Latest Earnings Results: Q3 '26
Estimated EPS
$3.30
Reported EPS
$3.41
Surprise
+3.25%
Estimated Rev
$966.98M
Reported Rev
$982.45M
Surprise
+1.6%
• 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.
Bullish Takeaway
Saia reported record revenue and LTL tonnage per workday, 5.8% higher LTL revenue per shipment excluding fuel surcharge, and more than $240M in year-to-date free cash flow alongside a $250M repurchase authorization.
Bearish Takeaway
Saias operating ratio was 87.6% versus 85.9% in third quarter 2025, LTL revenue/cwt. excluding fuel surcharge declined 2.2%, and Saia identifies competition and downward pricing pressures as risks.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $2.73 | -- | -- | N/A |
Q3 '26 | $3.30 | $3.41 | 3.25% | BEAT |
Q2 '26 | $3.38 | $3.51 | 3.69% | BEAT |
Q1 '26 | $1.82 | $1.86 | 2.42% | BEAT |
Q4 '25 | $1.90 | $1.77 | -7.07% | MISSED |