Saia is executing a national network expansion that has driven revenue growth, but the capital-intensive build-out is compressing margins and may be destroying near-term value. The company's fortress balance sheet, with a debt-to-equity ratio of just 0.10, pro...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has decelerated sharply from 18.5% in 2024Q2 to 2.4% in 2026Q1, while operating margin has contracted from a peak of 16.7% to 13.1% in 2026Q2, indicating the costs of scaling the network are outpacing revenue benefits.
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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 30, 2025 | $2.81+11.5% vs $2.52 | $840M+1.6% vs $826M |
Investors interested in stocks from the Transportation - Truck sector have probably already heard of Knight-Swift Transportation Holdings (KNX) and Saia (SAIA). But which of these two stocks presents investors with the better value opportunity right now?
XPO, Saia, Knight-Swift, and Paccar could benefit as tightening trucking capacity and improving freight rates outweigh the hit from soaring diesel prices.
JOHNS CREEK, Ga., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA) is providing LTL shipment and tonnage data for the first two months of the third quarter.
Bank of Nova Scotia purchased a new stake in Saia, Inc. (NASDAQ: SAIA) during the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 11,512 shares of the transportation company's stock, valued at approximately $4,848,000. Several other large investors have also modified their holdings
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 |
|---|---|---|---|---|---|---|---|
| $348.38 | $9.29B | 36.59 | 0.79% | 7.89% | 10.43% | — | |
| $177.31 | $36.87B | 36.71 | -5.48% | 19.44% | 24.87% | — | |
| $177.67 | $20.86B | 67.30 | 1.05% | 4.71% | 21.57% | — | |
| $131.71 | $2.93B | 50.27 | -4.04% | 0.39% | 1.26% | — | |
| $34.79 | $2.09B | -144.96 | -1.84% | -1.42% | -3.31% | — | |
| $125.04 | $10.28B | 24.05 | 31.1% | 4.1% | 13.57% | — |
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)
Aug 5, 2026·SEC
Jul 30, 2026·SEC
Jun 2, 2026·SEC
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Saia, Inc. (SAIA) stock FAQ — growth, dividends, profitability & financials explained
Saia, Inc. (SAIA) reported $3.39B in revenue for fiscal year 2025. This represents a 732% increase from $408.0M in 1998.
Saia, Inc. (SAIA) grew revenue by 0.8% over the past year. Growth has been modest.
Yes, Saia, Inc. (SAIA) is profitable, generating $278.0M in net income for fiscal year 2025 (7.9% net margin).
Saia, Inc. (SAIA) has a return on equity (ROE) of 10.4%. This is reasonable for most industries.
Saia, Inc. (SAIA) generated $255.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
