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

Core Insights - Saia reported revenue of $789.95 million for the quarter ended December 2025, reflecting a year-over-year increase of 0.1% and a surprise of +1.2% over the Zacks Consensus Estimate of $780.61 million [1] - The EPS for the same period was $1.77, down from $2.84 a year ago, with an EPS surprise of -6.77% compared to the consensus estimate of $1.90 [1] Financial Performance Metrics - The operating ratio was reported at 91.9%, slightly higher than the estimated 91% by analysts [4] - LTL (Less-Than-Truckload) shipments totaled 2,164, exceeding the average estimate of 2,138 [4] - LTL pounds per shipment were 1,348, slightly below the average estimate of 1,355 [4] - LTL revenue per hundredweight (CWT), excluding fuel surcharge, was $22.07, surpassing the average estimate of $21.96 [4] - LTL tonnage was reported at 1,459.00 KTon, compared to the average estimate of 1,448.94 KTon [4] - LTL revenue per hundredweight (CWT) was $26.13, exceeding the average estimate of $25.87 [4] Stock Performance - Saia's shares have returned +12% over the past month, while the Zacks S&P 500 composite showed no change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]