earnings
confidence high
sentiment negative
materiality 0.65
Saia Q1 EPS flat at $1.86; revenue up 2.4% to $806.2M; op ratio worsens
SAIA INC
2026-Q1 EPS reported
$1.86
revenue$806,226,000
- 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.