UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED DECEMBER 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 0-49983 Saia, Inc. (Exact name of registrant as specified in its charter) | Delaware | | 48-1229851 | | --- | --- | --- | | (State of Incorporation) | | (I.R.S. Employer ...

Saia, Inc. (NASDAQ:SAIA) Q4 2021 Earnings Conference Call February 2, 2022 11:00 AM ET Company Participants Fritz Holzgrefe - President & CEO Doug Col - EVP & CFO Conference Call Participants Jack Atkins - Stephens Amit Mehrotra - Deutsche Bank Scott Group - Wolfe Research Jon Chappell - Evercore Todd Fowler - KeyBanc Capital Markets Bascome Majors - Susquehana Jason Seidl - Cowen Ken Hoexter - Bank of America Tom Wadewitz - UBS Stephanie Moore - Truist James Monigan - Citi Bruce Chan - Stifel Tyler Brown - ...

Saia, Inc. (NASDAQ:SAIA) Q3 2021 Earnings Conference Call October 28, 2021 10:00 AM ET Company Participants Douglas Col - EVP, CFO & Secretary Frederick Holzgrefe - President, CEO & Director Conference Call Participants Amit Mehrotra - Deutsche Bank Jason Seidl - Cowen and Company Jonathan Chappell - Evercore ISI Scott Group - Wolfe Research Thomas Wadewitz - UBS Jack Atkins - Stephens Inc. Jordan Alliger - Goldman Sachs Group Allison Poliniak - Wells Fargo Securities Stephanie Moore - Truist Securities Ope ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED SEPTEMBER 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 0-49983 Saia, Inc. (Exact name of registrant as specified in its charter) (State of incorporation) (I.R.S. Employer Delaware 48-1229851 Identification No.) 11465 ...

Saia, Inc. (NASDAQ:SAIA) Q2 2021 Earnings Conference Call July 29, 2021 10:00 AM ET Company Participants Douglas Col - Chief Financial Officer Frederick Holzgrefe - President & Chief Executive Officer Conference Call Participants Jack Atkins - Stephens Inc. Todd Fowler - KeyBanc Capital Markets Amit Mehrotra - Deutsche Bank Jonathan Chappell - Evercore ISI Tom Wadewitz - UBS Group AG Scott Group - Wolfe Research, LLC Jason Seidl - Cowen Jordan Alliger - Goldman Sachs Stephanie Moore - Truist Securities Tyle ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED JUNE 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 0-49983 Saia, Inc. (Exact name of registrant as specified in its charter) (State of incorporation) (I.R.S. Employer Delaware 48-1229851 Identification No.) 11465 John ...

1Q21 Investor Presentation LTL Freight www.saia.com ax massa Forward Looking Statement The Securities and Exchange Commission (the SEC) encourages companies to disclose forward-looking information so that investors can better understand the future prospects of a company and make informed investment decisions. This Quarterly Report on Form 10-Q, including "Management's Discussion and Analysis of Financial Condition and Results of Operations," contains these types of statements, which are forwardlooking withi ...

Financial Data and Key Metrics Changes - First quarter revenue reached a record $484 million, an increase of 8.4% compared to the previous year, marking the highest revenue for any quarter in the company's history [7][15] - Operating income grew by 26% to $48.7 million, with an operating ratio of 89.9%, representing the third consecutive quarter below 90% [7][19] - Shipments per workday increased by 2.6%, while tonnage per workday rose by 5.3% [9][15] - Revenue per shipment, excluding fuel surcharge, increased by 8.5%, driven by pricing gains and increases in length of haul and weight per shipment [13][15] Business Line Data and Key Metrics Changes - The company implemented a general rate increase of 5.9% on January 18, with contract renewals averaging a 9% increase during the quarter [11][19] - The cargo claims ratio improved year-over-year to 0.65%, reflecting enhanced service quality [10] Market Data and Key Metrics Changes - The company experienced a significant impact from winter weather in mid-February, with up to 70 terminals closed or operating at limited capacity [8] - Despite weather disruptions, the company reported healthy daily shipment trends at the end of February, which continued into March [8] Company Strategy and Development Direction - The company is focused on service, productivity, and pricing improvements, with plans to open 3 to 6 new terminals in 2021 [23] - The company is investing in electric tractors as part of its commitment to sustainability and reducing environmental impact [25][26] - The strategy includes optimizing the mix of business to focus on customers that support the company's value proposition [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the pricing environment, indicating that the need for additional pricing is supported by rising operational costs [30] - The company anticipates a margin improvement of 250 to 300 basis points from Q1 to Q2, despite challenges related to wage inflation and driver recruitment [36][48] - Management noted that the operational execution has improved, reducing downside risk compared to historical performance [101] Other Important Information - Capital investments totaled $25.6 million in Q1, with expectations for full-year capital expenditures around $275 million [20] - The balance sheet remains strong, with $53.3 million in cash and over $300 million available through credit facilities [21] Q&A Session Summary Question: Pricing environment and contract renewals - Management indicated that the favorable pricing environment supports the 9% contract renewal increase, with ongoing efforts to push pricing further due to rising operational costs [30][31] Question: Margin improvement expectations - Management expects 250 to 300 basis points of margin improvement from Q1 to Q2, with a focus on maintaining operational efficiency despite labor market challenges [36][48] Question: Tonnage and shipment trends - March saw a significant recovery with shipments per workday up 12.1% and tonnage per workday up 11.5% [46][47] Question: Terminal expansion challenges - Management acknowledged challenges in the real estate market for terminal expansion but remains optimistic about opportunities in various regions [59][60] Question: Accessorial charges and pricing strategy - Management confirmed that the 9% increase includes efforts to charge for previously waived accessorial charges, reflecting a more comprehensive pricing strategy [66][70] Question: Capacity and growth potential - Management estimates a latent capacity of 10% to 15% in the network, with ongoing efforts to recruit drivers to support growth [78][79] Question: Electric and autonomous vehicle integration - Management discussed the potential for electric vehicles in urban operations and the exploration of autonomous options in the future [102][105]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED MARCH 31, 2021 11465 Johns Creek Parkway, Suite 400 (Address of principal executive offices) (Zip Code) (770) 232-5067 (Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECU ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) Delaware 48-1229851 (State of Incorporation) (I.R.S. Employer 11465 Johns Creek Parkway, Suite 400 Johns Creek, Georgia 30097 (Address of Principal Executive Offices) (Zip Code) (770) 232-5067 (Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Trading ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEA ...