Companies /Industrials
J.B. Hunt Transport Services Inc
NASDAQ: JBHT Integrated Freight & Logistics
$222.06
▼ $1.20 (−0.54%) today
Markets closed · 7:07pm ET

J.B. Hunt Transport Services (JBHT) Q3 2026 Earnings

Reported Oct 15, 2026, 4:23pm ET · SEC source
$1.82
Beat +0.65%
EPS · est. $1.81 GAAP
$3.7B
Beat +2.48%
Revenue · est. $3.6B
5 quarters
Consecutive EPS beats

How Did JBHT Stock React to Q3 2026 Earnings?

% change · around the report
−2%0+2%Oct 15Oct 16report 4:23pm ETearnings−1.2%−0.5%
−2%0+2%Oct 15Oct 16earnings−1.2%−0.5%
JBHT −0.5%S&P 500 −1.2%
−2%0+2%Oct 15Oct 16report 4:23pm ETearnings−2.5%−0.5%
−2%0+2%Oct 15Oct 16earnings−2.5%−0.5%
JBHT −0.5%NASDAQ −2.5%
−2%0+2%Oct 14Oct 23report 4:23pm ETearnings−1.3%−1.1%
−2%0+2%Oct 14Oct 23earnings−1.3%−1.1%
JBHT −1.1%S&P 500 −1.3%
−2%0+2%Oct 14Oct 23report 4:23pm ETearnings−2.9%−1.1%
−2%0+2%Oct 14Oct 23earnings−2.9%−1.1%
JBHT −1.1%NASDAQ −2.9%
−2.78%
Day of report
−2.42%
Next session
−1.20%
One week

Did JBHT Beat Earnings? Q3 2026 Results

Yes. J.B. Hunt Transport Services reported Q3 2026 earnings of $1.82 a share on Oct 15, 2026, beating the $1.81 consensus estimate by 0.7%. Revenue was $3.7B against a $3.6B estimate.

J.B. Hunt Transport Services delivered a beat on both the top and bottom lines in the third quarter of 2026, extending its streak of consensus EPS beats to four consecutive quarters even as margin pressure remained a central concern for investors. GAAP earnings per share came in at $1.82, edging past the $1.81 analyst consensus by 0.65%, while revenue of $3.68 billion topped estimates by 2.48% and surged 20.4% year over year. The primary engine behind that revenue growth was the Intermodal segment, which generated $1.83 billion on an 8% volume increase, with Eastern network loads particularly strong as road-to-rail conversion demand held firm. Operating income, however, rose only 2% to $247.09 million, as higher purchased transportation costs, elevated insurance and medical claims, and driver personnel expenses compressed margins, a dynamic that analysts had flagged heading into the print. Looking ahead, management guided for a full-year effective tax rate of approximately 24%, and expressed confidence in its competitive positioning and long-term profitable growth strategy.

Key Takeaways
  • 8% increase in Intermodal loads driven by strong road-to-rail conversion demand
  • 27% increase in ICS revenue per load excluding fuel surcharge
  • 29% increase in JBT revenue per load excluding fuel surcharge
  • Improved network balance and efficiency in Intermodal
  • 10% productivity improvement in DCS (revenue per truck per week)
  • Lower container storage expense in Intermodal
  • ICS volume growth of 22% with increases in both published and spot volume

“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.”

J.B. Hunt Transport Services CEO, on the earnings call

What Is J.B. Hunt Transport Services's Outlook?

Management expects the 2026 full-year annual effective tax rate to be approximately 24.0%. The company expressed confidence in its strategy and continued focus on building capabilities to support evolving customer needs, strengthen competitive positioning, and drive long-term profitable growth.

JBHT YoY Financials

Q3 2026 vs Q3 2025 · SEC filings Q3 2025 Q3 2026
$0$2.0B$4.0B$3.1B$3.7BRevenue$242.7M$247.1MOperating Income$170.8M$172.4MNet Income
$0$2.0B$4.0BRevenueOperating IncomeNet Income
JBHT income statement, Q3 2026 versus Q3 2025
Metric Q3 2026 Q3 2025 Year over year
Revenue $3.7B $3.1B +20.4%
Operating Income $247.1M $242.7M +1.8%
Net Income $172.4M $170.8M +0.9%

JBHT Revenue by Segment

Intermodal (JBI)$1.8B+20.0%
Dedicated Contract Services (DCS)$960.2M+11.0%
Integrated Capacity Solutions (ICS)$433.8M+57.0%
Truckload (JBT)$260.8M+37.0%
Final Mile Services (FMS)$200.1M−3.0%

When Does J.B. Hunt Transport Services Report Next?

Expected report date
After the close
Release timing

Figures from SEC filings and company reports. Not investment advice.