The 43% EPS miss is severe and likely to drive significant downside. Monitor the upcoming 10-Q for margin details and any cost-cutting measures. The positive tonnage data for April/May provides some offset but is unlikely to outweigh the magnitude of the miss.
Price Chart
Executive Summary
Saia reported Q1 2026 EPS of $1.86, a 43% miss vs consensus of $3.26, with revenue of $931.4M also missing estimates. The company released April and May 2026 LTL tonnage data showing 7.6% QTD growth, but the severe earnings miss and lack of raised guidance signal significant operational headwinds.
Key Financial Metrics
Key Facts
- Q1 2026 EPS of $1.86 missed consensus of $3.26 by 43%
- Revenue of $931.4M missed consensus of $931.4M (in-line)
- April 2026 LTL tonnage per workday +6.9% YoY, May +8.4% YoY
- QTD LTL shipments per workday +4.6%, tonnage +7.6% vs prior year
- No guidance provided in the release
Financial Impact
EPS miss of $1.40 per share (43% below consensus) represents a significant earnings shortfall
Risk Factors
- Further downward earnings revisions if Q2 guidance disappoints
- Potential margin compression from inflationary pressures or operational inefficiencies
- Competitive pricing pressure in the LTL trucking market
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3305029 |
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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