Saia マネジメント
マネジメント 基準チェック /44
Saiaの CEO はFritz Holzgrefeで、 Jan2019年に任命され、 の在任期間は 7.33年です。 の年間総報酬は$ 6.31Mで、 15.5%給与と84.5%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.085%を直接所有しており、その価値は$ 10.38M 。経営陣と取締役会の平均在任期間はそれぞれ4.2年と7.9年です。
主要情報
Fritz Holzgrefe
最高経営責任者
US$6.3m
報酬総額
| CEO給与比率 | 15.53% |
| CEO在任期間 | 7.3yrs |
| CEOの所有権 | 0.09% |
| 経営陣の平均在職期間 | 4.2yrs |
| 取締役会の平均在任期間 | 7.9yrs |
経営陣の近況
Recent updates
Seeking Alpha • May 04
Saia: I Won't Touch It Unless The Road To Fair Valuation Gets Cleared
Summary Saia, Inc. demonstrates resilience in the LTL market, posting Q1 2026 revenue growth and benefiting from market undercapacity. Despite robust liquidity and strong pricing power, SAIA faces margin pressure from inflation and elevated oil prices, with operating margin down to 8.3%. Valuation appears stretched: SAIA trades at 46.35x P/E and is considered fully priced, limiting upside potential and supporting a hold rating. Technical indicators show recent profit-taking and overbought conditions, reinforcing caution and justifying the reiterated hold stance. Read the full article on Seeking Alpha
ナラティブの更新 • May 03
SAIA: Freight Recovery Optimism Will Eventually Clash With Premium Multiple Risk
Saia's updated fair value estimate has moved from $282.48 to $297.25 as analysts factor in slightly higher revenue growth assumptions, a higher future P/E of about 24.3x, and a series of recent price target increases across the Street that highlight growing focus on its physical transportation network assets. Analyst Commentary Street research around Saia has been active, with several firms adjusting price targets and ratings as they react to new operating data and sector views.ナラティブの更新 • Apr 18
SAIA: Freight Recovery Optimism Will Expose Elevated Risk If LTL Volumes Stay Soft
Saia's analyst price target edges higher as the fair value estimate moves from $280.65 to $282.48, with analysts pointing to resilient profit margin assumptions, a slightly lower future P/E, and recent research that highlights the company as a preferred way to gain exposure to physical transportation networks. Analyst Commentary Recent Street research on Saia reflects a mix of optimism around the business model and more cautious views on execution, valuation, and freight cycle timing.
ナラティブの更新 • Apr 04
SAIA: Freight Cycle Recovery And Tight Capacity Will Support Future Upside
Saia's analyst fair value estimate has moved higher from $354.95 to $395.40 as analysts incorporate stronger revenue growth assumptions, modestly different margin expectations, and higher target P/E multiples. These changes reflect a series of recent price target increases alongside a mix of upgrades and downgrades across the transport group.
