AI brief of an SEC Form 8-K · Saia (SAIA)

Saia Q3 2026 revenue rises 17% to record $982.5 million; approves $250 million buyback

Positive Impact 4 of 5 earnings

Saia reported third quarter 2026 revenue of $982.5 million, up 17.0% from a year earlier, and diluted earnings per share of $3.41 versus $3.22. The company also authorized a $250 million stock repurchase program with no expiration date, and added Todd C. Fowler to its board. Operating ratio rose to 87.6% from 85.9%, and the prior-year quarter included a real estate gain that the company excluded from its adjusted figures.

Key points

  • Operating revenue was $982.5 million, up 17.0% from $839.6 million in the third quarter of 2025.
  • Diluted EPS was $3.41 versus $3.22; the prior-year figure included a $0.41 per share real estate gain, and adjusted EPS was $2.81.
  • Operating ratio was 87.6% compared with 85.9% in the third quarter of 2025.
  • The board authorized repurchases of up to $250 million of common stock; the company is not obligated to buy a set number of shares and may suspend or end the program at any time.

The filing

CompanySaia (SAIA)
Form8-K, current report
Filed with the SECOct 29, 2026, 7:45 AM ET
Accession number0001193125-26-437022

Items reported: 2.02 Results of Operations5.02 Director / Officer Change7.01 Regulation FD Disclosure8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.