Every material Form 8-K J.B. Hunt filed with the SEC in 2026, 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.
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.
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 →