On October 31, 2026, JBHT EVP & CFO Albert Brad Delco reported exercises or conversions of four restricted-stock positions totaling 1,108 shares, with corresponding acquisitions of common stock. He also had 480 shares delivered or withheld for payment of exercise price or tax liability, reported at $221.08 per share. Separately, 1,223.1001 Common Stock 401(k) shares were held directly as of October 31, 2026; the footnote says they reflect contributions since May 5, 2026.
J.B. Hunt Transport Services, Inc. (JBHT) reported that Sr VP, Treasurer Kevin Bracy exercised or converted restricted-stock derivative positions on October 31, 2026, with 1,042 common shares acquired. In the related transactions, 307 shares were delivered or withheld for payment of exercise price or tax liability at a reported $221.08 per share. No Rule 10b5-1 plan is reported.
At HUNT J B TRANSPORT SERVICES INC, Senior Vice President, Legal/General Counsel Jennifer Boattini reported four restricted-stock derivative exercises or conversions involving 1,863 shares on October 31, 2026, and acquisitions of 1,863 common shares. She also reported 772 common shares delivered or withheld for payment of exercise price or tax liability, at a reported $221.08 per share. No Rule 10b5-1 plan is reported.
Hunt J B Transport Services Inc. Chief Accounting Officer John Kuhlow exercised 550 restricted stock derivative securities into 550 common shares on October 31, 2026, at a reported exercise price of $0.00. His reported restricted stock derivative position after the transaction was 1,652 shares, with an expiration date of November 30, 2029. On that date, 244 common shares were delivered or withheld for payment of exercise price or tax liability, at a reported price of $221.08 per share. His Common Stock 401(k) holding was 5,946 shares as of October 31, 2026; the footnote says this reflects shares acquired through 401(k) contributions since March 31, 2026.
JBHT executive Ronald Greer Woodruff, EVP Safety, ESG, Maintenance, reported exercising a Restricted Stock derivative on October 31, 2026, disposing of 230 derivative securities and acquiring 230 common shares. On the same date, 96 common shares were delivered or withheld for payment of exercise price or tax liability, at a reported $221.08 per share.
Johnnie B. Hunt Jr., a director of JBHT, reported a bona fide gift of 4,538 common shares on October 22, 2026. His directly held common-stock position following the transaction was 66,159 shares.
J.B. Hunt Transport Services (JBHT) reported third-quarter 2026 operating revenue of $3.68 billion, up 20% year over year, and net earnings of $172.4 million versus $170.8 million. Operating income was $247.1 million, compared with $242.7 million; operating expenses rose 22%, faster than revenue’s 20.4% increase.
For the first nine months of 2026, revenue was $10.23 billion versus $8.90 billion, and net earnings rose 18.6% to $495.0 million from $417.2 million. Operating cash flow fell to $1.11 billion from $1.29 billion; the company attributed the decline primarily to the timing of general working-capital activities, partly offset by increased earnings. Segment results differed: JBI operating income increased 18% in the quarter, DCS fell 22%, ICS posted $9.6 million of operating income versus a $0.8 million loss, and FMS operating income fell 76% to $1.6 million.
J.B. Hunt repurchased 704,364 shares in the quarter for approximately $173.8 million and had $619.3 million available under its repurchase plan at September 30, 2026. It expected approximately $700 million in net capital expenditures for 2026 and declared a $0.45-per-share dividend payable November 20, 2026.
J.B. Hunt Transport Services (JBHT) reported third-quarter 2026 revenue of $3.68 billion, up 20% year over year; revenue excluding fuel surcharges rose 13%. Net earnings were $172.4 million versus $170.8 million, and diluted EPS was $1.82 versus $1.76. Operating income increased 2% to $247.1 million, while operating income as a percentage of gross revenue decreased amid higher purchased transportation, fuel and fuel taxes, and insurance claims expenses.
Intermodal revenue and operating income rose 20% and 18%. Integrated Capacity Solutions revenue rose 57% and operating income was $9.6 million, versus a $0.8 million loss. Dedicated revenue grew 11%, but operating income fell 22%; Final Mile revenue declined 3% and operating income fell 76%. Truckload revenue rose 37%, while operating income declined 6%.
At September 30, 2026, debt outstanding was approximately $1.12 billion and cash was approximately $4 million; actual shares outstanding were approximately 93.2 million. The company repurchased approximately 704,000 shares for approximately $174 million during the quarter, with approximately $619 million remaining under its authorization.
J.B. Hunt Transport Services delivered strong second-quarter 2026 results, with total operating revenues of $3.50 billion, up 19% from $2.93 billion a year earlier, and net earnings of $181.0 million, up 40.8%. Diluted EPS rose to $1.91 from $1.31 as operating margin improved to 7.4%.
Growth was broad-based: Intermodal (JBI) revenue increased 22% with 10% higher volumes and operating income up 58% to $150.9 million; Dedicated (DCS) revenue grew 9% and operating income 9% to $102.5 million. Brokerage (ICS) revenue rose 49%, returning to a $1.7 million operating profit, while Truckload (JBT) revenue climbed 35% but shifted to a small loss amid tighter third‑party capacity and higher purchased transportation costs. Final Mile (FMS) revenues fell 6% and operating income declined 30% as the company exited lower‑quality business.
For the first six months of 2026, revenues reached $6.55 billion and net earnings $322.6 million, with diluted EPS of $3.39. Operating cash flow was $723.3 million, funding $144.9 million of net capital expenditures, $177.8 million of share repurchases (about 775,000 shares), and $85.0 million of dividends, while long‑term debt was $1,145.3 million against total assets of about $7.94 billion.
J.B. Hunt Transport Services, Inc. reported higher second quarter 2026 results, with total operating revenue of $3.50 billion, up 19% from a year earlier. Net earnings were $181.0 million and diluted EPS $1.91, compared with $128.6 million and $1.31 in second quarter 2025. Operating income increased 32% to $259.5 million, and operating margin improved to 7.4%.
Intermodal led performance, as revenue grew 22% to $1.75 billion and operating income 58% to $150.9 million, supported by 10% higher loads and 11% higher revenue per load. Dedicated Contract Services revenue rose 9% to $921 million with a 9% increase in operating income, while Integrated Capacity Solutions revenue climbed 49% to $388 million and generated $1.7 million of operating income versus a prior-year loss. Final Mile Services revenue decreased 6% to $198 million and Truckload revenue increased 35% to $240 million but posted a $1.3 million operating loss.
For the six months ended June 30, 2026, net earnings were $322.6 million and diluted EPS $3.39. At June 30, 2026, debt outstanding was approximately $1.15 billion and cash and cash equivalents $4.2 million. Net capital expenditures for the first half were $144.9 million, and the company repurchased about 392,000 shares for $98 million, leaving $791 million under its share repurchase authorization. Management now expects the 2026 annual income tax rate to be between 24.0% and 24.5%.