Exhibit 99.1 Saia Reports Fourth Quarter Results JOHNS CREEK, GA – February 10, 2026 – Saia, Inc. (Nasdaq: SAIA), a leading transportation provider offering national less-than-truckload (LTL), non-asset truckload, expedited and logistics services, today reported fourth quarter 2025 financial results. Diluted earnings per share for the quarter were $1.77 compared to $2.84 in the fourth quarter of 2024. Full year diluted earnings per share were $9.52 in 2025 compared to $13.51 in 2024. Excluding a net gain on ...

Core Viewpoint - Saia, Inc. (SAIA) shares experienced a significant increase of 8.04 percent, closing at $361.80, despite the absence of specific news driving this movement [1]. Group 1: Stock Performance - The stock opened at $334.87, matching the previous close, and traded within an intraday range of $334.87 to $362.11 on the Nasdaq [1]. - Trading volume reached approximately 0.49 million shares, slightly above the average volume of around 0.47 million shares [1]. Group 2: 52-Week Range - Saia's shares are currently trading near the upper end of their 52-week range, which spans from $229.12 to $538.03, indicating sustained investor interest in the stock [2].

Core Viewpoint - Saia (SAIA) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of exceeding expectations in previous quarters [1]. Earnings Performance - Saia has a solid track record of surpassing earnings estimates, with an average surprise of 11.17% over the last two quarters [2]. - In the last reported quarter, Saia achieved earnings of $2.81 per share, exceeding the Zacks Consensus Estimate of $2.54 per share by 10.63% [3]. - For the previous quarter, Saia's earnings were $2.67 per share against an expected $2.39 per share, resulting in a surprise of 11.72% [3]. Earnings Estimates and Predictions - Recent estimates for Saia have been trending upward, indicating positive sentiment among analysts [6]. - The Zacks Earnings ESP for Saia is currently +0.99%, suggesting bullish expectations for near-term earnings [9]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a high likelihood of another earnings beat, with historical data showing that this combination leads to positive surprises nearly 70% of the time [7][9].

Core Viewpoint - The Zacks Transportation-Truck industry is currently facing significant challenges due to supply-chain disruptions, a weak freight environment, and macroeconomic issues, including geopolitical tensions and high inflation levels [1][4]. Industry Overview - The Zacks Transportation-Truck industry consists of truck operators that transport freight across North America, offering various services such as full-truckload and less-than-truckload (LTL) [3]. - Companies in this sector provide a range of trucking services, including dry-van, dedicated, refrigerated, flatbed, and expedited services, along with logistics and intermodal services [3]. Current Trends - **Freight Downturn**: The industry is experiencing a prolonged freight downturn, with the Cass Freight Shipments Index declining by 7.6% year over year in November 2025, marking a consistent decline over the past nine months [4]. - **Cost Management**: Companies are implementing cost-reduction strategies to combat input cost inflation and maintain margins, focusing on operational efficiency and high-growth markets [5]. - **Driver Shortage**: The trucking industry is facing a severe shortage of drivers, with an expected shortfall of over 160,000 drivers by 2030, exacerbating supply-chain challenges [6]. Industry Performance - The Zacks Transportation-Truck industry ranks 234 out of 243 Zacks industries, placing it in the bottom 2%, indicating poor near-term prospects [7]. - The industry's earnings estimate for 2026 has decreased by 30.9% year over year, reflecting a negative outlook among analysts [8]. - Over the past year, the industry has underperformed, declining by 3.7%, while the S&P 500 increased by 18.1% and the broader transportation sector rose by 1.4% [10]. Valuation Metrics - The industry is currently trading at an EV-to-EBITDA ratio of 14.37X, which is lower than the S&P 500's 18.99X but higher than the sector's 10.83X [13]. Notable Companies - **J.B. Hunt Transport Services (JBHT)**: This company has seen its shares increase by 11% over the past year and has a Zacks Rank of 3 (Hold). It has surpassed earnings estimates in two of the last four quarters [17][18]. - **Saia (SAIA)**: Saia provides regional and interregional LTL services and also holds a Zacks Rank of 3, having surpassed earnings estimates in three of the last four quarters [21][22]. - **ArcBest Corporation (ARCB)**: ArcBest is focused on cost control and productivity improvements, expecting a 37.9% year-over-year increase in earnings per share for 2026. It also carries a Zacks Rank of 3 [24].

