{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-001744","form_type":"8-K","ticker":"SAIA","cik":"0001177702","company_name":"SAIA INC","filed_at":"2023-02-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:44.060537+00:00","generated_at":"2026-06-20T00:51:22.703351+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Saia Q4 EPS $2.65 vs $2.76 YoY; December tonnage down 13.2%","bullets":["Q4 diluted EPS fell to $2.65 from $2.76 a year ago; full-year EPS rose 41% to $13.40.","Q4 revenue up 6.3% to $655.7M (record); operating ratio worsened to 85.9% from 84.2%.","LTL shipments/workday -8.2%, tonnage/workday -7.7%; December tonnage down 13.2%.","Full-year operating income +40.4% to $470.5M; operating ratio improved 230 bps to 83.1%.","Cash $187.4M; 2023 net capex guided >$400M; five terminal openings planned in H1 2023."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-001744","json":"https://secwatch.observer/filing/0000950170-23-001744.json","markdown":"https://secwatch.observer/filing/0000950170-23-001744.md","text":"https://secwatch.observer/filing/0000950170-23-001744.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1177702/000095017023001744/0000950170-23-001744-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1177702/000095017023001744/saia-20230203.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T00:51:22.703351+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"02abdd2ea39d6f1c446a5d4b7dfc72013157cb24","claim":"SAIA INC reported full year 2022 results: revenue $2.8 billion, EPS $13.40.","evidence_excerpt":"7.7% • LTL revenue per hundredweight increased 14.3% • LTL revenue per shipment rose 15.0% to $364.44 Full Year 2022 Results Compared to Full Year 2021 Results • Revenue was $2.8 billion, a 22.0% increase • Operating income was $470.5 million, a 40.4% increase • Operating ratio of 83.1% compared to 85.4% • LTL shipments per workday decreased 0.8% • LTL tonnage","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1177702/000095017023001744/0000950170-23-001744-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2022"},{"label":"Revenue","value":"$2.8 billion"},{"label":"EPS","value":"$13.40"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"4b563ba58ba0e25cc0d6f9a5ddd28c312f79abd7","claim":"SAIA INC reported fourth quarter 2022 results: revenue $655.7 million, EPS $2.65.","evidence_excerpt":"to $9.48 in 2021. Highlights from the fourth quarter and full year operating results were as follows: Fourth Quarter 2022 Compared to Fourth Quarter 2021 Results • Revenue was $655.7 million, a 6.3% increase • Operating income was $92.7 million, a 4.8% decrease • Operating ratio of 85.9% compared to 84.2% • LTL shipments per workday decreased 8.2% • LTL tonnage per","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1177702/000095017023001744/0000950170-23-001744-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter 2022"},{"label":"Revenue","value":"$655.7 million"},{"label":"EPS","value":"$2.65"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}