Saia, Inc. (SAIA)

Saia's stock has been influenced by stable but slightly softer LTL trends and modestly lower Q3 2025 earnings, with revenue of $839.6 million and diluted EPS of $3.22, lower shipments and tonnage but a firmer yield. BMO Capital downgraded Saia's stock from "Outperform" to "Market Perform" in April 2025 due to potential challenges. In Q1 2025, Saia reported revenue of $787.58 million, a 4.3% increase year-over-year, but earnings per share significantly dropped to $1.86 from $3.38 in the prior year. More recently, the stock has seen a sharp rebound, with the share price up 24.1% over the past week and a 16.2% gain over the past month as of February 7, 2026, but its one-year total shareholder return shows a 15.1% decline.

Saia's products and services experience demand seasonality, with challenges related to a weaker-than-normal pickup from February to March impacting Q1 2025 revenue by an estimated $25 million to $40 million, attributed to a soft macroeconomic environment.

Saia, Inc. is a North American transportation company operating in the Industrials sector, specifically the Trucking industry, providing less-than-truckload (LTL) services for shipments between 100 and 10,000 pounds, along with value-added services like non-asset truckload, expedited shipping, and logistics solutions through its Saia LTL Freight, LinkEx, and Saia Logistics Services operating groups, serving diverse industries with 214 terminals and a fleet of approximately 6,600 tractors and 26,200 trailers as of December 31, 2024.

Saia, Inc. provides direct LTL services across the 48 contiguous states in the United States and extends its service coverage to Alaska, Hawaii, Puerto Rico, Canada, and Mexico through a network of partners, operating 214 terminals as of December 31, 2024.

Saia's brand reputation has been mixed, with some analysts issuing "Buy" or "Outperform" ratings, while BMO Capital downgraded the stock to "Market Perform" in April 2025. Seeking Alpha's Quant rating system issued a "Sell" rating due to negative EPS revisions and decelerating momentum, with concerns about shipment growth and operating ratio deterioration, despite management emphasizing long-term investments and operational adjustments.

Institutional investors hold a significant majority of Saia, Inc.'s stock, representing approximately 69.19% as of February 2025, fluctuating to around 114.66% in July 2025, with major shareholders including Vanguard Group Inc and BlackRock, Inc.; insiders hold a smaller stake of approximately 0.28% as of July 2025.