Saia第三季度营收创纪录9.825亿美元增17%：每股收益3.41美元，董事会授权回购2.5亿美元股票
零担运输公司 Saia, Inc.（Nasdaq: SAIA）10 月 29 日在佐治亚州 Johns Creek 公布 2026 年第三季度业绩：季度营收创公司纪录，达 9.825 亿美元，同比增长 17.0%；摊薄每股收益 3.41 美元，去年同期为 3.22 美元。公司同时宣布，董事会已授权回购至多 2.5 亿美元的公司普通股。
运营指标方面，第三季度每个工作日的零担吨位创纪录，同比增长 8.9%；不含燃油附加费的每票零担收入增长 5.8%；每个工作日的零担货票量增长 0.8%。季度营业利润为 1.223 亿美元，同比增长 3.1%；运营比率为 87.6%，去年同期为 85.9%。
总裁兼首席执行官 Fritz Holzgrefe 表示，公司第三季度表现稳健，营收与每工作日吨位双双创纪录，不含燃油附加费的每票收入增长 5.8%，反映定价与货源结构优化持续取得进展；公司正继续执行把 Saia 建成全国领先零担承运商的长期战略，在网络、人员、设备与技术上的投入正强化客户价值。
执行副总裁兼首席财务官 Matt Batteh 表示，公司持续执行与投入正转化为可衡量的成果，包括市场份额提升、服务改善与强劲的自由现金流；今年以来公司已产生逾 2.4 亿美元自由现金流，为在支持盈利增长的同时向股东返还资本提供了财务灵活性，董事会 2.5 亿美元回购授权正是这一纪律化资本配置策略的一部分。
财务状况方面，Saia 第三季度末持有现金 2.025 亿美元、总债务 1 亿美元，去年同期末为现金 3,550 万美元、总债务 2.192 亿美元。2026 年前九个月净资本支出为 2.359 亿美元，公司预计全年净资本支出约 3.5 亿美元。
回购计划即时生效，没有到期日，公司可通过公开市场购买、10b5-1 交易计划、私下协商交易等方式不时回购，回购的时间与数量取决于市场与业务状况等因素，公司没有义务回购任何指定数量的股份，计划可随时暂停、修改或终止。Saia 总部位于佐治亚州，旗下 Saia LTL Freight 运营 219 个货运场站、提供全国服务。
Saia Third-Quarter Revenue Hits a Record $982.5 Million, Up 17%, as EPS Reaches $3.41 and Board Authorizes $250 Million Buyback
Less-than-truckload carrier Saia, Inc. (Nasdaq: SAIA) reported third-quarter 2026 results on October 29 in Johns Creek, Georgia. Revenue was a company record of $982.5 million, an increase of 17.0% from a year earlier, and diluted earnings per share were $3.41, compared with $3.22 in the third quarter of 2025. Saia also announced that its Board of Directors has authorized the repurchase of up to $250 million of the company's common stock.
On operating measures, LTL tonnage per workday was a record and increased 8.9%; LTL revenue per shipment, excluding fuel surcharge revenue, increased 5.8%; and LTL shipments per workday increased 0.8%. Operating income was $122.3 million, an increase of 3.1% from $118.6 million a year earlier, and the operating ratio was 87.6%, compared with 85.9% in the prior-year quarter.
President and CEO Fritz Holzgrefe said the team delivered solid third-quarter performance, including record revenue and tonnage per workday, and that the 5.8% increase in revenue per shipment excluding fuel surcharge reflects continued progress in pricing and mix optimization. He said the company continues to execute its long-term strategy to build a leading national LTL carrier, with investments in its network, people, equipment and technology strengthening its customer value proposition.
Executive Vice President and CFO Matt Batteh said consistent execution and continued investment are translating into measurable results, including market share gains, improved service and strong free cash flow generation, with more than $240 million of free cash flow generated year to date, providing the financial flexibility to support profitable growth while returning capital to stockholders, including under the new $250 million repurchase authorization.
Saia ended the quarter with $202.5 million of cash on hand and $100.0 million of total debt, compared with $35.5 million of cash and $219.2 million of total debt at September 30, 2025. Net capital expenditures were $235.9 million in the first nine months of 2026, and the company expects full-year net capital expenditures of approximately $350 million.
The repurchase program is effective immediately, has no expiration date, and does not obligate the company to acquire a specified number of shares; repurchases may be made from time to time through open market purchases, a 10b5-1 trading plan, privately negotiated transactions or other permitted methods, and the program may be suspended, modified or terminated at any time. Headquartered in Georgia, Saia LTL Freight operates 219 terminals with national service.
来源：GSM·美国（原文链接）
图片来源：图：一辆 Saia LTL Freight 的红色零担卡车（资料图，2019 年摄于 Las Vegas）。照片：Tomás Del Coro 摄，CC BY-SA 2.0，经 Wikimedia Commons。 / A red Saia LTL Freight truck (file photo, Las Vegas, 2019). Photo: Tomás Del Coro, CC BY-SA 2.0, via Wikimedia Commons.
