SAIA INC — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Saia reported Q3 2026 revenue of $982.5M (up 17.0% YoY) with operating income of $122.3M and 87.6% operating ratio, matching prior-year adjusted results. The company added 45 terminals since 2022, increasing operational door count 32% and fleet capacity 35%. The Board authorized a $250M share repurchase program; management expects Q4 operating ratio improvement of 200+ basis points YoY and guidance toward sub-80% OR long-term. New independent director Todd Fowler was appointed.
Why this rating
Strong operational execution and capital return signal confidence, but buyback ($250M ~3.4% of market cap) is modest; meaningful but not transformational for $7.3B company.
See more from November 4, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.