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Saia, Inc. (SAIA) Q1 2026 Earnings Call Transcript

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Q1: 2026-04-30 Earnings Summary

EPS of $1.86 beats by $0.04

 | Revenue of $806.23M (2.37% Y/Y) beats by $17.73M

Saia, Inc. (SAIA) Q1 2026 Earnings Call April 30, 2026 10:00 AM EDT

Company Participants

Matthew Batteh – Executive VP, CFO & Secretary
Frederick Holzgrefe – President, CEO & Director

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Conference Call Participants

Jordan Alliger – Goldman Sachs Group, Inc., Research Division
Ken Hoexter – BofA Securities, Research Division
Jonathan Chappell – Evercore ISI Institutional Equities, Research Division
Thomas Wadewitz – UBS Investment Bank, Research Division
Scott Group – Wolfe Research, LLC
Ravi Shanker – Morgan Stanley, Research Division
Eric Morgan – Barclays Bank PLC, Research Division
Christian Wetherbee – Wells Fargo Securities, LLC, Research Division
Stephanie Benjamin Moore – Jefferies LLC, Research Division
Richa Talwar – Deutsche Bank AG, Research Division
Brian Ossenbeck – JPMorgan Chase & Co, Research Division

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Presentation

Operator

Good day, and welcome to the Saia, Inc. First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded. I would now like to turn the conference over to Matt Batteh, Saia’s Executive Vice President and Chief Financial Officer. Please go ahead.

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Matthew Batteh
Executive VP, CFO & Secretary

Thank you, Chad. Good morning, everyone. Welcome to Saia’s First Quarter 2026 Conference Call. With me for today’s call is Saia’s President and Chief Executive Officer, Fritz Holzgrefe. Before we begin, you should note that during this call, we may make some forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements and all of the statements that might be made on this call that are not historical facts are subject to a number of risks and uncertainties, and actual results may differ materially. We refer you to our press release and our SEC filings for more information on the exact risk factors that could cause actual results to differ.

I will now turn the call over to Fritz for some opening comments.

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