{"filings":[{"id":787797,"accession_number":"0001193125-26-252530","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2026-06-02T11:45:16+00:00","items":["8.01","9.01"],"status":"ready","headline":"Saia reports April/May LTL shipments up 5.6%/3.7%, tonnage up 6.9%/8.4% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["April 2026: LTL shipments per workday +5.6%, LTL tonnage per workday +6.9% vs April 2025.","May 2026: LTL shipments per workday +3.7%, LTL tonnage per workday +8.4% vs May 2025.","QTD through May: LTL shipments +4.6%, tonnage +7.6%, weight per shipment +2.9% vs prior-year period.","LTL weight per shipment improved 1.3% in April and 4.5% in May, indicating heavier freight mix.","Data is preliminary; Q2 and full-year results may differ materially per risk factors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91696,"accession_number":"0001193125-26-209411","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Saia holds Q1 2026 earnings call; transcript provided but no financial data included","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Transcript of April 30, 2026 earnings call furnished; features CEO Fritz Holzgrefe and CFO Matt Batteh.","Call participant list includes analysts from Goldman Sachs, Bank of America, Evercore ISI, UBS, and others.","No revenue, EPS, or guidance figures are disclosed in the portion of the transcript provided in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":1.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":806226000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91695,"accession_number":"0001193125-26-206817","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Saia stockholders elect all nine director nominees and approve executive compensation and KPMG as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected with votes ranging from 24.5M to 25.3M for; broker non-votes of 392,583.","Advisory vote to approve executive compensation passed with 24.9M for, 457,626 against, 21,003 abstain.","Ratification of KPMG as independent auditor for FY 2026 approved with 24.9M for, 833,812 against, 19,234 abstain.","Broker non-votes were 392,583 on director elections and compensation; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91694,"accession_number":"0001193125-26-194062","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Saia Q1 EPS flat at $1.86; revenue up 2.4% to $806.2M; op ratio worsens","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $806.2M (+2.4%); operating income $66.8M (-4.8%); operating ratio 91.7% vs 91.1%.","LTL shipments per workday +1.0%, tonnage -2.1%; rev/cwt ex-fuel +1.9%, rev/shipment ex-fuel -1.2%.","Cash $39.2M, total debt $112.8M; net capex $63.7M in Q1 vs $202.1M year ago.","Capital expenditure guidance maintained at $350M-$400M for full year 2026.","Claims ratio improved to 0.5%; shipments grew in both legacy and ramping terminals."],"consensus_eps_estimate":null,"consensus_eps_actual":1.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":806226000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101946,"accession_number":"0001193125-26-086706","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2026-03-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Saia LTL tonnage down 4.8% QTD; Jan/Feb shipments mixed; renewals 5.9-6.6%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["January 2026: LTL shipments per workday -2.1%, tonnage -7.0%, weight per shipment -5.1% vs Jan 2025.","February 2026: LTL shipments +0.3%, tonnage -2.7%, weight per shipment -3.0% vs Feb 2025.","Quarter-to-date (Jan+Feb 2026 vs 2025): shipments -0.9%, tonnage -4.8%, weight per shipment -4.0%.","Contractual renewals: 6.6% in January, 5.9% in February; both months remain strong."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101945,"accession_number":"0001193125-26-055047","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Saia files Q4 2025 earnings call transcript; no financial results disclosed in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Conference call held on February 10, 2026 to discuss Q4 2025 results.","Transcript furnished as Exhibit 99.1 but is incomplete; no specific earnings numbers or guidance are included.","Participants include CEO Fritz Holzgrefe and CFO Matt Batteh.","No other material financial information is provided in this 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":9.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":3234286000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101944,"accession_number":"0001193125-26-043714","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Saia Q4 EPS $1.77 vs $2.84; operating ratio worsens to 91.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 diluted EPS $1.77 vs $2.84 YoY; full year EPS $9.52 vs $13.51.","Operating income fell 36.9% to $64.0M; revenue flat at $790.0M (+0.1%).","Operating ratio 91.9% vs 87.1% in Q4 2024; adjusted full-year OR 89.6%.","Quarter hit by $4.7M in elevated self-insurance costs from prior-year accidents.","Net capex $544.1M in 2025; 2026 guidance $350M-$400M."],"consensus_eps_estimate":null,"consensus_eps_actual":9.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":3234286000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118279,"accession_number":"0001193125-25-304538","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2025-12-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Saia LTL Oct shipments/tonnage down ~3% YoY; Nov up 1.8-2.6%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["October: LTL shipments per workday -3.4%, tonnage -3.3% YoY.","November: LTL shipments per workday +2.6%, tonnage +1.8% YoY.","Weight per shipment increased 0.1% in Oct to 1,353 lbs; Nov -0.8% to 1,346 lbs.","Quarter-to-date: shipments -0.8%, tonnage -1.1% vs Q4 2024.","Data is preliminary and could differ from final Q4 results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118278,"accession_number":"0001193125-25-267032","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Saia Q3 2025 earnings call transcript provided but incomplete","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Earnings call held Oct 30, 2025, with CEO Fritz Holzgrefe and CFO Matt Batteh.","Transcript filed as Exhibit 99.1, but the exhibit text does not include Q3 financial results.","No revenue, EPS, or other quantitative data can be extracted from the furnished excerpt.","The company has not disclosed any new guidance or material operational updates in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":7.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":2444334000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118277,"accession_number":"0001193125-25-257441","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Saia Q3 EPS $3.22 ($2.81 adj) vs $3.46 YoY; revenue flat at $839.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $3.22, adjusted EPS $2.81 (ex. real estate gain) vs $3.46 in Q3 2024.","Revenue $839.6M (-0.3%); operating income $118.6M (-5.2%); adjusted OI $104.1M (-16.8%).","Operating ratio 85.9% (adj. 87.6%) vs 85.1%; LTL shipments per workday -1.9%, tonnage -1.5%.","Net capex YTD $446.1M vs $873.2M; FY2025 capex expected $550-600M; cash $35.5M, debt $219.2M."],"consensus_eps_estimate":null,"consensus_eps_actual":7.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":2444334000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134729,"accession_number":"0000950170-25-113142","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2025-09-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Saia reports July-August LTL shipments down, tonnage mixed; QTD shipments -1.7%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["July LTL shipments per workday -1.2% YoY; tonnage per workday +0.9%.","August LTL shipments per workday -2.2% YoY; tonnage per workday -2.2%.","Quarter-to-date (July+Aug) shipments -1.7%, tonnage -0.7% vs Q3 2024.","Weight per shipment rose 2.1% in July to 1,359 lbs; August flat at 1,355 lbs.","Company operates 213 terminals; national LTL services."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134728,"accession_number":"0000950170-25-100954","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Saia files Q2 2025 earnings call transcript; no specific results disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Filing furnishes transcript of July 25, 2025 conference call to discuss Q2 earnings.","Transcript excerpt provided does not contain financial figures, guidance, or segment data.","No financial statements or performance tables are included in this 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134727,"accession_number":"0000950170-25-098577","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2025-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Saia Q2 2025 EPS $2.67 vs $3.83; operating ratio worsens to 87.8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $2.67, down 30% from $3.83 in Q2 2024.","Revenue $817.1M (-0.7% YoY); operating income $99.4M (-27.8%).","Operating ratio 87.8% vs 83.3% a year ago.","LTL shipments per workday -2.8%; tonnage +1.1%; revenue per cwt (ex-fuel) -1.2%.","Net capex $375.6M in H1 2025; full-year guidance $600-650M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":1604690000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151634,"accession_number":"0000950170-25-081994","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Saia reports April/May LTL tonnage up 2.0% QTD; shipments down 2.6%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["April LTL shipments/workday -1.9%; tonnage/workday +4.4%; weight/shipment +6.5% to 1,418 lbs.","May LTL shipments/workday -3.2%; tonnage/workday -0.4%; weight/shipment +3.0% to 1,385 lbs.","QTD 2025 vs 2024: shipments -2.6%, tonnage +2.0%, weight per shipment +4.7%.","Data suggests mixed Q2 demand: tonnage growth driven by heavier shipments, but volumes declining."