财务数据和关键指标变化 - 第三季度收入为8.42亿美元，同比增长8.6%，创下公司历史上第三季度的最高纪录 [4][9] - 每百磅收益（不含燃料附加费）增长1.7%，每个货物的收益（不含燃料附加费）增长0.9% [5][9] - 第三季度的运营比率为85.1%，较去年同期的83.4%恶化了170个基点 [5][12] - 税率为24.4%，与去年同期的24.6%基本持平，稀释后的每股收益为3.46美元，较去年同期的3.67美元下降 [12] 各条业务线数据和关键指标变化 - 每日平均发货量为37,200件，同比增长8.5% [4] - 每日吨位增长7.7%，主要受每日发货量增长的推动 [10] - 由于员工人数增长和工资上涨，薪资、工资和福利支出同比增长15.5% [10] 各个市场数据和关键指标变化 - 新开设的11个终端使公司能够直接服务于美国48个州，显著增强了客户的价值主张 [6][8] - 新开设的终端在运营比率上实现了超过10个基点的改善，尽管尚未达到公司平均水平 [7] 公司战略和发展方向和行业竞争 - 公司专注于混合管理和定价策略，合同续签率保持在7.9% [6] - 计划在2024年继续投资约10亿美元，以支持网络扩展和客户服务 [14][15] - 公司强调长期投资的价值，认为这些投资将为未来的增长奠定基础 [15][16] 管理层对经营环境和未来前景的评论 - 尽管宏观经济环境仍然疲软，但公司对未来的运营趋势持乐观态度，认为新开设的终端将推动长期增长 [13][15] - 管理层对新市场的客户接受度表示鼓励，并期待在未来实现更高的市场份额 [7][15] 其他重要信息 - 第三季度的燃料费用同比下降1.3%，主要由于柴油价格下降 [11] - 由于新终端的开设，员工人数增加了约13% [10] 问答环节所有提问和回答 问题: 关于10月的顺序增长情况 - 管理层表示，10月的发货量和吨位分别增长约4%和6.5%，但受到竞争对手网络问题和飓风的影响 [17][18] 问题: 关于每百磅收益的增长 - 管理层指出，收益增长受到混合和定价的影响，未来将继续关注定价策略 [22][23] 问题: 关于2025年的展望 - 管理层认为，随着新终端的成熟，2025年将有机会实现更高的边际利润 [27][28] 问题: 关于运营比率的季节性变化 - 管理层提到，通常情况下，第三季度到第四季度的运营比率会下降约250个基点，但预计今年将表现更好 [26][63] 问题: 关于员工生产力的提升 - 管理层认为，随着新员工的成熟，生产力将在2025年和2026年有显著提升 [75][76]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 1 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED SEPTEMBER 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 0-49983 Saia, Inc. (Exact name of registrant as specified in its charter) Delaware 48-1229851 (State of incorporation) (I.R.S. Employer Identification No.) 114 ...

文章核心观点 - 公司第三季度营收为8.421亿美元,同比增长8.6% [1] - 公司第三季度每股收益为3.46美元,同比下降5.71% [1] - 公司营收和每股收益均超出分析师预期 [1] 公司财务数据 - 营业利润率为85.1%,略高于分析师预期的85% [1] - 运输量为1,605千吨,高于分析师预期的1,571.57千吨 [1] - 每百磅运输收入为25.64美元,略低于分析师预期的25.80美元 [1] 股价表现 - 公司股价在过去一个月内下跌3.9%,而标普500指数上涨1.4% [2] - 公司目前评级为持有(Zacks Rank 3),意味着短期内可能与整体市场表现持平 [2]

Saia (SAIA) came out with quarterly earnings of $3.46 per share, missing the Zacks Consensus Estimate of $3.53 per share. This compares to earnings of $3.67 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.98%. A quarter ago, it was expected that this trucking company would post earnings of $4 per share when it actually produced earnings of $3.83, delivering a surprise of -4.25%.Over the last four quarters, the company has s ...

Exhibit 99.1 Saia Reports Third Quarter Results JOHNS CREEK, GA – October 25, 2024 – Saia, Inc. (Nasdaq: SAIA), a leading transportation provider offering national less-than-truckload (LTL), non-asset truckload, expedited and logistics services, today reported third quarter 2024 financial results. Diluted earnings per share for the quarter were $3.46 compared to $3.67 in the third quarter of 2023. Highlights from the third quarter operating results were as follows: Third Quarter 2024 Compared to Third Quart ...

JOHNS CREEK, Ga., Oct. 25, 2024 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA), a leading transportation provider offering national less-than-truckload (LTL), non-asset truckload, expedited and logistics services, today reported third quarter 2024 financial results. Diluted earnings per share for the quarter were $3.46 compared to $3.67 in the third quarter of 2023. Highlights from the third quarter operating results were as follows: Third Quarter 2024 Compared to Third Quarter 2023 Results Revenue was $842. ...

Analysts on Wall Street project that Saia (SAIA) will announce quarterly earnings of $3.53 per share in its forthcoming report, representing a decline of 3.8% year over year. Revenues are projected to reach $839.81 million, increasing 8.3% from the same quarter last year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 1.8% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior ...

JOHNS CREEK, Ga., Oct. 21, 2024 (GLOBE NEWSWIRE) -- Saia Inc. (NASDAQ: SAIA) is pleased to announce that Saia LTL Freight is continuing its nationwide expansion with the opening of three new terminals this month. Today, a new facility is opening in Akron, Ohio. Two additional terminals are slated to open on Oct. 28 in Bowling Green and Paducah, Kentucky. These new locations will enhance service in these regions by reducing transit times and freight handling. "Opening these terminals in Ohio and Kentucky wil ...

The market expects Saia (SAIA) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 25, 2024, might help the stock move higher if these key numbers are be ...

文章核心观点 公司获得EPA的SmartWay Excellence Award,表彰其在减少环境影响方面的领先表现和持续承诺[1][2] 公司概况 1) 公司名称为Saia Inc.,总部位于乔治亚州约翰斯克里克,经营LTL(less-than-truckload)、非资产卡车运输、快递和物流服务[4] 2) 公司在全国拥有210多个终端,员工超过15,000人[4] 3) 公司获得美国卡车协会安全管理委员会的安全记录奖,以及EPA的SmartWay计划的环保奖[4] 可持续发展举措 1) 公司通过优化货运运营,不仅提高了环境绩效,也为LTL行业树立了效率标杆[2] 2) 公司的可持续发展实践,如减排和提高燃油效率,与公司"做正确的事"和"社区"的核心价值观以及卓越运营、创新和环境管理的整体战略相一致[2]