Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

SAIA INC
Next earnings Jul 23, 2026 (before open) · consensus $3.36 EPS, $960M rev
Last earnings +6.3% on 2026-04-30
A best-in-class LTL grower, but earnings fell 30% in a soft freight market and 45.7x P/E prices a recovery not yet visible.
Sources: SEC EDGAR (CIK 0001177702, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/21/2026, 8:48:11 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~81% above fair value) leave little margin of safety — a wait-and-see.
Saia is a high-quality less-than-truckload carrier in the middle of an aggressive terminal-expansion phase, and FY2025 shows the cost of that investment colliding with a soft freight market. Revenue was essentially flat at $3.23B (+0.8%), but net income fell 29.6% to $255M (EPS $9.52, -29.5%) and operating income dropped 27.0% to $352M, compressing the operating margin to 10.9% and ROE to 9.9%. The decline reflects the drag of opening new terminals ahead of the volume to fill them, combined with a weak industrial/freight backdrop — classic for an LTL carrier investing through the cycle.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.29B | $2.79B | $2.88B | $3.21B | $3.23B |
| Gross profit | — | — | — | — | — |
| Operating income | $335M | $470M | $460M | $482M | $352M |
| Net income | $253M | $357M | $355M | $362M | $255M |
| Diluted EPS | $9.48 | $13.40 | $13.26 | $13.51 | $9.52 |
| Net margin | 11.1% | 12.8% | 12.3% | 11.3% | 7.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
1 buy · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 1 sale
| 2026-05-20 | Norwood Anthony R EVP & CHRO | Sell | 292.00 @ $468.77 | $137K |
| 2026-05-13 | HOLZGREFE FREDERICK J III President & CEO | Disposed (J) | 10.0K @ $431.42 | $4.31M |
| 2026-05-13 | HOLZGREFE FREDERICK J III President & CEO | Acquired (J) | 10.0K @ $431.42 | $4.31M |
| 2026-05-11 | HOLZGREFE FREDERICK J III President & CEO | Gift | 10.0K | |
| 2026-05-11 | HOLZGREFE FREDERICK J III President & CEO | Gift | 10.0K |