HUNT J B TRANSPORT SERVICES INC (JBHT) Form 10-Q — Oct 23, 2026
J.B. Hunt's Q3 2026 revenue rose 20% year-over-year to $3.68 billion, with diluted EPS of $1.82 versus $1.76 a year ago. The Intermodal (JBI) segment drove the beat with revenue up 20% and operating income up 18% to $147.5 million, while brokerage (ICS) swung to a $9.6 million operating profit from a loss. However, consolidated operating income was nearly flat at $247.1 million as operating expenses grew faster than revenue, and Dedicated (DCS) operating income fell 22% to $81.7 million and Final Mile (FMS) fell 76% to $1.6 million on higher driver, insurance, and medical costs.
Key figures
- Eps
- 1.82
- Revenue
- 3676807000
- Guidance
- Approximately $700 million of net capital expenditures expected for full calendar year 2026; annual tax rate for 2026 expected at approximately 24.0%.
- Net Income
- 172418000
- Total Debt
- 1123837000
- Revenue Yoy
- 20.4%
- Total Assets
- 8087113000
- Cash Position
- 3750000
- Shares Outstanding
- 93218722
- Q3 2025 revenue
- 3052897000
- Nine month revenue
- 10228594000
- Q3 2025 eps diluted
- 1.76
- Q3 operating income
- 247093000
- Ics q3 revenue growth
- 57%
- Jbi q3 revenue growth
- 20%
- Jbt q3 revenue growth
- 37%
- Q3 effective tax rate
- 25.5%
- Nine month diluted eps
- 5.21
- Nine month net earnings
- 495005000
- Q3 operating income 2025
- 242657000
- Buyback capacity remaining
- $619.3 million
- Quarterly dividend per share
- 0.45
- Dcs q3 operating income change
- -22%
- Fms q3 operating income change
- -76%
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