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Saia: Network Growth Impresses Me, Profitability Does Not

Source: SeekingAlpha

2026-02-11 15:52:49 ET

Thesis

Saia, Inc. ( SAIA ) is a trucking company that moves smaller LTL (less-than-truckload) freight shipments across the country, meaning the truck isn’t filled by just one customer. Over the past few years, the company has been rapidly opening new terminals to expand its network. And the last time I reviewed it, I rated it a Hold because the valuation had run well ahead of near-term profitability as operating costs climbed....

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Saia: Network Growth Impresses Me, Profitability Does Not
Old Dominion Freight Line Inc.

NASDAQ: ODFL

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$41,024,068,240
188,188,595
0.03%
431
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Transportation
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US
Thomasville

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