Hunt J B Transport Services Inc 8-K, filed Oct 15, 2026

Hunt J B Transport Services Inc (JBHT)

8-K 2026-10-15 For: 2026-10-15

Added on October 25, 2026

About this 8-K

Hunt J B Transport Services Inc filed this 8-K on October 15, 2026.

J.B. Hunt Transport Services, Inc. reported Third Quarter 2026 Revenue: $3.68 billion; up 20%, Operating Income: $247.1 million; up 2%, and Diluted EPS: $1.82 vs. $1.76; up 3%. AI summary

Items reported

Item 2.02: Financial results
Item 9.01: Financial statements and exhibits

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Arkansas	0-11757	71-0335111
(State or other Jurisdiction of Incorporation or Organization	Commission File Number	(IRS Employer Identification No.)


615 J.B. Hunt Corporate Drive Lowell, Arkansas	72745	(479) 820-0000
(Address of Principal Executive Offices)	(Zip Code)	(Registrant’s telephone number)

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock, $0.01 par value	JBHT	The NASDAQ Stock Market LLC Nasdaq Texas, LLC

(d)	Exhibits.

99.1	News release dated October 15, 2026, issued by J.B. Hunt Transport Services, Inc.

104	Cover Page Interactive Data File (embedded within the Inline XBRL Document)

	J.B. HUNT TRANSPORT SERVICES, INC.


	BY:	/s/ Shelley Simpson
		Shelley Simpson
		President and Chief Executive Officer
		(Principal Executive Officer)


	BY:	/s/ A.Brad Delco
		A.Brad Delco
		Chief Financial Officer,
		Executive Vice President
		(Principal Financial Officer)

■	Third Quarter 2026 Revenue:	$3.68 billion; up 20%
■	Third Quarter 2026 Operating Income:	$247.1 million; up 2%
■	Third Quarter 2026 Diluted EPS:	$1.82 vs. $1.76; up 3%

	■	Third Quarter 2026 Segment Revenue:	$1.83 billion; up 20%
	■	Third Quarter 2026 Operating Income:	$147.5 million; up 18%

	■	Third Quarter 2026 Segment Revenue:	$960 million; up 11%
	■	Third Quarter 2026 Operating Income:	$81.7 million; down 22%

	■	Third Quarter 2026 Segment Revenue:	$434 million; up 57%
	■	Third Quarter 2026 Operating Income/(Loss):	$9.6 million; vs. $(0.8) million in Q3'25

	■	Third Quarter 2026 Segment Revenue:	$200 million; down 3%
	■	Third Quarter 2026 Operating Income:	$1.6 million; down 76%

	■	Third Quarter 2026 Segment Revenue:	$261 million; up 37%
	■	Third Quarter 2026 Operating Income:	$7.0 million; down 6%

	Three Months Ended September 30
	2026					2025
			% Of					% Of
	Amount		Revenue			Amount		Revenue

Operating revenues, excluding fuel surcharge revenues	$	3,006,018				$	2,667,276
Fuel surcharge revenues		670,789					385,621
Total operating revenues		3,676,807		100.0	%		3,052,897		100.0	%

Operating expenses
Rents and purchased transportation		1,757,791		47.8	%		1,332,386		43.6	%
Salaries, wages and employee benefits		876,653		23.8	%		822,193		26.9	%
Fuel and fuel taxes		260,449		7.1	%		164,008		5.4	%
Depreciation and amortization		183,547		5.0	%		179,125		5.9	%
Operating supplies and expenses		147,909		4.0	%		132,701		4.3	%
Insurance and claims		100,905		2.7	%		82,015		2.7	%
General and administrative expenses, including asset dispositions		72,260		2.1	%		69,004		2.3	%
Operating taxes and licenses		19,750		0.5	%		18,020		0.6	%
Communication and utilities		10,450		0.3	%		10,788		0.4	%
Total operating expenses		3,429,714		93.3	%		2,810,240		92.1	%
Operating income		247,093		6.7	%		242,657		7.9	%
Net interest expense		15,685		0.4	%		17,871		0.5	%
Earnings before income taxes		231,408		6.3	%		224,786		7.4	%
Income taxes		58,990		1.6	%		53,937		1.8	%
Net earnings	$	172,418		4.7	%	$	170,849		5.6	%
Average diluted shares outstanding		94,647					96,847
Diluted earnings per share	$	1.82				$	1.76

