Welcome to our dedicated page for SAIA SEC filings (Ticker: SAIA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Saia, Inc. filings document the public-company disclosures of a national transportation provider built around less-than-truckload freight, non-asset or brokered truckload, expedited transportation and logistics services. Form 8-K reports furnish quarterly operating results, earnings releases, LTL shipment and tonnage data, revenue-per-shipment measures, operating ratio and conference-call transcripts under Regulation FD.
Proxy and annual-meeting filings cover director elections, advisory executive-compensation votes, auditor ratification and board governance. The company's risk disclosures address freight-cycle conditions, industry competition and pricing pressure, fuel and fuel-surcharge exposure, labor availability for drivers and terminal personnel, insurance and cargo-claim costs, technology disruption, service-geography expansion and real estate-related liabilities.
Saia, Inc. reported record second‑quarter 2026 revenue of $956.5 million, up 17.1% year over year, with shipments per workday up 4.4% and tonnage per workday up 8.4%. Operating income rose 26% to $125 million, and operating ratio improved to 86.9% from 87.8%. Diluted EPS increased 31.5% to $3.51.
Revenue per shipment excluding fuel surcharge increased 1.5% to $303.12, and June ex‑fuel revenue per shipment was about 4% above June 2025. Fuel surcharge revenue grew to 22.3% of total as a 50.3% jump in national diesel prices drove a 49.6% rise in fuel expense and a 47.3% increase in purchased transportation.
Management highlighted record service and safety metrics, including a 0.3% cargo claims ratio and over 45% improvement in miles between preventable accidents. Since 2022, Saia has invested about $1 billion in real estate and $1.0 billion in fleet, adding 33 terminals and increasing door count 25%. A new “Saia REV” program targets faster transit on 2,000 lanes and enhanced shipment visibility. Leaders described customer sentiment as positive and are targeting only about a 100‑basis‑point seasonal operating‑ratio deterioration from the second to the third quarter.
Saia, Inc. reported strong Q2 2026 results, with operating revenue up 17.1% to $956.5 million, driven by higher fuel surcharge revenue, a 4.4% increase in LTL shipments and 8.4% higher LTL tonnage. LTL revenue per shipment rose 12.0% to $393.56 and, excluding fuel surcharges, 1.5% to $303.12. Operating income increased to $125.2 million, improving the operating ratio to 86.9% from 87.8%.
Net income grew to $94.3 million, or $3.51 per diluted share, versus $71.4 million and $2.67 a year earlier; for the first half of 2026, net income was $144.1 million and diluted EPS $5.37. Saia generated $291.2 million of operating cash flow against $158.0 million of capital expenditures, ended the quarter with working capital of $216.7 million, $564.0 million of undrawn revolver capacity and $100.0 million of senior notes outstanding. Management notes higher wage, health-benefit, fuel and purchased transportation costs, ongoing network and technology investment, and increased litigation and insurance-related risks.
Saia, Inc. reported strong second quarter 2026 results, with revenue of $956.5 million, a 17.1% increase from the second quarter of 2025. Operating income rose to $125.2 million, up 26.0%, and diluted earnings per share were $3.51 compared to $2.67 a year earlier. The operating ratio improved to 86.9% from 87.8% as LTL shipments per workday grew 4.4% and LTL tonnage per workday increased 8.4%.
LTL revenue per hundredweight excluding fuel surcharge declined 2.2%, while LTL revenue per shipment excluding fuel surcharge increased 1.5%. Saia ended the quarter with $84.0 million of cash on hand and total debt of $100.1 million, versus $18.8 million of cash and $309.1 million of debt at June 30, 2025. Net capital expenditures were $158.0 million in the first six months of 2026, and the company anticipates full‑year 2026 net capital expenditures of approximately $350 million to $400 million, subject to market conditions.
Saia, Inc. reported higher less-than-truckload operating volumes for the first two months of the second quarter of 2026. The company highlighted growth in shipments, tonnage and weight per shipment compared with the same periods in 2025.
In April 2026, LTL shipments per workday rose 5.6%, LTL tonnage per workday increased 6.9%, and LTL weight per shipment was up 1.3% versus April 2025. In May 2026, shipments per workday increased 3.7%, tonnage per workday grew 8.4%, and weight per shipment rose 4.5% compared with May 2025.
For the quarter-to-date 2026 versus the same period in 2025, LTL shipments per workday increased 4.6%, LTL tonnage per workday rose 7.6%, and LTL weight per shipment was up 2.9%. Saia emphasized that actual second-quarter and full-year results could differ materially due to numerous economic, operational and regulatory risks.
Saia Inc executive Anthony R. Norwood reported an open-market sale of company stock. As EVP & CHRO, he sold 292 shares of Saia common stock at a price of $468.7700 per share. After this transaction, he directly owns 4,894 Saia shares.
Norwood also holds stock options to acquire 530 shares of Saia common stock at an exercise price of $287.7900 per share, expiring on March 2, 2029. These options were granted under a long-term incentive program, with one-third of the award vesting each year on the anniversary of the grant date.
Morgan Stanley Smith Barney LLC Executive Financial Services submitted a Form 144 notice regarding proposed sales of restricted common stock related to SAIA.
The filing lists multiple restricted-stock entries dated 02/08/2024, 02/06/2025, and 02/08/2025 with per-line counts shown in the excerpt. The filing metadata shows a date of 05/20/2026.
Saia, Inc. President & CEO Frederick J. Holzgrefe III reported an internal restructuring of his indirect holdings in company stock. A related LLC holding 10,000 shares of common stock transferred a 98% non‑voting interest to the Holzgrefe 2025 Family Trust as part of an estate planning strategy, in exchange for a promissory note. This change shifts how the shares are held rather than reflecting an open‑market trade.
Following these updates, Holzgrefe is shown with 12,743 shares of common stock held directly and 7,240.255 phantom stock units, which are payable in Saia common stock upon his termination of employment under the company plan.
SAIA Inc. reporting entity T. Rowe Price Associates, Inc. filed an amendment to a Schedule 13G/A disclosing beneficial ownership of 2,325,979 shares of SAIA common stock, representing 8.7% of the class. The filing shows sole voting power for 2,244,368 shares and sole dispositive power for 2,325,979 shares. The filing is signed by Ellen York, Vice President, dated 05/15/2026.
Saia, Inc. President & CEO Frederick J. Holzgrefe III reported estate-planning moves involving company stock. On May 11, 2026, he made two bona fide gift transfers totaling 20,000 shares of Saia common stock, rather than selling shares in the market.
Footnotes state that 10,000 directly owned shares were contributed to TCCE Global, LLC, an entity he manages with his wife. After these gifts, he reports 12,743 common shares held directly and 10,000 shares held indirectly via the LLC. He also holds 7,240.255 phantom stock units, which are payable in common stock upon his termination of employment under the plan terms.
Saia, Inc. used this 8-K to furnish the transcript of its first-quarter 2026 earnings call. Management reported record first-quarter revenue of $806.2 million, up 2.4% year over year, while diluted EPS was $1.86, flat versus the prior year.
The operating ratio worsened slightly to 91.7 from 91.1 as higher health insurance, workers’ compensation and fuel costs offset efficiency gains. Shipments per workday rose 1.0%, but tonnage fell 2.1% as weight per shipment declined, even though revenue per shipment excluding fuel improved through the quarter.
Saia highlighted strong service and safety statistics, including a cargo claims ratio of 0.5% and record first-quarter miles between preventable accidents. Since 2017, it has opened 70 facilities, building a 214-terminal national network. Over the last 36 months, Saia invested about $1.8 billion in its network and fleet, more than 19% of total revenue.