Full-Time
Posted on 5/9/2026
$20.60 - $24.75/hr
Milwaukee, WI, USA
In Person
| , |
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Johns Creek, Georgia
Founded
1924
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Ground transportation stocks reported a softer fourth quarter, with the 15 companies tracked missing revenue consensus estimates by 0.8% on average. Despite weaker results, share prices have risen 7.3% on average since earnings announcements. Saia reported revenues of $790 million, flat year on year but exceeding analyst expectations by 1.7%. The company missed adjusted operating income estimates, impacted by $4.7 million in unexpected self-insurance costs related to prior-year accidents. Saia's claims ratio reached a record low of 0.47%. The ground transportation industry continues investing in data analytics and autonomous fleets to optimise efficiency whilst navigating challenges including economic cycles, consumer spending fluctuations and fuel costs. E-commerce growth and global trade expansion continue driving demand for shipping services, particularly last-mile delivery. Saia's stock has fallen 13.5% since reporting results.
Saia has appointed Lisa Silverboard as vice president of marketing to lead communications, community affairs and brand development. Silverboard joined the less-than-truckload carrier in February. Silverboard brings over 20 years of brand management and marketing experience from companies including Georgia-Pacific, Scotts Miracle-Gro and most recently Americold, where she led marketing operations. EVP and Chief Customer Officer Ray Ramu said her expertise in digital marketing and integrated campaign strategy will help elevate Saia's brand and strengthen customer connections. The appointment follows Saia's completion of a nationwide network expansion involving over $2 billion in capital improvements over three years. The carrier aims to use targeted marketing initiatives to grow revenue in more profitable areas.
Wall Street analysts project substantial upside for YETI, Saia and Privia Health, but independent analysis suggests caution. YETI, a maker of outdoor gear, trades at $36.42 per share with a consensus price target of $50.60. However, its 11.3% annual revenue growth over five years lags peers, whilst declining returns on capital signal ineffective management decisions. Freight transportation provider Saia trades at $321.12, valued at 30.5x forward P/E. The company faces challenges with disappointing shipment volumes and a negative 0.4% free cash flow margin. Healthcare technology firm Privia Health shows a $31.85 price target but operates at subscale with $2.12 billion in revenue and negative returns on capital. Analysts rarely issue sell ratings, partly because their firms seek business from covered companies.
Saia has raised $120 million in a Series C funding round, though the article focuses primarily on the company's operational metrics rather than funding details. In January and February 2026, Saia reported flat LTL shipments per workday with declining tonnage and weight per shipment year-over-year, whilst securing contractual renewal increases of 6.6% and 5.9% respectively. The less-than-freight-carrier demonstrated pricing power despite softer freight volumes, protecting revenue quality through mid-single-digit contract renewal gains. However, investors face concerns about capital-intensive expansion and underutilised network capacity. Saia's investment narrative projects $3.9 billion revenue and $456.7 million earnings by 2028, requiring 6.6% annual revenue growth. The company's ability to convert its expanded network and firm contract pricing into improved profitability remains the key near-term catalyst.
Several stocks fell in afternoon trading as the Dow Jones Industrial Average dropped 0.7%, capping a volatile week. Despite President Donald Trump easing tensions with European allies by withdrawing tariff threats, uncertainty persisted in markets. Trump's reversal on tariffs provided relief by removing a significant headwind for multinationals facing potential supply chain disruptions and higher costs. However, analysts noted that underlying geopolitical risks and market volatility remain concerns. Among the affected stocks, Mobileye fell 7%, Whirlpool dropped 4.8%, Custom Truck One Source declined 4.1%, Rush Enterprises fell 3.3%, and Saia decreased 2.2%. Mobileye's decline followed disappointing guidance issued a day earlier, with full-year 2026 revenue forecast at $1.94 billion, 3% below analyst expectations, whilst profitability concerns mounted.