Saia
Saia ranks among the 10 largest less-than-truckload carriers in the United States, with more than 200 facilities and a fleet of more than 6,500 tractors and 26,000 trailers. As a national LTL carrier, the firm offers time-definite and expedited options for shipments ranging between 100 and 10,000 pounds. Saia ranks among the top-tier providers in terms of profitability.www.saia.com
6
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Search complete. 6 mentions across 3 episodes found for "Saia".
Oct 14, 2026
Malcolm HarrisHOST
We mentioned it earlier in the show.
Malcolm HarrisHOST
What are some common themes that you expect, uh, from LTL carriers? Of course, Old Dominion, XPO, as well as Saia, just to name a few.
Todd MaidenGUEST
Well, the, you know, the interesting thing about ex- or about XPO, Saia, OD, the, the primary public LTL carriers, uh, uh, y- they had a downturn, they had a, a industrial softness, you know, manufacturing downturn for three and a half years.
Todd MaidenGUEST
But really, they survived.
Todd MaidenGUEST
Uh, and y- th- those high barriers to ent- entry, those businesses are well moated.
Craig FullerHOST
Uh, things, uh, basically not as robust as what they were in the first half.
Craig FullerHOST
Uh, of course, so a lot of this is industrial activity would benefit the LTL carriers.
Craig FullerHOST
And look, we saw last quarter Saia had a big expansion.
Malcolm HarrisHOST
We mentioned it earlier in the show.
Malcolm HarrisHOST
What are some common themes that you expect from LTL carriers? Of course, Old Dominion, XPO, as well as SIA, just to name a few.
Todd MaidenGUEST
Well, the interesting thing about XPOs, IOD, the primary public LTL carriers, they had a downturn.
Todd MaidenGUEST
They had an industrial softness manufacturing downturn for three and a half years.
Craig FullerHOST
Of course, a lot of this is industrial activity.
Craig FullerHOST
would benefit the LTL carriers.
Craig FullerHOST
And like we saw last quarter, SIA had a big expansion.
Craig FullerHOST
You mentioned Doors.
Steve SommersHOST
ArcBest implemented a 5.9% GRI June the 22nd, about six weeks ahead of their usual one-year cadence.
Steve SommersHOST
Uh, Saia moved even faster A 7.1% increase on July 6th.
Steve SommersHOST
120 basis points higher three months earlier than the year before.
Steve SommersHOST
All three carriers are leaning into pricing power while the manufacturing PMI holds in expansion territory for an eighth straight month.