NASDAQ$SAIA
Saia Inc. · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Saia reported record results for the fourth quarter of 2021, driven by revenue growth and improved operating efficiency.
Saia Inc. reported a 29.5% increase in revenue to $617.1 million and diluted earnings per share of $2.76, compared to $1.51 in Q4 2020. The company's operating ratio improved to 84.2 compared to 89.4 in the same quarter last year.
- Revenue increased by 29.5% compared to Q4 2020.
- Diluted earnings per share rose to $2.76, up from $1.51 in Q4 2020.
- Operating income saw a significant increase of 92.3%.
- The operating ratio improved to 84.2 from 89.4.
Headline financials
Revenue & EPS history
Saia · Revenue · Quarterly
$617M
Forward guidance
Saia plans to accelerate network expansion, intending to open 10-15 new terminals in 2022 and relocate up to 10 existing terminals to better accommodate expanding volumes.
Tailwinds
- Accelerated expansion of network footprint planned for 2022.
- Intention to open 10-15 new terminals in 2022.
- Plans to increase capacity across the existing network.
- Relocation of up to 10 existing terminals in 2022 to better locations.
- Anticipate net capital expenditures will be in excess of $500 million in 2022.
Headwinds
- Still operating in challenging conditions due to Covid.
- Ongoing Covid-related supply chain disruptions.
- Major storm events impacting operations.
- General inflationary pressures increasing costs.
- Cost per shipment increased due to heavier weight per shipment and longer length of haul.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2021
+1.1%
Avg return
Earnings day
+3.2%
Avg return
5 days after
+4.8%
Avg return
30 days after
55%
36 / 66 earnings
Positive
+21.3%
Q2 2012
Best reaction
-30.7%
Q1 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +0.3% | +0.1% | +11.9% | |
| Q4 2025 | -6.8% | -6.0% | -22.9% | |
| Q3 2025 | +2.2% | +3.9% | +1.5% | |
| Q2 2025 | -2.5% | -1.7% | -0.2% | |
| Q1 2025 | -30.7% | -31.1% | -25.4% | |
| Q4 2024 | -2.0% | +2.0% | -17.7% | |
| Q3 2024 | +15.7% | +18.6% | +30.7% | |
| Q2 2024 | -21.0% | -14.6% | -17.7% | |
| Q1 2024 | -23.4% | -27.1% | -26.3% | |
| Q4 2023 | +13.8% | +14.7% | +24.0% | |
| Q3 2023 | -5.3% | +0.8% | +12.5% | |
| Q2 2023 | +3.0% | +3.5% | -0.9% | |
| Q1 2023 | +11.9% | +13.8% | +9.4% | |
| Q4 2022 | +2.1% | +1.0% | +2.8% | |
| Q3 2022 | +7.9% | +9.2% | +26.7% | |
| Q2 2022 | +13.5% | +16.4% | +7.9% | |
| Q1 2022 | +2.4% | +5.3% | -4.9% | |
| Q4 2021 | -2.9% | -7.3% | -11.7% | |
| Q3 2021 | +14.1% | +22.2% | +22.6% | |
| Q2 2021 | +10.4% | +15.1% | +17.4% | |
| Q1 2021 | -0.6% | -2.3% | -4.5% | |
| Q4 2020 | +8.2% | +9.8% | +17.2% | |
| Q3 2020 | +4.1% | +12.3% | +22.2% | |
| Q2 2020 | -3.8% | -3.1% | +7.0% | |
| Q1 2020 | +8.2% | +3.8% | +26.9% | |
| Q4 2019 | +8.5% | +11.6% | -0.9% | |
| Q3 2019 | -15.0% | -8.4% | -9.6% | |
| Q2 2019 | +8.1% | +9.3% | +22.8% | |
| Q1 2019 | +2.1% | +7.0% | -8.4% | |
| Q4 2018 | +10.5% | +7.1% | +2.2% | |
| Q3 2018 | +10.3% | +9.6% | +3.7% | |
| Q2 2018 | +1.5% | +1.9% | +5.2% | |
| Q1 2018 | -1.3% | +3.6% | +22.9% | |
| Q4 2017 | -4.9% | -4.0% | -7.7% | |
| Q3 2017 | +2.9% | +3.0% | +1.3% | |
| Q2 2017 | +4.9% | +3.7% | +1.6% | |
| Q1 2017 | -2.3% | -5.5% | -4.2% | |
| Q4 2016 | -1.8% | -2.6% | +0.2% | |
| Q3 2016 | +19.2% | +22.3% | +45.5% | |
| Q2 2016 | +8.2% | +11.2% | +10.1% | |
| Q1 2016 | +1.4% | — | — | |
| Q4 2015 | +17.2% | — | — | |
| Q3 2015 | -23.7% | — | — | |
| Q2 2015 | +12.2% | — | — | |
| Q1 2015 | -5.4% | — | — | |
| Q4 2014 | -3.5% | — | — | |
| Q3 2014 | -2.2% | — | — | |
| Q2 2014 | +6.2% | — | — | |
| Q1 2014 | +5.5% | — | — | |
| Q4 2013 | -3.0% | — | — | |
| Q3 2013 | -5.7% | — | — | |
| Q2 2013 | -4.7% | — | — | |
| Q1 2013 | +6.9% | — | — | |
| Q4 2012 | +3.3% | — | — | |
| Q3 2012 | -4.1% | — | — | |
| Q2 2012 | +21.3% | — | — | |
| Q1 2011 | -1.2% | — | — | |
| Q1 2012 | +12.1% | — | — | |
| Q4 2011 | -1.8% | — | — | |
| Q4 2009 | -1.8% | — | — | |
| Q3 2011 | +0.8% | — | — | |
| Q3 2010 | +0.8% | — | — | |
| Q2 2010 | -8.5% | — | — | |
| Q2 2011 | -8.5% | — | — | |
| Q4 2010 | -8.5% | — | — | |
| Q1 2010 | -0.5% | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro