J.B. Hunt Q2 revenue beats estimates on Intermodal segment growth

J.B. Hunt Transport Services

15/07/2026 21:18

Overview
U.S. transportation firm's Q2 revenue rose 19%, beating analyst expectations
Q2 EPS up 45% to $1.91, beating analyst expectations
Company cites higher load volumes and improved productivity as drivers of growth

Outlook
J.B. Hunt expects 2026 annual tax rate between 24.0% and 24.5%
Company says market conditions continue to evolve and remain dynamic
J.B. Hunt says it is focused on operational excellence and cost discipline

Result Drivers
INTERMODAL GROWTH - Higher load volumes and increased revenue per load in Intermodal, especially in the Eastern network, drove segment revenue and operating income gains
PRODUCTIVITY IMPROVEMENTS - Company cited improved productivity across business units and cost discipline as contributors to higher operating income
PURCHASED TRANSPORTATION COSTS - Higher purchased transportation expenses, particularly in Integrated Capacity Solutions and Truckload, partially offset operating income gains

Company press release: ID:nBw2G5Czwa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$3.50 bln
$3.24 bln (17 Analysts)
Q2 EPS
Beat
$1.91
$1.73 (21 Analysts)
Q2 Net Income
Beat
$181 mln
$162.96 mln (16 Analysts)

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 9 "hold" and 2 "sell" or "strong sell"
The average consensus recommendation for the ground freight & logistics peer group is "buy"
Wall Street's median 12-month price target for J B Hunt Transport Services Inc is $290.00, about 3.3% above its July 14 closing price of $280.87
The stock recently traded at 33 times the next 12-month earnings vs. a P/E of 28 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)