Saia's revenue rebounded roughly 17% year over year in 2026Q2 and 2026Q3, and operating margin recovered to 12.4% in 2026Q3 from 8.1% in 2025Q4, suggesting operating leverage is returning.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue reached $982.5 million in 2026Q3 with operating margin rebounding to 12.4%, yet gross margin of 17.0% remains well below the 21.4% peak in 2024Q2, signaling that profitability has not yet fully recovered.
Saia Inc (SAIA) is noted for having a moderate moat, which suggests a competitive advantage that can sustain profitability over time.
Analysts have given Saia, Inc. (SAIA) a Buy rating with a consensus target price of $449, indicating potential upside despite near-term challenges.
The investment thesis for Saia hinges on its network quality and disciplined execution, rather than rapid growth, which is seen as a key strength.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $3.41+3.3% vs $3.30 | $982M+1.6% vs $967M |
Q3 2026 Jul 30, 2026 | $3.51+3.8% vs $3.38 | $956M+0.0% vs $956M |
Q2 2026 Apr 30, 2026 | $1.86+2.2% vs $1.82 | $806M+2.2% vs $789M |
Q1 2026 Feb 10, 2026 | $1.77-6.8% vs $1.90 | $790M+2.1% vs $774M |
Saia (SAIA) came out with quarterly earnings of $3.41 per share, beating the Zacks Consensus Estimate of $3.31 per share. This compares to earnings of $2.81 per share a year ago.
The headline numbers for Saia (SAIA) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Enhances transportation, supply-chain and technology expertise on Board Enhances transportation, supply-chain and technology expertise on Board
JOHNS CREEK, Ga., Oct. 29, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA) today reported third quarter 2026 financial results.
Benchmark SAIA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Saia, Inc. (SAIA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $331.90 | $8.85B | 31.44 | 0.79% | 8.01% | 10.53% | — | |
| $164.92 | $34.3B | 29.54 | -5.48% | 20.08% | 25.92% | 0.68% | |
| $176.95 | $20.78B | 41.51 | 1.05% | 5.69% | 26.31% | — | |
| $127.91 | $2.85B | 100.02 | -4.04% | 0.66% | 2.23% | 0.37% | |
| $26.95 | $1.62B | -85.07 | -1.84% | -0.56% | -1.39% | 2.09% | |
| $94.94 | $7.8B | 20.32 | 31.1% | 4.21% | 14.16% | 2.66% |
Saia, Inc. (SAIA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Saia, Inc. (SAIA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Aug 5, 2026·SEC
Jul 30, 2026·SEC
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Saia, Inc. (SAIA) stock FAQ — growth, dividends, profitability & financials explained
Saia, Inc. (SAIA) reported $3.54B in revenue over the trailing twelve months. Revenue was $3.23B in fiscal year 2025. That is 693% more than the $408.0M of fiscal year 1998.
Saia, Inc. (SAIA) grew revenue by 9.3% over the trailing twelve months, compared with the twelve months before.
Yes. Saia, Inc. (SAIA) earned $283.1M in net income over the trailing twelve months (a 8.0% net margin).
Saia, Inc. (SAIA) had a return on equity (ROE) of 10.5% over the trailing twelve months. That is in line with the market's typical 10-15%.
Saia, Inc. (SAIA) generated $278.8M in free cash flow over the trailing twelve months.
