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

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed October 15, 2026
Period End
October 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 · Feb ’20Feb ’20
  2. Leadership change8-K · Jan ’22Jan ’22
  3. Material agreement8-K · Dec ’25Dec ’25

01—Abstract

Summary

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

J.B.

Hunt Transport Services, Inc. (NASDAQ: JBHT) reported third quarter 2026 U.S. GAAP net earnings of $172.4 milliona, or $1.82 per diluted share, compared with net earnings of $170.8 million, or $1.76 per diluted share, in the third quarter of 2025. Total operating revenue rose 20% to $3.68 billion from $3.05 billion, and operating income increased 2% to $247.1 million. Excluding fuel surcharge revenue, total operating revenue increased 13%, driven mainly by an 8% increase in Intermodal loads, a 27% increase in Integrated Capacity Solutions revenue per load and a 29% increase in Truckload revenue per load, partially offset by a 10% decline in Final Mile Services stops.

The filing notes that operating income as a percentage of gross revenue declined year over year due to higher purchased transportation, fuel and fuel taxes, and insurance claims expenses. By segment, Intermodal revenue rose 20% to $1.83 billionb with operating income up 18% to $147.5 million. Dedicated Contract Services revenue increased 11% to $960 million, but operating income fell 22% to $81.7 million, reflecting higher professional driver personnel, medical claims and insurance costs.

Integrated Capacity Solutions revenue grew 57% to $434 millionc and swung to operating income of $9.6 million from an operating loss of $0.8 million a year earlier. Final Mile Services revenue fell 3% to $200 million and operating income dropped 76% to $1.6 million, while Truckload revenue rose 37% to $261 million with operating income down 6% to $7.0 million. On the balance sheet, debt outstanding was approximately $1.12 billion at September 30, 2026, down from $1.60 billion a year earlier and $1.47 billion at December 31, 2025.

Net capital expenditures for the nine months ended September 30, 2026 were $291.1 milliond, versus $490.9 million in the prior-year period. During the quarter the company repurchased approximately 704,000 shares for about $174 million, leaving roughly $619 million under its repurchase authorization. The company stated it expects its 2026 full-year annual tax rate to be approximately 24.0%.

02—Key points

Key Highlights

  1. Diluted EPS of $1.82 versus $1.76 in Q3 2025, up 3%; U.S. GAAP net earnings of $172.4 million versus $170.8 million.
  2. Total operating revenue of $3.68 billion, up 20%; excluding fuel surcharge revenue, up 13%.
  3. Operating income of $247.1 million, up 2%, with operating income as a percentage of gross revenue declining year over year.
  4. Intermodal operating income rose 18% to $147.5 million on 8% higher volume; Dedicated operating income fell 22% to $81.7 million.
  5. Integrated Capacity Solutions revenue rose 57% to $434 million and returned to operating income of $9.6 million from a $0.8 million loss.
  6. Final Mile Services operating income fell 76% to $1.6 million on a 3% revenue decline; Truckload operating income fell 6% to $7.0 million.
  7. Debt declined to approximately $1.12 billion from $1.60 billion a year earlier, and $174 million was spent repurchasing about 704,000 shares in the quarter.

03—Questions

Frequently Asked Questions

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

    The company reported U.S. GAAP net earnings of $172.4 million, or $1.82 per diluted share, compared with $170.8 million, or $1.76 per diluted share, in the third quarter of 2025. Total operating revenue rose 20% to $3.68 billion, while operating income increased 2% to $247.1 million.

  2. What drove revenue growth excluding fuel surcharge?

    Revenue excluding fuel surcharge increased 13%, primarily driven by an 8% increase in Intermodal loads, a 27% increase in Integrated Capacity Solutions revenue per load excluding fuel surcharge, and a 29% increase in Truckload revenue per load excluding fuel surcharge. These were partially offset by a 10% decline in Final Mile Services stops.

  3. Which segments weakened in the quarter?

    Dedicated Contract Services operating income fell 22% to $81.7 million due to higher professional driver personnel, group medical claims, insurance premium and equipment expenses. Final Mile Services operating income fell 76% to $1.6 million on lower revenue and higher purchased transportation expense.

  4. What is the company's capital and balance sheet position?

    Debt outstanding was approximately $1.12 billion at September 30, 2026, compared with $1.60 billion at September 30, 2025. Net capital expenditures for the nine months ended September 30, 2026 were $291.1 million, versus $490.9 million a year earlier. Cash and cash equivalents were approximately $4 million.

  5. What did the company say about capital returns and taxes?

    During the third quarter, J.B. Hunt purchased approximately 704,000 shares for about $174 million, leaving approximately $619 million remaining under its share repurchase authorization. Shares outstanding at September 30, 2026 were approximately 93.2 million. The company expects its 2026 full-year annual tax rate to be approximately 24.0%.

04—Continue

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