Saia, Inc. (NASDAQ: SAIA) Earnings Report Analysis

Core Viewpoint - Saia, Inc. reported mixed financial results for Q4 2025, with a significant EPS miss but revenue exceeding expectations, indicating operational challenges despite steady sales performance. Financial Performance - The company reported earnings per share (EPS) of $1.77, below the estimated $1.90, and down from $2.84 in the same quarter last year, reflecting a negative surprise of 6.77% [2][6] - Revenue for the quarter was approximately $790 million, surpassing the estimated $773.8 million and the Zacks Consensus Estimate of $780.61 million, resulting in a positive surprise of 1.2% [3][6] - Operating income decreased by 36.9% to $64 million, and the operating ratio worsened to 91.9% from 87.1% in the previous year, indicating operational challenges [4] Operational Metrics - LTL shipments and tonnage per workday declined by 0.5% and 1.5%, respectively, suggesting the need for Saia to address operational issues to improve profitability [4] Valuation Metrics - Saia has a price-to-earnings (P/E) ratio of approximately 36.67 and a price-to-sales ratio of about 3.20, reflecting the market's valuation of its earnings and revenue [5] - The company maintains a low debt-to-equity ratio of 0.14, indicating a conservative approach to debt and a strong capital structure [5]