Saia, Inc. (SAIA)
Saia, Inc. (SAIA) Q2 2026 Earnings Call Transcript
Saia, Inc. (SAIA) Q2 2026 Earnings Call Transcript
Saia Q2 Earnings Call Highlights
Saia NASDAQ: SAIA reported record second-quarter revenue as higher shipment volumes, improved pricing and mix management, and continued network investments supported earnings growth and a better operating ratio.
Compared to Estimates, Saia (SAIA) Q2 Earnings: A Look at Key Metrics
The headline numbers for Saia (SAIA) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Saia (SAIA) Q2 Earnings Beat Estimates
Saia (SAIA) came out with quarterly earnings of $3.51 per share, beating the Zacks Consensus Estimate of $3.34 per share. This compares to earnings of $2.67 per share a year ago.
Saia (SAIA) Earnings Expected to Grow: Should You Buy?
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: Network Expansion Winds Down And Shareholder Rewards Come Into Focus
Saia transitions from heavy capital expansion to harvesting, positioning for increased free cash flow and potential capital returns. With capex forecasted at $350–$400 million for 2026, even modest reductions directly and significantly boost FCF, enabling buybacks or dividends. SAIA's valuation appears rich, but industry peers are similarly priced; a conservative price target of $446.34 implies 4.7% upside.
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 (SAIA) Q1 Earnings and Revenues Surpass Estimates
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.
Earnings Preview: Saia (SAIA) Q1 Earnings Expected to Decline
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: Network Growth Impresses Me, Profitability Does Not
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.
