SAIA INC reported second-quarter 2026 results with revenue of $956.5M and diluted EPS of $3.51, driven by higher fuel surcharge realization, shipment growth and pricing actions that improved yield and operating efficiency versus the prior-year quarter.
Financial Highlights
- Revenue: $956.5M for Q2 2026, compared with $817.1M in Q2 2025; YoY change 17.1%.
- Net income: $94.3M for Q2 2026, compared with $71.4M in Q2 2025; YoY change 32.1%.
- Diluted EPS: $3.51 for Q2 2026, compared with $2.67 in Q2 2025; YoY change 31.5%.
Business Highlights
- Revenue growth of 17.1% was driven by a higher fuel surcharge, 4.4% shipment volume growth and pricing actions, including general rate increases implemented Oct. 1, 2025 and July 6, 2026.
- Fuel surcharge now represents about 22.3% of revenue versus 14.6% previously, materially affecting channel pricing and yield dynamics.
- Operating ratio improved to 86.9% following investments in technology, terminal expansion and productivity initiatives.
- Capacity measures: LTL shipments rose 4.4% and tonnage increased 8.4%; the company continues hiring, raising wages and using purchased transportation for flexibility.
Original SEC Filing:
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