Every material Form 8-K J.B. Hunt has filed with the SEC since July 16, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
J.B. Hunt Transport Services reported third quarter 2026 results for the period ended September 30, 2026, with total operating revenue up 20% to $3.68 billion and diluted earnings per share of $1.82 versus $1.76 a year earlier. Operating income rose 2% to $247.1 million, but operating income as a percentage of gross revenue declined, and the company cited higher purchased transportation, fuel costs and insurance claims.
Q3 2026 total operating revenue was $3.68 billion, up 20%; revenue excluding fuel surcharge rose 13%.
Net earnings were $172.4 million versus $170.8 million a year earlier; diluted EPS was $1.82 versus $1.76.
Operating income was $247.1 million, up 2%; Dedicated Contract Services operating income fell 22% to $81.7 million.
In the third quarter the company bought back about 704,000 shares for about $174 million and had about $619 million left under its repurchase authorization.
J.B. Hunt Transport Services reported second quarter 2026 net earnings of $181.0 million, or $1.91 per diluted share, versus $128.6 million, or $1.31 per share, a year earlier. Total operating revenue rose 19% to $3.50 billion, and operating income rose 32% to $259.5 million, though fuel surcharge revenue accounted for part of the revenue gain. For shareholders, the quarter shows higher earnings per share, and the company bought back about 392,000 shares for about $98 million in the quarter.
Net earnings $181.0 million vs. $128.6 million; diluted EPS $1.91 vs. $1.31 (up 45%)
Revenue $3.50 billion, up 19%; excluding fuel surcharge revenue, up 11%
Intermodal operating income $150.9 million, up 58%; Truckload posted a $1.3 million operating loss
Debt about $1.15 billion at June 30, 2026, vs. $1.72 billion a year earlier; 2026 tax rate expected at 24.0% to 24.5%
J.B. Hunt Transport Services reported first quarter 2026 total operating revenue of $3.06 billion, up 5% from $2.92 billion a year earlier. Operating income rose 16% to $207.0 million and diluted earnings per share rose 27% to $1.49 from $1.17, on net earnings of $141.6 million. Both headline profit and revenue improved, though the Integrated Capacity Solutions segment posted a larger operating loss.
Total operating revenue of $3.06 billion, up 5%; excluding fuel surcharge revenue, up 3%.
Operating income of $207.0 million, up 16%; net earnings of $141.6 million versus $117.7 million.
Integrated Capacity Solutions operating loss widened to $(4.7) million from $(2.7) million, with gross margin down to 12.0% from 15.3%.
Repurchased about 383,000 shares for about $80 million in the quarter; about $888 million remained under the authorization at March 31, 2026.
J.B. Hunt Transport Services reported fourth-quarter 2025 results on January 15, 2026. Diluted earnings per share rose to $1.90 from $1.53 a year earlier, while total operating revenue fell 2% to $3.10 billion, so shareholders saw higher profit on lower sales.
Q4 2025 net earnings were $181.1 million, versus $155.5 million in Q4 2024.
Q4 2025 operating income rose 19% to $246.5 million; the prior-year quarter included $16.0 million of intangible asset impairment charges.
Full-year 2025 diluted EPS was $6.12 versus $5.56, up 10%, on revenue of $12.00 billion, down 1%.
The company bought back about 6.3 million shares for about $923 million in 2025, with about $968 million remaining under its authorization.
J.B. Hunt entered into a $1.7 billion Second Amended and Restated Credit Agreement on November 25, 2025, replacing its prior $1.5 billion credit agreement from September 2022. The amended facility extends the maturity of its $1.0 billion revolving line of credit to November 25, 2030, and adds up to $700 million of term loan commitments, which the company says it may use for equipment purchases, share repurchases, refinancing and working capital.
