Arcbest vs Saia
Arcbest is the larger business, with $4.01bn of revenue in fiscal 2025 against $3.23bn for Saia (1.2 times as much). Saia grew faster (0.8% against -4.0%). Saia kept more of each dollar of sales as profit: a net margin of 7.9% against 1.5%. Saia carries less debt relative to equity (6.4% against 17.3%).
| Latest fiscal year | ArcbestARCB, 2025 | SaiaSAIA, 2025 |
|---|---|---|
| Revenue | $4.01bn | $3.23bn |
| Revenue growth | -4.0% | 0.8% |
| Net income | $60.1m | $255m |
| Operating margin | 2.3% | 10.9% |
| Net margin | 1.5% | 7.9% |
| Return on equity | 4.6% | 10.4% |
| Free cash flow | $114m | $27.3m |
| Cash | $102m | $19.7m |
| Total debt | $224m | $164m |
| Debt to equity | 17.3% | 6.4% |
| Dividend per share | — | — |
| Dividend yield | 0.4% | — |
| Share buybacks | $75.6m | — |
| Employees | — | — |
| Market value | $3.01bn | $9.49bn |
| Price vs our value range | Above our value range | — |
| Moat score | 48 (Moderate) | 60 (Moderate) |
| Insider trades, 12 months | 0 buys, 9 sales | 1 buys, 14 sales |