SAIA

SAIA INC

Ticker: SAIAIndustrialsTransportation & Utilities
HQ JOHNS CREEK, GACIK 1177702FY end 12-31Book / share $101.66Shares 27M
Revenue (FY)
$3.23B+0.79%
TTM $3.39B
Op. margin
10.89%-4.14%
TTM 11.04%
Net income
$255.04M-29.56%
TTM $277.96M
Operating cash
$594.97M+1.93%
TTM $606.39M
Free cash flow
$27.33M+105.94%
TTM $255.23M
Return on equity
9.89%-5.77%
TTM 10.19%
Debt / equity
0.00-0.00%
TTM 0.00
Shares outstanding
26.8M-0.06%
TTM 26.8M

The business

Saia, Inc. (SAIA) operates as a national less-than-truckload (LTL) transportation company headquartered in Johns Creek, Georgia, with a website at www.saia.com. Founded in 1924, the company provides integrated transportation services primarily through its wholly-owned subsidiary Saia Motor Freight Line, LLC (Saia LTL Freight), which specializes in LTL shipments ranging from 100 to 10,000 pounds across the 48 contiguous states, with service to Canada and Mexico through interline carrier relationships.

The company generates approximately 97 percent of its revenue from LTL transportation services, with the remainder derived from value-added offerings including brokered truckload services, expedited transportation, and logistics solutions. As of December 31, 2025, Saia operated a network of 213 owned and leased terminals plus three general offices and one warehouse. The company maintained a fleet of approximately 7,700 tractors and 26,500 trailers, including equipment acquired through finance leases. In 2025, Saia generated revenue of $3.2 billion and employed nearly 14,500 union-free employees, comprising approximately 51 percent licensed commercial drivers, 24 percent dock workers, and 25 percent sales, technology, and administrative personnel.

The company's operational scale includes processing approximately 35,000 shipments daily, with average shipments weighing 1,380 pounds and traveling 897 miles. Over the past five years, Saia invested more than $2.5 billion in capital expenditures focused on real estate expansion, revenue equipment modernization, and technology infrastructure to support network optimization and operational efficiency.

Saia's competitive positioning derives from its extensive terminal network, service quality differentiation, geographic coverage, and operational flexibility. The company maintains registered trademarks including Saia Guaranteed Select, Saia Customer Service Indicators, and Saia Xtreme Guarantee. The business model emphasizes organic growth through geographic expansion, density optimization in existing markets, pricing management, and operational efficiency improvements. Saia competes within a highly consolidated LTL industry against national carriers and regional providers, as well as alternative transportation modes including truckload carriers, small package services, railroads, and third-party logistics providers.

Sector
Industrials
Industry
Transportation & Utilities
HQ
JOHNS CREEK, GA
FY end
12-31
CIK
1177702
SIC
4213
Financial performance · annual
20132025
$-339.23M$678.46M$1.70B$2.71B$3.73B2013201420152016201720182019202020212022202320242025TTMTTMTTM

Ownership

Who holds SAIA INC — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

526
funds hold it
0 of 35
superinvestors hold it
$6.04B
fund-held value
52.6%
of shares held by funds

Top fund holders

Fund% of fundValue
First Trust RBA American Industrial Renaissance ETF
AIRR · First Trust Exchange-Traded Fund VI
3.53%$406.01M
iShares Core S&P Mid-Cap ETF
IJH · iShares Trust
0.31%$384.44M
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%$356.41M
SMALLCAP World Fund Inc
SMCWX
0.34%$323.34M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.14%$257.44M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

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