SAIA Saia, Inc. - Common Stock
NASDAQ · Road & Rail · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 30, 2026
$351.12
· of 52w range
· above low
· to high
$249.3252w low
$494.7152w high
Market Cap (MRQ)
$9.37B
P/E (TTM)
33.9
EPS (TTM)
$10.36
Revenue (TTM)
$3.39B
your badges
52W Range
$249–$495
Analyst Rating
BUY
Price Target
$434
P/E
33.9
ROE
10.8%
Net Profit Margin
8.2%
Your badge strip is empty — pin a metric anywhere on this page.
SAIA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$351.12
Market Cap (MRQ)
$9.37B
P/E (TTM)
33.9
EPS (TTM)
$10.36
Revenue (TTM)
$3.39B
ROE (TTM)
10.8%
52W Range
$249–$495
SAIA Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
range
bars
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
Stock splits
| Ex-date | Split | Type |
|---|---|---|
| June 14, 2013 | 3-for-2 | Forward |
About Saia, Inc. - Common Stock Company overview from Wikipedia
Saia is an American less-than-truckload (LTL) trucking company that originated in Houma, Louisiana, in 1924. With original operation occurring in Louisiana and Texas for the first fifty years, expansion came after 1980 when coverage began reaching into more states in the South. Further expansion happened through mergers with other companies, which allowed Saia to provide service for thirty six states. Saia ranks in the top ten of LTL carriers in the United States, with revenues of over $1.8 billion in 2020.
History
Foundation and expansion
Saia began in 1924 in Houma, Louisiana by Louis Saia Sr. Louis was a produce dealer who realized that there was more success in delivering produce rather than selling it. The first truck operated by the company was Saia’s car with the rear seats removed.
By 1970, Saia expanded and established terminals in Texas and Louisiana. Saia became one of the largest regional LTL carriers in the United States with 23 terminals throughout the Southeastern United States and revenue exceeding $50 million.
Subsidiary of Preston and Yellow
The Saia family sold Saia to Preston Trucking in 1987.
The Yellow Corporation purchased Preston Trucking, along with subsidiaries Saia & Smalley, in 1993. In 1995 Saia merged with Smalley Transportation resulting in the establishment of terminals in North Carolina, South Carolina and western Texas.
Resumed independence
In 2002 Saia and Delanco, New Jersey-based Jevic Transportation, another Yellow Corporation subsidiary, spun off to form an independent publicly traded company called SCS Transportation (SCS). Clark Brothers Transport, Inc. was acquired in 2004 incorporating its nine state, sixteen terminal operations into Saia.
In 2006, SCS sold Jevic to a Sun Capital Partners affiliate for $40 million. The sale came after years of low profitability at Jevic and allowed SCS to focus on its more successful Saia unit. Along with the sale, SCS announced plans to rebrand the parent company to Saia and move its corporate headquarters from Kansas City, Missouri to Saia's headquarters in Duluth, Georgia. Saia president Rick O'Dell would become president, CEO, and a board member of the parent company with former chairman and CEO, Bert Trucksess, transitioning to non-executive chairman. Jevic, originally founded in 1981 by Harry Mulschlegel, would shut down in 2008 after being unable to improve its fortunes as an independent company.
Saia began trading on the NASDAQ with the symbol SAIA.
Expansion via acquisitions
Saia expanded further with the acquisitions of two LTL carriers: Columbus, Ohio–based The Connection Company in 2006 and Madison Freight Systems (MFS) of Waunakee, Wisconsin in 2007.
Saia acquired Robart Transportation (and subsidiary The RL Services Group) in 2012 for approximately $7.8 million. Robart, founded in 1981 in Duluth, Georgia, was a non-asset truckload and brokerage service provider while The RL Services Group focused on supply chain, logistics, data mining, and operations analysis and related services. The acquisition of Robart, which Saia planned to rebrand under the Saia name, marked Saia's first significant move into non-asset logistics services.
In 2015, Saia acquired Dallas-based third-party logistics provider LinkEx for $25 million. LinkEx was founded in 2002 as a non asset–based intermodal logistics management company, providing services and technology for management of international and domestic shipments. After the LinkEx purchase, Saia's previous non-asset acquisition, Robart, was merged into LinkEx which continued operations as a wholly owned subsidiary of Saia with offices in Dallas, Atlanta, and Guadalajara, Mexico.
In December 2023, Saia acquired 17 terminals of former parent company Yellow Corporation in the Chapter 11 bankruptcy sale for $235.7 million.
Operations
Saia has 194 terminals and serves the 48 states in the contiguous United States directly. It also serves Alaska, Hawaii, Puerto Rico, Mexico, and Canada via a network of partners. The three operating service groups of Saia are Saia LTL Freight, Saia Logistics Service, and LinkEx. Saia has over 13,000 employees and handles over 30,000 shipments per day as of 2023.
In 2017, Saia partnered with TST Overland Express, now TST-CF Express to provide cross border shipments into Canada. Saia provides the equivalent service for TST.
In 2025, they connected more than 10,000 security assets onto one platform by SecuriThings.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorIndustrials
industryRoad & Rail
employees13,734
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$3.23B2016-12-31 → 2025-12-31
EPS$9.522016-12-31 → 2025-12-31
Free Cash Flow$27M2016-12-31 → 2025-12-31
Net margin8.2%2018-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | SAIA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 33.95Y avg ≈30.5 | ≈30.5 | 47.9 | Undervalued | |
| P/S (TTM) | 2.85Y avg ≈3.3 | ≈3.3 | 1.6 | Overvalued | |
| P/B (MRQ) | 3.45Y avg ≈5.1 | ≈5.1 | 4.1 | Fair value | |
| Price / FCF (TTM) | 36.75Y avg ≈104.1 | ≈104.1 | · | · | |
| Price / Cash Flow (TTM) | 15.45Y avg ≈18.1 | ≈18.1 | 14.6 | Fair value | |
| Price / Tangible Book | 3.65Y avg ≈5.1 | ≈5.1 | · | · | |
| PEG Ratio | ≈2.6 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | SAIA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 11.0%5Y avg ≈14.7% | ≈14.7% | 7.4% | Top tier | |
| EBITDA Margin (TTM) | 18.5%5Y avg ≈21.1% | ≈21.1% | 9.5% | Top tier | |
| Pretax Margin (TTM) | 10.8%5Y avg ≈14.5% | ≈14.5% | 6.2% | Top tier | |
| Net Profit Margin (TTM) | 8.2%5Y avg ≈11.1% | ≈11.1% | 4.6% | Top tier | |
| ROA (TTM) | 7.7%5Y avg ≈13.6% | ≈13.6% | 3.5% | Top tier | |
| ROE (TTM) | 10.8%5Y avg ≈17.9% | ≈17.9% | 11.6% | In line | |
| ROIC | 10.3%5Y avg ≈17.6% | ≈17.6% | 9.3% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | SAIA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.65Y avg ≈1.7 | ≈1.7 | 1.3 | Strong liquidity | |
| Quick Ratio | 1.35Y avg ≈1.5 | ≈1.5 | 1.2 | In line | |
| Interest Coverage | 21.45Y avg ≈108.3 | ≈108.3 | 10.5 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | SAIA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 0.79%5Y avg ≈12.6% | ≈12.6% | · | · | |
| Revenue CAGR 3Y | 5.0%5Y avg ≈11.2% | ≈11.2% | · | · | |
| Revenue CAGR 5Y | 12.2% | · | · | · | |
| EPS YoY | -29.5%5Y avg ≈19.0% | ≈19.0% | · | · | |
| Net Income YoY | -29.6%5Y avg ≈19.2% | ≈19.2% | · | · | |
| EPS CAGR 3Y | -10.8%5Y avg ≈12.8% | ≈12.8% | · | · | |
| EPS CAGR 5Y | 12.9% | · | · | · | |
| Net Income CAGR 3Y | -10.6%5Y avg ≈13.0% | ≈13.0% | · | · | |
| Net Income CAGR 5Y | 13.0% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | SAIA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.05Y avg ≈1.2 | ≈1.2 | 1.0 | Weak | |
| Receivables Turnover | 9.95Y avg ≈9.7 | ≈9.7 | 9.6 | In line | |
| Revenue / Employee | ≈$235.5K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-1.1%
Next Report
Oct 28, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 23, 2026 | $3.51 | $3.45 | 1.9% |
| March 31, 2026 | $1.86 | $1.85 | 0.42% | |
| Dec. 31, 2025 | $1.77 | $1.94 | -8.8% | |
| Sept. 30, 2025 | $3.22 | $2.59 | 24.2% | |
| June 30, 2025 | $2.67 | $2.44 | 9.4% | |
| March 31, 2025 | $1.86 | $2.81 | -33.9% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.23B | $3.21B | $2.88B | $2.79B | $2.29B | $1.82B | $1.79B | $1.65B | $1.40B | $1.25B | |
| Operating Expenses | · | · | $2.42B | $2.32B | $1.95B | $1.64B | $1.63B | $1.51B | $1.31B | $1.17B | |
| Operating Income | $352M | $482M | $460M | $470M | $335M | $180M | $153M | $141M | $95M | $79M | |
| Interest Expense | $16M | $9M | $3M | $3M | $3M | $5M | $7M | $5M | $5M | $4M | |
| Other Non-op | $1M | $2M | $2M | $-46.0K | $833.0K | $1M | $754.0K | $74.0K | $92.0K | $177.0K | |
| Pretax Income | $337M | $476M | $466M | $468M | $333M | $176M | $147M | $136M | $90M | $75M | |
| Income Tax | $82M | $114M | $111M | $111M | $80M | $38M | $33M | $31M | $-1M | $27M | |
| Net Income | $255M | $362M | $355M | $357M | $253M | $138M | $114M | $105M | $91M | $48M | |
| EPS (Basic) | $9.54 | $13.57 | $13.32 | $13.48 | $9.62 | $5.29 | $4.38 | $4.08 | $3.57 | $1.92 | |
| EPS (Diluted) | $9.52 | $13.51 | $13.26 | $13.40 | $9.48 | $5.20 | $4.30 | $3.99 | $3.49 | $1.87 | |
| Shares (Basic) | 26,738,000 | 26,689,000 | 26,632,000 | 26,520,000 | 26,322,000 | 26,140,000 | 25,952,000 | 25,762,000 | 25,518,000 | 25,038,000 | |
| Shares (Diluted) | 26,786,000 | 26,802,000 | 26,763,000 | 26,674,000 | 26,707,000 | 26,592,000 | 26,435,000 | 26,291,000 | 26,086,000 | 25,680,000 | |
| EBITDA | $601M | $692M | $639M | $628M | $477M | $315M | $272M | $243M | $182M | $155M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $20M | $19M | $296M | $187M | $107M | $25M | $248.0K | $2M | $5M | $2M | |
| Receivables | $332M | $323M | $312M | $290M | $277M | $217M | $196M | $182M | $170M | $135M | |
| Prepaid Expense | $36M | $35M | $33M | $23M | $20M | $20M | $19M | $21M | $18M | $17M | |
| Other Current Assets | $14M | $14M | $7M | $7M | $13M | $10M | $9M | $7M | $7M | $5M | |
| Current Assets | $435M | $436M | $649M | $531M | $416M | $272M | $232M | $213M | $203M | $166M | |
| PP&E (Net) | $2.84B | $2.56B | $1.76B | $1.48B | $1.28B | $1.14B | $1.05B | $893M | $736M | $604M | |
| PP&E (Gross) | $4.26B | $3.79B | $2.88B | $2.48B | $2.14B | $1.90B | $1.74B | $1.52B | $1.29B | $1.10B | |