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151633,"accession_number":"0000950170-25-061845","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Saia Q1 2025 earnings call transcript furnished; no financial results disclosed in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["8-K filed under Item 7.01 to provide transcript of April 25, 2025 earnings conference call.","Attached transcript excerpt is incomplete and contains no specific revenue, EPS, or guidance figures.","Investors must rely on separate earnings release or other sources for actual first-quarter results.","No material financial data or operational updates are included in this 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151632,"accession_number":"0000950170-25-061075","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Saia elects all 10 directors, approves exec pay, ratifies KPMG at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 10 director nominees elected with overwhelming support; largest opposition 4.5% against for Jeffrey C. Ward.","Advisory vote on executive compensation approved: 24.7M for, 0.8M against, 9.8K abstain.","Ratification of KPMG as auditor for FY2025 ratified: 24.6M for, 1.2M against, 8.4K abstain; no broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151631,"accession_number":"0000950170-25-058331","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2025-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Saia Q1 EPS falls 45% to $1.86; revenue up 4.3% but operating income down 40.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS of $1.86, down from $3.38 in Q1 2024; operating income fell 40.5% to $70.2M.","Revenue rose 4.3% to $787.6M; operating ratio worsened to 91.1% from 84.4%.","LTL tonnage per workday increased 12.7%, but revenue per hundredweight ex fuel decreased 5.1%.","Cash $16.5M, debt $295.5M (up from $84.1M a year ago); net capex $202.1M in Q1.","FY2025 net capex guidance approximately $650M, subject to market conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":1.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":787575000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170482,"accession_number":"0000950170-25-031318","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2025-03-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Saia reports strong LTL tonnage growth in Jan/Feb 2025: up 13.8% and 12.2% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Jan LTL shipments/workday +6.8%, tonnage/workday +13.8%, weight/shipment +6.5% to 1,421 lbs.","Feb LTL shipments/workday +4.2%, tonnage/workday +12.2%, weight/shipment +7.6% to 1,411 lbs.","Quarter-to-date LTL shipments/workday +5.5%, tonnage/workday +13.0%, weight/shipment +7.1%.","Data is preliminary; actual Q1 results may differ due to risk factors noted in 10-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170481,"accession_number":"0000950170-25-016274","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2025-02-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Saia furnishes Q4 2024 earnings call transcript; specific results not extractable from filing text","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company held Q4 2024 earnings conference call on February 3, 2025, with CEO Fritz Holzgrefe and CFO Matt Batteh.","Transcript attached as Exhibit 99.1 includes forward-looking statements and risk factors, but actual financial figures are not provided in the excerpt available.","Filing is Regulation FD disclosure of the call transcript; no new financial data beyond what was discussed on the call."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170480,"accession_number":"0000950170-25-012023","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2025-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Saia Q4 EPS $2.84, down 14.7% YoY; revenue up 5% to $789M; operating ratio 87.1%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 diluted EPS $2.84 vs $3.33 YoY, a 14.7% decline.","Revenue $789M (+5%), but operating income fell 9.9% to $101.5M; operating ratio worsened to 87.1% from 85.0%.","Full year 2024 diluted EPS $13.51 vs $13.26; revenue $3.2B (+11.4%).","Net capital expenditures $1.04B in 2024, including $235.7M for Yellow Corp properties; 2025 capex guided over $700M.","Ended 2024 with $19.5M cash vs $296.2M at end of 2023; total debt rose to $200.3M from $16.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":13.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":3209074000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187472,"accession_number":"0000950170-24-134764","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2024-12-10T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Saia increases credit facility by $300M to $600M, extends maturity to Dec 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Total commitments raised from $300M to $600M via Amendment No. 2; JPMorgan, BofA, BOKF, and PNC as lenders.","Maturity extended from Feb 3, 2028 to Dec 9, 2029; accordion expanded from $150M to $300M.","Interest margins adjusted: SOFR loans 1.25%-2.00%, base rate loans 0.25%-1.00%, based on leverage ratio.","Unused facility fee set between 0.175% and 0.30%, tied to consolidated net lease adjusted leverage."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187471,"accession_number":"0000950170-24-132457","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2024-12-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Saia Q4 LTL tonnage up 6.4% quarter-to-date; Oct +6.9%, Nov +5.7% vs prior year","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["October 2024: LTL shipments per workday +4.4%, tonnage +6.9% YoY.","November 2024: LTL shipments per workday +2.3%, tonnage +5.7% YoY.","Weight per shipment rose to 1,352 lbs in Oct (+2.4%) and 1,357 lbs in Nov (+3.3%).","Quarter-to-date (Oct-Nov): LTL shipments +3.5%, tonnage +6.4%, weight per shipment +2.8%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187470,"accession_number":"0000950170-24-119584","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Saia holds Q3 2024 earnings call; transcript provided but financial figures not extractable from excerpt","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Conference call held October 25, 2024 with CEO Fritz Holzgrefe and CFO Matt Batteh.","Transcript furnished as Exhibit 99.1 under Item 7.01; excerpt provided does not contain specific revenue or EPS data.","Forward-looking statements and risk factors included in filing; no concrete financial results available in the provided text."],"consensus_eps_estimate":null,"consensus_eps_actual":10.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":2420122000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187469,"accession_number":"0000950170-24-117217","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2024-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Saia Q3 EPS $3.46, down from $3.67; revenue up 8.6% to $842.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $3.46 vs $3.67; operating income $125.2M, down 2.5%; operating ratio 85.1% vs 83.4%.","Revenue $842.1M, +8.6%; LTL shipments +8.5%, tonnage +7.7%; rev per cwt ex fuel +1.7%.","Net capex first 9 months $873.2M (incl. $235.7M for Yellow properties); FY2024 capex ~$1B.","Opened 11 terminals in Q3; now serve all contiguous 48 states; plan 3 more in Q4 for 21 total.","Cash $14.4M, debt $191.0M vs $249.3M cash and $18.9M debt a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":10.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":2420122000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203982,"accession_number":"0000950170-24-103114","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2024-09-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Saia reports July/August LTL shipments up 8.5% QTD, tonnage up 6.6%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["July 2024 LTL shipments/workday +10.6% YoY; tonnage/workday +5.0%; weight/shipment -5.0% to 1,331 lbs.","August 2024 LTL shipments/workday +7.0%; tonnage/workday +8.2%; weight/shipment +1.2% to 1,354 lbs.","QTD (Jul–Aug) LTL shipments/workday +8.5%, tonnage/workday +6.6%, weight/shipment -1.8% YoY.","Results align with company expectations as it continues network investments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203981,"accession_number":"0000950170-24-089348","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Saia files 8-K furnishing transcript of Q2 2024 earnings conference call","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Transcript of July 26, 2024 call with CEO Fritz Holzgrefe and CFO Matt Batteh.","Discussion of second quarter 2024 financial results and forward-looking statements.","Call included analysts from Bank of America, Stephens, BMO, Wells Fargo, and others.","Furnished under Item 7.01 Regulation FD and Item 9.01 Exhibits."],"consensus_eps_estimate":null,"consensus_eps_actual":7.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":1578019000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203980,"accession_number":"0000950170-24-086727","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2024-07-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Saia Q2 EPS $3.83 beats $3.42 YoY; revenue up 18.5% to $823.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $3.83 vs $3.42; revenue $823.2M (+18.5%); operating income $137.6M (+14.4%).","Operating ratio of 83.3% vs 82.7% due to investments; LTL shipments per workday +18.1%.","LTL tonnage per workday +9.7%; revenue per cwt ex fuel +8.7%; revenue per shipment ex fuel +1.0%.","Net capex $681.3M in H1 2024 (incl. $235.7M for Yellow properties); full-year guidance ~$1B.","Opened 6 new terminals, relocated 2 in Q2; plans to open 10-13 more terminals in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":7.