SAIA INC — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 65/100
What the filing says
Saia posted Q2 2026 revenue of $956.5M (up 17.1% YoY) and operating income of $125.2M (up 26.0% YoY), with diluted EPS of $3.51 vs. $2.67 prior year. Operating ratio improved to 86.9% from 87.8%. Cash position strengthened to $84.0M from $18.8M YoY; total debt reduced to $100.1M from $309.1M. LTL tonnage per workday rose 8.4%, shipments per workday 4.4%; pricing (ex-fuel) declined 2.2% per cwt but rose 1.5% per shipment on mix. H1 2026 capex was $158.0M vs. $375.6M prior year; FY 2026 guidance $350-400M.
Why this rating
Strong earnings growth (31% EPS increase), margin expansion, and debt reduction are meaningful for $7.3B company. Modest pricing headwind offset by volume/mix gains and operational efficiency. Capex normalization improves cash generation.
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