Get emailed when SAIA changes direction
Mkt Cap $12B
P/E 46.8 fwd 32.6
52wk $229.12 - $454.88
3h ago
Insider selling: $16,267,078 sold by 14 insiders (30d)
Est. revisions:
+9.2%
(8 up, 1 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +2.2)
Factor Model
net +2.2 4.0 / 10
Est. Revisions
+0.5
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.9
Narrative Gap
+0.0
Saia Eyes Margin Rebound on Rising Demand
Watch: Monitor Q2 operating ratio improvements to confirm margin recovery and assess if tonnage growth sustains amid the freight cycle upturn.
Saia reported Q1 EPS of $1.86, flat year-over-year but 4 cents above consensus, and revenue rose 2% to $806 million, $18 million above estimates. Tonnage fell 2% year-over-year but improved 2.8% in March and 6.5% in April. Q1 operating ratio worsened 60 basis points to 91.7%, yet Q2 guidance targets a stronger 87.5% operating ratio amid improving demand and declining labor costs by 1.8%.
The improving tonnage and cost efficiency signal Saia is poised for a margin turnaround, supporting better profitability as freight demand recovers and operational leverage builds.
Evidence
13h ago
Evercore ISI Group main SAIA: In-Line → In-Line
13h ago
Benchmark main SAIA: Buy → Buy
9d ago
Jefferies main SAIA: Buy → Buy
15d ago
Stifel main SAIA: Hold → Hold
18d ago
Insider buy by GAINOR JOHN PAUL JR. (SAIA): $203,500
18d ago
Insider buy by GAINOR JOHN PAUL JR. (SAIA): $149,960
18d ago
Insider buy by EPPS DONNA E (SAIA): $117,145
1 older signals
Fundamentals & Data ▾
Saia, Inc.
Industrials · Trucking
Mkt Cap
$12B
P/E
46.8 fwd 32.6
Beta
2.04
52w Range
$229.12 - $454.88
Short Interest
1.2M 4.42%
Days to Cover
2.4 -22%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+1.8%
Insiders
selling
2B / 8S
Analysts
mixed
EPS Estimate
$3.26
+9.2% 30d
8up / 1dn
Est. Dispersion
14%
11 analysts
Analyst Target
$426
$265 - $550
Options P/C
0.94
Insider Cluster
buy cluster
2B / 9S
Fund Convergence
strong
Elliott, Citadel, Renaissance
Financials
Revenue
$790M +0% YoY
FCF
$37M
Gross Margin
14%
Op Margin
8%
Momentum:
decelerating
Top Holders
Elliott
$355M
Citadel
$43M
Renaissance
$7M
Recent Filings & Data
insider trade
71
net selling
· $16,267,078 sold
· $470,605 bought
14 insiders · 71 transactions (30d)
Recent transactions
LAL ROHIT · exercise · $252,645
HOLZGREFE FREDERICK J III · sell · $1,856,535
RAMU RAYMOND R · sell · $2,027,426
SUGAR PATRICK D · sell · $1,046,519
BENTON KELLY W · sell · $311,200
BATTEH MATTHEW J · sell · $773,391
HOLZGREFE FREDERICK J III · award
RAMU RAYMOND R · award
SUGAR PATRICK D · award
BENTON KELLY W · award
NORWOOD ANTHONY R · award
BATTEH MATTHEW J · award
BATTEH MATTHEW J · exercise · $111,222
PATEL TARAK · award
HOLZGREFE FREDERICK J III · award
RAMU RAYMOND R · award
SUGAR PATRICK D · award
BENTON KELLY W · award
NORWOOD ANTHONY R · award
BATTEH MATTHEW J · award
EISNOR DI-ANN · sell · $100,009
BENTON KELLY W · sell · $314,428
EPPS DONNA E · buy · $117,145
EPPS DONNA E · sell · $117,075
RAMU RAYMOND R · sell · $266,570
PATEL TARAK · award
EISNOR DI-ANN · award
EPPS DONNA E · award
WARD SUSAN F. · award
JAMES DONALD R. · award
O DELL RICHARD D · award
NORWOOD ANTHONY R · award
RAMU RAYMOND R · sell · $823,292
RAMU RAYMOND R · exercise · $496,228
BENTON KELLY W · sell · $230,000
BENTON KELLY W · exercise · $127,816
BATTEH MATTHEW J · sell · $350,064
EPPS DONNA E · sell · $173,684
HOLZGREFE FREDERICK J III · sell · $3,671,593
HOLZGREFE FREDERICK J III · exercise · $1,371,712
SUGAR PATRICK D · sell · $394,496
SUGAR PATRICK D · exercise · $118,646
HOLZGREFE FREDERICK J III · award
RAMU RAYMOND R · award
SUGAR PATRICK D · award
LAL ROHIT · award
BENTON KELLY W · award
BATTEH MATTHEW J · award
HOLZGREFE FREDERICK J III · award
RAMU RAYMOND R · award
SUGAR PATRICK D · award
LAL ROHIT · award
BENTON KELLY W · award
NORWOOD ANTHONY R · award
BATTEH MATTHEW J · award
LAL ROHIT · sell · $627,200
EISNOR DI-ANN · sell · $194,940
SUGAR PATRICK D · sell · $444,470
SUGAR PATRICK D · exercise · $194,352
O DELL RICHARD D · sell · $2,025,380
EISNOR DI-ANN · sell · $184,495
RAMU RAYMOND R · sell · $334,311
GAINOR JOHN PAUL JR. · buy · $149,960
BENTON KELLY W · award
BATTEH MATTHEW J · award
GAINOR JOHN PAUL JR. · buy · $203,500
EISNOR DI-ANN · award
EPPS DONNA E · award
WARD SUSAN F. · award
JAMES DONALD R. · award
O DELL RICHARD D · award
9 signals · latest 3h ago
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