- Saia reported an EPS of $1.77, missing the estimated $1.90 and marking a decrease from the previous year’s $2.84.
- The company’s revenue was approximately $790 million, surpassing estimates and indicating a slight year-over-year increase.
- Despite revenue growth, Saia faced operational challenges, with a decrease in operating income and worsening operating ratio.
Saia, Inc. (NASDAQ: SAIA) is a key player in the transportation industry, specializing in less-than-truckload (LTL) services. The company operates in the Zacks Transportation – Truck industry, providing efficient freight solutions across the United States. Saia competes with other major transportation companies, striving to deliver reliable services and maintain strong financial performance.
On February 10, 2026, Saia reported its earnings for the fourth quarter of 2025. The company announced earnings per share (EPS) of $1.77, which was below the estimated $1.90. This represents a significant decrease from the $2.84 EPS reported in the same quarter of the previous year. The shortfall resulted in a negative surprise of 6.77%, highlighting the challenges Saia faced in meeting market expectations.
Despite the EPS miss, Saia’s revenue for the quarter was approximately $790 million, surpassing the estimated $773.8 million. This revenue figure also exceeded the Zacks Consensus Estimate of $780.61 million, resulting in a positive surprise of 1.2%. The slight year-over-year revenue increase of 0.1% indicates Saia’s ability to maintain steady sales performance amidst a competitive market.
Saia’s financial metrics reveal a mixed performance. The company’s operating income decreased by 36.9% to $64 million, and the operating ratio worsened to 91.9% from 87.1% in the previous year. Additionally, LTL shipments and tonnage per workday experienced declines of 0.5% and 1.5%, respectively. These figures suggest operational challenges that Saia needs to address to improve profitability.
In terms of valuation, Saia has a price-to-earnings (P/E) ratio of approximately 36.67, indicating the price investors are willing to pay for each dollar of earnings. The company’s price-to-sales ratio is about 3.20, reflecting the market’s valuation of its revenue. With a low debt-to-equity ratio of 0.14, Saia demonstrates a conservative approach to debt, maintaining a strong capital structure.
