SAIA Earnings

SAIA reported its FY2025Q4 earnings on 2026-02-10, showcasing a revenue of 0.00 against an estimate of 773.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.9 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following SAIA's FY2025Q4 earnings announcement on 2026-02-10, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, SAIA's stock price tends to shift by an average of +10.30% in the 10 days leading up to earnings and +2.00% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate SAIA’s annual revenue to reach 769.00M, while the EPS is projected at 2.00. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates Revise Downward by -1.67% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between SAIA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved Revise Downward by -1.67% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SAIA's stock price typically moves by +10.30% in the 10 days before its earnings and +2.00% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 2.00 and revenue of 769.00M.

The earnings call presents a mixed but overall negative picture. While there is investment in network expansion and technology, financial performance shows declining EPS, increased costs, and lower tonnage. The Q&A reveals concerns about lower shipments, degraded operating ratio, and management's vague responses on future trends. Despite disciplined pricing and AI optimization efforts, the lack of clear positive guidance and operational challenges suggest a negative stock reaction.