Saia Q4 revenue beats analyst expectations on strong customer service

Saia

10/02/2026 12:38

Overview

Transportation provider's Q4 revenue rose 0.1%, beating analyst expectations

Q4 operating income fell 36.9% yr/yr

Quarter impacted by $4.7 mln in self-insurance costs

Outlook

Saia anticipates 2026 capital expenditures between $350 mln and $400 mln

Company sees growth in ramping markets with new and existing customers

Saia completed first full year with national footprint, optimistic about future opportunities

Result Drivers

SELF-INSURANCE COSTS - Q4 results were impacted by $4.7 mln in elevated self-insurance costs related to past accidents

CUSTOMER SERVICE COMMITMENT - Despite challenges, co emphasized strong customer service and disciplined execution

CAPITAL INVESTMENTS - Record capital investments over past three years have transformed network capabilities

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$790 mln
$773.98 mln (15 Analysts)
Q4 EPS
$1.77
Q4 Operating Income
$64 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 $360.00, about 12.1% below its February 9 closing price of $409.60

The stock recently traded at 38 times the next 12-month earnings vs. a P/E of 27 three months ago

Press Release: ID:nGNX2GyMqJ

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(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.)