Revenue distribution by industry:

• Transport services: 100% (2025)

TOP 3 markets:

1. USA: approx. 95%
2. Canada: approx. 3%
3. Mexico: approx. 2%

Saia, Inc. is a leading company in the field of transport services, especially in the LTL (Less-than-Truckload) segment. The majority of revenues are generated in the USA, where the company has its strongest presence. Canada and Mexico also contribute to revenues, but to a significantly lesser extent. This distribution reflects Saia's strategic focus on the North American market.

Production Sites: Various locations in the USA

Saia, Inc. is a leading company in the field of truck transportation services and does not operate typical production facilities, as it mainly specializes in the transportation and logistics of goods. The company operates a network of terminals in the USA, which serve as hubs for freight traffic.

These terminals are strategically distributed throughout the country to ensure efficient handling of transportation orders. Saia, Inc. continuously invests in expanding and modernizing these facilities to meet the increasing demands of the market.

Revenue Growth: 18.5% (2024)

Saia, Inc. pursues a growth strategy that strongly focuses on expanding its network and improving operational efficiency. The company continuously invests in expanding its infrastructure, including new terminals and modernizing existing facilities.

Another key focus is on implementing advanced technologies to optimize the supply chain and enhance customer experience. Saia also relies on strategic partnerships and acquisitions to expand its market presence and attract new customers.

Through these measures, Saia expects to further increase its market share and solidify its position as a leading provider in the Less-than-Truckload (LTL) transportation sector. Analysts predict that this strategy will lead to sustainable revenue and profit growth in the coming years.

Main raw materials: Diesel, vehicle parts, packaging materials

Countries of origin: USA, Canada, Mexico

Saia, Inc. is a leading transportation company mainly engaged in logistics and freight services. The main raw materials imported by Saia include diesel for operating their vehicle fleet as well as vehicle parts for maintenance and repair. Packaging materials are also important to ensure the safety of the transported goods.

Most of these materials are sourced from the USA, as Saia primarily operates in North America. Canada and Mexico are also important trading partners, especially for vehicle parts and certain packaging materials produced in the region.

Market share: 5.6% (estimated for 2025)
EBITDA margin: 15.2% (2024)
ROE (Return on Equity): 18.5% (2024)

Saia, Inc. has a solid competitive advantage in the Less-than-Truckload (LTL) transport sector, supported by its efficient network structure and technological investments. The EBITDA margin of 15.2% demonstrates strong operational efficiency compared to many competitors in the industry.

The Return on Equity of 18.5% indicates that the company is able to effectively maximize its equity return, pointing to good capital allocation and management efficiency.

Additionally, Saia benefits from a strong geographical presence and a well-diversified customer base, further solidifying its market position. Continuous investments in technology and infrastructure also enhance service quality and efficiency, further strengthening the competitive advantage.

Institutional Investor Share: 95% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share at Saia, Inc. is traditionally high, indicating the confidence of large investment funds and institutional investors in the company's long-term performance. This is reflected in an estimated share of about 95%.

Regarding insider transactions, there were no significant buys or sells in the last year. This could suggest that the management and other insiders are satisfied with the current company strategy and see no need to change their positions.

Market share of Saia, Inc.: Estimated 5% (2025)

Top competitors and their market shares:

1. FedEx Corporation: 30%
2. United Parcel Service (UPS): 28%
3. XPO Logistics: 10%
4. Old Dominion Freight Line: 8%
5. YRC Worldwide (Yellow Corporation): 6%
6. Saia, Inc.: 5%
7. Schneider National: 4%
8. Estes Express Lines: 3%
9. ArcBest Corporation: 3%
10. Ryder System: 2%

Saia, Inc. is a significant player in the freight and logistics industry, especially in the LTL (Less-Than-Truckload) segment. Their market share of about 5% indicates that they have a solid position in the market, although lagging behind industry leaders FedEx and UPS.

The moat of Saia, Inc. lies in their specialized LTL service, supported by a well-established network and efficient operations. This enables them to remain competitive in certain geographic regions and niche markets.

In comparison to larger competitors like FedEx and UPS, which have more extensive networks and greater financial resources, Saia's moat is less pronounced. These larger companies have a significant advantage due to their global reach and diversified services.

However, through their focus on specific market segments and continuous investments in technology and infrastructure, Saia can maintain their competitive advantage in certain areas. The key for Saia will be to further refine their niche strategy and maximize operational efficiency to remain competitive.

Revenue Growth: 10.5% (2024) Profit Growth: 8.9% (2024) Market Share: 7.2% in the US Less-than-Truckload (LTL) market (2024)

Saia, Inc. recorded solid revenue growth of 10.5% in 2024, attributed to strong demand in the Less-than-Truckload (LTL) segment and effective expansion into new markets. The company also achieved a profit growth of 8.9%, indicating efficiency improvements and an enhanced operating margin.

Saia's market share in the US LTL market stands at 7.2%, representing a significant position in a competitive market. This position enables the company to benefit from the overall growth dynamics in the logistics industry.

Additionally, Saia is continuously investing in technology and infrastructure to enhance service quality and increase supply chain efficiency. These investments could lead to further cost savings and revenue growth in the long term.

Overall, Saia, Inc. demonstrates strong fundamental data and a strategic focus aimed at sustainable growth. This could make the stock an attractive investment opportunity, especially for investors interested in the long-term development of the logistics sector.

Dividend: No payout (as of 2023)

Saia, Inc. currently does not pay a dividend to its shareholders. The company has focused in the past on reinvesting profits into the business to promote growth and expansion.

The reliability of the payout is therefore not relevant as there is no dividend policy. Investors who invest in Saia, Inc. typically do so with a focus on capital growth rather than dividend yields.