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.

Seeking Alpha • Feb 11, 2026

Saia, Inc. (SAIA) Q4 2025 Earnings Call Transcript

Saia, Inc. (SAIA) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 10, 2026

Saia Reports Fourth Quarter Results

JOHNS CREEK, Ga., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA), a leading transportation provider offering national less-than-truckload (LTL), non-asset truckload, expedited and logistics services, today reported fourth quarter 2025 financial results. Diluted earnings per share for the quarter were $1.77 compared to $2.84 in the fourth quarter of 2024. Full year diluted earnings per share were $9.52 in 2025 compared to $13.51 in 2024. Excluding a net gain on real estate recorded in the third quarter of 2025, adjusted diluted earnings per share1 in 2025 were $9.11.

GlobeNewsWire • Feb 10, 2026

Saia (SAIA) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Saia (SAIA) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Feb 10, 2026

Saia (SAIA) Q4 Earnings Miss Estimates

Saia (SAIA) came out with quarterly earnings of $1.77 per share, missing the Zacks Consensus Estimate of $1.9 per share. This compares to earnings of $2.84 per share a year ago.

Zacks Investment Research • Feb 10, 2026

Globalization Is Breaking - And It Changed The Way I Invest

China's evolving geopolitical ambitions and supply chain dominance are reshaping global trade, with profound investment implications across sectors. Economic reshoring is a durable, bipartisan U.S. theme, favoring transportation and industrial infrastructure plays like UNP, CP, ODFL, and ROK. I see risk in U.S. tech and auto sectors facing rising Chinese competition, while margin-focused agriculture and industrial automation names like DE and TRMB offer opportunity.

Seeking Alpha • Feb 8, 2026

Saia (SAIA) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release

Saia (SAIA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Feb 3, 2026

Will Saia (SAIA) Beat Estimates Again in Its Next Earnings Report?

Saia (SAIA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Zacks Investment Research • Jan 16, 2026

3 Truck Stocks Positioned to Navigate Industry Challenges

The Zacks Transportation-Truck industry is suffering mainly due to lackluster freight demand. We believe stocks like JBHT, SAIA and ARCB are better positioned to escape industry challenges.

Zacks Investment Research • Jan 16, 2026

Saia Announces Brand Alignment

Bringing our freight and logistics capabilities under one name strengthens the brand Bringing our freight and logistics capabilities under one name strengthens the brand

GlobeNewsWire • Jan 15, 2026