Get notified when SAIA files again. Create a free account and we'll email you the moment its next filing is analyzed.
Get filing alertsRed Flags Detected
- Litigation And Insurance Market Hardening (new) — Company now discloses rising exposure from freight-broker vicarious liability and a hardening insurance market where several carriers have exited trucking auto-liability coverage or sharply raised premiums, flagging potential uninsured exposure and cost escalation.
SAIA Q2 2026: Revenue +17% on fuel & volume recovery; operating income +26% to $125M
Filed July 30, 2026 · Period ending June 30, 2026 · Compared to 10-Q Jul 25, 2025 · ~2 min read
Key Changes
-
high
Operating revenue rose 17.1% YoY to $956.5M, driven by fuel surcharge expansion (22.3% of revenue vs. 14.6% prior year) and 4.4% shipment volume growth, reversing the prior year's 0.7% decline.
MD&A: Revenue Growth verify on EDGAR → -
high
Operating income climbed 26% to $125.2M and operating ratio improved to 86.9% from 87.8%, recovering from the prior year's 27.8% profit decline driven by network-expansion costs and volume softness.
MD&A: Operating Income verify on EDGAR → -
high
Company paid down all $207M of revolving credit borrowings by June 30, 2026, increasing availability to $564M from $356.6M and signaling improved cash generation.
MD&A: Liquidity verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
Want to see a complete report first? Today's free report (RIVN 10-Q) is open in full — no account needed.
Partner
Trade SAIA commission-free
Open an account, get a free stock.
Investing involves risk. Free stock terms apply.
Thanks — your feedback helps us improve report quality.
Source-verified from EDGAR · Narrative written by AI · Jul 31, 2026 · How we verify