Saia’s Game-Changing Strategy Revealed: Will Its New Pricing Push Dominate Old Dominion & XPO?

Saia, Inc. recently released its third quarter 2025 results, indicating a performance that reflects both advancements and challenges within the company. Revenue was $839.6 million, mirroring a flat growth trajectory with a 0.3% decrease compared to the previous year, showcasing the ongoing impact of broad macroeconomic conditions. President and CEO Frederick Holzgrefe emphasized the company’s continued commitment to customer service, network optimization, and cost management, positioning these as central to their strategy amidst a complex market landscape. Key positives include the growth in their newly established terminal markets, which have improved their operating ratio by over 100 basis points sequentially and are now operating under a 95 OR. Since the beginning of 2022, Saia has opened 39 new terminals, contributing to its expanded footprint. These terminals saw a sequential improvement in shipments per workday by 4.2%, which underscores the beneficial impact of their investment in network and infrastructure.