AI brief of an SEC Form 8-K · J.B. Hunt (JBHT)

J.B. Hunt Q1 2026 EPS rises 27% to $1.49 on 5% revenue gain

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyJ.B. Hunt (JBHT)
Form8-K, current report
Filed with the SECApr 15, 2026, 4:19 PM ET
Accession number0001437749-26-012396

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 15, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.