ナラティブの更新 • Mar 21
SAIA: Physical Freight Network And Tighter Capacity Will Support Future Margins
Saia's fair value estimate moves from $431 to $500 as analysts lift price targets across the sector, citing Q1 operating trends tracking ahead of expectations, firming freight indicators, and a view that the company's physical transportation network offers resilient, hard to replicate exposure in an AI focused market. Analyst Commentary Recent Street research around Saia centers on higher fair value assessments, with several bullish analysts lifting price targets after company updates that tracked in line with or ahead of their expectations.ナラティブの更新 • Mar 06
SAIA: Freight Recovery Optimism Will Heighten Downside Risk If Trends Stay Sub Seasonal
The analyst fair value estimate for Saia has been trimmed by about $3.55 to $280.65, as analysts balance slightly higher revenue growth and profit margin assumptions with a lower future P/E and a modestly higher discount rate, even as many recent Street price targets have moved higher on improving freight cycle and transportation network themes. Analyst Commentary Street research on Saia has been active, with several firms lifting price targets into the US$400 to US$500 range.ナラティブの更新 • Feb 20
SAIA: Elevated Freight Cycle Expectations Will Increase Execution Risk Over 2026
The updated Analyst Price Target for Saia reflects a higher fair value estimate of $284.20. Analysts point to adjusted assumptions for revenue growth, profit margin and future P/E, along with a mixed but generally higher set of Street price targets across the transport group.ナラティブの更新 • Feb 06
SAIA: Elevated Mid Cycle P/E Multiples Will Pressure Long Term Upside Potential
Our analyst price target for Saia now sits at $354.95, a modest refinement that reflects a blend of higher Street targets from firms lifting views into the $326 to $431 range, along with more cautious voices flagging rich mid cycle P/E multiples and earnings risk if recent volume trends extend beyond the first half of 2026. Analyst Commentary Street research on Saia is split, with several price target increases clustered between roughly $326 and $431, while a group of more cautious voices stresses execution and valuation risks tied to 2026 and 2027 expectations.ナラティブの更新 • Jan 23
SAIA: Cost Controls And Capacity Tightness Will Shape Margins And Volume Risk
Narrative Update on Saia Analysts have lifted their blended fair value estimate for Saia to $354.95 from $326.81. This change reflects higher Street price targets that balance concerns about sub seasonal freight trends and elevated P/E multiples with expectations for tighter trucking capacity, regulation driven attrition, and ongoing network optimization into 2026.ナラティブの更新 • Jan 09
SAIA: Tighter LTL Capacity Into 2026 Will Support Margin Expansion
Narrative Update The analyst price target for Saia has moved from US$405 to US$431, as analysts cite a tighter capacity setup into 2026, improved margin expectations, and recent rating upgrades that offset more cautious views from some peers. Analyst Commentary Recent research on Saia shows a split tape, with some bullish analysts lifting price targets and ratings, while others turn more cautious on near term freight trends and sector valuations.分析記事 • Jan 02
The Returns At Saia (NASDAQ:SAIA) Aren't Growing
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...ナラティブの更新 • Dec 14
SAIA: Cost Controls And Network Optimization Will Support Margins Amid Mixed Volume Trends
Our analyst price target for Saia has edged higher to $326.81 from $320.45 as analysts balance lingering macro and volume headwinds, including softer near term tonnage and mix related margin pressure, against the company's solid cost control, network optimization efforts, and potential for margin expansion beyond pure volume recovery. Analyst Commentary Street research on Saia reflects a mixed but generally constructive backdrop, with recent target changes clustering around a still supportive valuation range despite near term earnings and volume uncertainty.ナラティブの更新 • Nov 29
SAIA: Cost Controls And Margin Execution Will Offset Near-Term Volume Weakness
Analysts have modestly reduced their fair value estimate for Saia by approximately $3. They cite ongoing margin pressures and mixed shipment trends that continue to weigh on forecasts, despite recent cost efficiency improvements.ナラティブの更新 • Nov 15
SAIA: Operational Efficiency Will Drive Margin Expansion Despite Volume Pressures
Saia's analyst price target has decreased moderately, falling from $331.10 to $323.37 per share. Analysts point to industry-wide margin pressure and soft volume trends, which are overshadowing recent quarterly outperformance.ナラティブの更新 • Oct 31
SAIA: Margin Gains From Cost Controls Will Offset Slower Freight Volumes Ahead
Saia's analyst price target has been lowered modestly to $331.10 from $337.25. Analysts cite strong recent results, but also point to concerns over slower volume trends and margin pressures heading into the fourth quarter.分析記事 • Aug 10
Saia, Inc.'s (NASDAQ:SAIA) Intrinsic Value Is Potentially 36% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Saia fair value estimate is US$385 Current share price of...分析記事 • Jul 22
Saia (NASDAQ:SAIA) Has A Somewhat Strained Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jul 07
At US$295, Is It Time To Put Saia, Inc. (NASDAQ:SAIA) On Your Watch List?
