Saia

SAIA

Market cap $11B

JOHNS CREEK, Ga., March 03, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA), a leading transportation provider offering national less-than-truckload (LTL), non-asset truckload, expedited and logistics services, is providing LTL shipment and tonnage data for the first two months of the first quarter.

Saia, Inc. remains a Hold as profit margins are under pressure and valuation remains high despite network expansion. SAIA's recent terminal openings are profitable and boosting market share, but flat revenue and rising costs have eroded operating ratio to 91.9%. Stock trades at ~17x TTM EBITDA and a P/E ~40% above the five-year average, making it unattractive for value-focused investors amid weak shipping volumes.

Saia, Inc. (SAIA) Q4 2025 Earnings Call Transcript

The headline numbers for Saia (SAIA) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Saia (SAIA) came out with quarterly earnings of $1.77 per share, missing the Zacks Consensus Estimate of $1.9 per share. This compares to earnings of $2.84 per share a year ago.

JOHNS CREEK, Ga., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA), a leading transportation provider offering national less-than-truckload (LTL), non-asset truckload, expedited and logistics services, today reported fourth quarter 2025 financial results. Diluted earnings per share for the quarter were $1.77 compared to $2.84 in the fourth quarter of 2024. Full year diluted earnings per share were $9.52 in 2025 compared to $13.51 in 2024. Excluding a net gain on real estate recorded in the third quarter of 2025, adjusted diluted earnings per share1 in 2025 were $9.11.

China's evolving geopolitical ambitions and supply chain dominance are reshaping global trade, with profound investment implications across sectors. Economic reshoring is a durable, bipartisan U.S. theme, favoring transportation and industrial infrastructure plays like UNP, CP, ODFL, and ROK. I see risk in U.S. tech and auto sectors facing rising Chinese competition, while margin-focused agriculture and industrial automation names like DE and TRMB offer opportunity.

Saia (SAIA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Saia (SAIA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

The Zacks Transportation-Truck industry is suffering mainly due to lackluster freight demand. We believe stocks like JBHT, SAIA and ARCB are better positioned to escape industry challenges.