HUNT J B TRANSPORT SERVICES INC (JBHT) Form 8-K — Oct 15, 2026
J.B. Hunt reported Q3 2026 revenue of $3.68 billion, up 20% year-over-year, with diluted EPS of $1.82 versus $1.76 a year ago and net earnings of $172.4 million. Operating income rose only 2% to $247.1 million as margins compressed to 6.7% from 7.9%, weighed by higher purchased transportation, fuel costs, and insurance and medical claims expenses. Results were mixed by segment: Intermodal operating income jumped 18% and ICS swung to a $9.6 million profit from a loss, while Dedicated operating income fell 22% and Final Mile dropped 76%.
Key figures
- Eps
- 1.82
- Revenue
- 3676807000
- Net Income
- 172418000
- Revenue Yoy
- 20%
- Capex 9mo
- 291133000
- Total debt
- 1120000000
- Prior year eps
- 1.76
- Prior year debt
- 1600000000
- Operating income
- 247093000
- Operating margin
- 6.7% vs 7.9% prior year
- Effective tax rate
- 25.5% vs 24.0%
- Operating income yoy
- 2%
- Prior year net income
- 170849000
- Shares repurchased q3
- 704,000 shares for ~$174 million
- Remaining buyback authorization
- 619000000
- Full year 2026 tax rate guidance
- approximately 24.0%
AI analysis
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