	Nine Months Ended September 30
	2026					2025
			% Of					% Of
	Amount		Revenue			Amount		Revenue

Operating revenues, excluding fuel surcharge revenues	$	8,508,347				$	7,803,324
Fuel surcharge revenues		1,720,247					1,099,146
Total operating revenues		10,228,594		100.0	%		8,902,470		100.0	%

Operating expenses
Rents and purchased transportation		4,839,971		47.3	%		3,892,622		43.7	%
Salaries, wages and employee benefits		2,482,601		24.3	%		2,438,781		27.4	%
Fuel and fuel taxes		670,716		6.6	%		477,652		5.4	%
Depreciation and amortization		543,567		5.3	%		535,581		6.0	%
Operating supplies and expenses		412,039		4.0	%		384,399		4.3	%
Insurance and claims		277,447		2.7	%		251,870		2.8	%
General and administrative expenses, including asset dispositions		199,833		1.9	%		216,850		2.5	%
Operating taxes and licenses		57,202		0.6	%		53,270		0.6	%
Communication and utilities		31,625		0.3	%		32,833		0.4	%
Total operating expenses		9,515,001		93.0	%		8,283,858		93.1	%
Operating income		713,593		7.0	%		618,612		6.9	%
Net interest expense		50,354		0.5	%		57,754		0.6	%
Earnings before income taxes		663,239		6.5	%		560,858		6.3	%
Income taxes		168,234		1.7	%		143,645		1.6	%
Net earnings	$	495,005		4.8	%	$	417,213		4.7	%
Average diluted shares outstanding		94,929					98,424
Diluted earnings per share	$	5.21				$	4.24

	September 30, 2026		December 31, 2025
ASSETS
Current assets:
Cash and cash equivalents	$	3,750	$	17,284
Accounts Receivable, net		1,611,490		1,160,371
Prepaid expenses and other		322,145		426,535
Total current assets		1,937,385		1,604,190
Property and equipment		9,481,199		9,348,370
Less accumulated depreciation		4,117,561		3,810,269
Net property and equipment		5,363,638		5,538,101
Other assets, net		786,090		784,864
	$	8,087,113	$	7,927,155


LIABILITIES & STOCKHOLDERS' EQUITY
Current liabilities:
Current debt	$	-	$	699,859
Trade accounts payable		889,520		655,604
Claims accruals		334,394		310,339
Accrued payroll		167,987		110,388
Other accrued expenses		186,180		159,153
Total current liabilities		1,578,081		1,935,343

Long-term debt		1,123,837		766,938
Long-term claims accruals		501,893		444,479
Other long-term liabilities		342,254		307,005
Deferred income taxes		907,345		908,305
Stockholders' equity		3,633,703		3,565,085
	$	8,087,113	$	7,927,155

	September 30, 2026		December 31, 2025

Actual shares outstanding at end of period (000)		93,219		94,595

Book value per actual share outstanding at end of period	$	38.98	$	37.69

	Three Months Ended September 30
	2026						2025
				% Of						% Of
	Amount			Total			Amount			Total

Revenue

Intermodal	$	1,827,621			50	%	$	1,520,377			50	%
Dedicated		960,169			26	%		864,110			28	%
Integrated Capacity Solutions		433,849			12	%		276,343			9	%
Final Mile Services		200,124			5	%		206,481			7	%
Truckload		260,759			7	%		189,743			6	%
Subtotal		3,682,522			100	%		3,057,054			100	%
Intersegment eliminations		(5,715	)		(0	%)		(4,157	)		(0	%)
Consolidated revenue	$	3,676,807			100	%	$	3,052,897			100	%