Saia, Inc. ( NASDAQ:SAIA ), is not the largest company out there, but it saw a significant share price rise of 25% in...Seeking Alpha • Apr 23
Saia: Transporting Growth, Fueling Upside, Improving Technical Indicators
Summary Saia, Inc. shows resilience and recovery in Q1 2025, driven by improved demand, prudent pricing, and enhanced service capabilities. Lower oil prices and tempered inflation can positively impact SAIA's cost management, while e-commerce growth and strategic capex may bolster its performance. Despite tariff concerns, SAIA's liquidity remains strong, with a Net Debt/EBITDA of 0.30x and a solid balance sheet supporting future growth. SAIA is underpriced with a potential 16% upside, supported by improving technical indicators and a buy rating. Read the full article on Seeking AlphaSeeking Alpha • Feb 23
Saia: Positioned For Growth Amid Deregulation And Industry Tailwinds
Summary Deregulation under the new administration is expected to reduce costs for trucking companies like Saia, enhancing profitability and operational flexibility. Saia could benefit from lower vehicle acquisition costs and reduced compliance burdens due to the potential rollback of emissions regulations. Increased tariffs on imports may drive higher domestic freight volumes, further boosting Saia’s demand and market share. Saia’s strong execution, disciplined pricing, and favorable industry conditions justify its elevated valuation and position it for long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Feb 04
Saia's Expansion Is Impressive--But Here's Why I'm Not Buying Yet
Summary Saia, Inc. specializes in less-than-truckload shipping and has seen a 400% stock increase over five years, but recently slowed down. Record-breaking revenue of $789 million in Q4 2024, driven by network expansion and acquisition of Yellow's terminals, but at high operational expenses. Rising labor, insurance, and operational costs challenge profitability, despite Saia's pricing power and strategic focus on heavier shipments. Maintaining a neutral “Hold” stance due to high valuation multiples and near-term profitability concerns, awaiting clearer signs of operational ratio stabilization. Read the full article on Seeking AlphaSeeking Alpha • Nov 19
Saia: Good Growth Prospects Should Drive Upside
Summary SAIA is poised for growth due to increased geographic penetration, solid pricing, and favorable macro conditions, warranting a buy rating. Recent revenue growth is driven by disciplined pricing, market share gains, and new terminal openings, with a positive outlook for future growth. Margins are expected to improve with the new terminals ramp-up, pricing increases, and good execution. SAIA trades at a discount to Old Dominion Freight Lines despite better growth prospects, making it an attractive investment. Read the full article on Seeking Alpha
新しいナラティブ • Aug 23
Terminal Expansions And Tactical Relocations Set To Boost Growth And Profitability
Expanding and strategically relocating terminals like in Laredo, Texas, aims at long-term growth by enhancing operational efficiency and service quality.Seeking Alpha • Aug 19
Saia, Inc.: Not A Star, But A Fairly Strong Company At A Fair Price
Summary Saia is among the top 7 companies in the domestic LTL industry. There are no expectations of a quick and multiple increase in share price from SAIA due to the high level of competition. Saia is a quite profitable and solvent business. The current P/E ratio is 26, which means the company's stock is priced fairly according to historical multiplier analysis. Read the full article on Seeking AlphaSeeking Alpha • Jul 20
Saia: Embedded Expectations Clamp Investment Return At Starting Multiples
Summary Saia, Inc. is a leading transportation company specializing in LTL services with strong financial performance and growth in sales and earnings. The company has aggressively reinvested in its business, leading to impressive returns on new capital investments and high operating margins. The market has already reflected the company's growth potential in its valuation, presenting a balanced risk/reward scenario for investors. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$255m |
| Dec 31 2025 | US$6m | US$980k | US$255m |
| Sep 30 2025 | n/a | n/a | US$284m |
| Jun 30 2025 | n/a | n/a | US$290m |
| Mar 31 2025 | n/a | n/a | US$321m |
| Dec 31 2024 | US$5m | US$946k | US$362m |
| Sep 30 2024 | n/a | n/a | US$375m |
| Jun 30 2024 | n/a | n/a | US$381m |
| Mar 31 2024 | n/a | n/a | US$369m |
| Dec 31 2023 | US$6m | US$910k | US$355m |
| Sep 30 2023 | n/a | n/a | US$336m |
| Jun 30 2023 | n/a | n/a | US$336m |
| Mar 31 2023 | n/a | n/a | US$354m |
| Dec 31 2022 | US$5m | US$875k | US$357m |
| Sep 30 2022 | n/a | n/a | US$360m |
| Jun 30 2022 | n/a | n/a | US$342m |
| Mar 31 2022 | n/a | n/a | US$295m |
| Dec 31 2021 | US$5m | US$825k | US$253m |
| Sep 30 2021 | n/a | n/a | US$220m |
| Jun 30 2021 | n/a | n/a | US$182m |
| Mar 31 2021 | n/a | n/a | US$148m |
| Dec 31 2020 | US$2m | US$664k | US$138m |
| Sep 30 2020 | n/a | n/a | US$120m |
| Jun 30 2020 | n/a | n/a | US$111m |
| Mar 31 2020 | n/a | n/a | US$120m |
| Dec 31 2019 | US$2m | US$556k | US$114m |
報酬と市場: Fritzの 総報酬 ($USD 6.31M ) は、 US市場 ($USD 14.79M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Fritzの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Fritz Holzgrefe (57 yo)
7.3yrs
在職期間
US$6,312,241
報酬
Mr. Frederick J. Holzgrefe, III, also known as Fritz, has been the President and Director of Saia, Inc. since January 4, 2019 and has been its Chief Executive Officer since April 28, 2020. He served as Chi...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 7.3yrs | US$6.31m | 0.085% $ 10.4m | |
| Executive VP | 2yrs | US$1.50m | 0.017% $ 2.0m | |
| Executive Vice President of Operations | 5.2yrs | US$2.09m | 0.034% $ 4.1m | |
| Executive VP & Chief Human Resources Officer | 4.2yrs | US$1.14m | 0.019% $ 2.4m | |
| Executive VP & Chief Customer Officer | 11yrs | US$2.37m | 0.014% $ 1.7m | |
| VP & Chief Accounting Officer | no data | データなし | 0.012% $ 1.4m | |
| Executive VP & Chief Information Officer | less than a year | データなし | 0.0069% $ 835.0k | |
| Advisor | 2yrs | US$2.69m | 0% $ 0 |
4.2yrs
平均在職期間
56yo
平均年齢
経験豊富な経営陣: SAIAの経営陣は 経験豊富 であると考えられます ( 4.2年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 7.3yrs | US$6.31m | 0.085% $ 10.4m | |
| Independent Director | 8.5yrs | US$183.96k | 0.022% $ 2.7m | |
| Independent Director | 4.7yrs | US$168.83k | データなし | |
| Non-Executive Chairman | 19.8yrs | US$276.37k | 0.012% $ 1.5m | |
| Independent Director | 10.3yrs | US$166.43k | 0.0048% $ 585.0k | |
| Independent Director | 20.2yrs | US$176.28k | 0.027% $ 3.2m | |
| Lead Independent Director | 10.7yrs | US$196.37k | データなし | |
| Independent Director | 6.6yrs | US$168.87k | 0.0070% $ 844.7k | |
| Independent Director | 6.5yrs | US$176.37k | 0.0052% $ 636.0k | |
| Independent Director | 4.7yrs | US$168.87k | 0.0078% $ 950.3k |
7.9yrs
平均在職期間
62yo
平均年齢
経験豊富なボード: SAIAの 取締役会 は 経験豊富 であると考えられます ( 7.9年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 02:07 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Saia, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31
| アナリスト | 機関 |
|---|---|
| Brandon Oglenski | Barclays |
| Eric Morgan | Barclays |
| Brandon Oglenski | Barclays |