StockWatch
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Trucking Freight/Courier Services
Quarterly ResultJul 15, 2026, 04:32 PM

J.B. Hunt Q2 EPS $1.91, Revenue $3.50B; Operating Income +32%

AI Summary

J.B. Hunt Transport Services reported strong second quarter 2026 results, with diluted earnings per share increasing 45% to $1.91 and total operating revenue growing 19% to $3.50 billion. Operating income rose 32% to $259.5 million, driven by increased load volumes and improved productivity across several segments, particularly Intermodal and Integrated Capacity Solutions. The company also reduced its debt significantly and repurchased $98 million in common stock during the quarter.

Key Highlights

  • Diluted EPS for Q2 2026 was $1.91, a 45% increase from $1.31 in Q2 2025.
  • Total operating revenue for Q2 2026 reached $3.50 billion, up 19% year-over-year.
  • Operating income for Q2 2026 increased 32% to $259.5 million compared to Q2 2025.
  • Intermodal (JBI) segment revenue grew 22% to $1.75 billion, with operating income up 58% to $150.9 million.
  • Integrated Capacity Solutions (ICS) revenue surged 49% to $388 million, turning a prior-year loss into $1.7 million operating income.
  • The company repurchased approximately 392,000 shares of common stock for $98 million in Q2 2026.
  • Total debt outstanding decreased to $1.15 billion at June 30, 2026, from $1.72 billion a year prior.
  • The expected 2026 annual effective income tax rate is between 24.0% and 24.5%.