$JBHT · HUNT J B TRANSPORT SERVICES INC
J.B. Hunt's Form 10-Q for Q3 FY2026 reports operating revenues excluding fuel surcharge of $3.006B, up 12.7% from $2.667B. Total operating revenues reached $3.677B, including fuel surcharge revenue of $670.8M. Diluted EPS was $1.82 on net earnings of $172.4M, versus $1.76 and $170.8M a year earlier.
- Total operating revenues rose 20.4% year over year to $3.677B.
- Nine-month diluted EPS climbed to $5.21 from $4.24.
- JBT segment revenue rose 32% to $706M in the first nine months.
- JBT segment operating income fell 35% to $8.4M.
- Cash and equivalents ended Q3 at $3.75M, down from $17.28M at year-end.
Shares traded at $224.49, down 2.64% on the day but nearly unchanged (-0.09%) from the filing-time price of $224.69. The muted post-filing reaction suggests the mixed segment results were already reflected.
J.B. Hunt delivered revenue and EPS growth, but falling JBT and FMS operating income signals margin pressure in smaller segments.
Segment divergence mirrors broader freight-market unevenness: JBT revenue rose 32% to $706M while FMS first-nine-month revenue fell 5% to $586M.
The filing notes claims can exceed existing aggregate reimbursement limits and trigger additional premium provisions, with a liability recorded for estimated probable exposure.
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