| Accum. Depreciation | $1.42B | $1.23B | $1.12B | $996M | $864M | $765M | $687M | $628M | $554M | $498M | |
| Goodwill | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | |
| Intangibles | · | · | · | · | $7M | $8M | $9M | $11M | $12M | $13M | |
| Other Non-current Assets | $38M | $31M | $36M | $23M | $22M | $7M | $5M | $5M | $4M | $4M | |
| Total Assets | $3.48B | $3.17B | $2.58B | $2.17B | $1.85B | $1.55B | $1.42B | $1.13B | $967M | $800M | |
| Accounts Payable | $107M | $115M | $142M | $100M | $114M | $89M | $84M | $79M | $57M | $45M | |
| Current Liabilities | $265M | $278M | $322M | $274M | $321M | $276M | $241M | $209M | $167M | $145M | |
| Capital Leases | $113M | $97M | $96M | $99M | $88M | $95M | $86M | · | · | · | |
| Deferred Tax | $284M | $219M | $156M | $146M | $124M | $120M | $112M | $87M | $59M | $80M | |
| Other Non-current Liabilities | $640M | $577M | $320M | $321M | $304M | $312M | $359M | $229M | $218M | $172M | |
| Long-term Debt | $163M | $194M | $0 | $0 | $0 | · | · | · | · | · | |
| Common Stock | $27.0K | $27.0K | $27.0K | $26.0K | $26.0K | $26.0K | $26.0K | $26.0K | $26.0K | $25.0K | |
| Retained Earnings | $2.28B | $2.02B | $1.66B | $1.31B | $950M | $697M | $558M | $444M | $340M | $248M | |
| Stockholders' Equity | $2.58B | $2.31B | $1.94B | $1.58B | $1.22B | $961M | $815M | $696M | $582M | $483M | |
| Liabilities + Equity | $3.48B | $3.17B | $2.58B | $2.17B | $1.85B | $1.55B | $1.42B | $1.13B | $967M | $800M | |
| Shares Outstanding | 26,645,402 | 26,598,512 | 26,549,372 | 26,464,197 | 26,336,589 | 26,236,570 | 25,936,532 | 25,693,651 | 25,551,617 | 25,322,701 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $249M | $210M | $179M | $157M | $142M | $135M | $119M | $102M | $87M | $76M | |
| Stock-based Comp | $17M | $14M | $12M | $9M | $9M | $8M | $6M | $6M | $5M | $5M | |
| Deferred Tax | $65M | $63M | $10M | $22M | $4M | $8M | $25M | $27M | $-21M | $13M | |
| Amort. of Intangibles | $900.0K | $900.0K | $900.0K | $1M | $1M | $1M | $1M | $1M | $1M | $2M | |
| Other Non-cash | $9M | $-66M | $23M | $-72M | $-25M | $20M | $9M | $16M | $9M | $18M | |
| Operating Cash Flow | $595M | $584M | $578M | $473M | $383M | $309M | $273M | $256M | $158M | $146M | |
| CapEx | $568M | $1.04B | $440M | $367M | $286M | $231M | $288M | $224M | $187M | $119M | |
| Investing Cash Flow | $-553M | $-1.04B | $-449M | $-366M | $-278M | $-219M | $-281M | $-223M | $-182M | $-118M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | $-7M | $-7M | |
| Financing Cash Flow | $-42M | $175M | $-20M | $-27M | $-23M | $-65M | $6M | $-36M | $27M | $-27M | |
| Net Change in Cash | · | · | · | · | · | · | · | $-3M | $3M | $1M | |
| Taxes Paid | $6M | $101M | $73M | $115M | $82M | $10M | $15M | $2M | $17M | $5M | |
| Free Cash Flow | $27M | $-460M | $138M | $106M | $97M | $78M | $-15M | $33M | $-29M | $26M | |
| Levered FCF | $15M | $-467M | $136M | $104M | $94M | $74M | $-20M | $29M | $-34M | $24M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 10.9% | 15.0% | 16.0% | 16.9% | 14.6% | 9.9% | 8.5% | 8.5% | · | · | |
| Net Margin | 7.9% | 11.3% | 12.3% | 12.8% | 11.1% | 7.6% | 6.4% | 6.3% | · | · | |
| Pretax Margin | 10.4% | 14.8% | 16.2% | 16.8% | 14.5% | 9.7% | 8.2% | 8.2% | · | · | |
| EBITDA Margin | 18.6% | 21.6% | 22.2% | 22.5% | 20.8% | 17.3% | 15.2% | 14.7% | · | · | |
| ROA | 7.7% | 12.6% | 14.9% | 17.8% | 14.9% | 9.3% | 8.9% | 10.0% | 10.3% | 6.3% | |
| ROE | 10.2% | 15.9% | 18.7% | 23.2% | 21.4% | 14.7% | 14.1% | 15.4% | 17.1% | 10.5% | |
| ROIC | 10.3% | 15.9% | 18.1% | 22.8% | 20.9% | 14.7% | 14.5% | 15.7% | 16.5% | 10.5% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.6 | 2.0 | 1.9 | 1.3 | 1.0 | 1.0 | 1.0 | 1.2 | 1.1 | |
| Quick Ratio | 1.3 | 1.2 | 1.9 | 1.7 | 1.2 | 0.9 | 0.8 | 0.9 | 1.0 | 0.9 | |
| Interest Coverage | 21.4 | 54.0 | 181.7 | 180.2 | 104.3 | 34.8 | 22.8 | 26.1 | 18.8 | 18.0 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.1 | 1.2 | 1.4 | 1.3 | 1.2 | 1.4 | 1.6 | · | · | |
| Receivables Turnover | 9.9 | 10.1 | 9.6 | 9.8 | 9.3 | 8.8 | 9.5 | 9.4 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $96.74 | $86.89 | $73.13 | $59.68 | $46.34 | $36.64 | $31.43 | $27.08 | $22.80 | $19.08 | |
| Revenue / Share | $120.75 | $119.73 | $107.66 | $104.67 | $85.70 | $68.53 | $67.59 | $62.91 | · | · | |
| Cash Flow / Share | $22.21 | $21.78 | $21.59 | $17.73 | $14.33 | $11.63 | $10.32 | $9.75 | $6.05 | $5.68 | |
| Cash / Share | $0.74 | $0.73 | $11.16 | $7.08 | $4.05 | $0.96 | $0.01 | $0.09 | $0.18 | $0.06 | |
| EPS (TTM) | $9.52 | $13.51 | $13.26 | $13.40 | $9.48 | $5.20 | $4.30 | $3.99 | $3.49 | $1.87 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.79% | 11.4% | 3.2% | 22.0% | 25.6% | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.0% | 11.9% | 16.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.2% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -29.5% | 1.9% | -1.0% | 41.3% | 82.3% | · | · | · | · | · | |
