Saia Inc 2026年季度报告

FOR THE QUARTERLY PERIOD ENDED JUNE 30, 2026OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGEACT OF 1934 (Exact name of registrant as specified in its charter) (770) 232-5067(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during thepreceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of RegulationS-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reporting company, or an emerginggrowth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2of the Exchange Act. Large accelerated filer☒Accelerated filer☐Non-accelerated filer☐Smaller reportingcompany☐Emerging growthcompany If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revisedfinancial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ SAIA, INC. AND SUBSIDIARIES INDEX PART I. FINANCIAL INFORMATION ITEM 1:Financial Statements3Condensed Consolidated Balance Sheets as of June 30, 2026 and December 31, 20253Condensed Consolidated Statements of Operations for the quarters and six months ended June 30, 2026 and20254Condensed Consolidated Statements of Stockholders’ Equity forthe quarters and six months endedJune 30,2026 and 20255Condensed Consolidated Statements of Cash Flows for the six months ended June 30, 2026 and 20256Notes to Condensed Consolidated Financial Statements7ITEM 2:Management's Discussion and Analysis of Financial Condition and Results of Operations11ITEM 3:Quantitative and Qualitative Disclosures About Market Risk18ITEM 4:Controls and Procedures18PART II. OTHER INFORMATIONITEM 1:Legal Proceedings19ITEM 1A:Risk Factors19ITEM 2:Unregistered Sales of Equity Securities and Use of Proceeds19ITEM 5:Other Information20ITEM 6:Exhibits21Signature22 Saia, Inc. and SubsidiariesCondensed Consolidated Balance Sheets(unaudited) Saia, Inc. and SubsidiariesCondensed Consolidated Statements of OperationsFor the quarters and six months ended June 30, 2026 and 2025(unaudited) Saia, Inc. and SubsidiariesCondensed Consolidated Statements of Stockholders’ EquityFor the quarters and six months ended June 30, 2026 and 2025(unaudited) Saia, Inc. and SubsidiariesCondensed Consolidated Statements of Cash FlowsFor the six months ended June 30, 2026 and 2025(unaudited) Saia, Inc. and SubsidiariesNotes to Condensed Consolidated Financial Statements(unaudited) (1) Summary of Significant Accounting Policies Basis of Presentation The accompanying unaudited condensed consolidated financial statements include the accounts of Saia, Inc. and its wholly-ownedsubsidiaries (together, the Company or Saia). All significant intercompany accounts and transactions have been eliminated in thecondensed consolidated financial statements. The condensed consolidated financial statements have been prepared by the Company without audit by the independent registeredpublic accounting firm. In the opinion of management, all normal recurring adjustments necessary for a fair presentation of thecondensed consolidated balance sheets, statements of operations, stockholders’ equity and cash flows for the interim periodsincluded herein have been made. These interim condensed consolidated financial statements of the Company have been prepared inaccordance with U.S. generally accepted accounting principles for interim financial information, the instructions to QuarterlyReport on Form 10-Q and Rule 10-01 of Regulation S-X. Certain information and note disclosures normally included in financialstatements prepared in accordance with U.S. generally accepted accounting principles have been condensed or omitted from thesestatements. The accompanying condensed consolidated financial statements should be read in conjunction with the Company’sAnnual Report on Form 10-K for the year ended December 31, 2025. Operating results for the quarter and six months ended June30, 2026 are not necessarily indicative of the results of operations that may be expected for the year ended December 31, 2026. Business The Company provides national less-than-truckload (LTL) services through a single integrated organization. While approxi