Saia Q3 revenue beats estimates on volume growth

Saia

30/10/2025 11:41

Overview

Saia Q3 2025 revenue beats analyst expectations despite a 0.3% yr/yr decrease

Adjusted EPS for Q3 beats analyst expectations, driven by operational efficiencies

Company reported a decrease in operating income and LTL shipments compared to last year

Outlook

Saia anticipates 2025 net capital expenditures of $550 mln to $600 mln

Result Drivers

TECHNOLOGY INVESTMENTS - Saia credits ongoing investments in technology and network optimization for driving improved efficiency and customer experience

RAMPING MARKETS - Volume and revenue growth observed in ramping markets, supported by recent terminal openings

CUSTOMER FOCUS - Saia's focus on customer service and cost management contributed to performance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$839.60 mln
$821.40 mln (15 Analysts)
Q3 Adjusted EPS
Beat
$2.81
$2.49 (19 Analysts)
Q3 EPS
$3.22
Q3 Operating Income
$118.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 9 "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 $348.50, about 20.4% above its October 29 closing price of $277.36

The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 26 three months ago

Press Release: ID:nGNX95lgFr

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