Core Viewpoint - Saia Inc. is rebranding its logistics arm LinkEx to "Saia Logistics," aiming to unify its freight and logistics services under one name for a more streamlined customer experience [1][2]. Group 1: Rebranding and Strategy - The rebranding reflects the close collaboration between Saia's freight and LinkEx teams, consolidating their less-than-truckload (LTL) network and logistics capabilities [2]. - The change is purely a brand alignment, with no alterations to ownership, service, pricing, agreements, or daily operations, ensuring continuity for customers [3]. - The unification under the Saia brand is intended to enhance customer understanding of the comprehensive solutions offered, supporting the company's long-term growth strategy [3]. Group 2: Customer Experience and Services - Customers will continue to work with the same contacts and processes, maintaining the relationships they have established [4]. - Saia Logistics will provide a full range of services, including truckload, expedited, warehousing, distribution, final mile, international, and integrated logistics, alongside its leading LTL network [4]. Group 3: Company Overview - Saia Inc. operates 213 terminals across the United States and is recognized for its safety record and environmental efforts [6]. - The company has received accolades such as the "Top Companies for Women to Work for in Transportation" by Women In Trucking [6].

Group 1 - Saia has acquired two properties in Kernersville, North Carolina for $14.25 million, significantly expanding its operational footprint compared to its smaller terminal in Greensboro [5] - The acquired properties provide a total of 33,200 square feet of building space, enhancing Saia's network density in line with its long-term strategy to improve service levels [5] - The transaction was completed on December 19, and the properties were previously owned by XPO, which had opened a new terminal in Kernersville [5][3] Group 2 - Saia's network in North Carolina includes six sites, with the Greensboro site being the closest to Kernersville but much smaller at 10,396 square feet [3] - The acquisition aligns with Saia's strategic goals as noted by CEO Fritz Holzgrefe during a Q3 earnings call last year [5]

Core Viewpoint - Saia, Inc. is set to release its quarterly financial results on February 10, 2026, before the market opens, followed by a conference call to discuss the results [1]. Group 1: Financial Results Announcement - Saia, Inc. will announce its quarterly financial results on February 10, 2026, before market opening [1]. - A conference call will be held on the same day at 10:00 a.m. Eastern Time to discuss the financial results [1]. Group 2: Conference Call Participation - Participants can join the conference call by dialing 1-833-890-5317 and should call in five to ten minutes early [2]. - The call will be available for live webcast on the company’s website [2]. - A replay of the call will be accessible two hours after its completion until March 10, 2026, at 11:59 P.M. Eastern Time [2]. Group 3: Company Overview - Saia, Inc. provides a variety of transportation services including less-than-truckload, non-asset truckload, expedited, and logistics services [3]. - The company operates 213 terminals nationwide from its headquarters in Georgia [3].

