JBHT J.B. Hunt Transport Services, Inc.

$JBHT Prices for diesel, the fuel type used to power trucks and trains, came in at an all-time high of about $6.31 per gallon on Wednesday $SPY $DJT $UNP

$JBHT elevated fuel prices will be here for a while. 2 or 3 quarters at least . Price target 210

Sentiment for companies reporting this evening and tomorrow morning are tighly grouped. None have been in the extreme zones of bullish or bearish this entire look-back period. The industrials $JBHT and $CBAT have both spent several days in the Bearish zone though the Trucker JB Hunt is presently ranked neutral. Materials have been perking up this week and the ramp in $AA sentiment shows. But despite the ramp it is still the Neutral zone. $IBKR ranks the highest at 72. Most of these are financials and earning from $RF (the lowest rank of the sector at 44) is often a tell for regional banks in general.

$JBHT just got 20% rate increases from Lowes and Frito lay -- who happen to be biggest customers-- passing fuel to customers-- this is a buy-- I see the rates and they are all time highs- don't let j/:(!) p!g$ fool you

J.B. Hunt just warned on Q3. - Recruiting costs: +$25M - Record diesel: $10M headwind - Earnings: down 5-10% sequentially $JBHT

JB Hunt Gets Analysts Talking Post Q3 Report: JPMorgan Says Most Investors ‘Overestimate’ How Quickly Margins Can Improve $JBHT $JPM https://stocktwits.com/news/equity/markets/jb-hunt-gets-analysts-talking-post-q3-report-jp-morgan-says-most-investors-overestimate-how-quickly-margins-can-improve/cZxKEiWRBsV

$JBHT "Trade Idea 4: Sell the October 220/250 Strangle for a $3.00 credit." lookks to expire, let IV fall then can buy to close or watch

$JBHT "Trade Idea 2: Buy the October 240/250 Call Spread ($2.00) and sell the October 220 Put for 50 cents." looks to expire.

$JBHT Q3 came in basically right on the lowered bar. EPS 1.82 dollars vs 1.81 expected, revenue 3.68 billion vs 3.59 expected, up 20 percent from a year ago. Operating margin still compressed though, 6.7 percent vs 7.9 percent last year, and operating income only grew 2 percent on that 20 percent revenue jump. Intermodal carried it, operating income up 18 percent on 8 percent more loads. Dedicated went the other way, revenue up 11 percent but operating income down 22 percent. Stock's down about 4 percent after hours.

J.B. Hunt Transport Services reported Q3 2026 revenue of $3.68 billion, beating consensus estimates of approximately $3.58 billion, while EPS came in at $1.82. However, operating margin fell to 6.7% from 7.9% a year earlier as rising driver, fuel and outsourced transportation costs pressured profitability. Shares declined 2.26% after hours to $230.00, despite revenue growth. Bernstein SocGen cut its price target to $307 from $329 ahead of earnings, maintaining an Outperform rating while lowering Q3 and Q4 estimates due to cost concerns. In the 90 days before the report, analysts issued 18 negative EPS revisions and no positive revisions, while short interest increased ahead of the release. Macroeconomic pressures added to the headwinds: September producer-price inflation reached 6.3% year over year, above the 5.3% consensus estimate, while stronger retail sales reinforced concerns about tighter Federal Reserve policy. $JBHT

$JBHT (J.B. Hunt), the S&P 500 trucking and intermodal carrier, saw Q3 2026 Dedicated operating income fall 22% to $81.7M from $104.3M even as that unit's revenue rose 11%, on driver pay, medical claims, insurance and onboarding costs. Dedicated is a third of the $247.1M Q3 operating income; the company is worth about $21.32B at $227 at 16:08 ET Oct 15, 2026. Offset: Intermodal operating income rose 18% to $147.5M and Dedicated customer retention held near 96%. Earnings call set for 4-5pm CDT Oct 15.

$JBHT Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.82 up 3.41% YoY • Reported revenue of $3.68B up 20.44% YoY • J.B. Hunt expects its 2026 full-year annual tax rate to be approximately 24.0%; the release provides no quantified revenue, operating-margin, or earnings guidance for the period.

$JBHT J.B. Hunt reports Thursday after the close. Consensus is 1.81 dollars of EPS on 3.59 billion dollars of revenue (AlphaStreet, 20 analysts). That EPS estimate has fallen 15.4 percent in 30 days, from 2.14 dollars. Revenue consensus still implies about 18 percent growth from a year ago, EPS only about 3 percent. Targets were trimmed across the board in the Q3 previews too. Truist cut to 235 from 295, barely above the roughly 229 dollar share price, Citi to 254 from 309, JPMorgan to 287 from 313.

$JBHT made 58.xx bottom line profit on j b hunt transportation. a play on diesel prices falling a bit from a very high price. MANY THANKS TO MY ESTEEMED STOCKTWITS COMPANION. I'm but a fool without u 10/09/2026 Sell Edit cost basis method JBHT HUNT J B TRANS SVCS INC 14 $228.735 $0.07 $3,202.22 More 10/07/2026 Buy JBHT HUNT J B TRANS SVCS INC 7 $222.70 -$1,558.90 More 10/06/2026 Buy JBHT HUNT J B TRANS SVCS INC 7 $226.35 -$1,584.45 More Total $0.07 $58.87

$JBHT What surprises me is all the Price tgt reiterations bacically say that the targets have been reduced but still substantially higher than where share price is trading 25/80$ higher. Those tgts are reduced to relect labor and diesel issues. Yesterdays levitation is either a miracle or an adjustment towards fair value. My opinion is Fair value but 20$ higher. You decide. GLTA

$JBHT Truist, BMO Capital and Citi lowered their price targets while keeping their existing ratings on JBHT. JPMorgan and TD Cowen also cut their targets on Oct. 5, while Susquehanna lowered its target on Oct. 2.

J.B. Hunt Stock: Analysts Trim Price Targets Ahead Of Q3 Earnings As Freight Recovery Remains Supply-Driven $JBHT https://stocktwits.com/news/equity/markets/j-b-hunt-stock-analysts-trim-price-targets-ahead-of-q3-earnings-as-freight-recovery-remains-supply-driven/cZDvgGURBmp

$JBHT Fuel surcharges are supposed to pass diesel costs to the shipper. They do not cover empty miles. A truck driving to its next load is burning fuel nobody is paying a surcharge on, and at $6 a gallon that stretch costs real money. That is part of why a diesel spike hits small carriers harder than large ones.

$JBHT just so I don’t forget about it. B 5 at 227 limit day. Thanks 2 my esteemed colleague for Monday 10/5

$JBHT Options traded extremely actively that day, with bearish bets dominating. More interestingly, JBHT was trading at a trailing P/E of roughly 39x right before the crash, well above its 5-year median of 27x. This selloff is essentially a forced valuation reset for a perfectly priced cyclical stock.