J.B. Hunt Transport Services, Inc. (JBHT)
J.B. Hunt: 3 Key Takeaways for Long-Term Investors
Third-quarter revenue increased 20% compared to the prior-year period. The company sold 425 trucks of new deals during the third quarter.
J.B. Hunt Q3 Earnings Beat on Intermodal Growth and Strong Pricing
JBHT's Q3 earnings beat estimates as Intermodal growth and stronger pricing lift revenues, though rising fuel, driver and insurance costs squeeze margins.
J.B. Hunt Q3: Rising Costs Bite, Shares Fairly Valued
Shares in J.B. Hunt Transport Services, Inc. are trading lower following the release of its Q3 results. JBHT beat on both the top and bottom lines, but the profitability figures didn't impress. JBHT stock was already up over 20% YTD and about 70% in the last year prior to the earnings release.
J.B. Hunt Transport Services, Inc. (JBHT) Q3 2026 Earnings Call Transcript
J.B. Hunt Transport Services, Inc. ( JBHT ) Q3 2026 Earnings Call October 15, 2026 5:00 PM EDT Company Participants Andrew Hall - Senior Director of Finance Shelley Simpson - President, CEO & Director Brad Delco - EVP of Finance & Chief Financial Officer Spencer Frazier - Executive Vice President of Sales & Marketing Nicholas Hobbs - COO, President of Highway & Final Mile Services and Executive VP Bradley Hicks - President of Dedicated Contract Services & Executive VP Darren Field - Executive VP & President of Intermodal Conference Call Participants David Vernon - Bernstein Institutional Services LLC, Research Division Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Brian Ossenbeck - JPMorgan Chase & Co, Research Division Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Scott Group - Wolfe Research, LLC Bascome Majors - Stephens Inc., Research Division Richa Talwar - Deutsche Bank AG, Research Division Jordan Alliger - Goldman Sachs Group, Inc., Research Division Ken Hoexter - BofA Securities, Research Division Thomas Wadewitz - UBS Investment Bank, Research Division Presentation Operator Good afternoon, and welcome to the J.B. Hunt Third Quarter 2026 Earnings Conference Call.
What J.B. Hunt Transport Services (JBHT) Said on Its Q3 Earnings Call
J.B. Hunt Transport Services NASDAQ: JBHT reported third-quarter revenue growth and modest gains in operating income and earnings per share as strong demand across its transportation services was partly offset by higher driver-related, fuel, claims and medical costs.
JB Hunt (JBHT) Reports Q3 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for JB Hunt (JBHT) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
JB Hunt (JBHT) Q3 Earnings and Revenues Beat Estimates
JB Hunt (JBHT) came out with quarterly earnings of $1.82 per share, beating the Zacks Consensus Estimate of $1.81 per share. This compares to earnings of $1.76 per share a year ago.
J.B. Hunt: Trucker Shortage Is A Near-Term Cost, Long-Term Pricing Tailwind
J.B. Hunt Transport Services is rated Buy with a $315/share price target, reflecting long-term growth potential amid a persistent trucker shortage. JBHT faces near-term margin pressure from higher driver compensation and diesel costs, but freight rates are supported by tight supply and regulatory changes. Management is proactively expanding the fleet despite short-term earnings headwinds, anticipating durable demand and eventual margin recovery by eFY27.
JB Hunt (JBHT) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates
Beyond analysts' top-and-bottom-line estimates for JB Hunt (JBHT), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2026.
J.B. Hunt Gears Up for Q3 Earnings: What's in Store for the Stock?
JBHT faces rising transportation costs, labor pressures and weak Final Mile performance ahead of Q3 earnings, with a negative Earnings ESP clouding the outlook.
JB Hunt (JBHT) Reports Next Week: Wall Street Expects Earnings Growth
JB Hunt (JBHT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
J.B. Hunt's Stock Plunges After Market Misprices Profit Warning
J.B. Hunt NASDAQ: JBHT issued an unexpected profit warning at a Morgan Stanley investor conference. The news is bad, don't get me wrong; higher costs are never good, but the market has completely mispriced the situation.
