Saia, Inc. (SAIA) AI Stock Analysis

Saia, Inc., based in Johns Creek, Georgia, operates across North America through its subsidiaries, specializing in less-than-truckload (LTL) services for shipments ranging from 400 to 10,000 pounds. The company also provides non-asset truckload services, expedited shipping options, and comprehensive logistics solutions. Saia operates 176 facilities across owned and leased locations to optimize operational efficiency and customer service. Its fleet includes approximately 5,600 tractors and 19,300 trailers, serving a diverse clientele with varying freight requirements across North America.

Saia grew annual revenue from $2.29B in FY2021 to $2.79B in FY2022, $2.88B in FY2023, and $3.21B in FY2024, reaching $3.23B in FY2025, which reflects a 5-year revenue CAGR of 12.2%. Revenue growth moderated to 0.8% in FY2025 from 11.4% in FY2024, while net margin fell to 7.9% from 11.3%, with net income of $255.0M and EPS of $9.11. For the trailing twelve months, revenue was $3.39B with an operating margin of 13.1% and net profit margin of 8.2%. In the latest quarter ended June 30, 2026, quarterly revenue growth was 17.1% and quarterly earnings growth was 31.5%.

As of June 30, 2026, Saia held cash and short-term investments of $84.0M against total debt of $269.2M, resulting in net debt of $185.2M. Shareholders' equity was $2.73B and total assets were $3.72B, supporting a current ratio of 1.58 and a debt-to-equity ratio of 0.10. For FY2025, operating cash flow reached $595.0M and free cash flow was $27.3M. The company directed capital toward $567.6M in capital expenditures and $8.7M in share buybacks.

Saia trades at a trailing P/E of 32.3x and a forward P/E of 41.2x, higher than the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its enterprise value stands at $12.70B with an EV to EBITDA ratio of 21.1x, above the peer median of 13.9x, and a price-to-sales multiple of 2.6x versus the peer median of 1.5x. Over the past year, Saia delivered a return of 10.1%, below the S&P 500 (SPY) return of 16.8%, and its 5-year return of 28.1% lagged the S&P 500 return of 83.0%.

Saia carries 11 Strong Buy, 3 Buy, 6 Hold, 0 Sell, and 1 Strong Sell analyst ratings. The mean price target is $420.29, representing an upside of 25.5% versus the last close of $335.00. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $3.64B and EPS of $11.37, indicating EPS growth of 24.8%. The company beat EPS estimates in 3 of the last 4 quarters. The next earnings date is October 29, 2026.

This page is an AI-written research summary of Saia, Inc. (SAIA). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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