JBHT

J.B. Hunt Transport Services handily beat earnings estimates for the second quarter late Wednesday as intermodal volumes and yields both grew. High fuel prices and rising trucking rates are driving shippers to opt for cheaper intermodal transport, the latest reports say. J.B. Hunt is one of the nation's largest intermodal providers, which means they combine both rail and trucks to move freight.

J.B. Hunt Transport Services, Inc. JBHT reported second-quarter 2026 earnings of $1.91 per share, up 45.8% from $1.31 a year ago. The figure beat the Zacks Consensus Estimate of $1.71 by 11.7%. Operating revenues climbed 19.4% year over year to $3.50 billion and surpassed the consensus mark of $3.19 billion by 9.5%. Higher volumes and pricing across several businesses supported growth, led by a 10% increase in Intermodal loads. J.B. Hunt Transport Services, Inc. price-consensus-eps-surprise-chart | J.B. Hunt Transport Services, Inc. Quote Intermodal revenues increased 22% year over year to $1.75 billion. Volume rose 10%, with transcontinental loads up 5% and Eastern network loads advancing 16%. Revenue per load increased to $3,034 from $2,738, while the metric excluding fuel surcharge revenue improved 1%. Operating income surged 58% to $150.9 million. Stronger network efficiency, drayage productivity, fewer empty container moves and lower storage expense supported the gain. Cost-to-serve initiatives also helped, though higher insurance and professional driver expenses partly offset the improvement. Dedicated Contract Services revenues rose 9% to $920.7 million. Revenue per truck per week advanced 9% to $5,635, while average truck count was approximately flat. Productivity excluding fuel surcharge revenues increased 2% due to contracted index-based price escalators. Operating income grew 9% to $102.5 million. Higher revenues, lower group medical claims and continued cost reductions supported profitability. Higher insurance premiums, equipment-related expenses and new-business onboarding costs limited the upside. Customer retention remained approximately 96%. Integrated Capacity Solutions’ revenues jumped 49% to $388.5 million. Segment volume increased 19%, while revenue per load rose 26% to $2,477. Contractual freight represented 65% of total loads and 63% of revenues during the quarter. The segment posted operating income of $1.7 million compared with a loss of $3.6 million a year earlier. Higher volume and revenue per load lifted gross profit despite a 54% increase in purchased transportation expense. Gross margin narrowed to 12.5% from 15.5%, but improved from 12.0% in the first quarter of 2026. Truckload revenues increased 35% to $239.7 million. Revenues excluding fuel surcharge climbed 28% as load volume grew 14% and revenue per load excluding fuel surch...

Wednesday, J.B. Hunt reported earnings per share of $1.91, up 45% year over year, from sales of $3.5 billion, up 19%.

J.B. Hunt Transport Services reported second-quarter earnings of $1.91 per diluted share on revenue of $3.5 billion, topping Wall Street expectations and sending the company's stock higher in after-hours trading. The results compared to earnings of $1.31 per share and revenue of $2.93 billion in the same period a year earlier. Analysts had expected earnings of $1.74 per share and revenue of $3.25 billion, according to Bloomberg. Shares of J.B. Hunt climbed as high as 9.5% in after-hours trading Wednesday following the results. Operating income rose 32% to $259.5 million from $197.3 million a year earlier, the company said. The improvement was driven by higher revenue, productivity gains, and continued efforts to reduce costs, partially offset by higher purchased transportation expenses. Intermodal was the clear highlight of the quarter, generating $1.75 billion in revenue — a 22% year-over-year increase — while operating income jumped 58% to $150.9 million. The segment's volume grew 10%, with the company attributing the gain to rising fuel costs and constrained trucking supply that pushed customers toward rail-connected freight options. Transcontinental network loads rose 5% while Eastern network loads grew 16%. Dedicated Contract Services revenue increased 9% to $921 million, with operating income up 9% to $102.5 million. The Integrated Capacity Solutions segment posted revenue of $388 million, up 49%, swinging to an operating profit of $1.7 million from a loss of $3.6 million a year earlier. The Truckload segment posted a $1.3 million operating loss despite a 35% increase in revenue to $240 million, as higher purchased transportation costs outweighed gains. Final Mile Services revenue fell 6% to $198 million, with operating income declining 30% to $5.6 million, due to known business losses tied to efforts to improve revenue quality. "Our second quarter results reflect the strength of executing our strategy, as we leveraged our investments in our people, technology, and capacity to drive growth and improve profitability," Shelley Simpson, chief executive officer, said in a statement. "Capacity has tightened across the industry," Simpson said on the earnings call, attributing the squeeze to supply-side contraction rather than a broad pickup in demand, according to Bloomberg. The company repurchased approximately 392,000 shares for approximately $98 million d...

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LOWELL, Ark. (AP) — LOWELL, Ark. (AP) — JB Hunt Transport Services Inc. (JBHT) on Wednesday reported second-quarter net income of $181 million. The Lowell, Arkansas-based company said it had profit of $1.91 per share. The results surpassed Wall Street expectations. The average estimate of eight analysts surveyed by Zacks Investment Research was for earnings of $1.71 per share. The trucking and logistics company posted revenue of $3.5 billion in the period, also surpassing Street forecasts. Seven analysts surveyed by Zacks expected $3.19 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on JBHT at https://www.zacks.com/ap/JBHT

Multimodal transportation provider J.B. Hunt Transport Services handily beat second-quarter forecasts on Wednesday after the market closed, sending shares 8.6% higher in after-hours trading. Revenue of $3.5 billion was 19% higher year over year and outpaced analysts’ expectations for $3.26 billion. Earnings per share of $1.91 were 60 cents higher y/y and 18 cents ahead of consensus. (A lower tax rate and lower interest expense were each 4-cent tailwinds in the quarter.) Operating income of $259 million (plus-32% y/y) was driven by higher revenue and recent cost reductions. J.B. Hunt’s (NASDAQ: JBHT) intermodal revenue increased 22% y/y to $1.75 billion as loads were up 10% and revenue per load was 11% higher. Transcontinental volumes were up 5% y/y, with volumes in the East up 16% y/y. By comparison, total intermodal carloads were up 8% y/y on the U.S. Class I railroads in the quarter (North American containers were up 5% y/y). The increase in revenue per load was largely due to higher fuel surcharges. Excluding fuel, yields were 1% higher y/y in the period. Yields are being weighed down by the mix shift to the East, where lengths of haul are shorter (length of haul was down 3% y/y). The unit booked a 91.4% operating ratio (8.6% operating margin), 190 basis points better y/y. Dedicated revenue increased 9% y/y to $921 million. The increase was entirely attributable to an increase in revenue per truck per week (due to higher fuel surcharges). Revenue per truck per week was 2% higher excluding fuel surcharges. An 88.9% OR was flat y/y. The company’s brokerage business turned an operating profit for the first time in 14 quarters. Revenue was up 49% y/y as loads increased 19% and revenue per load increased 26%. A 12.5% gross margin was 300 bps lower y/y due to elevated purchased transportation costs (54% higher y/y). The asset-light truckload business recorded a $1.3 million operating loss in the quarter due to elevated purchased transportation costs. J.B. Hunt will host a call at 5 p.m. EDT on Wednesday to discuss second-quarter results. More FreightWaves articles by Todd Maiden: TL, LTL rates to hit new highs in Q3 Knight-Swift opens 4 LTL terminals Analysts raise TL, LTL estimates ahead of Q2 earnings season The post J.B. Hunt’s shares up 9% on Q2 earnings beat appeared first on FreightWaves.

JB Hunt (JBHT) reported $3.5 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 19.4%. EPS of $1.91 for the same period compares to $1.31 a year ago. The reported revenue represents a surprise of +9.5% over the Zacks Consensus Estimate of $3.19 billion. With the consensus EPS estimate being $1.71, the EPS surprise was +11.7%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how JB Hunt performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Intermodal - Trailing equipment (end of period): 124,199 versus the three-analyst average estimate of 125,565. Integrated Capacity Solutions - Revenue per load: $2,477.00 versus the three-analyst average estimate of $2,146.64. Intermodal - Revenue per load: $3,034.00 compared to the $2,792.96 average estimate based on three analysts. Final Mile Services - Average trucks during the period: 1,199 versus 1,268 estimated by three analysts on average. Revenue- Truckload: $239.65 million versus $203.24 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +35.4% change. Revenue- Dedicated: $920.71 million compared to the $889.21 million average estimate based on four analysts. The reported number represents a change of +8.7% year over year. Revenue- Final Mile Services: $198.04 million versus the four-analyst average estimate of $201.34 million. The reported number represents a year-over-year change of -6%. Revenue- Integrated Capacity Solutions: $388.5 million compared to the $300.75 million average estimate based on four analysts. The reported number represents a change of +49.3% year over year. Revenue- Intermodal: $1.75 billion versus $1.52 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +22% change. Revenue- Fuel surcharge revenues: $641.46 million versus the three-analyst average estimate o...

