{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-055799","form_type":"8-K","ticker":"SAIA","cik":"0001177702","company_name":"SAIA INC","filed_at":"2023-10-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.425339+00:00","generated_at":"2026-06-09T06:46:24.475653+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"Saia Q3 EPS flat at $3.67; revenue up 6.2% to $775.1M; operating ratio worsens to 83.4%","bullets":["Diluted EPS $3.67 unchanged YoY; revenue $775.1M (+6.2%) on 12.2% LTL shipments per day growth.","Operating ratio deteriorated 100 bps to 83.4%; salaries & benefits +16% from 1,000+ new hires and 4.1% wage increase.","Late July volume surge from LTL competitor shutdown; LTL tonnage per day +6.7%, rev per cwt ex fuel +8.4%.","Cash $249.3M; net capex 9-month $338.4M; 2023 capex guidance >$400M, subject to market conditions.","Core pricing environment positive; management expects improved productivity as new staff gain experience."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-055799","json":"https://secwatch.observer/filing/0000950170-23-055799.json","markdown":"https://secwatch.observer/filing/0000950170-23-055799.md","text":"https://secwatch.observer/filing/0000950170-23-055799.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1177702/000095017023055799/0000950170-23-055799-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1177702/000095017023055799/saia-20231027.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T06:46:24.475653+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":"ec6d17c94b15327d9a74114f33c8586a544bf4b8","claim":"SAIA INC reported third quarter 2023 results: revenue $775.1 million, EPS $3.67.","evidence_excerpt":"$3.67 in the third quarter of 2022. Highlights from the third quarter operating results were as follows: Third Quarter 2023 Compared to Third Quarter 2022 Results • Revenue was $775.1 million, a 6.2% increase • Operating income was $128.4 million, a 0.1% increase • Operating ratio of 83.4% compared to 82.4% • LTL shipments per workday increased 12.2% • LTL tonnage per","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1177702/000095017023055799/0000950170-23-055799-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter 2023"},{"label":"Revenue","value":"$775.1 million"},{"label":"EPS","value":"$3.67"},{"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"}