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SAIA Overview

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Intellectia

Loading chart...

High
453.110
Open
449.780
VWAP
448.92
Vol
212.06K
Mkt Cap
12.00B
Low
443.860
Amount
95.20M
EV/EBITDA(TTM)
20.10
Total Shares
26.67M
EV
12.07B
EV/OCF(TTM)
19.30
P/S(TTM)
3.70
Saia, Inc., is a transportation company. The Company provides less-than-truckload (LTL) services through a single integrated organization. It offers customers a wide range of other value-added services, including non-asset truckload, expedited and logistics services across North America. Saia Motor Freight Line, LLC (Saia LTL Freight), a subsidiary of the Company, is an LTL carrier that provides direct service to the 48 contiguous states and provides LTL services to Canada and Mexico through relationships with third-party interline carriers. Saia LTL Freight specializes in offering its customers a range of LTL services, including time-definite and expedited options. Saia LTL Freight provides its customers with solutions for shipments between 100 and 10,000 pounds. Saia LTL Freight operates a network comprised of 213 owned and leased terminals, plus three general offices and one warehouse and owns over 7,700 tractors and 26,500 trailers, including equipment acquired with finance leases.
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Events Timeline

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News

Fool
7.5
05-04Fool
Amazon Launches Supply Chain Services, Disrupting Logistics Industry
  • New Business Launch: Amazon announced the launch of Amazon Supply Chain Services (ASCS), opening its logistics network to external business customers, marking its direct competition in the logistics sector and potentially pressuring traditional delivery companies.
  • Diverse Customer Base: Initial customers include Procter & Gamble, 3M, Lands' End, and American Eagle, which utilize Amazon's logistics services for raw material transportation and inventory unification, showcasing Amazon's potential in supply chain management.
  • Large Market Size: The global third-party logistics services market is valued at $1.3 trillion, indicating that Amazon does not need to capture a significant market share to impact its overall business, highlighting the strategic significance of its market entry.
  • Complex Competitive Outlook: While Amazon has robust infrastructure, historical precedents suggest that its threat to supermarkets and pharmacy sectors was exaggerated, indicating that its future success in logistics may still require time to validate.
seekingalpha
9.5
05-01seekingalpha
Saia, Inc. Reports Record Q1 2026 Earnings with $806 Million Revenue
  • Record Revenue: Saia, Inc. achieved a record revenue of $806.2 million in Q1 2026, reflecting a 2.4% year-over-year increase, showcasing the company's resilience amid rising diesel costs and inflationary pressures, thus enhancing its competitive position in the market.
  • Improving Claims Ratio: The company maintained a cargo claims ratio below 0.5% for the sixth consecutive quarter, indicating enhanced operational efficiency and improved customer service quality, which is likely to boost customer satisfaction and loyalty.
  • Contract Renewals Drive Revenue Growth: The first quarter saw a contract renewal rate of 6.7%, which helped to gradually increase revenue per shipment throughout the quarter, although overall revenue per shipment decreased by 1.2%, reflecting intense market competition despite a 12.3% rise in fuel surcharge revenue.
  • Optimistic Future Outlook: Management anticipates a 400 to 450 basis point improvement in operating ratio for Q2, contingent on normal seasonal demand development, which could further solidify the company's market position, although high diesel costs and inflation remain key uncertainties.
Fool
9.5
04-30Fool
XPO Stock Doubles Amid Positive Industry Outlook
  • Significant Revenue Growth: XPO's Q1 revenue rose 7.3% year-over-year to $2.1 billion, surpassing market expectations of $2.04 billion, indicating a recovery in tonnage and shipments that reflects improving industry demand.
  • Operational Efficiency Improvement: The company's operating ratio improved by 200 basis points to 83.9%, primarily due to a record low damage claims ratio of 0.2%, which not only reduced costs but also enhanced overall profitability.
  • Capital Expenditure Plans: XPO plans to allocate 8%-12% of its revenue to capital expenditures through 2027 and expects free cash flow to double from last year's $329 million, demonstrating strong cash flow management and future investment potential.
  • Market Share Expansion: The bankruptcy of Yellow has allowed XPO and its peers to gain market share, with industry dynamics enhancing pricing power, leading to anticipated sustained profit growth in the coming years, further solidifying its market position.
seekingalpha
9.5
04-30seekingalpha
Saiapress Reports Q1 2026 Earnings with Positive EPS and Revenue Growth
  • Earnings Highlights: Saiapress's Q1 2026 earnings report reveals a GAAP EPS of $1.86, beating expectations by $0.04, with revenue of $806.2 million reflecting a 2.4% year-over-year increase, surpassing estimates by $17.7 million, indicating robust performance in the market.
  • Operational Efficiency: The operating ratio stands at 91.7%, slightly up from 91.1% year-over-year, suggesting a minor decline in overall operational efficiency, yet the company is actively working to optimize its operational structure to address market challenges.
  • Freight Metrics: LTL (Less Than Truckload) shipments per workday increased by 1.0%, while LTL tonnage decreased by 2.1%, indicating pressure on the company to enhance transportation efficiency and reflecting fluctuations in market demand.
  • Capital Expenditure Outlook: The company anticipates net capital expenditures of approximately $350 million to $400 million by 2026, subject to ongoing evaluation of market conditions, which will support future network expansion and business growth strategies.
NASDAQ.COM
9.5
04-30NASDAQ.COM
Saia Inc. Reports Q1 Earnings Highlights
  • Stable Earnings Performance: Saia Inc. reported a net income of $49.87 million for Q1, with earnings per share (EPS) remaining steady at $1.86 compared to the same period last year, indicating stability in profitability.
  • Revenue Growth: The company achieved revenues of $806.23 million in Q1, a 2.4% increase from $787.58 million last year, reflecting ongoing business growth and improved market demand.
  • Year-over-Year Comparison: While net income showed slight growth, the flat EPS suggests challenges in cost control and operational efficiency, which may impact future profit growth potential.
  • Market Outlook: With revenue growth, Saia Inc. is likely to position itself more favorably in future market competition, particularly against the backdrop of recovery in the transportation and logistics sectors.
Newsfilter
9.5
04-30Newsfilter
Saia, Inc. Reports Q1 2026 Financial Results with Record Revenue
  • Revenue Growth: In Q1 2026, Saia, Inc. reported revenue of $806.2 million, reflecting a 2.4% increase year-over-year, indicating a growing reliance on its national network despite a slight decline in overall operating income, highlighting intensified market competition.
  • Operational Efficiency Changes: Operating income decreased to $66.8 million, down 4.8%, with the operating ratio rising to 91.7%, suggesting challenges in cost control and efficiency improvements amidst a dynamic operating environment.
  • Capital Expenditure Adjustments: Net capital expenditures for Q1 2026 were $63.7 million, significantly lower than $202.1 million in Q1 2025, with anticipated full-year capital expenditures of $350 million to $400 million, reflecting a cautious investment strategy amid market evaluations.
  • Improved Cash Flow Position: By the end of Q1 2026, Saia's cash balance stood at $39.2 million, a substantial increase from $16.5 million in Q1 2025, indicating positive progress in liquidity management and financial stability.
Wall Street analysts forecast SAIA stock price to rise
18 Analyst Rating
Wall Street analysts forecast SAIA stock price to rise
9 Buy
9 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
250.00
Averages
350.29
High
431.00
Current: 0.000
sliders
Low
250.00
Averages
350.29
High
431.00
BMO Capital
Market Perform
maintain
$425 -> $450
AI Analysis
2026-05-04
Reason
BMO Capital
Price Target
$425 -> $450
AI Analysis
2026-05-04
maintain
Market Perform
Reason
BMO Capital raised the firm's price target on Saia to $450 from $425 and keeps a Market Perform rating on the shares as part of a broader research note on Transportation names. Leading demand indicators, Q1 feedback from transportation and industrial companies that have reported results, and volume/weight per shipment trends within the LTL sector all point to improving demand conditions, and the firm has raised its estimates and target prices across the group, the analyst tells investors in a research note.
Citi
Ariel Rosa
Buy
maintain
$428 -> $516
2026-05-04
Reason
Citi
Ariel Rosa
Price Target
$428 -> $516
2026-05-04
maintain
Buy
Reason
Citi analyst Ariel Rosa raised the firm's price target on Saia to $516 from $428 and keeps a Buy rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for SAIA
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Valuation Metrics

