Saia (SAIA) Q1 Earnings and Revenues Lag Estimates

Core Viewpoint - Saia reported quarterly earnings of $1.86 per share, missing the Zacks Consensus Estimate of $2.77 per share, and down from $3.38 per share a year ago, indicating a significant earnings surprise of -32.85% [1][2] Financial Performance - The company posted revenues of $787.58 million for the quarter ended March 2025, which was 2.78% below the Zacks Consensus Estimate, but an increase from $754.78 million year-over-year [2] - Over the last four quarters, Saia has surpassed consensus EPS estimates only once, while it has topped consensus revenue estimates three times [2] Stock Performance - Saia shares have declined approximately 22.3% since the beginning of the year, contrasting with the S&P 500's decline of -6.8% [3] - The current consensus EPS estimate for the upcoming quarter is $3.92 on revenues of $874.37 million, and for the current fiscal year, it is $14.82 on revenues of $3.47 billion [7] Industry Outlook - The Transportation - Truck industry, to which Saia belongs, is currently ranked in the bottom 8% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Saia's stock performance [5][6]