The earnings call highlighted record revenue and growth in new markets, but also significant challenges including deteriorating operating ratios, weather disruptions, and increased operating expenses. Legacy markets underperformed, contributing to a mixed overall performance.
Company Guidance
During Saia, Inc.'s first quarter 2025 conference call, the company reported record first-quarter revenue of $787.6 million, an increase of 4.3% year-over-year, driven by growth in newer markets. However, the operating ratio deteriorated to 91.1% from 84.4% in the previous year due to sub-seasonal shipment trends and weather disruptions, particularly in Atlanta, Dallas, and Houston. The company faced a $25 to $40 million revenue impact from these trends and estimated the adverse weather impact on the operating ratio at 25 to 75 basis points. Tonnage increased by 11.0%, while the operating expenses rose by 12.6%, attributed to headcount growth and increased transportation costs. Saia, Inc. maintained a focus on pricing and mix optimization, achieving a contractual renewal average of 6.1% during the quarter. Looking ahead, the company aims to leverage its expanded network and maintain service levels to capitalize on long-term opportunities.
Record First Quarter Revenue
Saia, Inc. reported a record first quarter revenue of $787.6 million, marking a 4.3% increase compared to the previous year.
Shipment and Tonnage Growth
First quarter records were set for tonnage and shipments, with shipment growth of 2.9% and tonnage increase of 11.0%.
Contractual Renewals
Contractual renewals averaged a 6.1% increase, reflecting customer belief in the high quality of service provided.
Growth in New Markets
There was significant growth in newer markets, contributing to the overall shipment growth despite challenges in legacy markets.
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Saia (SAIA) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
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SAIA Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 25, 2025
$354.22
$245.63
-30.66%
Feb 03, 2025
$480.11
$470.41
-2.02%
Oct 25, 2024
$414.43
$461.65
+11.39%
Jul 26, 2024
$489.11
$396.43
-18.95%
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.
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FAQ
When does Saia Inc (SAIA) report earnings?
Saia Inc (SAIA) is schdueled to report earning on Jul 25, 2025, TBA Not Confirmed.
What is Saia Inc (SAIA) earnings time?
Saia Inc (SAIA) earnings time is at Jul 25, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.