Revolving line of credit of $1.0 billion extended to a new five-year term expiring November 25, 2030, with two possible one-year extensions
Accordion feature increased from $300 million to $400 million, which would take the revolving line to $1.4 billion if fully exercised and agreed by lenders
Up to $700 million of term loans available to borrow during six months beginning November 25, 2025, maturing November 25, 2028, replacing $500 million of term loans repaid in March 2025
J.B. Hunt Transport Services reported third quarter 2025 results for the period ended September 30, 2025, in an October 15, 2025 news release. Total operating revenue was $3.05 billion, a decrease of less than 1% from $3.07 billion a year earlier, while operating income rose 8% to $242.7 million, driven mainly by structural cost removal and lower purchased transportation costs. For shareholders, diluted earnings per share increased to $1.76 from $1.49, and the company repurchased about $230 million of its stock during the quarter.
Total operating revenue of $3.05 billion, versus $3.07 billion in Q3 2024
Operating income of $242.7 million, up 8%; net earnings of $170.8 million, versus $152.1 million
Diluted EPS of $1.76, versus $1.49 in Q3 2024
Repurchased about 1.6 million shares for about $230 million in Q3; about $107 million remains under the authorization
J.B. Hunt Transport Services named Senior Vice President of Finance Brad Delco as Executive Vice President and Chief Financial Officer, effective September 1, 2025. Current CFO John Kuhlow will continue in an executive role as Chief Accounting Officer. A change in the company's top finance role is significant for shareholders because it sets who oversees financial planning, investor relations and corporate development.
Delco, 42, has been Senior Vice President of Finance since February 2022 and joined the company in 2019
Filing lists an annual base salary of $525,000 and a $1.45 million performance-based restricted share unit award, plus a $1 million promotional award, both dated September 1, 2025
Delco spent 14 years at Stephens Inc. before joining J.B. Hunt, primarily covering transportation as a lead analyst
Kuhlow will continue as Chief Accounting Officer; the company has not entered into a written employment agreement with Delco
J.B. Hunt Transport Services reported second quarter 2025 revenue of $2.93 billion, flat with the prior year, and diluted earnings per share of $1.31 versus $1.32. Net earnings fell to $128.6 million from $135.9 million, driven by higher casualty and group medical claims expenses and professional driver wages. The company did not change or cut its outlook, and it repurchased about $319 million of its stock during the quarter.
Q2 2025 operating income was $197.3 million, down 4% from $205.7 million a year earlier.
Diluted EPS was $1.31 versus $1.32 in Q2 2024; net earnings were $128.6 million versus $135.9 million.
The company repurchased about 2.4 million shares for about $319 million in Q2 2025, with about $335 million left under its authorization at June 30, 2025.
Management continues to expect a 2025 annual tax rate of 24.0% to 25.0%.
J.B. Hunt Transport Services reported first quarter 2025 revenue of $2.92 billion, down 1% from $2.94 billion a year earlier, and diluted earnings per share of $1.17 versus $1.22 in the first quarter of 2024. Operating income fell 8% to $178.7 million, and net earnings declined to $117.7 million from $127.5 million, so the headline profit and revenue measures both weakened for shareholders.
Total operating revenue was $2.92 billion, down 1%; Intermodal revenue rose 5% to $1.47 billion while Dedicated Contract Services fell 4% to $822 million.
Operating income decreased 8% to $178.7 million; Dedicated Contract Services operating income fell 14% to $80.3 million.
Net earnings were $117.7 million, or $1.17 per diluted share, compared with $127.5 million, or $1.22 per diluted share, a year earlier.
The company purchased about 1,400,000 shares for about $234 million in the quarter and had about $650 million remaining under its repurchase authorization at March 31, 2025.
J.B. Hunt Transport Services agreed on March 11, 2025 to sell $750 million of 4.900% senior notes maturing March 15, 2030, and signed the indenture governing them on March 13, 2025. The notes are unsecured and rank equally with the company's existing and future senior debt, so the offering adds $750 million of borrowing that shareholders will have to see repaid ahead of equity.
