Saia, Inc. (SAIA)
Summary
Saia: I Won't Touch It Unless The Road To Fair Valuation Gets Cleared
Saia, Inc. demonstrates resilience in the LTL market, posting Q1 2026 revenue growth and benefiting from market undercapacity. Despite robust liquidity and strong pricing power, SAIA faces margin pressure from inflation and elevated oil prices, with operating margin down to 8.3%. Valuation appears stretched: SAIA trades at 46.35x P/E and is considered fully priced, limiting upside potential and supporting a hold rating.
Saia, Inc. (SAIA) Q1 2026 Earnings Call Transcript
Saia, Inc. (SAIA) Q1 2026 Earnings Call Transcript
Saia (SAIA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Saia (SAIA) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Saia, Inc. (SAIA) FAQ
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Saia, Inc. Profile
| Transportation Infrastructure Industry | Industrials Sector | Frederick J. Holzgrefe CEO | XMEX Exchange | US78709Y1055 ISIN |
| US Country | 14,500 Employees | - Last Dividend | 14 Jun 2013 Last Split | 11 Sep 2002 IPO Date |
Overview
Saia, Inc., a key player in the North American transportation industry, provides comprehensive shipping and logistics services. Its primary focus is on less-than-truckload (LTL) shipping, catering to shipments ranging from 100 to 10,000 pounds. Saia has a rich history dating back to its founding in 1924, originally operating under the name SCS Transportation, Inc. before rebranding to Saia, Inc. in July 2006. Headquartered in Johns Creek, Georgia, the company has a significant operational footprint, featuring 191 owned and leased facilities, and boasts a strong fleet comprised of approximately 6,200 tractors and 20,800 trailers. Operating across 194 terminals, Saia's infrastructure and services are designed to meet a broad spectrum of transportation needs in the region.
Products and Services
- Less-Than-Truckload (LTL) Services
Saia specializes in less-than-truckload (LTL) shipping services, providing efficient and reliable transportation for shipments that do not require the space of a full truckload. This service is designed for shipments weighing between 100 and 10,000 pounds, catering to a diverse range of customer needs.
- Non-Asset Truckload Services
Alongside its core LTL offerings, Saia extends its capabilities to non-asset truckload services. This approach leverages partnerships with other carriers to offer additional capacity and flexibility without the need for Saia to own the assets directly. It allows for scalable solutions that adjust to fluctuating demands.
- Expedited Services
For shipments requiring fast delivery, Saia provides expedited services. This option is ideal for time-sensitive freight that must reach its destination quickly and reliably. Through a combination of strategic routing and priority handling, Saia ensures that expedited shipments are delivered with the utmost efficiency.
- Logistics Services
In addition to direct transportation services, Saia offers comprehensive logistics solutions. This encompasses a wide range of services, including supply chain management, freight consolidation, and warehousing. Customized to meet the unique requirements of each client, Saia's logistics services are designed to optimize operations and enhance supply chain efficiency.