The current forward P/E ratio for Saia Inc (SAIA.O) is 39.37, compared to its 5-year average forward P/E of 26.11. For a more detailed relative valuation and DCF analysis to assess Saia Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
26.11
Current PE
39.37
Overvalued PE
32.47
Undervalued PE
19.76

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
13.68
Current EV/EBITDA
21.26
Overvalued EV/EBITDA
16.95
Undervalued EV/EBITDA
10.40

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.89
Current PS
3.14
Overvalued PS
3.60
Undervalued PS
2.17

Financials

AI Analysis
Annual
Quarterly

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Whales Holding SAIA

F
Frontier Capital Management
Holding
SAIA
+12.77%
3M Return
Z
ZWJ Investment Counsel Inc
Holding
SAIA
+10.12%
3M Return
J
Junto Capital Management LP
Holding
SAIA
+6.40%
3M Return
P
Palisade Capital Management, LP
Holding
SAIA
+6.27%
3M Return
A
Anomaly Capital Management, LP
Holding
SAIA
+3.37%
3M Return
V
Viking Global Investors LP
Holding
SAIA
+2.30%
3M Return

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Frequently Asked Questions

What is Saia Inc (SAIA) stock price today?

The current price of SAIA is 449.8 USD — it has increased 0.19

What is Saia Inc (SAIA)'s business?

Saia, Inc., is a transportation company. The Company provides less-than-truckload (LTL) services through a single integrated organization. It offers customers a wide range of other value-added services, including non-asset truckload, expedited and logistics services across North America. Saia Motor Freight Line, LLC (Saia LTL Freight), a subsidiary of the Company, is an LTL carrier that provides direct service to the 48 contiguous states and provides LTL services to Canada and Mexico through relationships with third-party interline carriers. Saia LTL Freight specializes in offering its customers a range of LTL services, including time-definite and expedited options. Saia LTL Freight provides its customers with solutions for shipments between 100 and 10,000 pounds. Saia LTL Freight operates a network comprised of 213 owned and leased terminals, plus three general offices and one warehouse and owns over 7,700 tractors and 26,500 trailers, including equipment acquired with finance leases.

What is the price predicton of SAIA Stock?

Wall Street analysts forecast SAIA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SAIA is350.29 USD with a low forecast of 250.00 USD and a high forecast of 431.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Saia Inc (SAIA)'s revenue for the last quarter?

Saia Inc revenue for the last quarter amounts to 806.23M USD, increased 2.37

What is Saia Inc (SAIA)'s earnings per share (EPS) for the last quarter?

Saia Inc. EPS for the last quarter amounts to 1.86 USD, decreased 0.00

How many employees does Saia Inc (SAIA). have?

Saia Inc (SAIA) has 14500 emplpoyees as of May 11 2026.

What is Saia Inc (SAIA) market cap?

Today SAIA has the market capitalization of 12.00B USD.