Saia
Moves LTL freight nationwide through an integrated terminal network.
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Profile
Moves LTL freight across an integrated network covering the contiguous United States, with Canada and Mexico reached through partner carriers. Most revenue comes from LTL shipments, supplemented by brokered truckload, expedited transportation, and logistics services; expansion depends on terminals, equipment, technology, and skilled labor.
Moves less-than-truckload freight through an integrated network serving all 48 contiguous states. Brokered truckload, expedited transportation, and logistics services complement the core LTL business, which generates most revenue.
Combines time-definite and expedited options with a terminal-based network built through acquisitions and organic expansion. Canada and Mexico are reached through third-party interline carriers, keeping direct operations concentrated in the United States.
Execution depends on maintaining service quality while opening and staffing terminals, deploying tractors, trailers, and technology, and recruiting drivers, dockworkers, and mechanics. New locations require substantial upfront investment and can disrupt existing service; the workforce is union-free, while entry into new territories can increase unionization exposure.
Company facts
Categories
Key statistics
Year to date +4.5% · Average volume (30d) 484.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | Morgan Stanley | Reiterate | Underweight | $295 | $285 | |
| Jul 31, 2026 | Stifel Nicolaus | Target | $450 | $438 | ||
| Jul 31, 2026 | UBS | Reiterate | Buy | $493 | $504 | |
| Jul 31, 2026 | Barclays | Reiterate | Overweight | $500 | $475 | |
| Jul 30, 2026 | Goldman Sachs | Reiterate | Buy | $494 | $476 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $3.38 | $3.51 | +3.8% | $956.2M | $956.5M | 0.0% | −11.11% |
| Apr 30, 2026Q1 FY26 | $1.82 | $1.86 | +2.2% | $789.1M | $806.2M | +2.2% | −1.68% |
| Feb 10, 2026Q4 FY25 | $1.90 | $1.77 | −6.8% | $773.8M | $790.0M | +2.1% | +1.84% |
| Oct 30, 2025Q3 FY25 | $2.52 | $2.81 | +11.5% | $826.2M | $839.6M | +1.6% | +3.19% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $787.6M | $817.1M | $839.6M | $790.0M | $806.2M | $956.5M | |
| Gross profit | $112.8M | $144.3M | $149.5M | $110.1M | $112.9M | $174.2M | |
| Operating income | $70.2M | $99.4M | $118.6M | $64.0M | $66.8M | $125.2M | |
| Net income | $49.8M | $71.4M | $86.3M | $47.5M | $49.9M | $94.3M | |
| Diluted EPS | $1.86 | $2.67 | $3.22 | $1.77 | $1.86 | $3.51 | |
| Gross margin | 14.3% | 17.7% | 17.8% | 13.9% | 14.0% | 18.2% | |
| Operating margin | 8.9% | 12.2% | 14.1% | 8.1% | 8.3% | 13.1% |
Fiscal years (4-quarter sums)FY21 $2.29B · FY22 $2.79B · FY23 $2.88B · FY24 $3.21B · FY25 $3.23B
Balance sheet, Jun 30, 2026Cash & short-term investments $84.0M · Total debt $269.2M · Total assets $3.72B · Shareholders' equity $2.73B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 26.67M · Float 26.59M · 99.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 2.55M | 9.54% | 13F | Aug 7, 2026 |
| AllianceBernstein L.P. | 2.23M | 8.35% | 13F | Aug 14, 2026 |
| Price T Rowe Associates Inc /MD/ | 2.14M | 8.01% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 1.20M | 4.51% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 1.11M | 4.15% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 20, 2026 | Anthony R. Norwood | officer: EVP & CHRO | −292 | $468.77 |
| Feb 17, 2026 | Di-Ann Eisnor | director | −500 | $389.88 |
| Feb 13, 2026 | Raymond R. Ramu | officer: Exec. VP & Chief Customer Off. | −5,226 | $387.95 |
| Feb 13, 2026 | Patrick D. Sugar | officer: EVP Operations | −2,706 | $386.74 |
| Feb 13, 2026 | Kelly W. Benton | officer: VP & CAO | −800 | $389.00 |
Peers
- FedEx Freight
Independent North American LTL carrier with extensive national scale.
- Old Dominion Freight Line
Integrated North American LTL carrier with broad service-center coverage.
- XPO
Technology-led freight carrier centered on North American LTL transport.
- ArcBest
Integrated U.S. LTL carrier and asset-light logistics provider.
- TFI International
North American LTL, truckload, and logistics operator.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Saia | $352.25 | −0.03% | $9.40B | 34.0 | 27.7 | 2.8 | +17.1% |
| FedEx Freight | $133.60 | +0.07% | $19.95B | 34.5 | 27.5 | 2.3 | — |
| Old Dominion Freight Line | $199.00 | +0.19% | $41.31B | 38.3 | 31.8 | 7.4 | +10.4% |
| XPO | $188.56 | +0.01% | $22.08B | 55.6 | 32.1 | 2.6 | +13.2% |
| ArcBest | $136.54 | −0.05% | $3.05B | 197.9 | 16.8 | 0.7 | +15.9% |
| TFI International | $133.75 | +0.33% | $10.96B | 30.3 | 18.7 | 1.2 | +51.2% |
| Median | 38.3 | 27.5 | 2.3 | +14.5% |