SAIA close: $408 on 2023-08-21 to $362 on 2026-08-21.
Split-adj closes · 240 of 5,310 · price returnⓘ
At a glance
Short interest4.7% of sh out
Days to cover2.3d
13F net flow (QoQ)−1.12%
Top-10 13F concentration48.8%
Next report (est.)2026-10-29
SI 2026-07-31 · 13F 2026-Q1ⓘ
Key fundamentalsFY 2025
P/E (FY)38.0×
Sales (TTM)$3.39B
Earnings (TTM)$278.0M
ROE10.4%
Net margin7.9%
ROIC10.2%
Debt / equity0.06×
Total debt / EBITDA0.27×
EPS growth 3Y−10.8%
Sales growth 3Y5.0%
FY ratios · TTM sales/earnings (USD)ⓘ
Trailing returns
YTD+10.9%
1Y+23.2%
3Y−11.2%
5Y+42.6%
10Y+1106.4%
Since incept. (ann.)+18.1%
Total return · from 2005-07-11ⓘ
Risk
Ann. volatility (1Y)48.1%
Ann. volatility (3Y)52.9%
Sharpe (1Y)0.68
Sharpe (3Y)0.20
Max drawdown (1Y)−28.6%
Max drawdown (3Y)−60.9%
Beta (3Y vs SPY)2.59
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
BlackRock, Inc.
2.4M
$839M
8.96%
+2.6%
ALLIANCEBERNSTEIN L.P.
2.5M
$816M
9.37%
+8.0%
PRICE T ROWE ASSOCIATES INC /MD/
2.3M
$815M
8.70%
+29.0%
VANGUARD CAPITAL MANAGEMENT LLC
1.2M
$420M
4.48%
new
VANGUARD PORTFOLIO MANAGEMENT LLC
1.1M
$385M
4.11%
new
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
986,821
$347M
3.70%
−9.5%
STATE STREET CORP
826,001
$290M
3.10%
+1.8%
MORGAN STANLEY
807,731
$284M
3.03%
+4.7%
Δ vs 2025-Q4 · Institutional 13F holdings sum to 104.8% of shares outstanding. Readings above 100% reflect securities-lending double counting: shares on loan to short sellers are reported long by both the lending institution and the one that bought them. FINRA short interest of 1,286,973 shares (settlement 2026-05-15) accounts for the excess.ⓘ
Latest reported quarterslast report 2026-07-30
Period end
Reported
EPS
EPS YoY
Revenue
Rev YoY
2026-06-30
2026-07-30
$3.51
+31.5%
$956.5M
+17.1%
2026-03-31
2026-04-30
$1.86
+0.0%
$806.2M
+2.4%
2025-12-31
2026-02-10
$1.77
−37.7%
$790.0M
+0.1%
2025-09-30
2025-10-30
$3.22
−6.9%
$839.6M
−0.3%
As-reported XBRL · next 2026-10-29 est.ⓘ
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