| EPS CAGR 3Y | -10.8% | 12.5% | 36.6% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 12.9% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -29.6% | 2.0% | -0.72% | 41.1% | 83.0% | · | · | · | · | · | |
| Net Income CAGR 3Y | -10.6% | 12.7% | 36.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.0% | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.23B | $3.21B | $2.88B | $2.79B | $2.29B | $1.82B | $1.79B | $1.65B | $1.40B | $1.25B | |
| Net Income TTM | $255M | $362M | $355M | $357M | $253M | $138M | $114M | $105M | $91M | $48M | |
| Market Cap | $8.70B | $12.12B | $11.63B | $5.55B | $8.88B | $4.74B | $2.42B | $1.43B | $1.81B | $1.12B | |
| P/E | 34.3 | 33.7 | 33.0 | 15.6 | 35.6 | 34.8 | 21.7 | 14.0 | 20.3 | 23.6 | |
| P/S | 2.7 | 3.8 | 4.0 | 2.0 | 3.9 | 2.6 | 1.4 | 0.9 | 1.3 | 0.9 | |
| P/B | 3.4 | 5.2 | 6.0 | 3.5 | 7.3 | 4.9 | 3.0 | 2.1 | 3.1 | 2.3 | |
| P / Tangible Book | 3.4 | 5.3 | 6.0 | 3.5 | 7.4 | 5.0 | · | · | · | · | |
| P / Cash Flow | 14.6 | 20.8 | 20.1 | 11.7 | 23.2 | 15.3 | 8.9 | 5.6 | 11.5 | 7.7 | |
| P / FCF | 318.3 | -26.4 | 84.3 | 52.5 | 91.7 | 60.8 | -163.4 | 43.8 | -62.7 | 42.3 | |
| Earnings Yield | 2.9% | 3.0% | 3.0% | 6.4% | 2.8% | 2.9% | 4.6% | 7.1% | 4.9% | 4.2% |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $956M | $806M | $790M | $840M | $817M | $788M | $789M | $842M | $823M | $755M | $775M | $695M | $661M | $730M | $746M | $661M | |
| Operating Expenses | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $558M | |
| Operating Income | $125M | $67M | $64M | $119M | $99M | $70M | $101M | $125M | $138M | $118M | $128M | $120M | $99M | $128M | $146M | $103M | |
| Interest Expense | $2M | $3M | $3M | $4M | $5M | $4M | $3M | $3M | $2M | $542.0K | $454.0K | $458.0K | $688.0K | $581.0K | $668.0K | $692.0K | |
| Other Non-op | $2M | $740.0K | $312.0K | $654.0K | $873.0K | $-357.0K | $155.0K | $460.0K | $326.0K | $788.0K | $-157.0K | $990.0K | $503.0K | $-140.0K | $-824.0K | $-235.0K | |
| Pretax Income | $125M | $65M | $61M | $115M | $96M | $66M | $99M | $123M | $136M | $119M | $130M | $121M | $99M | $128M | $145M | $103M | |
| Income Tax | $31M | $15M | $14M | $29M | $24M | $16M | $23M | $30M | $33M | $28M | $32M | $30M | $23M | $30M | $35M | $23M | |
| Net Income | $94M | $50M | $48M | $86M | $71M | $50M | $76M | $93M | $103M | $91M | $98M | $91M | $76M | $98M | $109M | $79M | |
| EPS (Basic) | $3.52 | $1.86 | $1.78 | $3.23 | $2.67 | $1.86 | $2.86 | $3.47 | $3.84 | $3.40 | $3.69 | $3.43 | $2.86 | $3.69 | $4.12 | $3.01 | |
| EPS (Diluted) | $3.51 | $1.86 | $1.77 | $3.22 | $2.67 | $1.86 | $2.84 | $3.46 | $3.83 | $3.38 | $3.67 | $3.42 | $2.85 | $3.67 | $4.10 | $2.98 | |
| Shares (Basic) | 26,779,000 | 26,764,000 | · | 26,745,000 | 26,739,000 | 26,720,000 | · | 26,695,000 | 26,691,000 | 26,672,000 | 26,644,000 | 26,634,000 | 26,600,000 | 26,539,000 | 26,507,000 | 26,391,000 | |
| Shares (Diluted) | 26,833,000 | 26,807,000 | · | 26,790,000 | 26,785,000 | 26,788,000 | · | 26,789,000 | 26,802,000 | 26,794,000 | 26,779,000 | 26,736,000 | 26,702,000 | 26,676,000 | 26,665,000 | 26,670,000 | |
| EBITDA | $189M | $129M | · | $183M | $162M | $129M | · | $180M | $190M | $167M | $174M | $165M | $142M | $169M | $183M | $143M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $84M | $39M | $20M | $36M | $19M | $17M | $19M | $14M | $11M | $12M | $249M | $235M | $166M | $150M | $138M | $141M | |
| Receivables | $424M | $377M | $332M | $365M | $347M | $351M | $323M | $372M | $376M | $346M | $346M | $300M | $295M | $336M | $357M | $322M | |
| Prepaid Expense | $52M | $62M | $36M | $35M | $46M | $55M | $35M | $36M | $43M | $51M | $28M | $37M | $39M | $54M | $32M | $47M | |
| Other Current Assets | $16M | $15M | $14M | $13M | $14M | $13M | $14M | $6M | $9M | $7M | $7M | $6M | $7M | · | · | · | |
| Current Assets | $588M | $499M | $435M | $497M | $451M | $470M | $436M | $437M | $446M | $416M | $646M | $579M | $514M | $551M | $536M | $511M | |
| PP&E (Net) | $2.90B | $2.85B | $2.84B | $2.81B | $2.81B | $2.72B | $2.56B | $2.48B | $2.34B | $2.18B | $1.67B | $1.61B | $1.57B | $1.44B | $1.35B | $1.27B | |
| PP&E (Gross) | $4.39B | $4.30B | $4.26B | $4.18B | $4.13B | $4.00B | $3.79B | $3.70B | $3.54B | $3.34B | $2.79B | $2.68B | $2.60B | $2.40B | $2.28B | $2.16B | |
| Accum. Depreciation | $1.48B | $1.45B | $1.42B | $1.37B | $1.32B | $1.27B | $1.23B | $1.22B | $1.19B | $1.16B | $1.12B | $1.08B | $1.03B | $965M | $925M | $891M | |
| Goodwill | · | · | $12M | · | · | · | $12M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $40M | $38M | $38M | $36M | $34M | $33M | $31M | $25M | $26M | $26M | $23M | $23M | $28M | $24M | $35M | $27M | |
| Total Assets | $3.72B | $3.56B | $3.48B | $3.50B | $3.46B | $3.37B | $3.17B | $3.08B | $2.96B | $2.77B | $2.49B | $2.34B | $2.24B | $2.14B | $2.05B | $1.93B | |
| Accounts Payable | $165M | $147M | $107M | $113M | $129M | $155M | $115M | $161M | $156M | $153M | $113M | $98M | $108M | $115M | $145M | $130M | |
| Current Liabilities | $371M | $328M | $265M | $296M | $303M | $328M | $278M | $347M | $328M | $338M | $299M | $267M | $271M | $338M | $339M | $339M | |
