---
schema_version: "secwatch.filing_event.v1"
accession: "0001437749-26-032715"
form_type: "8-K"
ticker: "JBHT"
cik: "0000728535"
company_name: "HUNT J B TRANSPORT SERVICES INC"
filed_at: "2026-10-15T20:23:02+00:00"
generated_at: "2026-10-15T20:24:04.807674+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.62
calibrated_materiality_score: 0.62
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001437749-26-032715
- form_type: 8-K
- ticker: JBHT
- cik: 0000728535
- company_name: HUNT J B TRANSPORT SERVICES INC
- filed_at: 2026-10-15T20:23:02+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.62
- calibrated_materiality_score: 0.62
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/728535/000143774926032715/0001437749-26-032715-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/728535/000143774926032715/jbht20261014_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-26-032715
- JSON: https://secwatch.observer/filing/0001437749-26-032715.json
- Plain text: https://secwatch.observer/filing/0001437749-26-032715.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
