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 -

Q2 2025

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.

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

Daily Earnings Calendar >

SAIA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 25, 2025	2025 (Q2)	2.43 / -	3.83	―	―	―
Apr 25, 2025	2025 (Q1)	2.76 / 1.86	3.38	-44.97% (-1.52)
Feb 03, 2025	2024 (Q4)	2.77 / 2.84	3.33	-14.71% (-0.49)
Oct 25, 2024	2024 (Q3)	3.53 / 3.46	3.67	-5.72% (-0.21)
Jul 26, 2024	2024 (Q2)	4.01 / 3.83	3.42	11.99% (+0.41)	―
Apr 26, 2024	2024 (Q1)	3.45 / 3.38	2.85	18.60% (+0.53)
Feb 02, 2024	2023 (Q4)	3.20 / 3.33	2.65	25.66% (+0.68)	―
Oct 27, 2023	2023 (Q3)	3.62 / 3.67	3.67	0.00% (0.00)	―
Jul 28, 2023	2023 (Q2)	3.28 / 3.42	4.1	-16.59% (-0.68)	―
Apr 28, 2023	2023 (Q1)	2.69 / 2.85	2.98	-4.36% (-0.13)	―

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
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.

FAQ

When does Saia Inc (SAIA) report earnings?

Saia Inc (SAIA) is schdueled to report earning on Jul 25, 2025, Before Open (Confirmed).

What is Saia Inc (SAIA) earnings time?

Saia Inc (SAIA) earnings time is at Jul 25, 2025, 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 2025 (Q2) is 2.43.

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