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Saia Inc (SAIA)
NASDAQ:SAIA
Earnings Data
Report Date
Apr 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.85Last Year’s EPS
1.86Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall tone of the call is constructive and forward-looking. Management emphasized multiple operating and quality records (quarterly and annual revenue records, cargo claims and safety improvements), successful national network rollout and profitability of ramping terminals, and substantial capital investments that position the company to scale. Key near-term challenges include Q4 operating ratio deterioration driven by higher self-insurance and other cost inflation, a meaningful EPS decline, and ongoing volume/tonnage and regional mix headwinds. Management expects these to be manageable, expects incremental operating leverage as volume and pricing recover, and provided guidance that implies potential OR improvement (100–200 basis points in a favorable macro). Given the number and magnitude of strategic and operational positives that management believes will drive medium-term returns, offsetting the notable but (management-characterized) partially one-time cost headwinds, the call reads as positive overall with caution around insurance and cost inflation risks.Company Guidance
Record Quarterly Revenue
Q4 revenue reached a company quarterly record of $790,000,000, up 0.1% year-over-year.
Record Full-Year Revenue and Operating Income
Full-year 2025 revenue was a company record, increasing 0.8% versus 2024; operating income was $352,200,000 (adjusted operating income $337,700,000 after one-time real estate items).
Safety and Quality Improvements
Preventable accident frequency declined 21% year-over-year and lost time injuries declined 10% year-over-year, driven by investments in training and safety technology.
Best-In-Class Cargo Claims Performance
Cargo claims ratio hit a company record of 0.47% in Q4 (0.5% for full-year 2025), improving year-over-year in every quarter.
Network Expansion and Ramping Terminal Progress
Completed first full year as a national network; opened 39 terminals since 2022 with ramping terminals operating profitably in aggregate; 21 terminals opened in 2024 estimated to have increased revenue market share by ~80 basis points in 2025.
Major Capital Investments and Optimization
More than $2,000,000,000 invested over the last three years in real estate, revenue equipment and technology; network optimization efforts drove handling metrics to exit the year 1.5% below the first-quarter peak and reduced purchased transportation miles to 12.1% (from >18% in 2021).
Pricing and Contract Renewal Momentum
GRI/customer acceptance slightly above historic levels; contractual renewals averaged 4.9% of book in Q4 with a 6.6% contractual renewal increase in January 2026; sequential revenue per shipment excluding fuel rose 1.1% from Q3 to Q4.
Improved Balance Sheet and Expected Cash Generation
Total debt outstanding fell to approximately $164,000,000 at year-end 2025 (down from $200,000,000 at end of 2024); company expects to be free-cash-flow generative in 2026 with CapEx guidance of $350,000,000 to $400,000,000.
SAIA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SAIA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $384.91 | $388.35 | +0.89% |
Nov 05, 2025 | $288.23 | $282.93 | -1.84% |
Jul 31, 2025 | $302.68 | $302.24 | -0.15% |
Apr 25, 2025 | $354.22 | $245.63 | -30.66% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Saia Inc (SAIA) report earnings?
Saia Inc (SAIA) is schdueled to report earning on Apr 24, 2026, Before Open (Confirmed).
What is Saia Inc (SAIA) earnings time?
Saia Inc (SAIA) earnings time is at Apr 24, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SAIA EPS forecast?
SAIA EPS forecast for the fiscal quarter 2026 (Q1) is 1.85.