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.

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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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SEC datasetSEC company tickers exchange datasetRetrieved 2026-05-20 · Issuer identity, ticker, exchange and CIK SEC APISEC submissions APIRetrieved 2026-05-20 · Filing chronology and company identity SEC APISEC companyfacts APIRetrieved 2026-05-20 · Financial statement cross-checks SEC filingForm 10-K2026-02-24 · Annual business, risk and financial baseline SEC filingForm 10-Q2026-04-30 · Latest interim financial and risk baseline SEC filingDEF 14A2026-03-16 · Governance, board and incentive context SEC filingForm 8-K2026-05-06 · Recent filing chronology and current disclosure context