EarningsQ2 2026 Earnings Report
MX:JBHT Q2 2026 EPS Results
Actual EPS$34.56
Consensus EPS$31.52
Beat/MissBeat by +$3.04
One Year Ago EPS$23.70
MX:JBHT Q2 2026 Revenue Results
Actual Revenue$63.25B
Expected Revenue$59.04B
Beat/MissBeat by +$4.20B
YoY Revenue Growth+19.37%
Earnings Announcement Details
QuarterQ2 2026
Date07/15/2026
TimeAfter Close
Conference CallWednesday, July 15, 2026
MX:JBHT Upcoming Earnings
JB Hunt's next earnings date is estimated for October 20, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:JBHT Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented materially positive operational and financial momentum: strong top-line growth, record Intermodal volumes, double-digit volume gains across multiple businesses, significant structural cost reductions (~$135M) and improved safety. Offsetting items include margin pressure in truckload (JBT) driven by higher purchase transportation costs, ongoing ICS margin recovery needs, a ~100 bps fuel headwind to Dedicated margins, and industry-wide driver and drayage capacity constraints that create near-term cost and hiring pressure. Management emphasized disciplined pricing and capital allocation while expressing confidence in further pricing opportunities heading into the next bid cycle.Company Guidance
Strong GAAP Financial Results
Total revenue increased 19% year-over-year, operating income improved 32%, and diluted earnings per share rose 45% compared to the prior-year period, demonstrating meaningful financial leverage and execution.
Broad-Based Volume Growth and Market Share Gains
Double-digit volume growth reported across JBI, ICS, and JBT. Intermodal set a quarterly volume record with over 578,000 loads (volumes up 10% YoY) and monthly growth of +9% (April), +9% (May), and +12% (June). Company reported gaining market share across services.
Intermodal Regional Strength
Eastern Intermodal volume increased 16% YoY (31% on a two-year stacked basis), Transcon volume +5%. Management highlighted significant road-to-rail conversion opportunities and improved value proposition vs truckload.
Material Structural Cost Reductions
Company removed over $135 million of structural costs over the past year through simplification, productivity improvements, asset utilization, and automation—improving cost to serve and operating leverage.
Record and Expanding Business Pipelines
Dedicated Contract Services pipeline at record levels (in number of trucks). Company sold ~250 trucks in Q2 and remains confident in full-year gross truck sales target of 1,000–1,200 new trucks.
Safety and Operational Excellence
Safety performance improved: DOT preventable accidents per million miles year-to-date through Q2 bested last year's results by 11%. DCS delivered a record safety performance, supporting lower cost to serve.
Balance Sheet and Capital Discipline
Management reiterated disciplined capital allocation: prioritizing investments with attractive returns, maintaining investment-grade balance sheet, supporting dividend growth and opportunistic share repurchases; much capacity already funded providing flexibility.
MX:JBHT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed