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Saia, Inc.

SAIA · NASDAQ

Saia reported FY2025 revenue of $3.23 billion and 2026 Q1 revenue of $806.2 million. The thesis turns on LTL demand, terminal expansion, pricing discipline, operating ratio and capital intensity.

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Latest ReportMay 20, 2026Saia: LTL expansion has to prove it can still earn premium returnsView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

Saia: LTL expansion has to prove it can still earn premium returns

Saia reported FY2025 revenue of $3.23 billion and 2026 Q1 revenue of $806.2 million. The thesis turns on LTL demand, terminal expansion, pricing discipline, operating ratio and capital intensity.

May 20, 2026Research reportSlides available
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Saia, Inc.LTL expansion has to prove it can still earn premium returnsMay 20, 2026
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Saia: LTL expansion has to prove it can still earn premium returnsSaia reported FY2025 revenue of $3.23 billion and 2026 Q1 revenue of $806.2 million. The thesis turns on LTL demand, terminal expansion, pricing discipline, operating ratio and capital intensity.NASDAQMay 20, 2026Research reportReadSlides