)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Saia
Saia (SAIA) investor relations material
Saia Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Achieved record quarterly revenue of $790 million in Q4 2025, up 0.1% year-over-year, despite muted demand and volume declines.
Q4 diluted EPS was $1.77, down from $2.84 in Q4 2024; full year 2025 diluted EPS was $9.52, down from $13.51 in 2024.
Completed the first full year operating as a national network, driving market share gains and expanded customer relationships.
Q4 results were impacted by a $4.7 million reserve increase for self-insurance due to adverse developments on prior-year accident cases.
Q4 operating income fell 36.9% to $64 million; full year operating income dropped 27% to $352.2 million.
Financial highlights
Q4 2025 revenue was $790 million, up 0.1% year-over-year; revenue per shipment excluding fuel surcharge decreased 0.5%.
Fuel surcharge revenue rose 6.1% and comprised 15% of total revenue.
Salaries, wages, and benefits increased 6.1% year-over-year, offset by a 5.1% reduction in headcount.
Depreciation and amortization expense rose 16.4% to $62.9 million due to ongoing investments.
Q4 LTL shipments per workday decreased 0.5%; LTL tonnage per workday decreased 1.5%.
Outlook and guidance
Management expects sequential margin seasonality from Q4 to Q1 to be better than historical 30-50 bps degradation, assuming normal conditions.
Full-year 2026 operating ratio improvement of 100-200 bps is targeted, with upside if macro trends are favorable.
Net capital expenditures for 2026 are expected to be $350–$400 million, subject to market conditions.
Revenue per shipment is expected to improve as weight per shipment headwinds abate in Q2/Q3.
2026 focus remains on driving returns from recent investments, maintaining pricing discipline, and scaling the network.
CapEx reduction impact on network expansion
Explain LTL tonnage/revenue per cwt divergence
Key drivers of operating ratio decline in 2025
New terminal OR path to company average
Yield growth vs. volume in soft market
Incremental margins from excess capacity
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Saia earnings date
Q1 202624 Apr, 2026
Saia
Next Saia earnings date
Q1 202624 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Saia Inc. operates as a transportation company providing less-than-truckload (LTL) logistics services. It offers regional and interregional freight shipping, as well as value-added services such as expedited and consolidation solutions. The company is headquartered in Johns Creek, Georgia, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage