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

J.B. Hunt Q3 revenue rises 20% to $3.68 billion; diluted EPS $1.82 vs. $1.76

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyJ.B. Hunt (JBHT)
Form8-K, current report
Filed with the SECOct 15, 2026, 4:23 PM ET
Accession number0001437749-26-032715

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:42 AM ET, from the text of the filing and its press-release exhibits 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 October 15, 2026.

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.