
• Reported GAAP EPS of $1.86 • Reported revenue of $806.23M up 2.37% YoY • Saia anticipates that net capital expenditures will be approximately $350 million to $400 million in 2026, subject to ongoing evaluation of market conditions.
Bullish
Saia achieved revenue growth and increased LTL shipments, alongside year-over-year improvements in core efficiency metrics and a low claims ratio. The company also strengthened its balance sheet and benefits from a maturing national network.
Bearish
Saia's operating income decreased and its operating ratio deteriorated, alongside declining LTL tonnage per workday. The company also faces competitive industry pressures and risks regarding driver availability.