The small cap team initiated a new investment position in Hexcel Corporation. Hexcel is a global leader in advanced composite materials. We initiated a position in Charles River Labs in Q3. CRL is a high-quality company in the drug discovery and development outsourcing space. Small cap exited Saia this quarter. The company has faced a challenging macroeconomic environment for LTL (less-than-tru...
The trucking industry has been in a multi-year cyclical downturn. At the same time, Saia has been expanding rapidly, which has led to higher costs and weaker profit margins. Terex has faced headwinds, including weak demand in its core segments, rising tariffs and interest expenses, and a soft European market. Air Lease's primary business operations include aircraft leasing, fleet management, an...
Saia remains resilient amid macroeconomic volatility, benefiting from LTL market undercapacity and strong fundamentals despite weak demand. SAIA's robust balance sheet, prudent capex, and effective cost management support high sustainability and operational flexibility in a challenging environment. Valuation remains attractive, with SAIA trading below historical averages and technicals signalin...
Saia, Inc. ( SAIA ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Matthew Batteh - Executive VP, CFO & Secretary Frederick Holzgrefe - President, CEO & Director Conference Call Participants Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Scott Group - Wolfe Research, LLC Jo...
JOHNS CREEK, Ga., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA), a leading transportation provider offering national less-than-truckload (LTL), non-asset truckload, expedited and logistics services, today reported third quarter 2025 financial results. Diluted earnings per share for the quarter were $3.22 compared to $3.46 in the third quarter of 2024. Excluding a net gain on real ...
JOHNS CREEK, Ga., Oct. 22, 2025 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA), a leading transportation provider offering national less-than-truckload (LTL), non-asset truckload, expedited and logistics services, today announced that Rohit Lal, Executive Vice President and Chief Information Officer, will retire after eight years with the Company.
By tracking the First Trust Nasdaq Transportation ETF NASDAQ: FTXR, investors will see this fund nearing new 52-week highs, led by its top holdings in airline names.
JOHNS CREEK, Ga., Sept. 30, 2025 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA), a leading transportation provider offering national less-than-truckload (LTL), non-asset truckload, expedited and logistics services, announced that it will release its quarterly financial results before the market opens on Thursday, October 30th. Saia management will host a conference call to discuss the results la...
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