SAIA SAIA INC

BULLISH Impact: 5/10 8-K
Horizon weeks Filed Jun 2, 2026 Processed 3d 8h ago SEC 0001193125-26-252530
8-K context-dependent: Items 8.01

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Executive Summary

Saia released April and May 2026 LTL operating data showing accelerating tonnage growth (QTD +7.6% vs 2025) and improving weight per shipment (+2.9% QTD). Shipments per workday grew 4.6% QTD. The data suggests solid demand momentum in the less-than-truckload segment heading into the remainder of Q2.

Actionable Insight

The sequential acceleration from April to May in tonnage (+6.9% to +8.4%) and weight per shipment (+1.3% to +4.5%) signals improving demand and mix. Watch for Q2 earnings in late July for margin conversion on this volume growth.

Key Facts

  • April 2026 LTL tonnage per workday +6.9% vs April 2025
  • May 2026 LTL tonnage per workday +8.4% vs May 2025
  • QTD LTL tonnage per workday +7.6% vs QTD 2025
  • QTD LTL shipments per workday +4.6% vs QTD 2025
  • QTD LTL weight per shipment +2.9% vs QTD 2025
  • May weight per shipment accelerated to +4.5% vs May 2025

Financial Impact

No dollar figures provided; operating metrics show accelerating volume and weight trends

ltl_tonnageltl_shipmentsltl_weight_per_shipment

Risk Factors

  • No pricing or margin data provided — volume growth alone does not guarantee profit improvement
  • Forward-looking statements caution about economic conditions, fuel costs, and competitive pricing pressures
  • Historical calibration shows score-5/6 reports on SAIA have had mixed directional accuracy

Market Snapshot

Exchange
Nasdaq
Sector
Trucking (No Local)
Analyst Consensus
54% bullish (26 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-252530
Document: saia-ex99_1.htm0001193125-26-252530
Document: 0001193125-26-252530-index-headers.html0001193125-26-252530
Document: 0001193125-26-252530-index.html0001193125-26-252530
Document: 0001193125-26-252530.txt0001193125-26-252530
6 reports for SAIA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for SAIA — sortable, filterable
Type Now
Jun 2, 2026
3d ago
8-K
BULLISH ★ 5/10
awaiting T+20
Jun 2, 2026
3d ago
Press Release
BEARISH ★ 7/10
awaiting T+20
May 6, 2026
29d ago
8-K
MIXED ★ 5/10
$448.94 $464.49▲ +3.46%▲ +0.33%$464.79 (+3.53%)
Apr 30, 2026
5w ago
8-K
NEUTRAL ★ 4/10
awaiting T+20
Mar 30, 2026
9w ago
Press Release
NEUTRAL ★ 2/10
$351.28 $446.07▲ +26.98%▲ +17.56%$464.79 (+32.31%)
Mar 3, 2026
13w ago
Press Release
BEARISH ★ 6/10
$414.06 $351.28▲ +15.16%▲ +10.76%$464.79 (−12.25%)
Showing 6 of 6

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