earnings
confidence high
sentiment positive
materiality 0.75
J.B. Hunt Q2 2026 EPS $1.91 beats $1.31; revenue up 19% to $3.50B
HUNT J B TRANSPORT SERVICES INC
- Operating income $259.5M (+32% YoY); net earnings $181.0M vs $128.6M.
- Intermodal revenue $1.75B (+22%), operating income $150.9M (+58%) on 10% volume growth.
- ICS revenue $388M (+49%), swings to operating income $1.7M from loss of $3.6M.
- Debt reduced to $1.15B from $1.72B a year ago; repurchased ~392K shares for $98M.
- 2026 annual tax rate guidance lowered to 24.0%-24.5% from prior expectation.