Cyclical freight demand
Volumes and pricing depend on general economic conditions and customer activity.
- Scope
- LTL shipment volumes and revenue per shipment
- Materiality
- high
Saia, Inc
Saia, Inc. is a U.S.-based transportation company headquartered in Johns Creek, Georgia that operates a national less-than-truckload network through wholly owned subsidiaries. Its core business is moving LTL freight across the contiguous United States, with additional brokered truckload, expedited transportation, and logistics services across North America.
18,6 %
7,9 %
+0,8 %
1.64
1.64
| % | |
|---|---|
| Less-than-truckload (LTL) freight | 97% Core terminal-to-terminal freight service for shipments too small for full truckload. |
| Brokered truckload | 1% Third-party truckload capacity arranged for customers needing full-load moves. |
| Expedited transportation | 1% Time-sensitive freight solutions with faster transit and delivery commitments. |
| Logistics and other services | 1% Ancillary logistics, accessorial, and value-added transportation services. |
Saia serves shippers that need regional and national freight movement for palletized or otherwise consolidated...
- Manufacturersprimary
Buy LTL and expedited freight services to move production inputs and finished goods nationwide.
- Distributors and wholesalersprimary
Use the network for recurring pallet shipments between warehouses, stores, and end customers.
- Retail and consumer goods shipperssecondary
Buy time-definite freight capacity to support replenishment and service-level commitments.
- Industrial and commercial shipperssecondary
Use LTL and truckload brokerage for mid-weight freight and overflow capacity.
- Cross-border shippersemerging
Use interline arrangements for shipments into Canada and Mexico.
Saia operates a dense terminal network across the United States and provides direct service to the 48 contiguous states...
- •Direct LTL service across the 48 contiguous U.S. states
- •Cross-border coverage into Canada and Mexico via interline partners
- •Headquartered in Johns Creek, Georgia
- •Network of 213 owned and leased terminals plus offices and a warehouse
- •Geographic expansion is central to building density and service reach
Saia’s strategy centers on expanding terminal density, improving service quality, and using network scale to gain share...
01
Expand geographic and terminal networkmedium-term
Closer terminal coverage improves service levels and supports market share gains.
02
Build density in existing marketsshort-term
Higher shipment density improves route efficiency and operating leverage.
03
Modernize fleet and technologymedium-term
Equipment and systems investments support safety, efficiency, and service quality.
04
Match capacity to freight demandshort-term
Flexible resource deployment helps limit underutilization when volumes soften.
Saia is exposed to freight demand cycles, pricing pressure, and cost inflation because its results depend on shipment...
Labor and capacity constraints
Driver, dockworker, and personnel availability affect service and cost structure.
- Scope
- Network operations and terminal productivity
- Materiality
- high
Cybersecurity and data privacy
The company relies on cloud-based and automated systems to run the network and serve customers.
- Scope
- Operations, customer data, and brand reputation
- Materiality
- medium
Fuel, insurance, and claims volatility
Operating costs are sensitive to diesel prices, accident claims, and self-insurance accruals.
- Scope
- Transportation expense and accruals
- Materiality
- high
Network expansion execution
New terminals and markets can be less profitable until density matures.
- Scope
- Operating leverage and capital deployment
- Materiality
- medium
Claims and insurance accruals
Accrued claims, insurance and other liabilities
Depreciation of tractors, trailers, and real estate
Operating income and fixed asset carrying values
Real estate gains and impairments
Operating income volatility
Fuel surcharge revenue
Operating revenue and yield metrics
: 29.4.2026