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Stock research / United States / SAIA · Trucking (No Local) · Nasdaq

Saia Inc. (SAIA)

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Saia Inc. (SAIA) reported revenue of $956 million for Q2 FY2026, the quarter ended 30 June 2026, up 17.1% on the same quarter a year earlier. Net income was $94 million, up 32.0% on the year, and diluted earnings per share $3.51. The figures are the company's own, from the 10-Q it filed with the SEC on 30 July 2026.

Revenue$956 millionup 17.1%
Net income$94 millionup 32.0%
Diluted EPS$3.51
QuarterQ2 FY2026ended 30 June 2026

Saia (SAIA) in brief

Saia (SAIA) reported revenue of $3.2 billion for fiscal 2025, the year ended 31 December 2025, up 0.8% on the year before.
Read moreNet income was $255 million and diluted earnings per share $9.52. Revenue was $3.2 billion in fiscal 2024, $2.9 billion in fiscal 2023, $2.8 billion in fiscal 2022 and $2.3 billion in fiscal 2021. Net income in the same years was $362 million, $355 million, $357 million and $253 million. Over the twelve months to 30 June 2026, Saia reported revenue of $3.4 billion and net income of $278 million. Revenue grew 12.2% a year, compounded, over the five years to fiscal 2025. Saia had 27 million shares outstanding at the latest filed count. At 30 June 2026 it carried $100 million of debt and $84 million of cash. At the close of 8 October 2026 the market cap of Saia was $9.1 billion, 32.9 times its earnings over the last twelve months.

Ratios

From the filings

ROE10.2%
ROCE13.3%
Operating margin11.0%
Net margin8.2%
FCF margin7.5%
Interest cover31.12
Debt to equity0.04
Cash conversion2.18
Share count, 1 year0.1%
Sales CAGR, 3 years5.0%
Profit CAGR, 3 years-10.6%
EPS, TTM$10.36

At the close of 8 October 2026

Price$341.26
Market cap$9.1 billion
Stock P/E32.94
Price to book3.34
EV / EBITDA14.52
Dividend yieldn/a
Market cap / sales2.68
52-week high$487.14
52-week low$250.48
Price, 1 year5.9%
Price CAGR, 3 years-5.9%
Price CAGR, 5 years6.1%
Worked from the filed figures; hover a name for the formula.
Read moreThe priced ones use the latest daily close from SimFin. Debt to equity here stands on long-term debt as Saia Inc. files it, with lease liabilities counted separately and never inside it. Nothing here is a valuation or a view.
SAIAgreeksoup.ai
Daily closes to 8 October 2026, adjusted for splits; prices from SimFin.
Read moreDay by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.

The public record on SAIA

Filings19 in twelve months: 13 current reports (8-K), about 4 other events; 4 regulation fd disclosure; 4 results of operations; 1 shareholder vote
Planned insider sales12 Form 144 notices in twelve months, $7.1 million; latest 20 May 2026
Options tapeput/call 0.15 by open interest at the 8 October 2026 close; the straddle prices a 5.6% move to 16 October 2026
13F holders10 of the followed funds hold it; largest Geode Capital Management; 7 Schedule 13D or 13G filings in twelve months
Insider trading14 sales and 1 purchase on Form 4 in twelve months
Congress0 House trades disclosed in six months
Short interest1.3 million shares short, 3.51 days to cover at 15 September 2026
Documentsthe 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked

Quarterly results, the last 12 quarters

Q3 FY2023Q4 FY2023 *Q1 FY2024Q2 FY2024Q3 FY2024Q4 FY2024 *Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025 *Q1 FY2026Q2 FY2026
Revenue775751755823842789788817840790806956
Operating income12811311813812510170.299.411964.066.8125
Operating margin17%15%16%17%15%13%9%12%14%8%8%13%
Interest expense0.50.90.52.43.03.04.34.74.52.92.62.0
Pre-tax income13011611913612398.865.695.611561.465.0125
Tax rate25%23%24%24%24%23%24%25%25%23%23%25%
Net income98.289.290.710392.776.149.871.486.347.549.994.3
Net margin13%12%12%12%11%10%6%9%10%6%6%10%
Diluted EPS$3.67$3.33$3.38$3.83$3.46$2.84$1.86$2.67$3.22$1.77$1.86$3.51
Operating cash flow125162106131182165109171178137140152
Capital expenditure11499.445722519316820317590.399.866.194.9
Free cash flow11.462.3-351-94.0-11.7-3.5-93.8-3.987.637.573.556.6
Shares outstanding27m27m27m27m27m27m27m27m27m27m27m27m
Filing10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS and diluted share count are from the company's results press release for that quarter, used where the release gives the same revenue and net income as the table. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Income statement (profit and loss), 10 fiscal years and the trailing twelve months

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Revenue1,2501,4051,6541,7871,8222,2892,7922,8813,2093,2343,392
Operating income79.194.7141153180335470460482352375
Operating margin6.3%6.7%8.5%8.5%9.9%14.6%16.9%16.0%15.0%10.9%11.0%
Interest expense4.45.15.46.75.23.22.62.58.916.412.0
Pre-tax income74.989.8136147176333468466476337367
Income tax26.9-1.430.932.937.979.511111111482.488.8
Effective tax rate35.9%-1.5%22.7%22.5%21.5%23.9%23.6%23.9%23.9%24.4%24.2%
Net income48.091.2105114138253357355362255278
Net margin3.8%6.5%6.3%6.4%7.6%11.1%12.8%12.3%11.3%7.9%8.2%
Diluted EPS$1.87$3.49$3.99$4.30$5.20$9.48$13.40$13.26$13.51$9.52$10.36
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
From each year's 10-K, linked; TTM is the last four quarters.
Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.

Cash flow and capital returned

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Operating cash flow146158256273309383473578584595606
Capital expenditure1191872242882312863674401,044568351
Free cash flow27.1-28.932.8-14.878.096.8106138-46027.3255
Free cash flow margin2.2%-2.1%2.0%-0.8%4.3%4.2%3.8%4.8%-14.3%0.8%7.5%
Cash from investing-118-182-223-281-219-278-366-449-1,036-553-327
Cash from financing-27.326.9-36.46.2-65.3-23.5-26.7-20.4175-42.2-215
Depreciation and amortisation76.287.1102119135142157179210249253
Share-based compensation4.65.15.66.27.58.78.811.614.217.4n/a
Diluted shares, weighted26m26m26m26m27m27m27m27m27m27m27m
Shares outstanding at period end25m26m26m26m26m26m26m27m27m27m27m
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
Cash paid in the year, from the cash flow statement.
Read moreThe dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.

Balance sheet at year end

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Funded by
Shareholders' equity4835836968159611,2201,5791,9412,3112,5782,727
Debt57.011910511750.40.031.016.5194163100
Operating lease liabilitiesn/an/an/a86.295.388.498.696.596.8113139
Other liabilities260266333397442537466529565629759
Total liabilities and equity8009681,1341,4161,5491,8452,1752,5843,1673,4833,725
Owned
Fixed assets6047368931,0531,1361,2801,4831,7632,5572,8442,905
Goodwill12.112.112.112.112.112.112.112.112.112.1n/a
Intangible assets13.311.910.69.48.27.1n/an/an/an/an/a
Cash and equivalents1.54.72.20.225.310718729619.519.784.0
Receivables135171182196217277290312323332424
Other assets34.232.534.2145150162202200255274312
Total assets8009681,1341,4161,5491,8452,1752,5843,1673,4833,725
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
At the fiscal year end; the TTM column is the latest quarter end.
Read moreBoth totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.

Compounded growth

10 years5 years3 yearsTTM
Sales growth, compoundedn/a12.2%5.0%4.8%
Profit growth, compoundedn/a13.0%-10.6%-4.2%
Return on equity, average15.6%17.4%14.6%9.9%
Yearly growth, compounded; TTM is the last four quarters against the four before.
Read moreReturn on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.

Peers: Transportation

CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
Old Dominion Freight Line, Inc. ODFL$37.7 billion35.0024.0%25.8%-0.6%0.000.6%
J.B. Hunt Transport Services, Inc. JBHT$21.5 billion32.3518.4%7.5%5.3%0.310.2%
C. H. Robinson Worldwide, Inc. CHRW$16.6 billion26.9738.9%4.9%-0.1%1.041.8%
ZTO Express (Cayman) Inc. ZTO *$15.7 billion11.9213.7%21.3%10.9%n/a3.3%
Knight-Swift Transportation Holdings Inc. KNX$10.6 billion250.190.6%2.7%4.1%0.271.1%
Saia Inc. SAIA$9.1 billion32.9410.2%11.0%4.8%0.04n/a
American Airlines Group Inc. AAL$8.5 billionn/an/a1.7%7.5%n/a0.0%
Kirby Corp. KEX$7.3 billion21.2510.3%14.0%6.6%0.30n/a
Norwegian Cruise Line Holdings Ltd. NCLH$7.1 billion9.6829.6%15.1%6.2%5.40n/a
Landstar System Inc. LSTR$5.7 billion43.9015.7%3.5%4.1%0.002.1%
Gatx Corp. GATX$5.7 billion16.1213.2%29.1%22.8%4.431.5%
GXO Logistics, Inc. GXO$5.3 billion41.034.4%2.4%7.6%0.82n/a
All 29 in Transportation
CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
Union Pacific Corp. UNP$165.2 billion22.5335.5%40.0%4.2%1.402.0%
Booking Holdings Inc. BKNG$120.2 billion17.75n/a32.9%12.9%n/a0.2%
CSX Corp. CSX$87.7 billion27.3622.9%34.2%2.5%1.221.1%
United Parcel Service Inc. UPS$80.1 billion17.5030.3%7.3%-0.4%1.587.0%
Royal Caribbean Cruises Ltd. RCL$75.3 billion17.3943.0%27.3%8.7%2.231.8%
Norfolk Southern Corp. NSC$71.2 billion27.0516.2%32.2%3.0%0.981.7%
FedEx Corp. FDX$69.0 billion15.7614.0%5.8%7.7%0.742.0%
Delta Air Lines, Inc. DAL$54.0 billion13.6218.1%8.1%10.3%0.590.8%
Old Dominion Freight Line, Inc. ODFL$37.7 billion35.0024.0%25.8%-0.6%0.000.6%
Carnival Corp. Ltd. CCL$35.1 billion11.4122.1%16.0%5.2%1.737.5%
United Airlines Holdings, Inc. UAL$34.9 billion10.0520.9%7.7%8.5%1.46n/a
Expedia Group, Inc. EXPE$30.9 billion16.84168.4%16.0%12.0%4.520.7%
Expeditors International of Washington Inc. EXPD$25.2 billion28.2043.4%9.8%6.8%0.000.8%
HF Sinclair Corp. DINO$21.5 billion11.5218.6%8.3%16.3%0.271.7%
J.B. Hunt Transport Services, Inc. JBHT$21.5 billion32.3518.4%7.5%5.3%0.310.2%
Xpo, Inc. XPO$21.3 billion53.6720.6%8.8%7.1%1.55n/a
Southwest Airlines Co. LUV$20.2 billion25.3711.8%3.5%9.5%0.541.7%
C. H. Robinson Worldwide, Inc. CHRW$16.6 billion26.9738.9%4.9%-0.1%1.041.8%
ZTO Express (Cayman) Inc. ZTO *$15.7 billion11.9213.7%21.3%10.9%n/a3.3%
Knight-Swift Transportation Holdings Inc. KNX$10.6 billion250.190.6%2.7%4.1%0.271.1%
Saia Inc. SAIA$9.1 billion32.9410.2%11.0%4.8%0.04n/a
American Airlines Group Inc. AAL$8.5 billionn/an/a1.7%7.5%n/a0.0%
Kirby Corp. KEX$7.3 billion21.2510.3%14.0%6.6%0.30n/a
Norwegian Cruise Line Holdings Ltd. NCLH$7.1 billion9.6829.6%15.1%6.2%5.40n/a
Landstar System Inc. LSTR$5.7 billion43.9015.7%3.5%4.1%0.002.1%
Gatx Corp. GATX$5.7 billion16.1213.2%29.1%22.8%4.431.5%
GXO Logistics, Inc. GXO$5.3 billion41.034.4%2.4%7.6%0.82n/a
Alaska AIR Group, Inc. ALK$4.4 billionn/a-4.8%-1.5%9.8%1.650.9%
Brinks Co. BCO$4.2 billion23.6958.3%10.5%8.1%12.541.0%
4 companies share its SEC industry code (Trucking (No Local)); the rest are the names nearest in size in its wider industry, Transportation, one of the Fama-French 48 industries, a published grouping of SEC industry codes.
Read moreBy market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.

Filings

FilingPeriodFiledWhere
10-Q30 June 202630 July 2026EDGAR
10-Q31 March 202630 April 2026EDGAR
10-K31 December 202524 February 2026EDGAR
10-Q30 September 202530 October 2025EDGAR
10-Q30 June 202525 July 2025EDGAR
10-Q31 March 202528 April 2025EDGAR
10-K31 December 202424 February 2025EDGAR
10-Q30 September 202425 October 2024EDGAR
10-Q30 June 202426 July 2024EDGAR
10-Q31 March 202426 April 2024EDGAR

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