Overview

• Transportation provider's Q4 revenue rose 0.1%, beating analyst expectations

• Q4 operating income fell 36.9% yr/yr

• Quarter impacted by $4.7 mln in self-insurance costs

Outlook

• Saia anticipates 2026 capital expenditures between $350 mln and $400 mln

• Company sees growth in ramping markets with new and existing customers

• Saia completed first full year with national footprint, optimistic about future opportunities

Result Drivers

• SELF-INSURANCE COSTS - Q4 results were impacted by $4.7 mln in elevated self-insurance costs related to past accidents

• CUSTOMER SERVICE COMMITMENT - Despite challenges, co emphasized strong customer service and disciplined execution

• CAPITAL INVESTMENTS - Record capital investments over past three years have transformed network capabilities

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 10 "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 $360.00, about 12.1% below its February 9 closing price of $409.60

• The stock recently traded at 38 times the next 12-month earnings vs. a P/E of 27 three months ago

Press Release: ID:nGNX2GyMqJ

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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.)