SAIA Saia Inc.

$SAIA Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $3.41 up 21.35% YoY • Reported revenue of $982.45M up 17.01% YoY • For full-year 2026, Saia expects net capital expenditures to be approximately $350M, subject to ongoing evaluation of market conditions; revenue, margin, and earnings guidance was not provided.

$SAIA Does a $250M buyback make up for Saia's operating ratio of 87.6%, worse than last year's GAAP 85.9% and flat only against the adjusted 87.6%, despite 17% revenue growth? 🏢 Saia, a Georgia less-than-truckload freight carrier with 219 terminals, posted record Q3 2026 revenue of $982.5M, up 17.0%, and authorized a $250M buyback, about 2.9% of its roughly $8.66B market value at the $324.62 close at 16:00 ET on October 28, 2026 ⚠️ Diluted EPS rose 21% to $3.41 from an adjusted $2.81, but the operating ratio, costs as a share of revenue, was 87.6%, the same as Q3 2025's adjusted 87.6% 📈 Against the July 30 call's guide of about 100 basis points of worsening from Q2's 86.9%, the 87.6% ratio came in roughly 30 basis points better 📅 Next: Conference call today, Oct. 29, 2026, at 10:00 a.m. Eastern Time; watch Q4 margin commentary and how fast buybacks start Source: GlobeNewswire release, Oct 29 + SEC 8-K, Aug 5

$SAIA reported earnings before the open: adjusted EPS of $3.41 vs. $3.30 estimated, a beat of 3.3%. I used Stock Meadow to review the results.

$SAIA 🔄 Saia, Inc. authorized the repurchase of up to $250 million of its common stock. Prioritized by relevance

$SAIA reports earnings tomorrow before the open. I used Stock Meadow’s earnings dashboard to review its history: SAIA has beaten EPS estimates in 4 of its last 8 reports.

$SAIA This week's executive order lets red-dyed diesel run on public highways through December 31. Dyed diesel is the identical fuel. The red dye marks it as exempt from the federal highway tax of about 24 cents a gallon, because it is meant for tractors and construction equipment that stay off public roads. A 250-gallon fill saves roughly $60 on the federal portion alone.