Less-than-truckload carrier Saia Q2 revenue beats expectations

Overview

• Saia Q2 2025 revenue falls 0.7% but beats analyst expectations, per LSEG data

• The less-than-truckload carrier's diluted EPS for Q2 2025 declines to $2.67 from $3.83 yoy

• Company highlights operational efficiencies and growth in newer markets

Outlook

• Saia anticipates 2025 net capital expenditures of $600 mln to $650 mln

Result Drivers

• CUSTOMER FOCUS - Saia attributes tangible results to its customer-first approach, particularly in newer markets, per CFO Matt Batteh

• OPERATIONAL EFFICIENCIES - Improvements in operational efficiencies cited as part of long-term strategy to enhance network density

• VOLUME TRENDS - Company adjusted costs to align with current volume trends, focusing on mix management and customer service

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 $295.00, about 5.7% below its July 24 closing price of $311.79

• The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nGNXb6JFbF