The earnings call reflects a company that is managing to improve operational efficiency and optimize its network despite a challenging economic environment, which has resulted in flat revenue and increased operating expenses. The focus on cost control and network expansion shows promise, but the current market conditions are holding back significant growth.
Company Guidance
In the third quarter of 2025, Saia, Inc. reported a revenue of $839.6 million, which remained relatively flat compared to the previous year. The adjusted operating ratio was 87.6%, reflecting an increase of 250 basis points from the third quarter of 2024 but an improvement of 20 basis points sequentially from the second quarter of 2025. This improvement was attributed to continued focus on cost control, despite higher costs related to self-insurance and real estate transactions. The cargo claims ratio was recorded at 0.54%, marking the fourth consecutive quarter below 0.6, establishing a company record. Contractual renewal rates stood at 5.1%, indicating strong customer retention. Additionally, shipments per workday reflected a sequential improvement of 3.2%, although they were down 1.9% compared to the same period in 2024. The company successfully reduced adjusted cost per shipment by 70 basis points sequentially, highlighting operational efficiency improvements. Saia's efforts in network optimization and expansion into newer markets, with 39 new terminals since 2022, are expected to continue driving growth and operational efficiencies.
Expansion and Network Optimization
The company's ramping markets improved their operating ratio by over 100 basis points compared to the second quarter and are now operating at a sub-95 OR. The expansion strategy is yielding tangible results with over 70% of volume growth in 1- and 2-day lanes.
Continued Focus on Cost Control
Sequential improvement in adjusted cost per shipment by 0.7% from the second quarter, driven by cost control efforts despite headwinds from increased insurance-related costs.
Record Low Cargo Claims Ratio
Achieved a cargo claims ratio of 0.54%, marking the fourth straight quarter of sub 0.6 ratio, a company record.
Saia (SAIA) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SAIA Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
$288.23
$282.93
-1.84%
Jul 31, 2025
$302.68
$302.24
-0.15%
Apr 25, 2025
$354.22
$245.63
-30.66%
Feb 03, 2025
$480.11
$470.41
-2.02%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Saia Inc (SAIA) report earnings?
Saia Inc (SAIA) is schdueled to report earning on Jan 30, 2026, Before Open (Confirmed).
What is Saia Inc (SAIA) earnings time?
Saia Inc (SAIA) earnings time is at Jan 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.