| Capital Leases | $139M | $120M | $113M | $102M | $106M | $95M | $97M | $92M | $97M | $98M | $103M | $89M | $94M | $87M | $86M | $84M | |
| Deferred Tax | $300M | $294M | $284M | $287M | $237M | $224M | $219M | $162M | $160M | $158M | $163M | $159M | $152M | $125M | $123M | $122M | |
| Other Non-current Liabilities | $627M | $609M | $640M | $679M | $718M | $677M | $577M | $504M | $493M | $399M | $337M | $324M | $321M | $295M | $305M | $302M | |
| Long-term Debt | $100M | $112M | $163M | $218M | $307M | $291M | $194M | $183M | $167M | $72M | $0 | $0 | $0 | · | · | · | |
| Common Stock | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $27.0K | $26.0K | $26.0K | $26.0K | |
| Retained Earnings | $2.42B | $2.33B | $2.28B | $2.23B | $2.15B | $2.07B | $2.02B | $1.95B | $1.86B | $1.75B | $1.57B | $1.47B | $1.38B | $1.24B | $1.14B | $1.03B | |
| Stockholders' Equity | $2.73B | $2.63B | $2.58B | $2.53B | $2.44B | $2.36B | $2.31B | $2.23B | $2.14B | $2.03B | $1.85B | $1.75B | $1.65B | $1.51B | $1.40B | $1.29B | |
| Liabilities + Equity | $3.72B | $3.56B | $3.48B | $3.50B | $3.46B | $3.37B | $3.17B | $3.08B | $2.96B | $2.77B | $2.49B | $2.34B | $2.24B | $2.14B | $2.05B | $1.93B | |
| Shares Outstanding | 26,674,650 | 26,670,034 | 26,645,402 | 26,642,641 | 26,636,046 | 26,634,005 | 26,598,512 | 26,595,075 | 26,589,913 | 26,588,162 | 26,547,937 | 26,535,382 | 26,532,778 | 26,462,463 | 26,411,736 | 26,408,402 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $64M | $62M | $63M | $64M | $63M | $59M | $54M | $55M | $53M | $49M | $46M | $45M | $43M | $41M | $37M | $40M | |
| Deferred Tax | $6M | $9M | $-3M | $51M | $12M | $5M | $57M | $2M | $2M | $2M | $5M | $7M | $6M | $2M | $1M | $-2M | |
| Other Non-cash | · | $18M | · | · | · | $-5M | · | · | · | $-35M | · | · | $-5M | · | · | $-43M | |
| Operating Cash Flow | $152M | $140M | $137M | $178M | $171M | $109M | $165M | $182M | $131M | $106M | $125M | $172M | $119M | $136M | $112M | $96M | |
| CapEx | $95M | $66M | $100M | $90M | $175M | $203M | $168M | $193M | $225M | $457M | $114M | $99M | $128M | $123M | $110M | $46M | |
| Investing Cash Flow | $-94M | $-64M | $-98M | $-71M | $-182M | $-202M | $-168M | $-192M | $-224M | $-452M | $-111M | $-98M | $-128M | $-123M | $-110M | $-45M | |
| Financing Cash Flow | $-12M | $-56M | $-55M | $-91M | $13M | $90M | $8M | $13M | $93M | $61M | $-83.0K | $-5M | $-12M | $-2M | $-5M | $-16M | |
| Free Cash Flow | · | $74M | · | · | · | $-94M | · | · | · | $-351M | · | · | $-9M | · | · | $50M | |
| Levered FCF | · | $72M | · | · | · | $-97M | · | · | · | $-351M | · | · | $-10M | · | · | $49M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 13.1% | 8.3% | · | 14.1% | 12.2% | 8.9% | · | 14.9% | 16.7% | 15.6% | 16.6% | 17.3% | 15.0% | 17.6% | 19.6% | 15.7% | |
| Net Margin | 9.8% | 6.2% | · | 10.3% | 8.7% | 6.3% | · | 11.0% | 12.4% | 12.0% | 12.7% | 13.2% | 11.5% | 13.4% | 14.6% | 12.0% | |
| Pretax Margin | 13.1% | 8.1% | · | 13.7% | 11.7% | 8.3% | · | 14.6% | 16.5% | 15.8% | 16.8% | 17.5% | 15.0% | 17.5% | 19.4% | 15.5% | |
| EBITDA Margin | 19.8% | 16.0% | · | 21.8% | 19.8% | 16.4% | · | 21.3% | 23.1% | 22.1% | 22.4% | 23.7% | 21.5% | 23.2% | 24.5% | 21.7% | |
| ROA | 2.6% | 1.4% | · | 2.6% | 2.2% | 1.6% | · | 3.3% | 3.9% | 3.6% | 4.2% | 4.2% | 3.6% | 5.0% | 5.9% | 4.5% | |
| ROE | 3.6% | 2.0% | · | 3.6% | 3.1% | 2.3% | · | 4.5% | 5.3% | 4.9% | 5.9% | 5.8% | 5.2% | 7.4% | 8.9% | 6.9% | |
| ROIC | 3.5% | 1.9% | · | 3.5% | 3.0% | 2.3% | · | 4.2% | 4.9% | 4.4% | 5.2% | 5.2% | 4.6% | 6.5% | 7.9% | 6.2% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.5 | · | 1.7 | 1.5 | 1.4 | · | 1.3 | 1.4 | 1.2 | 2.2 | 2.2 | 1.9 | 1.6 | 1.6 | 1.5 | |
| Quick Ratio | 1.4 | 1.3 | · | 1.4 | 1.2 | 1.1 | · | 1.1 | 1.2 | 1.1 | 2.0 | 2.0 | 1.7 | 1.4 | 1.5 | 1.4 | |
| Interest Coverage | 61.1 | 26.0 | · | 26.5 | 21.0 | 16.4 | · | · | 57.0 | 217.5 | 282.9 | 262.6 | 144.1 | 220.9 | 218.6 | 149.5 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | |
| Receivables Turnover | 2.5 | 2.2 | · | 2.3 | 2.3 | 2.3 | · | 2.3 | 2.4 | 2.4 | 2.3 | 2.1 | 2.1 | 2.3 | 2.4 | 2.3 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $102.22 | $98.47 | · | $94.81 | $91.47 | $88.62 | · | $83.91 | $80.33 | $76.31 | $69.67 | $65.81 | $62.22 | $56.93 | $53.15 | $48.90 | |
| Revenue / Share | $35.65 | $30.08 | · | $31.34 | $30.51 | $29.40 | · | $31.43 | $30.72 | $28.17 | $28.95 | $25.98 | $24.74 | $27.35 | $27.96 | $24.79 | |
| Cash Flow / Share | · | $5.21 | · | · | · | $4.07 | · | · | · | $3.97 | · | · | $4.47 | · | · | $3.60 | |
| Cash / Share | $3.15 | $1.47 | · | $1.33 | $0.71 | $0.62 | · | $0.54 | $0.42 | $0.46 | $9.39 | $8.86 | $6.27 | $5.66 | $5.22 | $5.35 | |
| EPS (TTM) | $10.36 | $9.52 | · | $10.59 | $10.83 | $11.99 | · | $13.99 | $14.20 | $13.79 | $12.59 | $12.59 | $13.27 | $13.51 | $12.82 | $11.06 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.39B | $3.25B | · | $3.23B | $3.24B | $3.24B | · | $3.17B | $3.10B | $2.98B | $2.79B | $2.74B | $2.79B | $2.75B | $2.64B | $2.47B | |
| Net Income TTM | $278M | $255M | · | $284M | $290M | $321M | · | $375M | $381M | $369M | $336M | $336M | $354M | $360M | $342M | $295M | |
| Market Cap | $11.23B | $9.37B | · | $7.98B | $7.30B | $9.31B | · | $11.63B | $12.61B | $15.55B | $10.58B | $9.09B | $7.22B | $5.03B | $4.97B | $6.44B | |
| P/E | 40.7 | 36.9 | · | 28.3 | 25.3 | 29.1 | · | 31.3 | 33.4 | 42.4 | 31.7 | 27.2 | 20.5 | 14.1 | 14.7 | 22.0 | |
| P/S | 3.3 | 2.9 | · | 2.5 | 2.3 | 2.9 | · | 3.7 | 4.1 | 5.2 | 3.8 | 3.3 | 2.6 | 1.8 | 1.9 | 2.6 | |
| P/B | 4.1 | 3.6 | · | 3.2 | 3.0 | 3.9 | · | 5.2 | 5.9 | 7.7 | 5.7 | 5.2 | 4.4 | 3.3 | 3.5 | 5.0 | |
| P / Tangible Book | 4.1 | 3.6 | · | 3.2 | 3.0 | 3.9 | · | 5.2 | 5.9 | 7.7 | 5.7 | 5.2 | 4.4 | 3.3 | 3.5 | 5.0 | |
| P / Cash Flow | · | 67.1 | · | · | · | 85.3 | · | · | · | 146.1 | · | · | 60.5 | · | · | 67.1 | |
| Earnings Yield | 2.5% | 2.7% | · | 3.5% | 4.0% | 3.4% | · | 3.2% | 3.0% | 2.4% | 3.2% | 3.7% | 4.9% | 7.1% | 6.8% | 4.5% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $3.23B | $3.21B | $2.88B | $2.79B | $2.29B |
| Operating Margin % | 10.9% | 15.0% | 16.0% | 16.9% | 14.6% |
| Net Income | $255M | $362M | $355M | $357M | $253M |
| Diluted EPS | $9.52 | $13.51 | $13.26 | $13.40 | $9.48 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.6 | 2.0 | 1.9 | 1.3 |
| Quick Ratio | 1.3 | 1.2 | 1.9 | 1.7 | 1.2 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $27M | $-460M | $138M | $106M | $97M |
Institutional owners (13F) 554 filers · $11.3B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
554
Value held
$11.3B
New positions
105
Exited positions
34
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 105 (+15 vs prior Q) | 34 (-15 vs prior Q) | 187 (+15 vs prior Q) | 154 (+16 vs prior Q) | +295K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $1,072,159,997 | 2,545,731 | 9.50% | Shares |
| VANGUARD GROUP INC | $800,512,758 | 2,451,650 | 7.09% | Shares |
| ALLIANCEBERNSTEIN L.P. | $782,237,681 | 2,226,821 | 6.93% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $507,017,678 | 1,203,860 | 4.49% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $465,831,599 | 1,106,068 | 4.13% | Shares |
| FIRST TRUST ADVISORS LP | $430,986,297 | 1,023,332 | 3.82% | Shares |
| STATE STREET CORP | $359,862,318 | 854,398 | 3.19% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $342,808,236 | 813,962 | 3.04% | Shares |
| Invesco Ltd. | $338,026,386 | 802,608 | 3.00% | Shares |
| MORGAN STANLEY | $281,815,664 | 669,140 | 2.50% | Shares |
| WASATCH ADVISORS LP | $249,015,366 | 708,880 | 2.21% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $218,317,815 | 518,243 | 1.93% | Shares |
| Capital World Investors | $211,178,890 | 501,422 | 1.87% | Shares |
| Capital Research Global Investors | $206,750,392 | 490,907 | 1.83% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $199,977,866 | 475,860 | 1.77% | Shares |
| NORGES BANK | $173,773,143 | 412,606 | 1.54% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $165,938,050 | 393,972 | 1.47% | Shares |
| GOLDMAN SACHS GROUP INC | $150,451,546 | 357,231 | 1.33% | Shares |
| JPMORGAN CHASE & CO | $146,151,693 | 342,076 | 1.29% | Shares |
| Qube Research & Technologies Ltd | $137,700,368 | 326,955 | 1.22% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $124,176,920 | 294,845 | 1.10% | Shares |
| NEUBERGER BERMAN GROUP LLC | $122,841,266 | 291,674 | 1.09% | Shares |
| JANUS HENDERSON GROUP PLC | $113,249,388 | 322,397 | 1.00% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $110,608,000 | 262,626 | 0.98% | Shares |
| Driehaus Capital Management LLC | $110,362,030 | 262,043 | 0.98% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $110,204,708 | 264,432 | 0.98% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $109,088,863 | 259,020 | 0.97% | Shares |
| NORTHERN TRUST CORP | $101,731,198 | 241,550 | 0.90% | Shares |
| MILLENNIUM MANAGEMENT LLC | $95,202,376 | 226,048 | 0.84% | Shares |
| FIL Ltd | $92,837,141 | 220,432 | 0.82% | Shares |
| Holocene Advisors, LP | $76,968,253 | 182,753 | 0.68% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $71,192,465 | 169,039 | 0.63% | Shares |
| Bank of New York Mellon Corp | $68,979,681 | 163,785 | 0.61% | Shares |
| UBS Group AG | $68,507,991 | 162,665 | 0.61% | Shares |
| Stephens Investment Management Group LLC | $67,957,956 | 161,359 | 0.60% | Shares |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $64,677,962 | 153,571 | 0.57% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $63,796,150 | 151,477 | 0.57% | Shares |
| BANK OF AMERICA CORP /DE/ | $63,756,887 | 151,384 | 0.56% | Shares |
| WELLS FARGO & COMPANY/MN | $62,348,384 | 148,039 | 0.55% | Shares |
| BRISTOL JOHN W & CO INC /NY/ | $59,301,855 | 140,806 | 0.53% | Shares |
| Freestone Grove Partners LP | $58,200,100 | 138,190 | 0.52% | Shares |
| Alyeska Investment Group, L.P. | $56,199,169 | 133,439 | 0.50% | Shares |
| AMERIPRISE FINANCIAL INC | $56,188,302 | 133,410 | 0.50% | Shares |
| Capital International Investors | $56,018,913 | 133,011 | 0.50% | Shares |
| Interval Partners, LP | $50,978,049 | 121,042 | 0.45% | Shares |
