SAIASAIA INC
Trucking (no Local)
- Revenue
- $3.2B
- 0.8% YoY
- Operating margin
- 10.9%
- 28% YoY
- EBITDA
- $601M
- 13% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -0.2×
- −$121M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear233% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.3B | $2.8B | $2.9B | $3.2B | $3.2B | 0.8% |
| Operating income | $335M | $470M | $460M | $482M | $352M | 27% |
| Net income | $253M | $357M | $355M | $362M | $255M | 30% |
| Operating cash flow | $383M | $473M | $578M | $584M | $595M | 1.9% |
| Capex | $286M | $367M | $440M | $1.0B | $568M | 46% |
| Stock-based comp | $9M | $9M | $12M | $14M | $17M | 22% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.