Saia Q1 revenue gowth beats analyst estimates on recovery in March

Saia

30/04/2026 12:42

Overview

U.S. LTL carrier's Q1 revenue rose 2.4%, beating analyst expectations

Diluted EPS for Q1 was flat at $1.86 yr/yr

Operating income fell 4.8% as operating ratio worsened to 91.7%

Company says revenue growth driven by higher shipments in March after slow January and February

Outlook

Saia anticipates 2026 net capital expenditures of $350 mln to $400 mln

Result Drivers

MARCH VOLUME RECOVERY - Co said revenue growth was driven by higher shipment volumes in March after a challenging January and February

EFFICIENCY METRICS - Co cited year-over-year improvements in core efficiency metrics as its national network matures

SHIPMENT GROWTH IN LEGACY AND NEW FACILITIES - Shipments grew in both legacy and ramping facilities compared to the prior year, per CFO Matt Batteh

Company press release: ID:nGNX5yzpRM

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$806.20 mln
$788.003 mln (13 Analysts)
Q1 EPS
$1.86
Q1 Operating Income
$66.80 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 10 "hold" and 1 "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 $404.50, about 4.2% below its April 29 closing price of $422.04

The stock recently traded at 36 times the next 12-month earnings vs. a P/E of 30 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)