Equity Profile

SAIA

Saia, Inc.

IndustrialsCargo Ground Transportation$12.4B

Jul24Fri

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Saia, Inc. is a leading provider of cargo ground transportation services in the U.S....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and performance, reflecting how much profit the company makes for each share of stock.

N/A

Revenue Growth

Revenue growth is essential to understand how well the company is expanding its business and capturing market share.

N/A

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

SAIA Q2-2026 Earnings Preview

Context

Company Snapshot

Saia, Inc. is a leading provider of cargo ground transportation services in the U.S. operating in the industrial sector. The company plays a vital role in the logistics and supply chain, which are crucial for supporting consumer demand and economic activity.

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 the last quarter, Saia reported an EPS of $1.86, beating expectations by 2.09%. The stock reacted positively, increasing by 6.35% the following day.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to expanding service offerings.
Plans to enhance customer satisfaction and delivery times.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Saia's upcoming earnings, given the company's recent performance and the importance of transportation in the current economic climate.

Bull Case

If Saia continues to show strong EPS growth and revenue expansion, it could indicate robust demand for its services, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of declining margins, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to last quarter's $1.86?

EPS is a crucial measure of profitability, and a significant change could impact investor confidence.

What is the outlook for revenue growth in light of current economic conditions?

Understanding revenue growth will help gauge the company's ability to navigate market challenges and capitalize on opportunities.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may underestimate Saia's ability to leverage operational efficiencies and expand its service offerings, which could lead to stronger-than-expected earnings.

Supporting Evidence

Recent EPS beats suggest a trend of improving profitability.

Options pricing indicates lower expected volatility compared to historical averages.

The company's commitment to enhancing customer satisfaction could drive revenue growth.

Key Risk

If EPS exceeds $2.00, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect the company's ability to sustain growth amid economic fluctuations.

Bull Confirmed If

An EPS of $2.00 or higher would confirm strong profitability and growth.

Bear Confirmed If

An EPS below $1.80 would indicate potential issues with profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±4.74%

Historical Avg

±10.7%

Pricing cheap

The options market is pricing in a move of approximately 4.74%, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±4.7% while SAIA has averaged ±10.7% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.5%

30d HV

50.7%

Calls (2K)P/C Ratio: 12.25Puts (12K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options pricing cheap in Industrials

n=30

Fade rate: 6 of 24 (25%)

This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.8%, with a raw directional average of +1.9% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Saia beats expectations, history suggests the stock could rise by around 3.38%, confirming a positive outlook for continued growth.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.

Miss

A miss could lead to a decline of approximately 11.26%, reflecting market disappointment and concerns over future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiency improvements.
2Details on revenue growth strategies and customer acquisition.
3Insights into cost management and margin expectations.
4Management's outlook on economic conditions and their impact on business.
5Responses to analyst questions regarding competitive pressures.

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Company Snapshot

Saia, Inc. is a leading provider of cargo ground transportation services in the U.S....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and performance, reflecting how much profit the company makes for each share of stock.

N/A

Revenue Growth

Revenue growth is essential to understand how well the company is expanding its business and capturing market share.

N/A

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

SAIA Q2-2026 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 the last quarter, Saia reported an EPS of $1.86, beating expectations by 2.09%. The stock reacted positively, increasing by 6.35% the following day.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to expanding service offerings.
Plans to enhance customer satisfaction and delivery times.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Saia's upcoming earnings, given the company's recent performance and the importance of transportation in the current economic climate.

Bull Case

If Saia continues to show strong EPS growth and revenue expansion, it could indicate robust demand for its services, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of declining margins, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to last quarter's $1.86?

EPS is a crucial measure of profitability, and a significant change could impact investor confidence.

What is the outlook for revenue growth in light of current economic conditions?

Understanding revenue growth will help gauge the company's ability to navigate market challenges and capitalize on opportunities.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may underestimate Saia's ability to leverage operational efficiencies and expand its service offerings, which could lead to stronger-than-expected earnings.

Supporting Evidence

Recent EPS beats suggest a trend of improving profitability.

Options pricing indicates lower expected volatility compared to historical averages.

The company's commitment to enhancing customer satisfaction could drive revenue growth.

Key Risk

If EPS exceeds $2.00, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect the company's ability to sustain growth amid economic fluctuations.

Bull Confirmed If

An EPS of $2.00 or higher would confirm strong profitability and growth.

Bear Confirmed If

An EPS below $1.80 would indicate potential issues with profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±4.74%

Historical Avg

±10.7%

Pricing cheap

The options market is pricing in a move of approximately 4.74%, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±4.7% while SAIA has averaged ±10.7% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.5%

30d HV

50.7%

Calls (2K)P/C Ratio: 12.25Puts (12K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options pricing cheap in Industrials

n=30

Fade rate: 6 of 24 (25%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Saia beats expectations, history suggests the stock could rise by around 3.38%, confirming a positive outlook for continued growth.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.

Miss

A miss could lead to a decline of approximately 11.26%, reflecting market disappointment and concerns over future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiency improvements.
2Details on revenue growth strategies and customer acquisition.
3Insights into cost management and margin expectations.
4Management's outlook on economic conditions and their impact on business.
5Responses to analyst questions regarding competitive pressures.