Saia Posts Q2 Revenue Beat Margin Slips
(NASDAQ:SAIA), a major U.S. less-than-truckload (LTL) transportation provider, reported its second quarter results on July 25, 2025. The headline: GAAP revenue and earnings topped Wall Street expectations, but profitability remained under pressure as costs outpaced revenue growth. For the quarter, Saia posted EPS of $2.67, above the $2.39 GAAP analyst consensus, and GAAP revenue of $817.1 million, outpacing GAAP estimates by $9.5 million. However, both figures declined from the same period last year, with GAAP EPS down 30.2% year-over-year and revenue down 0.7% year-over-year. Margins faced a noticeable squeeze, shaped by wage inflation and the ongoing challenge of absorbing new terminal costs. Overall, while the GAAP revenue beat and disciplined capital spending were positives, execution risk remains elevated in the near term as network expansion continues to dilute profitability.
Source: Analyst estimates for the quarter provided by FactSet.
Saia operates a nationwide less-than-truckload (LTL) freight network, moving shipments that are too large for parcel carriers but too small for full truckloads. The company has prioritized service quality, investing heavily in technology and training to minimize claims and increase on-time performance.
Source Fool.com
