Core Insights - Saia (SAIA) reported quarterly earnings of $2.81 per share, exceeding the Zacks Consensus Estimate of $2.54 per share, but down from $3.46 per share a year ago, indicating an earnings surprise of +10.63% [1] - The company achieved revenues of $839.64 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.75%, although this is a decrease from $842.1 million in the same quarter last year [2] - Saia has outperformed consensus EPS estimates three times in the last four quarters and has also topped revenue estimates three times during the same period [2] Earnings Outlook - The future performance of Saia's stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.97 on revenues of $796.41 million, while for the current fiscal year, the estimate is $9.05 on revenues of $3.23 billion [7] Industry Context - The Transportation - Truck industry, to which Saia belongs, is currently ranked in the bottom 3% of over 250 Zacks industries, which may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that the industry outlook can significantly affect Saia's stock performance [5][8]

Company Performance - Knight-Swift Transportation Holdings reported quarterly earnings of $0.35 per share, exceeding the Zacks Consensus Estimate of $0.34 per share, and up from $0.24 per share a year ago, representing an earnings surprise of +2.94% [1] - The company posted revenues of $1.86 billion for the quarter ended June 2025, which missed the Zacks Consensus Estimate by 0.38%, and is slightly up from $1.85 billion year-over-year [2] - Over the last four quarters, Knight-Swift has surpassed consensus EPS estimates four times but has only topped consensus revenue estimates once [2] Stock Performance - Knight-Swift shares have declined approximately 14.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.3% [3] - The current Zacks Rank for Knight-Swift is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.42 on revenues of $1.96 billion, and for the current fiscal year, it is $1.52 on revenues of $7.63 billion [7] - The outlook for the Transportation - Truck industry is currently in the bottom 8% of over 250 Zacks industries, which may impact Knight-Swift's stock performance [8]

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]