SAIA Saia, Inc.
Price Chart
Executive Summary
Saia reported Q1 2026 EPS of $1.86, a 43% miss vs consensus of $3.26, with revenue of $931.4M also missing estimates. The company released April and May 2026 LTL tonnage data showing 7.6% QTD growth, but the severe earnings miss and lack of raised guidance signal significant operational headwinds.
Actionable Insight
The 43% EPS miss is severe and likely to drive significant downside. Monitor the upcoming 10-Q for margin details and any cost-cutting measures. The positive tonnage data for April/May provides some offset but is unlikely to outweigh the magnitude of the miss.
Key Facts
- Q1 2026 EPS of $1.86 missed consensus of $3.26 by 43%
- Revenue of $931.4M missed consensus of $931.4M (in-line)
- April 2026 LTL tonnage per workday +6.9% YoY, May +8.4% YoY
- QTD LTL shipments per workday +4.6%, tonnage +7.6% vs prior year
- No guidance provided in the release
Financial Impact
EPS miss of $1.40 per share (43% below consensus) represents a significant earnings shortfall
Risk Factors
- Further downward earnings revisions if Q2 guidance disappoints
- Potential margin compression from inflationary pressures or operational inefficiencies
- Competitive pricing pressure in the LTL trucking market
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3305029 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 11, 2026
1d ago
|
Institutional Cluster
| $463.60 awaiting T+1 | awaiting T+1 | — | $482.87 (+4.16%) |
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Jun 2, 2026
10d ago
|
8-K
| $471.15 $464.49 | ▼ −1.41% | ▼ −0.69% | $482.87 (+2.49%) |
|
Jun 2, 2026
10d ago
|
Press Release
| $471.15 $464.49 | ▲ +1.41% | ▲ +0.69% | $482.87 (−2.49%) |
|
May 6, 2026
5w ago
|
8-K
| $448.94 $449.80 | ▲ +0.19% | ▼ −0.64% | $482.87 (+7.56%) |
|
Apr 30, 2026
6w ago
|
8-K
| $448.82 $441.26 | ▼ −1.68% | ▼ −1.90% | $482.87 (+7.59%) |
|
Mar 30, 2026
10w ago
|
Press Release
| $351.28 $354.88 | ▲ +1.02% | ▲ +0.28% | $482.87 (+37.46%) |
|
Mar 3, 2026
14w ago
|
Press Release
| $414.06 $414.43 | ▼ −0.09% | ▲ +0.67% | $482.87 (−16.62%) |
US Market Status
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