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":1578019000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220647,"accession_number":"0000950170-24-068303","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2024-06-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Saia reports April/May LTL shipments up ~18% YoY; tonnage +7-10%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["April 2024 LTL shipments/workday +18.0% vs April 2023; tonnage +7.6%; weight/shipment -8.8% to 1,332 lbs.","May 2024 LTL shipments/workday +18.6% vs May 2023; tonnage +9.8%; weight/shipment -7.4% to 1,345 lbs.","QTD 2024 vs QTD 2023: LTL shipments/workday +18.2%, tonnage +8.6%, weight/shipment -8.1%.","Data is preliminary; actual Q2 results may differ materially per company's risk factors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220646,"accession_number":"0000950170-24-059548","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2024-05-14T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Saia appoints Matthew Batteh as CFO effective May 13, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Matthew Batteh, 35, promoted to EVP, CFO and Secretary; replaces retiring Douglas Col.","Batteh previously VP of Finance; base salary $435,000, target bonus 75% of base.","Awarded 1,364 restricted shares vesting 25% in 2027, 25% in 2028, 50% in 2029.","Enters severance and executive severance agreements with change-of-control provisions.","Outgoing CFO Douglas Col will assist in the transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220645,"accession_number":"0000950170-24-052223","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Saia furnishes Q1 2024 earnings call transcript but supplied text lacks specific results","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Form 8-K filed under Item 7.01 attaching the transcript of Saia's Q1 2024 earnings conference call as Exhibit 99.1.","The exhibit excerpt provided does not contain any financial figures, operational metrics, or guidance.","No material new information beyond the existence of the call transcript is available from the filing text.","Investors should consult the full transcript or prior earnings release for actual results."],"consensus_eps_estimate":null,"consensus_eps_actual":3.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":754775000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220644,"accession_number":"0000950170-24-051352","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["5.03","5.07","8.01","9.01"],"status":"ready","headline":"Saia issues $100M senior notes at 6.09% due 2029; stockholders approve charter amendment limiting officer liability","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$100M aggregate principal of senior notes issued May 1, 2024 at 6.09% per annum, maturing May 1, 2029.","Stockholders elected all 10 director nominees with majority support; advisory say-on-pay approved with ~96% of votes cast.","Stockholders approved amendment to certificate of incorporation to limit liability of certain officers (23.0M for, 2.3M against).","Ratification of KPMG as independent auditor for FY2024 received ~97% support."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220643,"accession_number":"0000950170-24-049112","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Saia CFO Douglas Col to retire after 10 years; remains until successor named","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Douglas Col, EVP and CFO, plans to retire after 10 years at Saia, including 4 years as CFO.","Col will continue in current role until successor is named, then serve as advisor through year-end.","CEO Frederick Holzgrefe and Chairman Richard O'Dell praised Col's contributions to Saia's growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220642,"accession_number":"0000950170-24-048672","cik":1177702,"company_name":"SAIA INC","ticker":"SAIA","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Saia Q1 EPS $3.38 beats $2.85; revenue $754.8M +14.3%; capex ~$1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $3.38 vs $2.85; revenue $754.8M +14.3%; operating income $117.9M +18.9%, operating ratio 84.4%.","LTL shipments per workday +15.7%, tonnage +6.2%; revenue per cwt ex fuel +10.5%.","Net capex $456.8M in Q1 (vs $128.1M); full-year guidance ~$1B; includes $235.7M for Yellow Corp properties.","Opened 4 new terminals; plans 15-20 new terminals in 2024; added >2,000 trailers, 400 tractors, 400 forklifts.","Cash $12.3M, total debt $84.1M at March 31, 2024 vs $166.4M cash and $26.5M debt a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":3.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":754775000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":12642556005.225853,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}