J.B. Hunt Transport Services, Inc.: Beat — EPS $1.82, Revenue $3.68B
Mixed ResultQ3 2026 · After-market
@trystockwhiz
Did J.B. Hunt Transport Services, Inc. (JBHT) beat earnings today?
It was a mixed report for Q3 2026 — J.B. Hunt Transport Services, Inc. (JBHT) beat on EPS but missed on revenue.
Earnings Per Share+0.00% surprise
$1.82Actual
Expected: $1.82
vs. year ago +3.0%
Total Revenue+2.47% surprise
$3.68BActual
Expected: $3.59B
vs. year ago +20.0%
Released Oct 15 · 4:07 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $3.68B | $3.05B | +20.0% |
| Revenue detail — reported lines | |||
| └─Operating revenues | $3.01B | $2.67B | +12.7% |
| └─Fuel surcharge revenues | $670.79M | $385.62M | +73.9% |
| └─Intermodal | $1.83B | $1.52B | +20.0% |
| └─Dedicated | $960.17M | $864.11M | +11.0% |
| └─Integrated Capacity Solutions | $433.85M | $276.34M | +57.0% |
| └─Final Mile Services | $200.12M | $206.48M | -3.0% |
| └─Truckload | $260.76M | $189.74M | +37.0% |
| Net earnings | $172.42M | $170.85M | +0.9% |
| Diluted EPS | $1.82 | $1.76 | +3.0% |
Business Highlights
- ➤Intermodal demand remained strong, supported by road-to-rail conversion in the Eastern network.
- ➤JBI advanced initiatives to improve network balance, efficiency and cost to serve.
- ➤DCS added 162 revenue-producing trucks versus the prior-year period.
- ➤DCS customer retention remained approximately 96%.
- ➤ICS grew both published and spot volume during the quarter.
- ➤FMS continued actions to improve revenue quality and profitability across its portfolio.
- ➤Truckload improved network balance and asset utilization, supporting higher trailer turns.
- ➤Repurchased approximately 704,000 shares during the quarter.
- ➤Had approximately $619M remaining under its share repurchase authorization.
Management Commentary
Shelley Simpson, president and CEO
“I want to thank our people for their unwavering commitment to serving our customers, operating safely and executing with excellence every day. Their discipline and focus enabled us to meet customer needs, improve our operations, and continue providing excellent service. We remain confident in our strategy and are building the capabilities needed to support our customers' evolving needs, strengthen our competitive position and drive long-term profitable growth for our shareholders.”