Operating income

Intermodal	$	147,473			60	%	$	125,003			52	%
Dedicated		81,727			33	%		104,282			43	%
Integrated Capacity Solutions		9,578			4	%		(752	)		(0	%)
Final Mile Services		1,634			1	%		6,913			2	%
Truckload		6,996			2	%		7,436			3	%
Other (1)		(315	)		(0	%)		(225	)		(0	%)
Operating income	$	247,093			100	%	$	242,657			100	%

	Nine Months Ended September 30
	2026						2025
				% Of						% Of
	Amount			Total			Amount			Total
Revenue

Intermodal	$	5,086,103			50	%	$	4,427,515			50	%
Dedicated		2,721,435			26	%		2,533,157			28	%
Integrated Capacity Solutions		1,145,080			11	%		804,628			9	%
Final Mile Services		586,188			6	%		617,812			7	%
Truckload		705,796			7	%		533,339			6	%
Subtotal		10,244,602			100	%		8,916,451			100	%
Intersegment eliminations		(16,008	)		(0	%)		(13,981	)		(0	%)
Consolidated revenue	$	10,228,594			100	%	$	8,902,470			100	%


Operating income

Intermodal	$	412,826			58	%	$	315,137			51	%
Dedicated		271,596			38	%		278,243			45	%
Integrated Capacity Solutions		6,622			1	%		(6,972	)		(1	%)
Final Mile Services		14,356			2	%		19,583			3	%
Truckload		8,378			1	%		12,845			2	%
Other (1)		(185	)		(0	%)		(224	)		(0	%)
Operating income	$	713,593			100	%	$	618,612			100	%

	Three Months Ended September 30
	2026			2025

Intermodal

Loads		585,582			539,907
Average length of haul		1,598			1,643
Revenue per load	$	3,121		$	2,816
Average tractors during the period *		6,371			6,361
Tractors (end of period) *		6,439			6,388
Trailing equipment (end of period)		124,180			125,105
Average effective trailing equipment usage		114,394			104,573


Dedicated

Loads		1,023,096			992,032
Average length of haul		169			175
Revenue per truck per week**	$	5,732		$	5,209
Average trucks during the period***		12,791			12,718
Trucks (end of period) ***		12,864			12,702
Trailing equipment (end of period)		35,056			32,240
Average effective trailing equipment usage		36,834			33,152


Integrated Capacity Solutions

Loads		164,462			135,309
Revenue per load	$	2,638		$	2,042
Gross profit margin		14.3	%		15.0	%
Employee count (end of period)		722			563

Final Mile Services

Stops		876,409			971,244
Average trucks during the period***		1,173			1,296


Truckload

	Nine Months Ended September 30
	2026			2025

Intermodal

Loads		1,700,506			1,586,889
Average length of haul		1,599			1,644
Revenue per load	$	2,991		$	2,790
Average tractors during the period *		6,256			6,389
Tractors (end of period) *		6,439			6,388
Trailing equipment (end of period)		124,180			125,105
Average effective trailing equipment usage		111,593			104,967


Dedicated

Loads		2,960,921			2,927,698
Average length of haul		171			178
Revenue per truck per week**	$	5,539		$	5,167
Average trucks during the period***		12,696			12,677
Trucks (end of period) ***		12,864			12,702
Trailing equipment (end of period)		35,056			32,240
Average effective trailing equipment usage		35,276			33,032


Integrated Capacity Solutions

Loads		473,137			405,367
Revenue per load	$	2,420		$	1,985
Gross profit margin		13.1	%		15.3	%
Employee count (end of period)		722			563

Final Mile Services

Stops		2,543,050			2,890,504
Average trucks during the period***		1,200			1,322


Truckload