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SAIA SAIA INC

Trailing twelve months to 2026-06-30 · as filed 2026-07-30, not restated
Industrials

Scale

Market cap
$9.5bn
Revenue TTM
$3.4bn
Net income TTM
$278m
Free cash flow
$255m
Composite score
43.7
Sector rank
#742

Valuation

P / E
34.2
EV / EBITDA
15.2
EV / sales
2.8
FCF yield
2.68%
Earnings yield vs 10-yr
-1.81pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
8.2%
EBITDA margin
18.5%
ROE
10.2%
ROIC
13.7%
Revenue growth
4.8%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Second Quarter Overview The Company’s operating revenue increased by 17.1 percent in the second quarter of 2026 compared to the same period in 2025. This increase was due to higher fuel surcharge revenue as a result of higher diesel fuel prices, a 4.4 percent increase in LTL shipments per workday as well as a 1.5 percent increase in LTL revenue per shipment, excluding fuel surcharges. LTL revenue per shipment increased 12.0 percent to $393.56 compared to the prior year second quarter. Consolidated operating income was $125.2 million for the second quarter of 2026 compared to $99.4 million for the second quarter of 2025. …SAIA INC, 10-Q, period ended 2026-06-30, filed 2026-07-30

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