secwatch.observer — SEC 8-K summary
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Issuer:     HUNT J B TRANSPORT SERVICES INC (JBHT)
CIK:        0000728535
Form:       8-K
Filed at:   2026-10-15T20:23:02+00:00
Accession:  0001437749-26-032715
Event type: earnings
Sentiment:  neutral
Materiality: 0.62
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/728535/000143774926032715/0001437749-26-032715-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/728535/000143774926032715/jbht20261014_8k.htm
  HTML page:      https://secwatch.observer/filing/0001437749-26-032715

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