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Saia (SAIA) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | February 10, 2026, 9:30 AM

Saia (SAIA) reported $789.95 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 0.1%. EPS of $1.77 for the same period compares to $2.84 a year ago.

The reported revenue represents a surprise of +1.2% over the Zacks Consensus Estimate of $780.61 million. With the consensus EPS estimate being $1.90, the EPS surprise was -6.77%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Saia performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Operating Ratio: 91.9% versus 91% estimated by four analysts on average.
  • LTL (Less-Than-Truckload) Shipments: 2,164 versus 2,138 estimated by two analysts on average.
  • LTL pounds/shipment: 1,348 versus the two-analyst average estimate of 1,355.
  • LTL revenue/cwt., excluding fuel surcharge: $22.07 versus the two-analyst average estimate of $21.96.
  • LTL (Less-Than-Truckload) Tonnage: 1,459.00 KTon compared to the 1,448.94 KTon average estimate based on two analysts.
  • LTL (Less-Than-Truckload) Revenue Per Hundredweight(CWT): $26.13 versus the two-analyst average estimate of $25.87.

View all Key Company Metrics for Saia here>>>

Shares of Saia have returned +12% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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