J.B. Hunt Q2 Earnings Surge 45% on 19% Revenue Growth, Raises Tax Guidance
JBHT has more than doubled off its 52-week low of $130.12.
Summary
J.B. Hunt reported Q2 2026 EPS of $1.91, up 45% year-over-year, on revenue of $3.5 billion. Intermodal operating income jumped 58%, and the company repurchased $98 million in shares. Full-year tax rate guidance was narrowed to 24.0%-24.5%.
Key Events · Earnings and Guidance · JBHT
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Q2 EPS Surges 45%
Diluted EPS of $1.91 vs. $1.31 a year ago, driven by 19% revenue growth to $3.50 billion and operating income up 32% to $259.5 million.
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Intermodal Operating Income Jumps 58%
Intermodal segment operating income reached $150.9 million on 10% volume growth and 11% higher revenue per load, reflecting strong demand and network efficiency.
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$98M in Share Repurchases
The company bought back 392,000 shares for approximately $98 million in Q2, with $791 million remaining under its authorization.
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Tax Rate Guidance Narrowed
Full-year 2026 effective tax rate now expected between 24.0% and 24.5%, down from the prior quarter's implied rate, providing a modest tailwind to net income.
Analysis · JBHT · Energy & Transportation
A standout quarter saw EPS jump 45% to $1.91 on revenue of $3.5 billion, with intermodal leading the charge — operating income there surged 58% on strong volume and pricing. Confidence was further signaled by $98 million in stock buybacks during the quarter, while full-year tax rate guidance was tightened to 24.0%-24.5%. The results reinforce the freight recovery narrative and show operating leverage kicking in across the network.
How filings like this one have moved
In the 30 days to Oct 5, 2026, 29.2% of the 1496 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.63%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, JBHT was trading at $292.50 on NASDAQ in the Energy & Transportation sector, with a market capitalization of approximately $26.1B. The 52-week trading range was $130.12 to $294.98. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.