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Saia (SAIA) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Oct 29, 2026 · Saia (SAIA) Q3 2026 earnings results →
Q3 2026 Revenue up 17% year over year to $982M · 9¢ of every $1 of revenue kept as net profit · operating margin 12.4%
Saia made $982M in Q3 2026 (+17% Y/Y). Operating margin 12.4%, net earnings $91.4M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 29, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $982.5M in Q3 2026, up 17% year over year and up 3% from the previous quarter.
Operating profit was $122.3M, a 12.4% margin (down 1.7 points year over year). Of the extra revenue versus Q3 2025, 3% reached operating profit, below the 14% margin then. Total costs grew 19% against revenue growth of 17%. Net earnings were $91.4M, up 6% year over year. The effective tax rate was 24.7%.
Operating cash flow was $189.5M (up 7% year over year), 207% of net earnings. Non-cash charges added back $64.1M of depreciation and amortization. Working capital and other items added $33.9M. Capital expenditures of $78.4M left free cash flow of $111.1M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Oct 29, 2026 | $982M | +17% | 12.4% | $91.4M | $190M |
| Q2 2026 | 10-Q | Jul 30, 2026 | $956M | +17% | 13.1% | $94.3M | $152M |
| Q1 2026 | 10-Q | Apr 30, 2026 | $806M | +2% | 8.3% | $49.9M | $140M |
| Q4 2025 | 10-K | Feb 24, 2026 | $790M | +0.1% | 8.1% | $47.5M | $137M |
| Q3 2025 | 10-Q | Oct 30, 2025 | $840M | -0.3% | 14.1% | $86.3M | $178M |
| Q2 2025 | 10-Q | Jul 25, 2025 | $817M | -0.7% | 12.2% | $71.4M | $171M |
| Q1 2025 | 10-Q | Apr 28, 2025 | $788M | +4% | 8.9% | $49.8M | $109M |
Charts
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🔄Rotation against the market and its industry (RRG)interactive
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⚖️Fair value by methodinteractive
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📈Investments: gains and what it boughtinteractive
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About Saia
Saia, Inc., through its wholly-owned subsidiaries, is a transportation company headquartered in Johns Creek, Georgia (Saia, Inc. together with its subsidiaries, the Company or Saia). We provide national less-than-truckload (LTL) services through a single integrated organization. While approximately 97% of our revenue is derived from transporting LTL shipments, we also offer customers a wide range of other value-added services, including brokered truckload and expedited transportation and other logistics services across North America. Founded in 1924, Saia Motor Freight Line, LLC (Saia LTL Freight), a wholly-owned subsidiary of Saia, Inc., is a leading LTL carrier that provides direct service to the 48 contiguous states and provides LTL services to Canada and Mexico through relationships with third-party interline carriers.
In its own words, from its 10-K, filed Feb 24, 2026.
Saia against its Trucking (No Local) peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +17% against the peers' median +16%. Operating margin: 12.4% against the peers' median 6.7%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| SAIA Saia | Q3 2026 | $982M | +17% | 12.4% |
| JBHT Hunt J B Transport Services | Q3 2026 | $3.7B | +20% | 6.7% |
| KNX Knight-Swift Transportation Holdings | Q3 2026 | $2.2B | +14% | 8.1% |
| ODFL Old Dominion Freight Line | Q3 2026 | $1.6B | +13% | 28.5% |
| SNDR Schneider National | Q3 2026 | $1.6B | +9% | 3.9% |
| LSTR Landstar System | Q3 2026 | $1.5B | +25% | 4.3% |
| ARCB Arcbest | Q3 2026 | $1.2B | +16% | 6.1% |
| WERN Werner Enterprises | Q3 2026 | $951M | +23% | 1.8% |
| ULH Universal Logistics Holdings | Q3 2026 | $394M | -0.7% | 8.3% |
Source: Saia 10-Q on SEC EDGAR · CIK 1177702 · Trucking (No Local)
13F: who owns SAIA and who is buying
More on SAIA
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results