J.B. HUNT $JBHT Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $3.68B (Est. $3.56B) 🟢; +20% YoY
🔹 EPS: $1.82 (Est. $1.81) 🟢; +3% YoY
🔹 Operating Income: $247.09M; +2% YoY
FY26 Guide:
🔹 Annual Tax Rate: ~24.0%
Segment Revenue:
🔹 Intermodal: $1.83B; +20% YoY
🔹 Dedicated: $960M; +11% YoY
🔹 ICS: $434M; +57% YoY
🔹 FMS: $200M; -3% YoY
🔹 Truckload: $261M; +37% YoY
Other Q3 Metrics:
🔹 Intermodal Loads: 585,582; +8% YoY
🔹 Intermodal Rev/Load: $3,121; +11% YoY
🔹 DCS Rev/Truck/Week: $5,732; +10% YoY
🔹 ICS Gross Margin: 14.3%
Key Updates:
🔹 Revenue excl. fuel surcharge: +13% YoY
🔹 Share Repurchases: ~704,000 shares for ~$174M
🔹 Debt Outstanding: ~$1.12B
Comments:
🔸 “I want to thank our people for their unwavering commitment to serving our customers, operating safely and executing with excellence every day.”
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