The sequential acceleration from April to May in tonnage (+6.9% to +8.4%) and weight per shipment (+1.3% to +4.5%) signals improving demand and mix. Watch for Q2 earnings in late July for margin conversion on this volume growth.
Price Chart
Executive Summary
Saia released April and May 2026 LTL operating data showing accelerating tonnage growth (QTD +7.6% vs 2025) and improving weight per shipment (+2.9% QTD). Shipments per workday grew 4.6% QTD. The data suggests solid demand momentum in the less-than-truckload segment heading into the remainder of Q2.
Key Facts
- April 2026 LTL tonnage per workday +6.9% vs April 2025
- May 2026 LTL tonnage per workday +8.4% vs May 2025
- QTD LTL tonnage per workday +7.6% vs QTD 2025
- QTD LTL shipments per workday +4.6% vs QTD 2025
- QTD LTL weight per shipment +2.9% vs QTD 2025
- May weight per shipment accelerated to +4.5% vs May 2025
Financial Impact
No dollar figures provided; operating metrics show accelerating volume and weight trends
Risk Factors
- No pricing or margin data provided — volume growth alone does not guarantee profit improvement
- Forward-looking statements caution about economic conditions, fuel costs, and competitive pricing pressures
- Historical calibration shows score-5/6 reports on SAIA have had mixed directional accuracy
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-252530 |
| Document: saia-ex99_1.htm | 0001193125-26-252530 |
| Document: 0001193125-26-252530-index-headers.html | 0001193125-26-252530 |
| Document: 0001193125-26-252530-index.html | 0001193125-26-252530 |
| Document: 0001193125-26-252530.txt | 0001193125-26-252530 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 29d ago | 8-K | $345.81 $351.05 | ▲ +1.52% | ▲ +2.66% | $351.44 (+1.63%) |
Sep 3, 2026 29d ago | Press Release | $345.81 $351.05 | ▲ +1.52% | ▲ +2.66% | $351.44 (+1.63%) |
Jul 30, 2026 9w ago | 8-K | $350.63 $361.82 | ▲ +3.19% | ▼ −0.43% | $351.44 (+0.23%) |
Jul 1, 2026 13w ago | Press Release | $418.15 $416.00 | ▼ −0.51% | ▼ −0.78% | $351.44 (−15.95%) |
Jun 11, 2026 16w ago | Institutional Cluster | $487.14 $425.86 | ▼ −12.58% | ▼ −13.01% | $351.44 (−27.86%) |
Jun 2, 2026 17w ago | 8-K | $471.15 $479.30 | ▲ +1.73% | ▲ +4.69% | $351.44 (−25.41%) |
Jun 2, 2026 17w ago | Press Release | $471.15 $479.30 | ▼ −1.73% | ▼ −4.69% | $351.44 (+25.41%) |
May 6, 2026 21w ago | 8-K | $448.94 $431.42 | ▼ −3.90% | ▼ −5.41% | $351.44 (−21.72%) |
Apr 30, 2026 22w ago | 8-K | $448.82 $448.94 | ▲ +0.03% | ▼ −1.70% | $351.44 (−21.70%) |
Mar 30, 2026 26w ago | Press Release | $351.28 $400.31 | ▲ +13.96% | ▲ +10.01% | $351.44 (+0.05%) |
US Market Status
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