Saia, Inc. 8-K Filings

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 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. 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.

Saia, Inc. reported the results of its 2026 Annual Meeting of Stockholders. Shareholders elected ten director nominees, each to serve until the 2027 annual meeting and until a successor is elected and qualified.

Stockholders also approved, on an advisory basis, the executive compensation program, with 24,885,783 votes for, 457,626 against, and 21,003 abstentions, plus 392,583 broker non-votes. In addition, stockholders ratified the appointment of KPMG LLP as the company’s independent registered public accounting firm for fiscal year 2026, with 24,903,949 votes for, 833,812 against, and 19,234 abstentions and no broker non-votes.

Saia, Inc. reported first quarter 2026 revenue of $806.2 million, up 2.4% from a year earlier, while diluted earnings per share held steady at $1.86. Operating income was $66.8 million, a 4.8% decrease, and the operating ratio slipped to 91.7% from 91.1%, indicating slightly higher operating costs relative to revenue.

Less-than-truckload shipments per workday rose 1.0%, but tonnage per workday declined 2.1%, reflecting lighter average loads. Pricing metrics were mixed: LTL revenue per hundredweight excluding fuel increased 1.9%, while revenue per shipment excluding fuel fell 1.2%. Saia ended the quarter with $39.2 million in cash and $112.8 million of total debt, down sharply from $295.5 million a year earlier, supported by strong operating cash flow and lower capital spending.

Saia, Inc. reported less-than-truckload operating data for January and February 2026, highlighting mixed volume trends compared with 2025. In January, LTL shipments per workday fell 2.1%, LTL tonnage per workday declined 7.0% and LTL weight per shipment decreased 5.1% versus January 2025.

February trends were somewhat better, with LTL shipments per workday up 0.3%, while LTL tonnage per workday declined 2.7% and LTL weight per shipment fell 3.0% compared with February 2025. Quarter-to-date, LTL shipments per workday were down 0.9%, LTL tonnage per workday declined 4.8% and LTL weight per shipment decreased 4.0% versus the same period in 2025.

The company also noted that contractual renewals showed pricing strength, averaging 6.6% in January 2026 and 5.9% in February 2026. Management reiterated that actual first-quarter and full-year results may differ materially due to various risks and uncertainties described in its SEC filings.

Saia, Inc. discussed fourth quarter and full-year 2025 results, highlighting a year of heavy investment and a softer freight backdrop. Q4 2025 revenue was $790.0 million, essentially flat year over year, but the operating ratio worsened to 91.9% from 87.1% as self‑insurance, health benefits and depreciation costs rose. Diluted EPS declined to $1.77 from $2.84.

For full-year 2025, revenue grew 0.8% with operating income of $352.2 million and adjusted operating income of $337.7 million. The operating ratio deteriorated 410 basis points to 89.1% (89.6% adjusted) despite record capital investments of more than $2.0 billion over three years to build a national LTL network and modernize the fleet.

Management emphasized safety and quality gains, including a record cargo claims ratio of 0.50% for the year, a 21% reduction in preventable accident frequency and a 10% decline in lost‑time injuries. Newly opened terminals, 39 since 2022, operated profitably in aggregate and the 21 terminals opened in 2024 are estimated to have added about 80 basis points of revenue market share. Debt fell to roughly $164 million, down from $200 million, and leadership targets 100–200 basis points of operating‑ratio improvement in 2026 as the national network scales and pricing better reflects inflation and prior capital deployment.

Saia, Inc. reported softer results for the fourth quarter and full year 2025 as profitability declined despite essentially flat revenue. Fourth quarter revenue was $790.0 million, up 0.1%, while diluted EPS fell to $1.77 from $2.84 as operating income dropped 36.9% to $64.0 million and the operating ratio weakened to 91.9% from 87.1%. Management noted roughly $4.7 million of higher self-insurance costs tied to prior-year accidents pressured the quarter. For 2025, revenue inched up 0.8% to $3.2 billion, but operating income declined 27.0% to $352.2 million, with diluted EPS down to $9.52 from $13.51 and adjusted diluted EPS of $9.11. The full‑year operating ratio deteriorated to 89.1%, or 89.6% on an adjusted basis, from 85.0%, reflecting higher costs per shipment. Saia generated $595.0 million of operating cash flow, funded $544.1 million of net capital expenditures (down from $1,040.9 million in 2024), and reduced total debt to $164.0 million from $200.3 million while ending 2025 with $19.7 million in cash.

Saia, Inc. (SAIA) furnished an 8-K under Regulation FD, providing the transcript of its second‑quarter earnings conference call as Exhibit 99.1. The company includes forward‑looking statements language to help investors understand management’s current expectations.

The filing outlines broad factors that could cause actual results to differ, including economic conditions, competitive pricing pressures, labor availability and costs, diesel fuel and insurance costs, technology and cybersecurity risks, supply chain and equipment constraints, regulatory changes, seasonal/weather impacts, customer credit, capital needs and debt covenants, accounting estimates, acquisitions, and litigation. The information is furnished, not deemed filed, and is not incorporated by reference. The exhibit list also includes the Cover Page Inline XBRL file.

Saia, Inc. (SAIA) furnished an Item 2.02 Current Report on Form 8-K to announce its third quarter 2025 results. The company attached a press release as Exhibit 99.1 dated October 30, 2025. The information under Item 2.02, including Exhibit 99.1, is furnished and not deemed filed under Section 18 of the Exchange Act, and is not incorporated by reference except as expressly stated.

Saia, Inc. filed a current report to inform investors that it has released shipment and tonnage data for July and August 2025. The company states that this operational data was provided in a press release dated September 5, 2025, which is included as an exhibit to the report.

The filing itself does not detail the actual shipment or tonnage figures, but directs readers to the attached press release for specifics. This type of update helps the market track Saia’s recent freight activity between formal quarterly financial reports.