earnings
confidence high
sentiment positive
materiality 0.85
Saia Q2 2026 EPS $3.51 vs $2.67; revenue up 17.1% to $956.5M
SAIA INC
- Diluted EPS $3.51 vs $2.67 in Q2 2025; operating income $125.2M (+26%).
- Revenue $956.5M (+17.1%); operating ratio improved to 86.9% from 87.8%.
- LTL tonnage per workday +8.4%, shipments +4.4%; record-low claims ratio 0.3%.
- Cash $84.0M, debt $100.1M (vs $18.8M/$309.1M a year ago); net capex $158M in H1 2026.
- Full-year capex guidance $350-400M; management cites strong execution and network expansion.