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J.B. Hunt Transport Services (JBHT) Q3 FY2026 earnings: revenue $3.7 billion, up 20.4% on the year

J.B. Hunt Transport Services, Inc. (JBHT) announced its results for Q3 FY2026, the quarter ended 30 September 2026, on 15 October 2026. Revenue was $3.7 billion, up 20.4% on the same quarter a year earlier. Net income was $172 million, up 0.9% on the year, and diluted earnings per share $1.82. The figures are from the company's earnings press release; the 10-Q with the full statements is not filed yet, and this page fills in when it is.

Revenue$3.7 billionup 20.4%
Net income$172 millionup 0.9%
Diluted EPS$1.82$1.76 a year earlier
QuarterQ3 FY2026ended 30 September 2026

What management said

Guidance figures: 1 lowered.

  • Revenue rose 20% to $3.68 billion: Total operating revenue was $3.68 billion against $3.05 billion a year earlier, an increase of 20%. Fuel surcharge revenue was $670.8 million of the total.
  • Operating income up 2%: Operating income rose 2% to $247.1 million from $242.7 million. Higher revenue, productivity and lower equipment storage and facility rental expenses drove the increase.
  • Diluted EPS $1.82 against $1.76: Net earnings were $172.4 million against $170.8 million, giving diluted EPS of $1.82 versus $1.76. Average diluted shares were 94.6 million against 96.8 million.
Read the earnings call summary

The quarter, against the one before and a year earlier

LineQ3 FY2026Q2 FY2026Q3 FY2025Change on the year
Revenue3,6773,4953,053+20.4%
Net income172181171+0.9%
Diluted EPS$1.82$1.91$1.76+3.4%
$ million except per share.
Read moreQ3 FY2026 is from the company's press release of 15 October 2026; the other columns are from its 10-Q and 10-K filings. A release figure is shown when the release's own figure for an earlier quarter matches the filed one, so the line and its units are read right.

Quarterly results, the last 20 quarters filed

Q3 FY2021Q4 FY2021 *Q1 FY2022Q2 FY2022Q3 FY2022Q4 FY2022 *Q1 FY2023Q2 FY2023Q3 FY2023Q4 FY2023 *Q1 FY2024Q2 FY2024Q3 FY2024Q4 FY2024 *Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025 *Q1 FY2026Q2 FY2026
Revenue3,1453,4973,4893,8383,8383,6503,2303,1333,1643,3042,9442,9293,0683,1462,9212,9283,0533,0973,0563,495
Operating income274323334353362282277271242203194206224207179197243246207259
Operating margin9%9%10%9%9%8%9%9%8%6%7%7%7%7%6%7%8%8%7%7%
Interest expense12.010.212.612.813.612.314.814.612.624.015.620.220.822.418.621.317.917.517.916.8
Pre-tax income262313322340349271263256229187179186203192160176225233189243
Tax rate24%23%24%25%23%26%25%26%18%18%29%27%25%19%26%27%24%22%25%25%
Net income200242243255269201198190187154127136152155118129171181142181
Net margin6%7%7%7%7%6%6%6%6%5%4%5%5%5%4%4%6%6%5%5%
Diluted EPS$1.88$2.28$2.29$2.42$2.57$1.92$1.89$1.81$1.80$1.47$1.22$1.32$1.49$1.53$1.17$1.31$1.76$1.90$1.49$1.91
Operating cash flow301254292493571421488610432215466361338318404402486386353370
Capital expenditure266375309358420453461598500304203262175224246216134134110117
Free cash flow35.1-121-17.6134151-31.426.312.0-67.3-88.826398.216393.3158186352251243253
Buybacks50.314.875.016460.70.030.853.151.124.525.120320085.623431923014080.197.8
Dividends paid31.631.641.941.741.641.543.643.543.443.444.444.043.743.444.042.642.541.942.642.4
Shares outstanding105m105m105m104m104m104m104m103m103m103m103m102m101m101m99m97m95m95m94m94m
Filing10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Earnings press release for the quarter ended 30 September 2026, filed with the SEC on 15 October 2026 with a Form 8-K: the release.