Saia Q4 revenue beats analyst expectations on strong customer service
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
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $790 mln | $773.98 mln (15 Analysts) |
Q4 EPS |
| $1.77 |
|
Q4 Operating Income |
| $64 mln |
|
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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