Principal amount: $750 million of 4.900% Senior Notes due 2030, sold under an underwriting agreement dated March 11, 2025 with Goldman Sachs & Co. LLC and J.P. Morgan Securities LLC as representatives
Interest is paid semiannually on March 15 and September 15, beginning September 15, 2025; notes mature March 15, 2030
Indenture limits the company's ability to incur secured debt, enter sale and leaseback transactions, and merge or transfer substantially all assets; the company may redeem the notes before February 15, 2030 at a specified price and on or af
On January 23, 2025, J.B. Hunt's board approved a new 2025 annual cash incentive plan for named executive officers. The bonus is weighted 70% on 2025 operating income and 15% each on revenue excluding fuel surcharge and the preventable collisions rate, measured against targets.
Plan approved January 23, 2025; payout follows completion of calendar year 2025
Chairman John Roberts and CEO Shelley Simpson: bonus of 37.5% to 300% of base salary, target 150%
Other named executive officers: bonus of 25% to 200% of base salary, target 100%
Payouts based on 85% to 115% of targeted amounts; calculation expected on or about January 15, 2026
J.B. Hunt Transport Services reported fourth-quarter and full-year 2024 results on January 16, 2025. Fourth-quarter revenue fell 5% to $3.15 billion, but diluted EPS rose 4% to $1.53, and full-year revenue fell 6% to $12.09 billion while full-year diluted EPS dropped 20% to $5.56. For shareholders, the year's earnings declined sharply even though the fourth quarter showed EPS growth.
Q4 2024 revenue was $3.15 billion, down 5% from $3.30 billion; diluted EPS was $1.53 versus $1.47, up 4%.
Full-year 2024 revenue was $12.09 billion, down 6%; diluted EPS was $5.56 versus $6.97, down 20%.
Q4 2024 operating income included $16.0 million in intangible asset impairment charges in Integrated Capacity Solutions; the company expects a 2025 tax rate of 24.0% to 25.0%.
At December 31, 2024, cash was $47 million and total debt was $1.48 billion; in Q4 the company repurchased about 489,000 shares for about $86 million.
J.B. Hunt Transport Services reported third quarter 2024 results on October 15, 2024, with revenue of $3.07 billion, down 3% from a year earlier, and operating income of $224.1 million, down 7%. Diluted earnings per share fell 17% to $1.49 from $1.80, as higher personnel, insurance and equipment costs weighed on profit, and the company bought back about $200 million of its stock in the quarter.
Q3 2024 revenue was $3.07 billion, down 3% from $3.16 billion in Q3 2023.
Q3 2024 net earnings were $152.1 million, or $1.49 per diluted share, versus $187.4 million, or $1.80, a year earlier.
Operating income was $224.1 million, down 7%; the effective tax rate rose to 25.2% from 18.2%.
The company repurchased about 1.2 million shares for about $200 million in Q3 and had about $967 million left under its repurchase authorization.
J.B. Hunt Transport Services disclosed in a July 31, 2024 Form 8-K that director Patrick Ottensmeyer died on July 28, 2024. He had joined the board earlier in 2024 and was serving on the Compensation Committee and the Nominating and Corporate Governance Committee. The filing is a board-composition change rather than a business or financial update.
Director Patrick Ottensmeyer passed away on July 28, 2024.
He joined the board earlier in 2024 after a career in the rail industry.
He was serving on the Compensation Committee and the Nominating and Corporate Governance Committee.
J.B. Hunt Transport Services reported second quarter 2024 results on July 16, 2024. Net earnings were $135.9 million, or $1.32 per diluted share, down from $189.6 million, or $1.81 per share, a year earlier, while total operating revenue fell 7% to $2.93 billion. The company attributed the profit decline mainly to lower revenue and higher insurance and claims, equipment-related, and certain personnel-related expenses.
Total operating revenue was $2.93 billion, down 7% from $3.13 billion in the second quarter of 2023.
Operating income was $205.7 million, down 24% from $270.7 million.
Diluted EPS was $1.32 versus $1.81 a year earlier, down 27%.
The company bought back about 1,225,000 shares for about $203 million in the quarter and had about $163 million left under its repurchase authorization.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every J.B. Hunt filing is on SEC EDGAR ↗. 8-K briefs of other companies →