Equity Profile

SAIA

Saia, Inc.

IndustrialsCargo Ground Transportation$12.4B

Apr30Thu

Post-Earnings Recap

ReportedQ1-2026Pre-Market7:30 AM EDT

Saia, Inc. Beats on EPS, Stock Up 6.35%

Metric	Actual	Expected	Surprise
EPS	$1.86	$1.82	+2.09%
Revenue	N/A	$789M	N/A

management commentary, guidance changes, and full analysis available with Pro.

Saia, Inc. Beats on EPS, Stock Up 6.35%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.86	$1.82	+2.09%
Revenue	N/A	$789M	N/A

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Saia, Inc. reported better-than-expected earnings per share for Q1-2026, which led to a positive stock reaction, rising 6.35%. The strong EPS performance suggests the company is managing its costs effectively, even though revenue figures were not disclosed. Investors may view this earnings beat as a sign of resilience in a competitive market.

Company Snapshot

Saia, Inc. is a transportation company specializing in cargo ground transportation services....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and is closely watched by investors.

$1.82

Revenue

Revenue figures provide insight into the company's sales performance and overall business health.

$789M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Saia, Inc. is a transportation company specializing in cargo ground transportation services. Operating within the industrials sector, Saia plays a crucial role in logistics, connecting businesses and consumers through efficient freight solutions.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

-2.85%

Avg Stock Reaction

-3.94%

Last Quarter Recap

In Q4 2025, Saia reported an EPS of $1.77, falling short of expectations by 6.74%. The stock reacted negatively, dropping 6.83% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic, expecting Saia to report an EPS of $1.82 and revenue of $789 million. However, the company has struggled with meeting earnings expectations recently.

Bull Case

If Saia can exceed the EPS estimate, it may signal a turnaround in profitability and boost investor confidence.

Bear Case

Conversely, another earnings miss could further erode investor trust and lead to a significant stock decline.

Key Metrics to Watch

EPS

$1.82

Earnings per share is a key indicator of profitability and is closely watched by investors.

Revenue

$789M

Revenue figures provide insight into the company's sales performance and overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Saia's EPS exceed the consensus estimate of $1.82?

A beat on EPS could restore confidence after recent misses and positively impact the stock price.

What will management say about revenue growth and operational challenges?

Insights into revenue performance and any operational hurdles will be critical for understanding the company's trajectory.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for Saia to rebound, given its recent operational adjustments and cost management strategies.

Supporting Evidence

Saia has historically shown resilience following earnings misses, with a 38% beat rate indicating potential for recovery.

The options market's implied move suggests traders are bracing for significant volatility, which could indicate a larger-than-expected reaction to the earnings report.

Key Risk

If EPS comes in below $1.69, it could invalidate the potential for a recovery narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as Saia seeks to regain investor confidence after several earnings misses.

Bull Confirmed If

An EPS of $1.90 or higher would confirm the bull case.

Bear Confirmed If

An EPS below $1.69 would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±12.48%

Historical Avg

±10.7%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±12.5% while SAIA has averaged ±10.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

37.5%

Calls (6K)P/C Ratio: 4.00Puts (3K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Saia beats expectations, history suggests a potential stock increase of around 2.39%, confirming a positive turnaround.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

A miss could lead to a decline of approximately 13.21%, reinforcing concerns about the company's profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiencies and cost management strategies.
2Details on revenue growth across different service segments.
3Management's outlook on market conditions and demand for freight services.
4Insights into competitive positioning and market share changes.
5Any commentary on future guidance and expectations for the next quarter.

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Company Snapshot

Saia, Inc. is a transportation company specializing in cargo ground transportation services....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and is closely watched by investors.

$1.82

Revenue

Revenue figures provide insight into the company's sales performance and overall business health.

$789M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

-2.85%

Avg Stock Reaction

-3.94%

Last Quarter Recap

In Q4 2025, Saia reported an EPS of $1.77, falling short of expectations by 6.74%. The stock reacted negatively, dropping 6.83% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic, expecting Saia to report an EPS of $1.82 and revenue of $789 million. However, the company has struggled with meeting earnings expectations recently.

Bull Case

If Saia can exceed the EPS estimate, it may signal a turnaround in profitability and boost investor confidence.

Bear Case

Conversely, another earnings miss could further erode investor trust and lead to a significant stock decline.

Key Metrics to Watch

EPS

$1.82

Earnings per share is a key indicator of profitability and is closely watched by investors.

Revenue

$789M

Revenue figures provide insight into the company's sales performance and overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Saia's EPS exceed the consensus estimate of $1.82?

A beat on EPS could restore confidence after recent misses and positively impact the stock price.

What will management say about revenue growth and operational challenges?

Insights into revenue performance and any operational hurdles will be critical for understanding the company's trajectory.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for Saia to rebound, given its recent operational adjustments and cost management strategies.

Supporting Evidence

Saia has historically shown resilience following earnings misses, with a 38% beat rate indicating potential for recovery.

The options market's implied move suggests traders are bracing for significant volatility, which could indicate a larger-than-expected reaction to the earnings report.

Key Risk

If EPS comes in below $1.69, it could invalidate the potential for a recovery narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as Saia seeks to regain investor confidence after several earnings misses.

Bull Confirmed If

An EPS of $1.90 or higher would confirm the bull case.

Bear Confirmed If

An EPS below $1.69 would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±12.48%

Historical Avg

±10.7%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±12.5% while SAIA has averaged ±10.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

37.5%

Calls (6K)P/C Ratio: 4.00Puts (3K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Saia beats expectations, history suggests a potential stock increase of around 2.39%, confirming a positive turnaround.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

A miss could lead to a decline of approximately 13.21%, reinforcing concerns about the company's profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiencies and cost management strategies.
2Details on revenue growth across different service segments.
3Management's outlook on market conditions and demand for freight services.
4Insights into competitive positioning and market share changes.
5Any commentary on future guidance and expectations for the next quarter.