What smart money is saying about Saia
3 funds in our archive have pitched Saia — most recently Polen Global Smid Company Growth in June 2025.
Saia, Inc., through its subsidiaries, operates as a transportation company in North America. The company provides less-than-truckload services for shipments between 400 and 10,000 pounds; and other value-added services, including non-asset truckload, expedited, and logistics services. As of December 31, 2021, it operated 176 owned and leased facilities; and owned approximately 5,600 tractors and 19,300 trailers. The company was formerly known as SCS Transportation, Inc. and changed its name to Saia, Inc. in July 2006. Saia, Inc. was founded in 1924 and is headquartered in Johns Creek, Georgia.
Fund coverage · 3 theses
- Polen Global Smid Company GrowthJune 2025
Saia is a leading U.S. trucking company positioned for growth in the consolidating less-than-truckload segment, with attractive earnings potential and a favorable valuation.
Read the full thesis - Polen Global Smid Company GrowthMarch 2025
Saia is a leading U.S. trucking company that aims to consolidate in a complex industry, poised for mid-teens earnings growth despite recent cyclical challenges, purchased at a discount to peers.
Read the full thesis - The London CompanyMarch 2025
Saia, Inc. is a leading less-than-truckload carrier with a strong market position, attractive margins, and positive growth outlook driven by industry consolidation, onshoring, and e-commerce trends.
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