SAIA
Market read
The latest filing is mixed. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Invalidation: The isolated read changes if SAIA's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The table below sets forth our net capital expenditures for property and equipment for the three-month period ended March 31, 2026 and the year ended December 31, 2025 (in millions): First Quarter Year 2026 2025 (in millions) Land and structures, net $ 13.1 $…”10-Q · Apr 30, 2026 ↗
“The amendment increased commitments under the Revolving Credit Facility by $300 million to an aggregate commitment of $600 million and expanded the accordion feature, subject to certain conditions and availability of lender commitments, from $150 million to $…”10-Q · Apr 30, 2026 ↗
“LTL revenue per shipment, excluding fuel surcharge, decreased 1.2 percent to $297.11 for the first quarter of 2026 as a result of lower weight per shipment and length of haul partially offset by changes in business mix and pricing actions.”10-Q · Apr 30, 2026 ↗
“Fuel, operating expenses and supplies increased by $6.8 million in the first quarter of 2026 compared to the first quarter of 2025 largely due to increased fuel costs.”10-Q · Apr 30, 2026 ↗
Valuation discipline
Price/sales 2.9× · EV/sales 2.9×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for SAIA. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-30 against the comparable filing from 2025-04-28.
“Our business also is impacted by a number of other factors and risks as discussed under “Cautionary Note Regarding Forward-Looking Statements” and Part II, Item 1A., “Risk Factors.” The key factors that affect our operating results are the volumes of shipments transported through our network, as measured by our average daily shipments and tonnage; the prices we obtain for our services, as measured by revenue per shipment and revenue per hundredweight (a measure of yield), whether including or excluding fuel surcharge revenue; our ability to manage our cost structure for capital expenditures and operating expenses such as salaries, wages and benefits; purchased transportation; claims and ins...”
“13 Quarter ended March 31, 2026 compared to quarter ended March 31, 2025 Revenue and volume Consolidated operating revenue for the quarter ended March 31, 2026 increased by 2.4 percent compared to the first quarter of 2025 to $806.2 million primarily as a result of an increase in fuel surcharge revenue due to higher diesel fuel prices.”
“Current assets at March 31, 2026 increased by $29.8 million as compared to March 31, 2025, driven by an increase in accounts receivable of $25.9 million and an increase in cash and cash equivalents of $22.6 million partially offset by a decrease in income tax receivable of $27.7 million.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
“Our competitors in North America include local, regional and national LTL carriers that offer the same services we provide, such as Old Dominion Freight Line and Saia.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
SAIA is currently a Participant in the organic co-movement group Domestic Economic Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for SAIA; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.