| Allspring Global Investments Holdings, LLC | $47,605,959 | 113,849 | 0.42% | Shares |
| ZWJ INVESTMENT COUNSEL INC | $43,549,729 | 103,405 | 0.39% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $42,065,930 | 99,881 | 0.37% | Shares |
| FMR LLC | $39,886,427 | 94,706 | 0.35% | Shares |
| MARSHALL WACE, LLP | $38,833,479 | 92,206 | 0.34% | Shares |
Activists & 5%+ owners 9 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Nov. 8, 2006 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Oct. 24, 2006 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Oct. 13, 2006 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Sept. 29, 2006 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Sept. 14, 2006 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Aug. 21, 2006 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | April 25, 2006 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | March 7, 2006 | · | Initial filing | · | SEC |
| STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD., PARCHE, LLC, RCG AMBROSE MASTER FUND, LTD, RCG HALIFAX FUND, LTD, RAMIUS MASTER FUND, LTD., ADMIRAL ADVISORS, LLC, RAMIUS ADVISORS, LLC, RAMIUS CAPITAL GROUP, LLC, C4S & CO., LLC, PETER A. COHEN, MORGAN B. STARK, JEFFREY M. SOLOMON, THOMAS W. STRAUSS, JEFFREY C. SMITH, JEFFREY C. WARD ×3 filings | Jan. 27, 2006 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 43 insiders · 25 officers · 16 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Frederick J Holzgrefe III | President & CEO | May 13, 2026 J | 10,000 | 0 | 1 | $-1,856,520 |
| David H Gorman | President & CEO Jevic | Jan. 28, 2006 A | · | 0 | 0 | $0 |
| Matthew J Batteh | Chief Financial Officer | Feb. 12, 2026 M | 4,444 | 0 | 3 | $-773,391 |
| Douglas L Col | Executive VP, CFO & Secretary | Feb. 13, 2024 M | 5,623 | 0 | 0 | $0 |
| Robert Scott Chambers | VP Finance, CFO | May 6, 2019 A | 6,531 | 0 | 0 | $0 |
| James A Darby | VP of Finance & CFO | Aug. 13, 2014 M | 31,572 | 0 | 0 | $0 |
| James J Bellinghausen | VP of Finance and CFO | Aug. 30, 2006 I | 10,110 | 0 | 0 | $0 |
| Paul J Karvois | Former President of Jevic | Oct. 5, 2005 I | 5,000 | 0 | 0 | $0 |
| Anthony R Norwood | EVP & CHRO | May 20, 2026 S | 4,894 | 0 | 1 | $-136,881 |
| Patrick D Sugar | EVP Operations | March 9, 2026 F | 8,917 | 0 | 1 | $-1,046,518 |
| Kelly W Benton | VP & CAO | Feb. 13, 2026 S | 3,157 | 0 | 2 | $-625,630 |
| Raymond R Ramu | Exec. VP & Chief Customer Off. | Feb. 13, 2026 S | 3,631 | 0 | 3 | $-2,293,985 |
| Tarak Patel | EVP and CIO | Feb. 12, 2026 A | 1,830 | 0 | 0 | $0 |
| Rohit Lal | EVP IT and CIO | Feb. 10, 2025 F | 9,057 | 0 | 0 | $0 |
| Karla J Staver | VP Safety and Human Resources | Feb. 24, 2021 M | 3,446 | 0 | 0 | $0 |
| Stephanie R Maschmeier | Chief Accounting Officer | Feb. 17, 2021 M | 1,294 | 0 | 0 | $0 |
| Paul C Peck | Executive VP Operations | Feb. 12, 2021 M | 0 | 0 | 0 | $0 |
| Michelle Richard | Vice President Human Resources | Feb. 7, 2019 A | 5,636 | 0 | 0 | $0 |
| Craig A Thompson | Executive VP of Operations | March 1, 2018 A | 4,445 | 0 | 0 | $0 |
| Brian A Balius | VP-Transportation and Engineer | March 8, 2017 S | 15,712 | 0 | 0 | $0 |
| Mark H Robinson | Vice President of IT | Feb. 10, 2017 M | 1,216 | 0 | 0 | $0 |
| Sally R Buchholz | VP Marketing/Customer Service | Feb. 17, 2015 I | 12,556 | 0 | 0 | $0 |
| Anthony D Albanese | Sr. VP Operations & Sales | March 8, 2010 I | 18,000 | 0 | 0 | $0 |
| David J Letke | Vice President of Operations | Feb. 16, 2007 P | 4,175 | 0 | 0 | $0 |
| John P Burton | Vice President | Feb. 3, 2006 M | 4,175 | 0 | 0 | $0 |
| Donald R James | Director | May 4, 2026 A | 2,083 | 0 | 0 | $0 |
| Susan F Ward | Director | May 4, 2026 A | 1,393 | 0 | 0 | $0 |
| Donna E Epps | Director | May 4, 2026 A | 1,852 | 1 | 1 | $72 |
| Di-Ann Eisnor | Director | May 4, 2026 A | 5,872 | 0 | 2 | $-294,949 |
| John P Gainor JR | Director | May 4, 2026 A | 1,282 | 0 | 0 | $0 |
| Randolph W Melville | Director | May 4, 2026 A | · | 0 | 0 | $0 |
| Kevin A Henry | Director | May 4, 2026 A | · | 0 | 0 | $0 |
| Richard D Odell | Director | May 4, 2026 A | 3,303 | 0 | 0 | $0 |
| John J Holland | Director | May 1, 2020 A | 0 | 0 | 0 | $0 |
| William F Evans | Director | May 1, 2020 A | 446 | 0 | 0 | $0 |
| Bjorn E Olsson | Director | May 1, 2019 A | 0 | 0 | 0 | $0 |
| Herbert A Trucksess III | Director | May 1, 2019 A | 161,319 | 0 | 0 | $0 |
| Douglas Wayne Rockel | Director | May 24, 2018 S | 6,585 | 0 | 0 | $0 |
| Linda J French | Director | May 2, 2016 A | 2,379 | 0 | 0 | $0 |
| William F Martin JR | Director | May 1, 2014 A | 700 | 0 | 0 | $0 |
| James A Olson | Director | May 2, 2011 A | · | 0 | 0 | $0 |
| Jeffrey C Ward | · | May 4, 2026 A | 7,079 | 0 | 0 | $0 |
| Klaus E Agthe | · | April 18, 2005 S | 2,609 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 59 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| SUPP · TCW ETF Trust | 2.78% | 953 NS | July 31, 2026 | N-PORT |
| IYT · iShares Trust | 1.22% | 71,147 SH | Sept. 11, 2026 | Daily |
