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SAIASaia, Inc.Sell5.9·$357.94+3.51%

Saia (SAIA) Q2 2026 earnings — TrendMatrix coverage

BEAT+3.5% vs estimateEPS $3.51 vs $3.39 estVerdict SellHold

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$3.51
Estimate
$3.39
Surprise
+3.5%
Revenue (period 2026-06-30)
$956.5M
Score at report (before → after)
4.16.0/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

Saia (SAIA) beat the $3.39 estimate with diluted EPS of $3.51 — a clear 3.5% upside surprise. TrendMatrix's engine moved from Sell (4.1/10) to Hold at 6.0/10 after the report.

Current read · as of 2026-09-05

Where TrendMatrix's rating stands now

TrendMatrix currently rates SAIA Sell at 5.9/10.

3 of the last 4 quarters beat the estimate; this quarter's +3.5% surprise compares with a +2.2% four-quarter average. Next scheduled report: 2026-10-29.

What supports the rating

  • Strong earnings beat streak (3/4)
  • Strong growth profile

What argues against it

  • Thin upside margin: 8.9%
  • V7 low-quality RISK_OFF penalty: -0.5 (Q=4.8)
  • Sector modifier (Industrials): -0.7

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$357.94
Price target
$389.66
Stop
$332.88
Upside to target
+8.9%
Reward-to-risk
0.9:1

The stock trades at 34.5× trailing but 25.3× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-05 — shown for context, not personalized investment advice.

Industrials context

SAIA at TrendMatrix's latest read

Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.

Industry
Trucking
Market cap
$9.52B
P/E (fwd)
25.3
P/E (ttm)
34.5
52-week range
$249.32$494.71
Off 52-week high
27.6%
RSI (14)
38
Volume vs avg
1.10×
Score today
5.9/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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