J.B. Hunt Q3'26 revenue $3.68B, up 20%; EPS $1.82 vs $1.76; operating income up 2%

HUNT J B TRANSPORT SERVICES INC

Q3 2026 net earnings $172.4M or $1.82 diluted EPS vs $170.8M and $1.76 a year ago; operating income $247.1M (+2%) on revenue of $3.68B vs $3.05B.
Revenue excluding fuel surcharge rose 13%, driven by 8% more Intermodal loads, ICS revenue per load +27% and Truckload revenue per load +29%, partly offset by FMS stops -10%.
DCS revenue $960M (+11%) but operating income fell 22% to $81.7M; FMS revenue $200M (-3%) and operating income $1.6M (-76%); JBT income $7.0M (-6%).
ICS revenue $434M (+57%) with operating income $9.6M vs a $0.8M loss in Q3'25; JBI revenue $1.83B (+20%), operating income $147.5M (+18%), Eastern loads +18%.
Debt $1.12B at 9/30/26 vs $1.60B a year ago; 9-month net capex $291.1M vs $490.9M; bought back ~704,000 shares for ~$174M, $619M left on authorization.

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