---
title: "SAIA | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 806.23 M"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/284761809.md"
datetime: "2026-04-30T11:47:05.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/284761809.md)
  - [en](https://longbridge.com/en/news/284761809.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/284761809.md)
---

# SAIA | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 806.23 M

Revenue: As of FY2026 Q1, the actual value is USD 806.23 M, beating the estimate of USD 788.5 M.

EPS: As of FY2026 Q1, the actual value is USD 1.86, beating the estimate of USD 1.8236.

EBIT: As of FY2026 Q1, the actual value is USD 69.32 M.

#### Revenue

Saia, Inc. reported revenue of $806.2 million for the first quarter of 2026, which is a 2.4% increase compared to $787.575 million in the first quarter of 2025.

#### Operating Income and Ratio

Operating income for the first quarter of 2026 was $66.8 million, marking a 4.8% decrease from $70.168 million in the first quarter of 2025. The operating ratio was 91.7% in the first quarter of 2026, compared to 91.1% in the first quarter of 2025.

#### Net Income

Net income for the first quarter of 2026 was $49,869 thousand, a slight increase from $49,810 thousand in the first quarter of 2025.

#### LTL Operational Metrics

LTL shipments per workday increased by 1.0% in the first quarter of 2026 compared to the prior year. LTL tonnage per workday decreased by 2.1%. LTL revenue per hundredweight, excluding fuel surcharge revenue, increased by 1.9%, while LTL revenue per shipment, excluding fuel surcharge revenue, decreased by 1.2%. The company’s claims ratio for the first quarter was 0.5%.

#### Cash and Debt Position

As of March 31, 2026, Saia, Inc. had $39.2 million of cash on hand and total debt of $112.8 million. This compares to $16.5 million of cash on hand and total debt of $295.5 million at March 31, 2025. Net cash provided by operating activities was $139,634 thousand for the first quarter of 2026, up from $109,073 thousand in the same period of 2025.

#### Capital Expenditures

Net capital expenditures were $63.7 million during the first quarter of 2026, a decrease from $202.1 million in the first quarter of 2025.

#### Outlook / Guidance

Saia, Inc. anticipates that net capital expenditures for the full year 2026 will be approximately $350 million to $400 million, subject to ongoing evaluation of market conditions.

### Related Stocks

- [SAIA.US](https://longbridge.com/en/quote/SAIA.US.md)

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