Every 10-Q that JB Hunt Transport Services Inc (JBHT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow JBHT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full JBHT filings page.
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 reported stronger Q1 2026 results. Total operating revenues reached $3.06 billion, up from $2.92 billion a year earlier, while net earnings rose to $141.6 million from $117.7 million. Diluted earnings per share increased to $1.49 from $1.17.
Growth was driven by higher volumes and better pricing in Intermodal, Dedicated, Integrated Capacity Solutions, and Truckload, plus improved cost management, partially offset by weaker brokerage margins. Cash from operations was $353.0 million, net capital spending fell to $70.7 million, and the company repurchased about 383,000 shares for $80.1 million and paid a $0.45 dividend. Long-term debt stood at $1.30 billion after issuing $475 million of term loans and repaying $700 million of senior notes.
J.B. Hunt Transport Services (JBHT) reported steady profitability in Q3 2025 despite a slight revenue dip. Total operating revenues were $3.05 billion, down 0.5% year over year, while operating income rose to $242.7 million and net earnings reached $170.8 million. Diluted EPS increased to $1.76 from $1.49 a year ago as mix and cost controls supported margins.
Segment results were mixed. Intermodal (JBI) revenue fell 2% to $1.52 billion, but operating income improved to $125.0 million on better network balance and lower empty moves. Dedicated (DCS) revenue rose 2% to $864 million with operating income up to $104.3 million on higher productivity. ICS revenue slipped 1% to $276 million, with a reduced operating loss of $0.8 million. Final Mile (FMS) revenue declined 5% to $206 million and operating income fell to $6.9 million. Truckload (JBT) revenue grew 10% to $190 million, though operating income eased to $7.4 million.
Year to date, operating cash flow was $1.29 billion, funding $490.9 million in net capital spending and $783.4 million of share repurchases. The Board also authorized an additional $1 billion repurchase on October 22, 2025. Debt included $700 million of 3.875% notes due 2026 and $750 million of 4.90% notes due 2030; $160 million was outstanding on the revolver at 5.16%.
J.B. Hunt Transport Services (JBHT) Q2 FY 25 10-Q highlights:
- Total revenue was essentially flat YoY at $2.93 bn; core (ex-fuel) revenue rose 1% as higher volumes in Intermodal (JBI +6%) and Truckload (JBT +13%) offset softer pricing.
- Operating income declined 4% to $197 m as higher insurance, medical and maintenance costs outweighed lower fuel and depreciation; operating margin slipped 30 bp to 6.7%.
- Diluted EPS eased to $1.31 from $1.32 (-0.8%); net earnings down 5% to $129 m; effective tax rate 26.9%.
- Segment picture: JBI income -4% on yield pressure; Dedicated (DCS) income -3% on lower fleet count; Integrated Capacity (ICS) loss narrowed to $3.6 m (from $13.3 m) on higher gross margin; Final Mile (FMS) profit -60% on demand softness; JBT profit -5%.
- Cash from operations YTD remains strong at $806 m (-3% YoY). Net capex YTD $399 m; FY-25 guidance $550-650 m.
- Capital structure: issued $750 m 4.90% notes due 2030 and repaid $500 m term loan; total debt up to $1.72 bn; net leverage ~1.6× EBITDA (management still within covenants). Available revolver capacity ~$722 m.
- Shareholder returns: repurchased 3.8 m shares for $553 m YTD (2.4 m in Q2) and paid $0.44 quarterly dividend; $335 m authorization remains.
- Liquidity solid with $50.9 m cash and $806 m FCF YTD; management sees no material impact from recently enacted U.S. tax legislation.
Outlook: management continues cost controls and asset-utilisation focus; expects FY-25 effective tax rate 24-25% and capex within guided range. No explicit revenue or EPS guidance provided.