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J.B. Hunt Transport Services 8-K Report, Financial Results (Jul 15, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed July 15, 2026
Period End
July 15, 2026
Security
JBHT
In the record · 2016–202610-K1110-Q348-K102

JBHT filed 11 annual reports (10-K), 34 quarterly reports (10-Q) and 102 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Oct ’16Oct ’16
  2. Material agreement8-K · Mar ’19Mar ’19
  3. Auditor change8-K · Jun ’21Jun ’21
  4. Leadership change8-K · Aug ’25Aug ’25

01—Abstract

Summary

Summary of the 8-K filed July 15, 2026. Cited figures are marked; the original filing is the authoritative source.

J.B.

Hunt Transport Services, Inc. (NASDAQ: JBHT) reported second-quarter 2026 U.S. GAAP net earnings of $181.0 milliona, or $1.91 per diluted share, compared with $128.6 million, or $1.31 per diluted share, in the second quarter of 2025. Total operating revenue rose 19% to $3.50 billion, and revenue excluding fuel surcharge increased 11%. Operating income increased 32% to $259.5 million, driven by higher revenue, productivity gains, structural cost removal and lower group medical claims, partially offset by higher purchased transportation costs in the ICS and JBT segments.

For the six months ended June 30, 2026, diluted EPS was $3.39b versus $2.48 a year earlier. Intermodal (JBI) was the largest contributor, with segment revenue up 22% to $1.75 billion and operating income up 58% to $150.9 million on 10% volume growth. Dedicated Contract Services revenue rose 9% to $921 million, and Integrated Capacity Solutions (ICS) revenue rose 49% to $388 million with operating income of $1.7 million, compared with a loss of $3.6 million a year earlier.

Final Mile Services revenue declined 6% and Truckload (JBT) posted a $1.3 millionc operating loss, versus operating income of $3.4 million in the prior-year quarter. On the balance sheet, debt outstanding was approximately $1.15 billion at June 30, 2026, down from $1.47 billion at December 31, 2025. Net capital expenditures for the six months were $144.9 million, compared with $399.1 million a year earlier.

In the second quarter the company repurchased about 392,000 shares for approximately $98 milliond and had about $791 million remaining under its repurchase authorization. The company now expects its 2026 annual effective tax rate to be between 24.0% and 24.5%.

02—Key points

Key Highlights

  1. Q2 2026 total operating revenue of $3.50 billion, up 19% from $2.93 billion; revenue excluding fuel surcharge up 11%.
  2. Q2 2026 diluted EPS of $1.91 versus $1.31, up 45%; net earnings of $181.0 million versus $128.6 million.
  3. Operating income rose 32% to $259.5 million, with operating margin (as a share of revenue) improving to 7.4% from 6.7%.
  4. Intermodal (JBI) operating income increased 58% to $150.9 million on 10% volume growth; Eastern network loads rose 16%.
  5. ICS revenue increased 49% to $388 million, but purchased transportation expense rose 54% and gross profit margin fell to 12.5% from 15.5%.
  6. Truckload (JBT) swung to a $1.3 million operating loss, and Final Mile Services revenue fell 6% as stops declined 14%.
  7. Debt fell to approximately $1.15 billion from $1.47 billion at December 31, 2025; the company repurchased about $98 million of stock in Q2 and had about $791 million remaining under its authorization.

03—Questions

Frequently Asked Questions

  1. How did J.B. Hunt perform in the second quarter of 2026?

    Net earnings were $181.0 million, or $1.91 per diluted share, versus $128.6 million, or $1.31 per diluted share, in Q2 2025. Total operating revenue rose 19% to $3.50 billion and operating income rose 32% to $259.5 million.

  2. Which segments drove the results?

    Intermodal (JBI) was the main driver, with segment revenue up 22% to $1.75 billion and operating income up 58% to $150.9 million on 10% volume growth. Dedicated (DCS) revenue rose 9% to $921 million with operating income up 9% to $102.5 million. ICS revenue rose 49% to $388 million, with operating income of $1.7 million compared with a loss of $3.6 million a year earlier.

  3. What were the weak spots?

    Truckload (JBT) posted an operating loss of $1.3 million versus operating income of $3.4 million in Q2 2025, as higher purchased transportation expense reduced gross profit by 12%. Final Mile Services revenue fell 6% and its operating income fell 30% to $5.6 million, as known business losses and a 14% decline in stops weighed on results.

  4. How is the company managing its balance sheet and capital?

    Debt outstanding was approximately $1.15 billion at June 30, 2026, versus $1.47 billion at December 31, 2025. Net capital expenditures for the six months were $144.9 million, compared with $399.1 million a year earlier. In Q2 the company repurchased about 392,000 shares for approximately $98 million and had about $791 million remaining under its repurchase authorization.

  5. What is the updated tax outlook?

    The effective income tax rate was 25.4% in Q2 2026 versus 26.9% a year earlier. The company now expects its 2026 annual tax rate to be between 24.0% and 24.5%.

04—Continue

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