| SMCO · Tidal Trust II | 1.13% | 4,608 NS | July 31, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.65% | 22,902 SH | Aug. 19, 2026 | Daily |
| TPOR · Direxion Shares ETF Trust | 0.52% | 265 NS | July 31, 2026 | N-PORT |
| SHPP · Pacer Funds Trust | 0.47% | 28 NS | July 31, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.42% | 1,570 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.31% | 353,441 SH | Aug. 19, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.31% | 43,095 SH | Aug. 19, 2026 | Daily |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.30% | 3,646 SH | Oct. 2, 2026 | Daily |
| ISCG · iShares Trust | 0.30% | 8,424 SH | Sept. 11, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.26% | 2,933 NS | July 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.23% | 4,356 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.20% | 11,635 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.20% | 391 NS | July 31, 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.18% | 3,944 NS | July 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.15% | 31,602 SH | Aug. 19, 2026 | Daily |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.14% | 5,123 SH | Oct. 2, 2026 | Daily |
| ESML · iShares Trust | 0.14% | 10,998 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.13% | 306,077 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.13% | 611,770 SH | Aug. 19, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.13% | 8,501 NS | July 31, 2026 | N-PORT |
| SMMD · iShares Trust | 0.13% | 14,232 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.13% | 56,403 NS | July 31, 2026 | N-PORT |
| IYJ · iShares Trust | 0.12% | 6,339 SH | Sept. 11, 2026 | Daily |
| IWS · iShares Trust | 0.09% | 40,047 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.08% | 1,629 SH | Sept. 11, 2026 | Daily |
| IWR · iShares Trust | 0.07% | 109,674 SH | Sept. 11, 2026 | Daily |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.06% | 2,446 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.05% | 824 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.05% | 20,900 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.04% | 1,016 SH | Oct. 2, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.03% | 45,114 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.03% | 3,070 NS | July 31, 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0.03% | 156 NS | July 31, 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 16,110 SH | Aug. 19, 2026 | Daily |
| IUSV · iShares Trust | 0.03% | 23,161 SH | Sept. 11, 2026 | Daily |
| IWD · iShares Trust | 0.02% | 59,200 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 846,427 SH | Aug. 19, 2026 | Daily |
| VFMO · VANGUARD WELLINGTON FUND | 0.02% | 872 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 4,475 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 2,257 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 6,022 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.02% | 1,134 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.02% | 5,965 NS | July 31, 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 1,882 SH | Oct. 2, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.01% | 3,791 SH | Oct. 2, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 7,912 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 856 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.01% | 18,222 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 1,110 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 34,541 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 7,293 SH | Sept. 10, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.01% | 4,278 NS | July 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 21,880 SH | Aug. 19, 2026 | Daily |
| IJH · iShares Trust | · | 935,742 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 135,995 SH | Aug. 21, 2026 | Daily |
| XJH · iShares Trust | · | 3,644 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 1,195 SH | Sept. 11, 2026 | Daily |
SAIA Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 27 analysts
BUY
Median target
$439.00
+25.0%
8 29.6%
Strong Buy
10 37.0%
Buy
8 29.6%
Hold
1 3.7%
Sell
0 0.0%
Strong Sell
12-Month Price Target
21 analysts · 2026-10-02Mean target $434.38 +23.7%
Now
Current price $351.12
Low$285.00
Mean$434.38
High$510.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| SAIA | $8.70B | 34.3 | 0.79% | 7.9% | 10.2% | · |
| XPO | $15.90B | 51.5 | 1.1% | 3.9% | 17.3% | · |
| JBHT | $18.38B | 31.8 | -0.73% | 5.0% | 16.6% | · |
| FDXF | $23.98B | 36.6 | -1.1% | 7.4% | 69.1% | · |
| KNX | $8.49B | 127.5 | 0.80% | 0.88% | 0.93% | · |
| UHAL | · | · | 3.6% | 1.4% | 1.1% | · |
| R | $7.54B | 16.0 | 0.23% | 3.9% | 16.3% | · |
| LSTR | · | 44.1 | -1.6% | 2.4% | 13.0% | · |
| SNDR | · | 45.0 | 7.2% | 1.8% | 3.4% | · |
| RXO | $2.07B | -21.4 | 26.2% | -1.7% | -6.4% | · |
| ARCB | · | 28.3 | -4.0% | 1.5% | 4.6% | · |
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Source: SEC 10-Q filed Jul 30, 2026