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Inferra AI / Company / SAIA

Saia Inc.

SAIA · Industrials

Last earnings Oct 29, 2026

Key results

EPSquarter

$3.41

Diluted earnings per share for the quarter were $3.41 compared to $3.22 in the third quarter of 2025.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Adjusted EPSquarter

$2.81

Excluding a 2025 net gain on real estate recorded in the third quarter of 2025, adjusted diluted earnings per share 1 were $2.81 in the third quarter of 2025.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Revenuequarter

$982.5 million

Revenue was a company record of $982.5 million, an increase of 17.0% &#x2022

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Operating incomequarter

$122.3 million

Operating income was $122.3 million, an increase of 3.1% compared to $118.6 million in the third quarter of 2025 and an increase of 17.5% compared to adjusted operating income 1 of $104.1 million in the prior-year period &#x2022

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Adjusted operating incomequarter

3.1%

Operating income was $122.3 million, an increase of 3.1% compared to $118.6 million in the third quarter of 2025 and an increase of 17.5% compared to adjusted operating income 1 of $104.1 million in the prior-year period &#x2022

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Free cash flowquarter

$240 million

Year to date, we have generated more than $240 million in free cash flow 1 , providing the financial flexibility to support profitable growth while positioning us to return capital Saia, Inc.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

This resulted in a decrease in operating expenses and an increase in operating income of $14.5 million and an increase in diluted earnings per share of $0.41.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

The transactions increased diluted earnings per share by $0.54 on a pre-tax basis, partially offset by related income tax expense of $0.13.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

AI analysis

Q3 2026 · reported Oct 29, 2026

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2026
$982.5M
EX-99 · Oct 29, 2026
EPS · Q3 2026
$3.41
+5.9% vs year ago computed from stated figures
EX-99 · Oct 29, 2026
Free cash flow · Q3 2026
$240M
EX-99 · Oct 29, 2026
Operating income · Q3 2026
$122.3M
+3.1% +$4M vs year ago computed from stated figures
EX-99 · Oct 29, 2026

The quarter in charts

Diluted EPS — GAAP

Per diluted share, as stated

01.332.674$3.22Same quarter last year$3.41Q3 2026 (quarter)

EX-99 · Oct 29, 2026 EPS values as stated in the release.

Headline figures

MetricQ3 2026Prior qtrYear ago
EPS$3.41—$3.22
Adjusted EPS$2.81——
Revenue$982.5 million——
Operating income$122.3 million—$118.6 million
Adjusted operating income3.1%——
Free cash flow$240 million——

EX-99 · Oct 29, 2026

Guidance · company-stated

capital expenditures

“will be approximately $350 million”

Guidance stated in the release for full-year 2026; figures as stated.

Next earningsNo verified date on fileNo date is estimated or imported

Cash flow & capex

Free cash flow$240M

Capital allocation

htm EX-99.1 EX-99.1 Exhibit 99.1 Saia Reports Third Quarter 2026 Results Announces $250 Million Stock Repurchase Authorization JOHNS CREEK, GA – October 29, 2026 – Saia, Inc.

Saia also announced that its Board of Directors has authorized the repurchase of up to $250 million of Saia’s common stock.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Saia Reports Third Quarter 2026 Results Announces $250 Million Stock Repurchase Authorization JOHNS CREEK, GA – October 29, 2026 –

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

capital expenditures: “capital expenditures will be approximately $350 million”

capital expenditures (“full-year 2026”)
“For full-year 2026, the Company expects that net capital expenditures will be approximately $350 million, subject to ongoing evaluation of market conditions.”

Guidance stated in the release for full-year 2026; figures as stated.

Capital allocation

htm EX-99.1 EX-99.1 Exhibit 99.1 Saia Reports Third Quarter 2026 Results Announces $250 Million Stock Repurchase Authorization JOHNS CREEK, GA – October 29, 2026 – Saia, Inc.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Saia also announced that its Board of Directors has authorized the repurchase of up to $250 million of Saia’s common stock.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

The strength of our business further supports our disciplined capital allocation strategy, including our Board authorization to repurchase up to $250 million of Saia common stock.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Stock Repurchase Authorization Saia today announced that its Board of Directors approved a stock repurchase program authorizing the Company to repurchase up to $250 million of its outstanding common stock.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

The program is effective immediately and permits shares of common stock to be repurchased from time to time at management’s discretion through a variety of methods, including a 10b5-1 trading plan, open market purchases, privately negotiated transactions, or other transactions permitted by applicable securities laws and regulations.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

The timing and amount of repurchases will depend on market conditions and other factors, including business conditions, alternative investment opportunities, funding considerations, and other matters considered relevant by management and the Board.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Strategy & priorities

We continue to execute our long-term strategy to build a leading national LTL carrier.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

The strength of our business further supports our disciplined capital allocation strategy, including our Board authorization to repurchase up to $250 million of Saia common stock.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

The terminal sale occurred as the result of management’s efforts towards expanding door count by replacing a smaller facility with a larger facility better positioned to successfully support the Company’s overall strategy.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Risks & headwinds

All forward-looking statements reflect the present expectation of future events of our management as of the date of this news release and are subject to a number of important factors, risks, uncertainties and assumptions that could cause actual results to differ materially from those described in any forward-looking statements.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

What changed vs prior quarter

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Operating income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Saia Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials
Documents

Filings

38 documents

Earnings releases

13 documents

Presentations

0 documents

No presentations for Saia Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Saia Inc. are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Saia Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.