SAIA Earnings

SAIA reported its earnings on 2026-04-30, showcasing a revenue of 806.23M against an estimate of 787.58M, resulting in a 2.37% surprise. The EPS was 1.86, surpassing the expected 1.82 by 2.2%. The stock experienced a 6.35% price change on the earnings day and a 0.06% change over the next five days, reflecting market reactions to the results.

Following SAIA's earnings announcement on 2026-04-30, the stock price moved by 6.35% on the day of the release. Over the subsequent five days, it saw a 0.06% change. Historically, SAIA's stock price tends to shift by an average of 6.49% in the 10 days leading up to earnings and 0.39% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate SAIA's annual revenue to reach 861.96M, while the EPS is projected at 3.02. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% 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 unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SAIA's stock price typically moves by 6.49% in the 10 days before its earnings and 0.39% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 3.02 and revenue of 861.96M.

The earnings call summary reflects a generally positive outlook. The company is experiencing record market share gains and is optimistic about leveraging its expanded network. Despite not providing detailed revenue assumptions, management expressed confidence in operational efficiency and margin improvement even in a challenging macro environment. The Q&A section supports this with consistent positive sentiment across markets and strong free cash flow. The emphasis on technology and strategic investments further bolsters the positive sentiment, leading to a prediction of a positive stock price movement.