Saia, Inc. (SAIA)

Over the past six months, Saia's stock has experienced fluctuations and analyst activities. Key events include Q1 2025 earnings reporting record revenue but impacted by sub-seasonal shipment trends and winter weather, leading to a stock price drop. Q2 2025 saw a slight revenue decrease but sequential operating ratio improvement. Q3 2025 earnings reported flat revenue but an improved adjusted operating ratio. Analyst ratings and price target adjustments have varied, and there was an instance of insider selling in November 2025.

Demand for Saia's LTL shipments is influenced by seasonality. Sub-seasonal shipment trends impacted revenue in Q1 2025 due to macroeconomic conditions and winter weather. Historically, there is a seasonal demand spike in Q1, followed by a slight softness in May, with demand picking up again in June. Saia's newer markets have shown performance in line with seasonality.

Saia, Inc., headquartered in Johns Creek, Georgia, operates in the Industrials sector, specializing in less-than-truckload (LTL) services. The company offers a range of value-added services, including non-asset truckload, expedited, and logistics services across North America, serving industries such as retail, chemical, and manufacturing.

Saia operates an extensive network across the United States, directly serving the 48 contiguous states. Through partnerships, it extends its LTL services to Canada, Mexico, Alaska, Hawaii, and Puerto Rico. As of December 31, 2024, Saia operated 214 owned and leased terminals and plans to open up to 16 new terminals in 2024 to enhance service capabilities and support its growing customer base.

Saia has a positive brand reputation, recognized for its safety record and environmental efforts. The company has also been recognized as a top company for women in transportation. Saia has engaged in strategic partnerships, including with the Atlanta Braves and Joe Gibbs Racing, to enhance its brand visibility.

Saia, Inc.'s ownership is primarily a mix of institutional, retail, and individual investors, with institutional investors holding a significant portion. Major institutional owners include Vanguard Group Inc., BlackRock Inc., and Alliancebernstein L.P. Rcg Holdings LLC is the largest individual shareholder, while insider ownership is relatively low.