J.B. Hunt Transport Services, Inc. (JBHT) Q3 FY2026 earnings

Reported results

• U.S. GAAP operating income for Q3 2026 was $247.1 million, up 2% from $242.7 million in Q3 2025.
• U.S. GAAP net earnings for Q3 2026 were $172.4 million, or diluted EPS of $1.82, compared to $170.8 million, or $1.76 per diluted share in Q3 2025.
• U.S. GAAP total operating revenues for Q3 2026 were $3.68 billion, up from $3.05 billion in Q3 2025; excluding fuel surcharge revenues, operating revenues increased 13% to $3.01 billion.
• Intermodal (JBI) segment revenue was $1.83 billion, up 20%, with operating income of $147.5 million, up 18%.
• Integrated Capacity Solutions (ICS) segment revenue was $434 million, up 57%, with operating income of $9.6 million versus an operating loss of $(0.8) million in Q3 2025.
• Effective income tax rate was 25.5% in Q3 2026 versus 24.0% in Q3 2025; company expects 2026 full year annual tax rate of approximately 24.0%.

Guidance

• 2026 full year effective income tax rate expected to be approximately 24.0%

Notes

The company distinguishes between total operating revenues and revenues excluding fuel surcharge revenues throughout the release. Nine-month results (January 1 – September 30) are also provided: U.S. GAAP net earnings of $495.0 million, diluted EPS of $5.21, operating income of $713.6 million, and total operating revenues of $10.23 billion. At September 30, 2026, consolidated debt was $1.12 billion (current debt $0; long-term debt $1.12 billion) compared to $1.60 billion at September 30, 2025.

Price and volatility reaction

The stock moved -2.8% on the print. No front-expiry chain was on file, so there is no straddle expected move.

Source

The figures above come from the earnings release the company filed with the SEC on 2026-10-15 (8-K, Item 2.02). Read the original filing on sec.gov.