The strong beat in both revenue and EPS, particularly in the Intermodal and Truckload segments, suggests continued operational momentum. Traders should monitor the company's ability to maintain this growth trajectory and cost management in the coming quarters.
Price Chart
Executive Summary
J.B. Hunt reported Q1 2026 earnings with revenue of $3.06 billion (up 5% YoY) and EPS of $1.49, a 27% increase from $1.17 in Q1 2025. The company beat consensus EPS estimates by 2.8% and revenue by 3.7%, driven by strong performance in Intermodal and Truckload segments.
Key Financial Metrics
Key Facts
- Q1 2026 revenue: $3.06 billion (up 5% YoY)
- Q1 2026 EPS: $1.49 (up 27% YoY)
- Beat consensus EPS estimate of $1.45 by 2.8%
- Beat consensus revenue estimate of $2.95 billion by 3.7%
- Intermodal segment revenue: $1.50 billion (up 2% YoY)
- Truckload segment revenue: $205 million (up 23% YoY)
Financial Impact
Revenue increased by $135 million and EPS by $0.32 compared to Q1 2025
Risk Factors
- Increased purchased transportation expenses in ICS and JBT segments could pressure margins
- Severe winter weather disruptions could impact future operations
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-012396 |
| Document: jbht20260414_8k.htm | 0001437749-26-012396 |
| Document: 0001437749-26-012396-index-headers.html | 0001437749-26-012396 |
| Document: 0001437749-26-012396-index.html | 0001437749-26-012396 |
| Document: 0001437749-26-012396.txt | 0001437749-26-012396 |
| 8-K Data (Synthetic) | 0001437749-26-012396 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 8, 2026 16w ago | Insider Cluster | $288.17 $277.74 | ▼ −3.62% | ▼ −5.25% | $232.99 (−19.15%) |
May 26, 2026 18w ago | Insider Cluster | $267.63 $268.61 | ▲ +0.37% | ▲ +2.31% | $232.99 (−12.94%) |
May 18, 2026 19w ago | Insider Cluster | $256.53 $267.24 | ▲ +4.17% | ▲ +3.19% | $232.99 (−9.17%) |
Apr 21, 2026 23w ago | Insider Cluster | $250.62 $261.46 | ▲ +4.32% | ▼ −0.59% | $232.99 (−7.03%) |
Apr 21, 2026 23w ago | Insider Cluster | $250.62 $261.46 | ▲ +4.32% | ▼ −0.59% | $232.99 (−7.03%) |
Apr 21, 2026 23w ago | Insider Cluster | $250.62 $261.46 | ▲ +4.32% | ▼ −0.59% | $232.99 (−7.03%) |
Apr 15, 2026 24w ago | 8-K | $237.88 $237.80 | ▼ −0.03% | ▼ −5.85% | $232.99 (−2.05%) |
Mar 11, 2026 29w ago | DEFA14A | $209.97 $225.22 | ▲ +7.26% | ▲ +6.74% | $232.99 (+10.97%) |
Mar 5, 2026 30w ago | 8-K | $212.99 $217.37 | ▲ +2.05% | ▲ +4.10% | $232.99 (+9.39%) |
Jan 22, 2026 36w ago | Court Ruling | $209.92 $230.16 | ▲ +9.64% | ▲ +9.59% | $232.99 (+10.99%) |
US Market Status
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