Monitor next 10-Q for revenue per shipment and operating ratio to confirm whether the strong weight-per-shipment trend is translating into margin expansion. The data is mildly positive but insufficient to change the near-term thesis.
Price Chart
Executive Summary
Saia released July and August 2026 LTL operating data, showing accelerating tonnage growth (QTD +8.3%) driven by heavier shipments, while shipment counts grew modestly (+1.0% QTD). The data suggests improving pricing and mix but no volume acceleration, consistent with a steady freight environment. The filing is a routine monthly update with no financial results or guidance changes.
Key Facts
- LTL tonnage per workday increased 7.8% in July and 8.7% in August vs. prior year (QTD +8.3%)
- LTL shipments per workday increased 0.8% in July and 1.1% in August vs. prior year (QTD +1.0%)
- LTL weight per shipment increased 7.0% in July and 7.5% in August vs. prior year (QTD +7.2%)
- Company operates 218 terminals with national service coverage
Financial Impact
No financial figures provided; operating metrics show mid-single-digit tonnage growth and low-single-digit shipment growth
Risk Factors
- Freight demand could decelerate in September if macro conditions weaken
- Fuel cost inflation or driver shortages could compress margins despite volume growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 10 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (SAIA) — Batch item 1 | 0001193125-26-381050 |
| Document: saia-ex99_1.htm | 0001193125-26-381050 |
| Document: 0001193125-26-381050-index-headers.html | 0001193125-26-381050 |
| Document: 0001193125-26-381050-index.html | 0001193125-26-381050 |
| Document: 0001193125-26-381050.txt | 0001193125-26-381050 |
| 8-K Filing (SAIA) — Batch item 6 | 0001193125-26-381050 |
| Document: saia-ex99_1.htm | 0001193125-26-381050 |
| Document: 0001193125-26-381050-index-headers.html | 0001193125-26-381050 |
| Document: 0001193125-26-381050-index.html | 0001193125-26-381050 |
| Document: 0001193125-26-381050.txt | 0001193125-26-381050 |
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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