Every material Form 8-K Saia filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Saia reported record third quarter revenue of $982.5 million, up 17.0%, and diluted EPS of $3.41, up 21.4% from adjusted EPS of $2.81 a year earlier. The Board also authorized repurchases of up to $250 million of common stock.
Q3 revenue rose 17.0% to $982.5 million; tonnage per workday up 8.9%, shipments per workday up 0.8%
Diluted EPS of $3.41 versus adjusted $2.81 in Q3 2025; operating ratio 87.6%, unchanged from adjusted prior-year level
Board authorized up to $250 million in share repurchases; ended quarter with $203 million cash and $100.0 million total debt
Management expects Q4 operating ratio improvement of over 200 basis points year over year, based on October trends
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.
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.
Saia reported second quarter 2026 revenue of $956.5 million, up 17.1% from a year earlier, and operating income of $125.2 million, up 26.0%. Diluted earnings per share were $3.51 compared with $2.67 in the second quarter of 2025, and the operating ratio improved to 86.9% from 87.8%. Shareholders also get a 2026 net capital expenditure outlook of approximately $350 million to $400 million, subject to market conditions.
Revenue of $956.5 million, up 17.1%; operating income of $125.2 million, up 26.0%
Diluted EPS of $3.51 versus $2.67 in Q2 2025
Operating ratio of 86.9% compared with 87.8% a year earlier
Expects 2026 net capital expenditures of approximately $350 million to $400 million; cash of $84.0 million and total debt of $100.1 million at June 30, 2026
Saia reported first quarter 2026 results on April 30, 2026. Revenue rose 2.4% to $806.2 million, but operating income fell 4.8% to $66.8 million and the operating ratio widened to 91.7% from 91.1%. Diluted earnings per share were $1.86, the same as a year earlier, and the company expects 2026 net capital expenditures of $350 million to $400 million.
Revenue was $806.2 million, up 2.4% from the first quarter of 2025.
Operating income was $66.8 million, down 4.8%, and the operating ratio was 91.7% versus 91.1%.
Diluted earnings per share were $1.86 in both the first quarters of 2026 and 2025.
Net capital expenditures were $63.7 million in the first quarter, versus $202.1 million a year earlier; 2026 net capital expenditures are expected to be $350 million to $400 million.
Saia reported fourth quarter 2025 revenue of $790.0 million, up 0.1%, but operating income fell 36.9% to $64.0 million and diluted earnings per share dropped to $1.77 from $2.84. Management attributed about $4.7 million of the quarter's cost increase to unexpected adverse developments on accidents from prior years. For full year 2025, diluted EPS was $9.52 versus $13.51 in 2024, and net capital expenditures are expected to be $350 million to $400 million in 2026.
Q4 2025 diluted EPS was $1.77 versus $2.84 in Q4 2024; operating ratio was 91.9% versus 87.1%
Full year 2025 revenue was $3.2 billion, up 0.8%, while operating income fell 27.0% to $352.2 million
Management cited about $4.7 million in elevated self-insurance costs from accidents in prior years
2026 net capital expenditures are anticipated at approximately $350 million to $400 million, subject to market conditions
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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