，收益增長可能激增奠定了基礎。人們相信，這些公司中有許多是由以審慎的資本管理做法而獲得認可的強大管理團隊領導的，這進一步強化了這種良好的前景。此外，這些運輸實體向北美經濟提供的服務的基本性質被視爲最大限度地減少了重大中斷或替代的可能性。該建議是調整投資策略，使之與那些在運費條件緊縮的情況下有能力獲得不成比例優勢的公司保持一致。
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