US · Industrials · Trucking
EPS came in at 3.41 against a street estimate of 3.31 — a beat of 3.0%.
Analysts rate Saia Inc a buy (14 buy, 6 hold, 1 sell out of 21) with an average price target of $420.29.
CONFIDENT Record Q2 revenue of $956M (+17.1% YoY) on strong shipments and pricing gains. OR improved to 86.9% despite two wage increases. Management confident in network inflection, targeting sub-80 OR long-term. Q2 2026 LA region (normally highest revenue per shipment) experienced double-digit shipment declines early in year due to customer exits; now lapped as of June. Analysts pressed on realized pricing (yield flat–down vs historical), OR progression (constrained by dual wages, GRI volume volatility), and terminal maturity timelines. Management stressed mix normalization, LA headwinds lapped, and focus on core pricing discipline over volume—confident in eventual margin expansion as network densifies and freight backdrop strengthens. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.57% |
| AllianceBernstein L.P. | 8.37% |
| T. Rowe Price Associates, Inc. | 8.03% |
| Vanguard Capital Management, LLC | 4.52% |
| Vanguard Portfolio Management, LLC | 4.16% |
| First Trust Advisors L.P. | 3.85% |
| State Street Corp | 3.21% |
| Kayne Anderson Rudnick Investment Management LLC | 3.06% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q4 2026 OTHER NOTABLE POINTS • Saia, Inc. filed a Form 8-K dated November 4, 2026, reporting the availability of the transcript from its third-quarter earnin | 2026-11-04 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 operating revenue was $982,454, up from $839,644 in the third quarter of 2025. • Third-quarter operating incom | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue reached a company record of $982.5 million, up 17.0% from $839.6 million in the third quarter of 2025. | 2026-10-29 |
| Company announcement · Q3 2026 SAIA, INC. - 8-K FILING SUMMARY HEADLINE NUMBERS • Report Date: September 3, 2026 • Data Coverage: Shipment and tonnage metrics for July and August | 2026-09-03 |
| Reg FD disclosure · Q3 2026 SAIA, INC. - 8-K FILING SUMMARY HEADLINE NUMBERS • This 8-K filing is dated July 30, 2026 and signed August 5, 2026 • Company: Saia, Inc., headquart | 2026-08-05 |
| Quarterly report · Q2 2026 SAIA, INC. - 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Q2 2026 Revenue: $956.5 million (up 17% from $817.1 million in Q2 2025) • Six-Mont | 2026-07-30 |
| Results announced · Q3 2026 SAIA, INC. Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Diluted earnings per share: $3.51 vs. $2.67 in Q2 2025 (31.5% increase) • Net income: $94.3 m | 2026-07-30 |
| Company announcement · Q2 2026 SAIA, INC. - 8-K FILING SUMMARY HEADLINE NUMBERS • Filing Date: June 2, 2026 • Company: Saia, Inc. (Nasdaq: SAIA) • Document Type: Form 8-K (Current | 2026-06-02 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board authorized up to $250 million in common stock repurchases Saia reported a strong third quarter of 2026. Revenue reached a record $982.5 million, up 17.0% from a year earlier. Diluted EPS was $3.41, compared with $3.22 in the prior-year quarter; exc | 2026-10-29 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.