SAIASaia, Inc.
Saia, Inc. (SAIA) operates in the road and rail freight transportation sector, providing logistics services across North America. The company’s next catalyst is Oct 5, 2026 — Stock Traders Buy High Volum, which will test investor sentiment ahead of the Q3 2026 earnings release. The event will gauge whether the market views the company’s recent performance and guidance as a catalyst for further upside or a sign of overvaluation.
- Revenue in the most recent quarter ended June 30, 2026, reached $3.42B, with net income of $280.31M and diluted EPS of $3.51.
- Free cash flow (TTM) stood at $95.81M, with a net margin of 8.2% and a debt-to-equity ratio of 0.05x.
- Revenue growth slowed to 0.8% YoY, reflecting the ongoing challenges of a maturing freight cycle.
The Read
5% after Q4 2025 earnings matched estimates but 2026 guidance boosted confidence, then rallied 16% on positive terminal integration and freight cycle updates, and jumped about 15% after Q1 2026 earnings beat and margin recovery.
The schedule
- Mon5Oct
This event reflects short-term trader activity, which may indicate a shift in sentiment ahead of the earnings report. It could signal either a bullish or bearish outlook depending on volume and price action.
- Thu29Oct
This earnings report will test the company's ability to meet or exceed expectations in a high-interest-rate environment, with a focus on freight demand and cost management. The outcome will be critical for P&L, product mix, and cash flow visibility.
- Thu19Nov
This event is a non-earnings catalyst that may provide insight into the company's strategic direction and investor confidence. It could influence P&L and product mix if it signals a shift in business focus.
- Tue9Feb
This earnings report will be a key test of the company's ability to sustain performance in a high-interest-rate environment. It will provide insight into P&L, product mix, and cash flow trends.
- Thu29Apr
This earnings report will be a critical test of the company's ability to adapt to changing macroeconomic conditions. It will provide insight into P&L, product mix, and cash flow trends.
- Thu29Jul
This earnings report will be a key test of the company's ability to sustain performance in a high-interest-rate environment. It will provide insight into P&L, product mix, and cash flow trends.
Past
- Thu30Jul
Actual outcome: Bear · $360.10 at outcome
Saia reported record second-quarter revenue and EPS of $3.51, meeting or slightly beating consensus estimates on the back of higher shipment volumes and improved pricing. Despite the strong fundamental performance and an improved operating ratio, the stock failed to rally and closed at $347.63, well below the $425 bear floor. The positive earnings print was insufficient to drive a recovery, resulting in a bearish outcome relative to pre-event targets.
SAIA will report Q2 2026 results, focusing on tonnage growth and the margin impact of recent terminal network expansions.
- Thu30Apr
Actual outcome: Bull · $449.40 at outcome
Saia reported Q1 2026 earnings of $1.86 per share, beating consensus estimates of $1.82, alongside a revenue beat. This strong top- and bottom-line performance provided evidence of stabilization and margin recovery following a weak Q4, alleviating investor concerns and driving the stock well past the $420 bull target.
- Tue24Feb
Actual outcome: Mixed · $405.39 at outcome
SAIA reported Q4 2025 EPS of $1.78, matching consensus estimates perfectly. With earnings coming in exactly as expected and no major surprises in the 2026 guidance, the stock saw a muted reaction, rising just 1.0% in the days following the event.
- Fri13Feb
Actual outcome: Bull · $446.33 at outcome
Saia provided a highly positive update on its terminal integration, demonstrating successful onboarding of new capacity and improved network efficiency. Management also offered constructive commentary on the macro freight cycle, signaling stabilizing volumes and resilient pricing power, which reassured investors of continued margin expansion and drove the 16% rally in the stock.