Core Insights - Saia, Inc. experienced a decline in stock price as investors assessed mixed fourth-quarter freight trends against the company's long-term national expansion strategy [1] - The company reported a decrease in October LTL shipments and tonnage per workday year over year, while November showed a rise in shipments and tonnage, but a decline in weight per shipment compared to last year [1][2] Group 1: Financial Performance - Bank of America Securities analyst Ken Hoexter maintained a Neutral rating on Saia, raising the price forecast from $322 to $367, indicating confidence in the company's long-term growth trajectory [2][5] - Saia's mid-fourth-quarter update revealed sub-seasonal tons per day, with October's weakness offsetting November's strength, and expectations for a softer December [2][5] - The operating ratio target for the fourth quarter was maintained, with expectations of a larger seasonal deterioration than historical averages [5] Group 2: Market Dynamics - Saia's largest revenue market, Los Angeles, saw a nearly 20% year-over-year decline in volumes, with growth primarily from shorter, lower-revenue lanes as the company expands nationally [3] - Customers are discussing 2026 contract levels with more certainty due to stabilizing tax policy, interest rates, and tariff expectations [4] - Despite tightening truckload capacity conditions, there has been no significant freight shifting from truckload to LTL, attributed to regulatory enforcement and rising carrier bankruptcies [4] Group 3: Valuation and Earnings - The valuation of Saia is slightly above its five-year range, reflecting its transition into a national carrier supported by improving yields and network integration, including the addition of 39 new terminals since 2022 [6] - Earnings expectations remain unchanged, with fourth-quarter 2025 EPS projected at $1.88 and 2026 EPS at $11.10 [6]

Core Viewpoint - Saia, Inc. experienced a decline in stock price as investors assessed mixed fourth-quarter freight trends against the company's long-term national expansion strategy [1] Group 1: Fourth-Quarter Performance - In October, Saia reported a year-over-year decline in LTL shipments and tonnage per workday, although weight per shipment slightly increased [1] - November saw an increase in shipments and tonnage per workday, but weight per shipment decreased compared to the previous year [1] - Analyst Ken Hoexter noted that October's weakness offset November's strength, with expectations for a softer December [2] Group 2: Market Dynamics - Saia's largest revenue market, Los Angeles, experienced a nearly 20% year-over-year decline in volumes, contributing to unfavorable mix headwinds [3] - Growth was primarily driven by shorter, lower-revenue lanes as Saia expands nationally, contrasting with its historical focus on longer-haul routes [3] Group 3: Contract and Freight Conditions - Customers are discussing 2026 contract levels with increased certainty due to stabilizing tax policy, interest rates, and tariff expectations [4] - Despite tightening truckload capacity conditions, there has been no significant shift of freight from truckload to LTL, attributed to regulatory enforcement and rising carrier bankruptcies [4] Group 4: Financial Outlook - Saia maintained its fourth-quarter operating ratio target, anticipating a larger seasonal deterioration than historical averages [5] - The operating ratio forecast remains unchanged, with Saia outperforming peers in tons-per-day growth during network expansion [5] - The analyst raised the price forecast for Saia from $322 to $367, reflecting a higher earnings multiple for 2026 [5][6] Group 5: Valuation and Earnings Expectations - The current valuation is slightly above Saia's five-year range, accounting for its transition into a national carrier supported by improving yields and network integration [6] - Earnings expectations for fourth-quarter 2025 EPS remain at $1.88 and 2026 EPS at $11.10 [6]

Core Insights - Soapstone Management sold its entire stake in Saia, amounting to 23,750 shares valued at $6.51 million, during the third quarter of 2025, resulting in a complete exit from the stock [2][3] - The sale reduced Soapstone's exposure to Saia by 4.4% of its reportable assets, and as of September 30, 2025, Saia no longer contributed to the fund's assets under management (AUM) [3] Company Overview - Saia, Inc. is a prominent North American provider of less-than-truckload (LTL) freight transportation, operating a large fleet and extensive terminal network [5][8] - As of December 5, 2025, Saia's stock price was $330.91, with a market capitalization of $8.81 billion, revenue of $3.23 billion, and net income of $283.62 million for the trailing twelve months (TTM) [4] Market Performance - Saia shares experienced a one-year decline of 36%, underperforming the S&P 500 by 49 percentage points [3] - Despite recent challenges, Saia has been acquiring terminals from former competitor Yellow, positioning itself for potential recovery as market conditions improve [11] Investment Perspective - The LTL industry is currently in a cyclical trough, and while Soapstone's exit may reflect a search for better short-term opportunities, Saia is viewed as a long-term buy-and-hold investment, still 45% below its all-time high [10][12]