Citable filing context
JBHT's research view summarizes recent SEC filing context, starting with earnings from Jul 15, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 15, 2026 | earnings | J.B. Hunt reported Q2 2026 revenue of $3.50 billion and earnings per share of $1.91. |
| Apr 24, 2026 | other | J.B. Hunt held its annual meeting of shareholders on April 23, 2026, electing directors and ratifying PwC. |
| Apr 15, 2026 | earnings | J.B. Hunt reported Q1 2026 revenue of $3.06 billion and diluted EPS of $1.49. |
| Jul 15, 2026 | Guidance: annual_tax_rate | 24.00 to 24.50 |
| Jan 18, 2022 | Guidance: annual_tax_rate | 24.00 to 25.00 |
| Apr 15, 2021 | Guidance: annual_tax_rate | 24.00 to 25.00 |
| Jul 24, 2026 | mda_quarterly | J.B. Hunt Transport Services reported strong second-quarter 2026 results, with consolidated operating revenue rising 19% to $3.50 billion and operating income increasing 31.5% to $259.5 million. Growth was driven by robust performance in the Intermodal (JBI) segment, where revenue climbed 22% due to a 10% increase in load volumes and an 11% rise in gross revenue per load. The Integrated Capacity Solutions (ICS) and Dedicated Contract Services (DCS) segments also contributed to top-line growth, though ICS faced margin pressure from tightened third-party capacity. Conversely, the Final Mile Services (FMS) segment saw a 6% revenue decline as the company prioritized revenue quality over volume. Operating expenses rose 18.5%, largely due to a 32.4% surge in purchased transportation costs and a 53% increase in fuel expenses. Despite these pressures, the company improved its operating margin through cost-to-serve initiatives and increased productivity. Liquidity remains stable, supported by a $1 billion revolving credit facility. Management expects full-year 2026 net capital expenditures between $600 million and $800 million. Key risks include reliance on third-party rail and carrier capacity, volatile fuel prices, insurance and claims inflation, and the ongoing challenge of attracting and retaining qualified drivers in a competitive, fragmented market. |
| Apr 24, 2026 | mda_quarterly | Consolidated operating revenues for the first quarter of 2026 increased 5% to $3.06 billion, with operating income rising to $207 million. Growth was led by the JBT segment, where revenue rose 23% on a 19% increase in load volume, and the JBI segment, which saw operating income grow 21% due to network efficiencies and a 7% increase in Eastern network loads as shippers converted over-the-road freight to intermodal. Conversely, the ICS segment's operating loss widened to $4.7 million as gross profit margins fell to 12% due to higher purchased transportation costs. FMS revenue declined 6% amid lost business and demand stabilization, though operating income grew 53% through improved revenue quality. Total operating expenses rose 3.9%, pressured by a 9.5% increase in fuel costs and an 8.6% rise in purchased transportation. Liquidity remains stable with a $1 billion revolving credit facility, though the company retired $700 million in senior notes in March 2026. Projected 2026 capital expenditures range from $600 million to $800 million. Primary risks include fuel price volatility, dependence on rail carrier relationships, driver retention, and the legal classification of independent contractors. |
Source: SEC EDGAR filing text and events; period Jul 15, 2026; filed Jul 15, 2026.
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