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Saia ( (SAIA) ) has provided an announcement.
Saia reported its fourth quarter and full-year 2025 performance on a Feb. 10, 2026 earnings call, highlighting that 2025 marked its first full year operating a national LTL network and underscoring record capital investments of more than $2 billion over the past three years to expand its footprint. Management said the broader reach has enabled increased market share gains, stronger ties with legacy accounts and access to new customers, even as a muted freight environment and regional softness, particularly an 18% volume decline in Southern California, pressured mix and revenue per shipment.
Fourth quarter 2025 revenue edged up 0.1% year on year to a record $790 million for any fourth quarter, with tonnage down 1.5% and shipments per day down 0.5%, while fuel surcharge revenue increased and yield including fuel rose 1.6%. Profitability was hurt by higher self-insurance costs, including about $4.7 million of reserve increases tied to prior-year accidents, pushing the operating ratio to 91.9%, but the company pointed to improving safety metrics, including a 21% reduction in preventable accident frequency and a record-low cargo claims ratio, as evidence that recent investments in safety and operations are enhancing service quality and long-term competitive positioning.
The most recent analyst rating on (SAIA) stock is a Hold with a $415.00 price target. To see the full list of analyst forecasts on Saia stock, see the SAIA Stock Forecast page.
Spark’s Take on SAIA Stock
According to Spark, TipRanks’ AI Analyst, SAIA is a Outperform.
SAIA scores well on financial quality (notably a very strong, low-leverage balance sheet) and technical trend strength, supported by generally constructive earnings-call guidance for 2026 improvement and cash generation. The score is held back mainly by weak/volatile free cash flow and a premium valuation (high P/E) alongside near-term operating and volume pressures highlighted on the call.
To see Spark’s full report on SAIA stock, click here.
More about Saia
Saia, Inc. is a U.S. less-than-truckload (LTL) carrier that provides national freight transportation services across a broad network. The company focuses on expanding and optimizing its nationwide footprint, emphasizing industry-leading service quality, safety performance and disciplined capital investment to deepen relationships with both existing and new shipping customers.
Average Trading Volume: 530,453
Technical Sentiment Signal: Strong Buy
Current Market Cap: $10.26B
For detailed information about SAIA stock, go to TipRanks’ Stock Analysis page.