$SAIA

SAIA INC

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No SEC Form 4 filings for $SAIA in the last 30 days.

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Saia’s Strong Q2 2026 Earnings Might Change The Case For Investing In Saia (SAIA)

Simply Wall St reports Saia, Inc. posted Q2 2026 sales of $956.49 million and net income of $94.26 million, both up year over year, with higher basic and diluted EPS from continuing operations. It cites the Saia REV initiative and discusses differing 2029 revenue and earnings forecasts ($4.3B and $467.6M vs $4.1B and ~$425M).

Saia eyes additional capex, market upcycle as path to 80 OR

Saia said it aims for an operating ratio below 80, with CEO Fritz Holzgrefe and CFO Matt Batteh citing additional terminal capex and a freight market upcycle. In Q2 2026, OR was 86.9 vs 87.8 a year earlier, revenue rose to $956.5M, and profit increased to $94.3M. Saia has 218 terminals and spent about $1B since 2022.

Trucking Stocks Fall on Legal Risk in Worst Month Since Tariffs

Trucking and logistics stocks are set for their worst month in over a year as legal risk rises after a Dallas County jury preliminary verdict against CH Robinson Worldwide, tied to a May Supreme Court ruling that may enable lawsuits against brokers for injuries from motor carriers. CH Robinson shares are down 21% this month; RXO and Landstar also fell amid weak earnings and outlooks.

SAIA sentiment & insider activity

Over the past 7 days, alphai's AI scored 3 news stories mentioning SAIA (SAIA INC). Coverage has skewed bullish: 2 bullish, 0 neutral, and 1 bearish.

Recent SAIA coverage spans market movers, earnings and regulation.

What's driving SAIA

  • The article frames Saia’s stronger Q2 2026 earnings as evidence that network expansion and technology upgrades are translating into profitability, while warning capex and cost inflation could pressure margins.

    simplywall.st · Aug 7, 2026

  • Management is explicitly tying incremental capex and freight upcycle to a sub-80 OR target, reinforcing a margin expansion narrative.

    ttnews.com · Aug 3, 2026

  • Results-driven weakness adds to the broader risk-off tape, but the article does not specify SAIA-specific legal exposure.

    claimsjournal.com · Aug 3, 2026

  • Fuel-cost sensitivity is the stated driver for the group’s weakness.

    yahoo.com · Jul 31, 2026

  • SAIA is pressured in line with the freight complex’s oil sensitivity.

    yahoo.com · Jul 30, 2026

alphai scores every news story that mentions SAIA with an AI model for sentiment and relevance, and aggregates insider trades from SAIA INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $SAIA

Score
$SAIAMed

Saia eyes additional capex, market upcycle as path to 80 OR

Saia said it aims for an operating ratio below 80, with CEO Fritz Holzgrefe and CFO Matt Batteh citing additional terminal capex and a freight market upcycle. In Q2 2026, OR was 86.9 vs 87.8 a year earlier, revenue rose to $956.5M, and profit increased to $94.3M. Saia has 218 terminals and spent about $1B since 2022.

Trucking Stocks Fall on Legal Risk in Worst Month Since Tariffs

Trucking and logistics stocks are set for their worst month in over a year as legal risk rises after a Dallas County jury preliminary verdict against CH Robinson Worldwide, tied to a May Supreme Court ruling that may enable lawsuits against brokers for injuries from motor carriers. CH Robinson shares are down 21% this month; RXO and Landstar also fell amid weak earnings and outlooks.

$MSFTMed

Stocks Tumble as Chipmakers Plunge, Oil Spikes

US MBA mortgage applications fell -6.4% in the week ended July 24, with the purchase mortgage sub-index down -3.6% and the refinancing mortgage sub-index down -9.9%. The average 30-year fixed rate mortgage rose +7 bp to an 11.5-month high of 6.76% from 6.69% the prior week. The outlook for strong Q2 earnings, which continue this week, is a bullish factor for stocks.

$MSFTMed

Stocks Pressured by Renewed US-Iran Hostilities

The outlook for strong Q2 earnings, which continue this week, is a bullish factor for stocks. The markets are awaiting results from a raft of megacap technology companies this week, including Microsoft and Meta Platforms today, and Amazon.com and Apple on Thursday. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%, which was more than double the +12% analysts had expected.

SAIA: Q2 2026 saw 17.1% revenue growth, higher net income, and improved operating ratio year-over-year

Less than 1 min read Operating revenue grew 17.1% year-over-year in Q2 2026, driven by higher fuel surcharges, increased shipment volumes, and pricing actions. Operating income and net income rose significantly, with improved operating ratio and strong cash flow. Capital expenditures and network expansion remain priorities. Original document: Saia, Inc. [SAIA] SEC 10-Q Quarterly Report — Jul. 30 2026 Disclaimer This is an AI-generated summary and may contain inaccuracies.

$SAIAMedAI 8/10

Saia, Inc. (NASDAQ: SAIA) lifts Q2 2026 revenue to $956.5M and EPS to $3.51

Saia, Inc. (NASDAQ: SAIA) lifts Q2 2026 revenue to $956.5M and EPS to $3.51 Saia, Inc. reported strong Q2 2026 results, with operating revenue up 17.1% to $956.5 million, driven by higher fuel surcharge revenue, a 4.4% increase in LTL shipments and 8.4% higher LTL tonnage. LTL revenue per shipment rose 12.0% to $393.56 and, excluding fuel surcharges, 1.5% to $303.12. Operating income increased to $125.2 million, improving the operating ratio to 86.9% from 87.8%.

Why Saia (SAIA) Stock Is Trading Lower Today

Saia (NASDAQ: SAIA) shares fell 11.7% after investors focused on weaker long-term profitability trends despite a Q2 earnings beat. Saia reported revenue of $956.5 million, up 17.1% YoY, and beat EPS estimates. Operating margin has fallen 6.1 percentage points over five years, and annualized EPS is down 14.6% over two years.

$SAIAHighAI 9/10

Saia’s Q3 margin guidance disappoints investors

Saia (NASDAQ: SAIA) shares fell about 12% after a better-than-expected Q2, but management guided for softer Q3 margins. On a Thursday call, Saia narrowed full-year margin outlook to the lower end, targeting 100 to 200 bps of YoY improvement. Q2 EPS was $3.51, up 84 cents YoY, on $957M revenue (+17%).

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