SAIA Earnings

SAIA reported its earnings on 2026-02-10, showcasing a revenue of 789.95M against an estimate of 780.61M, resulting in a 1.2% surprise. The EPS was 1.77, surpassing the expected 1.9 by -6.84%. The stock experienced a -6.83% price change on the earnings day and a -6.03% change over the next five days, reflecting market reactions to the results.

Following SAIA's earnings announcement on 2026-02-10, the stock price moved by -6.83% on the day of the release. Over the subsequent five days, it saw a -6.03% change. Historically, SAIA's stock price tends to shift by an average of 8.44% in the 10 days leading up to earnings and 2.09% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate SAIA's annual revenue to reach 786.06M, while the EPS is projected at 2.03. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates revised upward by 0.83% 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 unchanged by 0%, while EPS estimates moved revised upward by 0.83%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SAIA's stock price typically moves by 8.44% in the 10 days before its earnings and 2.09% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 2.03 and revenue of 786.06M.

The earnings call shows mixed signals: strong network optimization and market expansion efforts contrast with challenges like tonnage decline and increased costs. The Q&A reveals cautious optimism but lacks clarity on key metrics and timelines. While there are positive aspects like potential shareholder returns and improving OR, uncertainties around market conditions and cost pressures balance the sentiment. Without a clear market cap, the overall impact on stock price is expected to be neutral, as positive and negative factors offset each other.