J.B. Hunt Transport Services beats Q1 revenue, profit estimates on high load volumes across segments

J B Hunt Transport Services

15/04/2026 21:17

Overview

U.S. transport and logistics firm's Q1 revenue rose 5%, beating analyst expectations

Q1 EPS increased 27%, beating analyst consensus

Company repurchased $80 mln in shares during the quarter

Outlook

Company expects 2026 annual effective tax rate between 24.0% and 25.0%

Result Drivers

VOLUME GROWTH - Increased load volumes in Intermodal, Truckload and Integrated Capacity Solutions segments contributed to revenue growth

COST MANAGEMENT - Improved productivity and execution on cost-reduction initiatives supported operating income growth, partially offset by higher purchased transportation expense

SEGMENT PERFORMANCE - Intermodal operating income rose on network efficiency and productivity gains; Final Mile Services saw higher profitability despite revenue decline due to improved revenue quality and lower expenses

Company press release: ID:nBw8pfjDha

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$3.06 bln
$2.94 bln (17 Analysts)
Q1 EPS
Beat
$1.49
$1.44 (22 Analysts)
Q1 Net Income
Beat
$141.6 mln
$136.63 mln (14 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 11 "hold" and 1 "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 $218.00, about 5.1% below its April 14 closing price of $229.61

The stock recently traded at 30 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.)