J.B. Hunt Transport Services, Inc. · JBHT · Next earnings

J.B. Hunt Transport Services, Inc. reports Wednesday, Oct 21, 2026

JBHT reports after market close with consensus EPS at $2.00 and revenue at $3.56B. Last quarter: J.B. Hunt Q2 2026: Revenue and EPS Beat as Volume Growth Accelerates Across All Segments

Reports After market close31 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $2.00 Calendar consensus
Consensus revenue $3.56B Calendar consensus
Report date Oct 21, 2026 Wednesday, date estimated
Session After market close 31 days away

Where JBHT left off: FY2026 Q2

Full report

J.B. Hunt Q2 2026: Revenue and EPS Beat as Volume Growth Accelerates Across All Segments

EPS surprise +11.7% Reported $1.91 vs $1.71
Revenue surprise +7.1% Reported $3.50B vs $3.26B
Stock move +8.0% Event window
Subsequent drift -10.3% Up to 20 sessions

Q1 2026 guidance sentiment was 'maintained'; Q2 2026 guidance was 'not provided' on the call. Capex outlook remains 'stable' from the prior quarter. DCS truck sales target moved to 1,000-1,200 annually, up from 800-1,000 new trucks in 2026 stated in Q1. Cost-to-serve program has removed over $135 million in the past year, tracking toward the $100 million multi-year target disclosed in Q1.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Continued driver labor shortage and rising wage pressures compressing margins.
  • Fuel price volatility affecting operating margin despite pass-through mechanisms.
  • Regulatory enforcement tightening truckload capacity, which could constrain operations.
  • Potential lag in rail provider capacity planning impacting intermodal service levels.
  • Pricing recovery may lag core inflation, limiting margin upside.

Questions analysts left open

  • Extent and pricing impact of multi-year intermodal contracts.
  • Realized yield on intermodal mini-bids and peak-season pricing.
  • Margin pressure from higher spot rates and fuel surcharge headwinds.

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Recent JBHT quarters

All JBHT earnings
+8.0%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.