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
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 (SAIA) came out with quarterly earnings of $1.86 per share, beating the Zacks Consensus Estimate of $1.82 per share. This compares to earnings of $1.86 per share a year ago.
Saia (SAIA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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.
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.
Saia remains resilient amid macroeconomic volatility, benefiting from LTL market undercapacity and strong fundamentals despite weak demand. SAIA's robust balance sheet, prudent capex, and effective cost management support high sustainability and operational flexibility in a challenging environment. Valuation remains attractive, with SAIA trading below historical averages and technicals signaling emerging buying opportunities despite a flat price trend.