JBHT Earnings Date: Jan 21, 2027 (Estimated) — J.B. Hunt Transport Services, Inc.
NASDAQ · Industrials · Integrated Freight & Logistics
Updated
When is JBHT's next earnings date?
J.B. Hunt Transport Services, Inc. (JBHT) is expected to report Q4 2026 earnings on Thursday, January 21, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $2.22 on revenue of $3.63B.
How did JBHT do in its last earnings report?
In its most recent report on Oct 15, 2026, J.B. Hunt Transport Services, Inc. posted EPS of $1.82 versus the $1.95 estimate, a miss of 6.7%. Revenue was $3.68B against a $3.57B estimate. The stock's 1-day post-earnings move was -1.5%.
How much does JBHT stock move after earnings?
JBHT beat EPS estimates in 6 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 7.1% (up or down) in the day after earnings.
About J.B. Hunt Transport Services, Inc.
Operating across North America, J.B. Hunt Transport Services, Inc. specializes in ground transportation, last-mile delivery, and comprehensive logistics solutions. Its operations are structured into five distinct divisions: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The Intermodal (JBI) division facilitates freight movement using multiple transport modes. This segment boasts a substantial asset base, including 104,973 company-owned trailers, a self-maintained fleet of 85,649 chassis, 5,612 company-owned tractors, 582 independent contractor vehicles, and a workforce of 6,943 company drivers. Dedicated Contract Services (DCS) focuses on engineering, implementing, and managing bespoke supply chain strategies for diverse transportation requirements. As of December 31, 2021, its fleet comprised 11,139 company-owned trucks, 544 client-owned trucks, and 6 contractor trucks, complemented by 21,069 company-owned trailers and 7,753 customer-owned trailers. Integrated Capacity Solutions (ICS) delivers comprehensive freight brokerage and logistics services. Offerings span specialized transport options such as flatbed, temperature-controlled, expedited, and less-than-truckload (LTL) shipping, alongside standard dry-van and intermodal modalities. This segment also features an online platform connecting various transportation options and offers outsourcing solutions for clients' logistics needs. Final Mile Services (FMS) handles last-stage delivery operations. This is supported by 1,272 company-owned trucks, 272 customer-supplied trucks, 19 independent contractor trucks, 1,036 company-owned trailers, and 185 client-owned trailers. The Truckload (JBT) segment specializes in over-the-road dry-van freight transport, deploying 734 company-owned tractors and 11,172 company-owned trailers. Across its segments, the company facilitates the movement of a diverse array of goods, including consumer products (e.g., general merchandise, specialty items, appliances, food and beverages, soaps and cosmetics, electronics), industrial materials (e.g., forest and paper products, building materials, automotive parts), agricultural products, and chemicals. Established in 1961, the corporation maintains its headquarters in Lowell, Arkansas.
🤖 AI Earnings Analysis
Legal overhang is the main catalyst, with class-action investigations clouding sentiment despite a revenue beat. Operationally, J.B. Hunt posted **$3.7B** sales, but the **$1.82 EPS miss** signals weaker freight margins and a still-challenged integrated logistics backdrop.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-15 | 1.95 | 1.82 | -6.67% | $3.68B | ❌ Miss | -1.46% | -1.54% | — | |
| 2026-07-15 | Q2 2026 | 1.71 | 1.91 | +11.70% | $3.50B | ✅ Beat | +8.01% | +5.78% | +2.36% |
| 2026-04-15 | Q1 2026 | 1.45 | 1.49 | +2.76% | $3.06B | ✅ Beat | +6.31% | +10.20% | +13.81% |
| 2026-01-15 | Q4 2025 | 1.80 | 1.90 | +5.56% | $3.10B | ✅ Beat | -1.04% | +0.11% | +8.44% |
| 2025-10-15 | Q3 2025 | 1.47 | 1.76 | +19.73% | $3.05B | ✅ Beat | +22.14% | +21.39% | +20.11% |
| 2025-04-15 | Q1 2025 | 1.14 | 1.17 | +2.63% | $2.92B | ✅ Beat | -7.69% | -3.52% | +9.78% |
| 2025-01-16 | Q4 2024 | 1.63 | 1.53 | -6.13% | $3.15B | ❌ Miss | -7.38% | -8.72% | -6.17% |
| 2024-10-15 | Q3 2024 | 1.47 | 1.49 | +1.36% | $3.07B | ✅ Beat | +3.15% | +0.55% | +8.58% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $3.68B total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Service Excluding Fuel Surcharge | 81.8% | $3.01B | +12.7% | $2.56B | $2.58B | $2.67B | $2.72B |
| Fuel Surcharge | 18.2% | $670.8M | +74.0% | $361.7M | $351.9M | $385.6M | $376.5M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.