Latest Earnings Results: Q3 '26
Estimated EPS
$1.81
Reported EPS
$1.82
Surprise
+0.79%
Estimated Rev
$3.59B
Reported Rev
$3.68B
Surprise
+2.3%
• 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.
Bullish Takeaway
J.B. Hunt reported Intermodal volume and operating income growth amid strong demand; ICS operating income was $9.6M versus a prior-year operating loss of -$800K, and debt outstanding was lower than September 2025.
Bearish Takeaway
J.B. Hunt's operating income as a percentage of gross revenue decreased with higher purchased transportation, fuel and fuel taxes, and insurance claims; Dedicated and Final Mile operating income declined; Final Mile cited known business losses.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $2.05 | -- | -- | N/A |
Q3 '26 | $1.81 | $1.82 | 0.79% | BEAT |
Q2 '26 | $1.74 | $1.91 | 9.62% | BEAT |
Q1 '26 | $1.44 | $1.49 | 3.44% | BEAT |
Q4 '25 | $1.81 | $1.90 | 4.77% | BEAT |