Equity Brief · Industrials2026-05-20
SAIA·Industrials

Last results 24 Jul 2026

Saia Inc

I · AI Analysis

The brief

Saia operates a network of terminals and trucks to move shipments that are too big for parcel services but too small to fill an entire trailer — this is called 'less-than-truckload' or LTL freight [Saia website]. They consolidate multiple customers' cargo onto shared trucks, offering regional and national delivery along with expedited options and freight brokerage [Saia website]. The business relies on terminal density, route optimization, and equipment utilization to stay profitable in a capital-intensive, competitive industry [Saia website].

Saia is a 100-year-old U.S. trucking company specializing in less-than-truckload (LTL) shipping for mid-sized freight between 100 and 10,000 pounds [Saia website]. With 213 terminals and a fleet of ~7,700 tractors across North America, they generated $3.2B in revenue in the latest twelve months [Yahoo Finance]. The stock trades at a premium P/E of 47.2x despite near-flat revenue growth and modest margins [Yahoo Finance].

Saia is profitable with a solid balance sheet, but growth has stalled and the valuation looks stretched relative to near-term fundamentals [Yahoo Finance].

The brief AI analysisConfidence 6/10

Sentinellis health

5.8/10

Moderate concerns

Market capitalisation

$11.9B

Revenue (TTM)

$3.2B

Explainers

How we read these numbers

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Revenue growth has flatlined at 0.8% year-over-year, suggesting Saia is losing pricing power or market share in a weak freight environment [Yahoo Finance].

1 of 5 risks in this report

Risks

5

Opportunities

4

Red flags

3

Leadership

8

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Produced 20 May 2026, 19:59 UTC

Figures come from company filings and market data. The Sentinellis health score and the wording attached to it are our interpretation of those figures, not numbers the company reported.

Not investment advice and not a recommendation to buy or sell. Sentinellis holds no positions in the companies it covers, takes no payment from issuers, and has no broker referral arrangements.

How every figure and score is calculated