JB Hunt (JBHT) came out with quarterly earnings of $1.91 per share, beating the Zacks Consensus Estimate of $1.71 per share. This compares to earnings of $1.31 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +11.70%. A quarter ago, it was expected that this trucking and logistics company would post earnings of $1.45 per share when it actually produced earnings of $1.49, delivering a surprise of +2.76%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. JB Hunt, which belongs to the Zacks Transportation - Truck industry, posted revenues of $3.5 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 9.50%. This compares to year-ago revenues of $2.93 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. JB Hunt shares have added about 44.5% since the beginning of the year versus the S&P 500's gain of 10.2%. While JB Hunt has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for JB Hunt was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks...

Interested in J.B. Hunt Transport Services, Inc.? Here are five stocks we like better. J.B. Hunt posted sharply better Q2 results, with total revenue up 19% year over year, operating income up 32%, and diluted EPS up 45%. Management said the gains came from disciplined execution, cost cuts, and improving demand as truckload capacity tightened. Intermodal was a standout performer, setting a quarterly volume record of more than 578,000 loads and posting 10% volume growth, the first double-digit quarterly increase in over a decade. The company sees continued road-to-rail conversion opportunities, especially in the East, and is encouraged by pricing prospects ahead of future bid seasons. Executives said the freight market is being driven more by supply constraints than demand alone, citing tighter driver availability, higher tender rejections, and rising spot rates. J.B. Hunt also highlighted more than $135 million in structural cost reductions, ongoing margin repair, and record customer bid activity as shippers seek capacity. JBHT Burns Rubber, Hits the Highway to a $300 Price Tag J.B. Hunt Transport Services (NASDAQ:JBHT) reported sharply improved second-quarter results, with management attributing the gains to disciplined execution, cost reductions and rising demand across several transportation segments as truckload capacity tightened across the industry. On the company’s earnings call, CFO Brad Delco said total revenue rose 19% year over year on a GAAP basis, operating income improved 32% and diluted earnings per share increased 45%. He said the results reflected “continued momentum” from J.B. Hunt’s focus on operational excellence and lowering its cost to serve customers. → 3 Space Stocks That Could Outshine SpaceX After Its IPO AI Broke the Trucks: 3 Transports to Buy After the AI Panic President and CEO Shelley Simpson said the freight market has changed, with available truckload capacity tightening due to “safety-focused enforcement and broader supply pressures.” She said the tightening built throughout the quarter, including a “noticeable step change” around the annual road check event in early May that has persisted. “While demand is improving gradually, the current market tightness is being driven primarily by supply conditions,” Simpson said. → The SK Hynix IPO and 2027’s AI Memory Squeeze Is Landstar the Next Big Winner in Transportation Stocks? Ma...

Second Quarter 2026 Revenue: $3.50 billion; up 19% Second Quarter 2026 Operating Income: $259.5 million; up 32% Second Quarter 2026 EPS: $1.91 vs. $1.31; up 45% LOWELL, Ark., July 15, 2026--(BUSINESS WIRE)--J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) announced second quarter 2026 U.S. GAAP (United States Generally Accepted Accounting Principles) net earnings of $181.0 million, or diluted earnings per share of $1.91 versus second quarter 2025 net earnings of $128.6 million, or $1.31 per diluted share. "I’m grateful for our people and their continued focus on delivering operational excellence around service, safety and cost discipline in this dynamic environment," said Shelley Simpson, president and CEO. "Our second quarter results reflect the strength of executing our strategy, as we leveraged our investments in our people, technology, and capacity to drive growth and improve profitability. As market conditions continue to evolve, we remain focused on creating long-term value for our shareholders, delivering valuable solutions to our customers while maintaining discipline around returns on our capital." Total operating revenue for the current quarter was $3.50 billion compared with $2.93 billion for the second quarter 2025, an increase of 19%. Current quarter total operating revenue, excluding fuel surcharge revenue, increased 11% versus the second quarter 2025. The increase in revenue, excluding fuel surcharge revenue, was primarily driven by increased load volumes in Intermodal (JBI), Integrated Capacity Solutions (ICS) and Truckload (JBT), higher revenue per load in JBI, ICS and JBT and increased productivity in Dedicated Contract Services® (DCS®), partially offset by a 14% decline in Final Mile Services (FMS) stops. Operating income for the current quarter increased 32% to $259.5 million versus $197.3 million for the second quarter 2025. The increase in operating income was primarily driven by higher revenue, improved productivity across the business, continued execution on our initiative to remove structural cost, lower group medical claims and lower facility rental and equipment storage expenses. These were partially offset by higher purchase transportation cost, particularly in our ICS and JBT segments and higher equipment-related expenses. Consolidated operating income as a percentage of gross revenue increased year-over-year as a result of the...