Less-than-truckload carrier Saia Q2 revenue beats expectations

Saia

25/07/2025 12:39

Overview

Saia Q2 2025 revenue falls 0.7% but beats analyst expectations, per LSEG data

The less-than-truckload carrier's diluted EPS for Q2 2025 declines to $2.67 from $3.83 yoy

Company highlights operational efficiencies and growth in newer markets

Outlook

Saia anticipates 2025 net capital expenditures of $600 mln to $650 mln

Result Drivers

CUSTOMER FOCUS - Saia attributes tangible results to its customer-first approach, particularly in newer markets, per CFO Matt Batteh

OPERATIONAL EFFICIENCIES - Improvements in operational efficiencies cited as part of long-term strategy to enhance network density

VOLUME TRENDS - Company adjusted costs to align with current volume trends, focusing on mix management and customer service

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$817.10 mln
$810.80 mln (15 Analysts)
Q2 EPS
$2.67
Q2 Operating Income
$99.40 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the ground freight & logistics peer group is "buy"

Wall Street's median 12-month price target for Saia Inc is $295.00, about 5.7% below its July 24 closing price of $311.79

The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nGNXb6JFbF

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)