Overview
Saia Q3 2025 revenue beats analyst expectations despite a 0.3% yr/yr decrease
Adjusted EPS for Q3 beats analyst expectations, driven by operational efficiencies
Company reported a decrease in operating income and LTL shipments compared to last year
Outlook
Saia anticipates 2025 net capital expenditures of $550 mln to $600 mln
Result Drivers
TECHNOLOGY INVESTMENTS - Saia credits ongoing investments in technology and network optimization for driving improved efficiency and customer experience
RAMPING MARKETS - Volume and revenue growth observed in ramping markets, supported by recent terminal openings
CUSTOMER FOCUS - Saia's focus on customer service and cost management contributed to performance
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $839.60 mln | $821.40 mln (15 Analysts) |
Q3 Adjusted EPS | Beat | $2.81 | $2.49 (19 Analysts) |
Q3 EPS | $3.22 | ||
Q3 Operating Income | $118.60 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 9 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the ground freight & logistics peer group is "buy"
Wall Street's median 12-month price target for Saia Inc is $348.50, about 20.4% above its October 29 closing price of $277.36
The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 26 three months ago
Press Release: ID:nGNX95lgFr
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)