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Saia, Inc.

Saia, Inc.

NASDAQ•SAIA
CEO: Mr. Frederick J. Holzgrefe III
Sector: Industrials
Industry: Trucking
Listing Date: 2002-09-11
Saia, Inc., together with its subsidiaries, operates as a transportation company in North America. The company provides less-than-truckload services for shipments between 100 and 10,000 pounds; and other value-added services, including non-asset truckload, expedited, and logistics services. It also offers other value-added services, including non-asset truckload, expedited, and logistics services. As of December 31, 2022, it operated 191 owned and leased facilities; and owned approximately 6,200 tractors and 20,800 trailers. The company operates 200 terminals. The company was formerly known as SCS Transportation, Inc. and changed its name to Saia, Inc. in July 2006. Saia, Inc. was founded in 1924 and is headquartered in Johns Creek, Georgia.
Contact Information
11465 Johns Creek Parkway, Suite 400, Johns Creek, GA, 30097, United States
770-232-5067
www.saia.com
Market Cap
$9.19B
P/E (TTM)
32.5
32.6
Dividend Yield
--
52W High
$545.12
52W Low
$229.12
52W Range
37%
Rank38Top 27.7%
4.7
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.7 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$839.64M-0.29%
4-Quarter Trend

EPS

$3.23-6.92%
4-Quarter Trend

FCF

$87.58M-850.95%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Nine Month Cash Flow Rises Net cash provided by operating activities reached $457.7M for nine months 2025, up from $419.0M last year, supporting liquidity.
Pricing Offsets Volume Dip Q3 LTL revenue per shipment, excluding fuel surcharge, increased 0.3% to $294.35 USD, countering a 1.9% shipment decrease.
Liquidity Facility Expanded Revolving Credit Facility commitments increased by $300M to $600M USD aggregate, providing $445.6M in availability as of September 30, 2025.
Total Assets Growth Total assets grew to $3.50B USD as of September 30, 2025, up from $3.17B USD at December 31, 2024, reflecting investments.

Risk Factors

Operating Margin Deterioration Q3 Operating Ratio worsened to 85.9% from 85.1% last year, reflecting lower GAAP operating income of $118.6M versus $125.2M.
Volume Contraction Continues LTL shipments decreased 1.9% and LTL tonnage fell 1.5% in the third quarter, impacting overall network utilization metrics.
Increased Labor Costs Pressure Salaries, wages, and benefits rose $2.9M in Q3 due to higher group health and workers' compensation inflationary claim costs.
Trade Policy Uncertainty Risk Changes in U.S. trade policy and tariffs may decrease service demand or increase equipment costs, adversely affecting financial results.

Outlook

Anticipated Capital Expenditures Company anticipates 2025 net capital expenditures will be between $550M and $600M USD, focusing on equipment and real estate growth.
New Rate Increase Implemented A 5.9% general rate increase was implemented on October 1, 2025, targeting revenue optimization across approximately 25% of revenue.
New Wage Increase Effective A 3.0% market competitive salary and wage increase for non-executive employees became effective October 1, 2025, expecting productivity offset.
Strategy Focus on Density Strategy centers on building density, geographic expansion, and improving productivity to achieve operating leverage cost benefits.

Peer Comparison

Revenue (TTM)

American Airlines Group Inc.AAL
$54.29B
+1.3%
Fluor CorporationFLR
$15.59B
-1.8%
TFI International Inc.TFII
$8.06B
-2.7%

Gross Margin (Latest Quarter)

Armstrong World Industries, Inc.AWI
42.0%
-0.5pp
ESAB CorporationESAB
37.0%
-0.7pp
Valmont Industries, Inc.VMI
30.4%
+0.9pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
DY$9.99B33.622.2%32.0%
AAL$9.86B16.4-14.8%58.0%
SAIA$9.19B32.511.8%3.7%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.1%
Moderate Growth
4Q Net Income CAGR
4.3%
Profitability Slowly Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 2, 2026
|
EPS:$1.88
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Oct 30, 2025|
    Revenue: $839.64M-0.3%
    |
    EPS: $3.23-6.9%
    Beat

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Jul 25, 2025|
    Revenue: $817.12M-0.7%
    |
    EPS: $2.67-30.5%
    Beat

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: Apr 28, 2025|
    Revenue: $787.58M+4.3%
    |
    EPS: $1.86-45.3%
    Miss

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 24, 2025|
    Revenue: $3.21B+11.4%
    |
    EPS: $13.56+1.8%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Oct 25, 2024|
    Revenue: $842.10M+8.6%
    |
    EPS: $3.47-6.0%
    Meet

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Jul 26, 2024|
    Revenue: $823.24M+18.5%
    |
    EPS: $3.84+12.0%
    Miss

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: Apr 26, 2024|
    Revenue: $754.78M+14.3%
    |
    EPS: $3.40+18.9%
    Meet

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 23, 2024|
    Revenue: $2.88B+3.2%
    |
    EPS: $13.32-1.2%
    Meet