J.B. Hunt Transport Services (JBHT) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and J.B. Hunt published the results on October 15, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• J.B. Hunt reports revenue including fuel surcharges. Fuel surcharge revenue was $670.8 million in Q3 2026, against $385.6 million a year earlier, so revenue excluding fuel surcharges grew 13% while total revenue grew 20%.

Source: J.B. Hunt Q3 2026 results, October 15, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How J.B. Hunt splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• J.B. Hunt's Intermodal revenue was $1.8 billion in Q3 2026, up 20% from $1.5 billion in Q3 2025, 50% of total revenue.
• J.B. Hunt's Dedicated revenue was $960 million in Q3 2026, up 11% from $864 million in Q3 2025, 26% of total revenue.
• J.B. Hunt's Integrated Capacity Solutions revenue was $434 million in Q3 2026, up 57% from $276 million in Q3 2025, 12% of total revenue.
• J.B. Hunt's Final Mile Services revenue was $200 million in Q3 2026, down 3% from $206 million in Q3 2025, 5% of total revenue.
• J.B. Hunt's Truckload revenue was $261 million in Q3 2026, up 37% from $190 million in Q3 2025, 7% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

J.B. Hunt's release gives no revenue or earnings outlook. The only forward figure in it is the expected full-year tax rate.

In its Q3 2026 release, J.B. Hunt said:

“We expect our 2026 full year annual tax rate to be approximately 24.0%.”

Source: J.B. Hunt Q3 2026 release, Oct 15, 2026.

This is the company's own guidance as of Oct 15, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the JBHT forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Total operating revenues (including fuel surcharges) and GAAP diluted EPS, each as first reported in that quarter's release.

J.B. Hunt's next report is scheduled for January 15, 2027. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 15, 2026

J.B. Hunt's total operating revenue was $3.68 billion in Q3 2026, against $3.05 billion a year earlier, an increase of 20%. Intermodal (JBI) brought in $1.83 billion, half of the total, followed by Dedicated Contract Services (DCS) at $960 million, Integrated Capacity Solutions (ICS) at $434 million, Truckload (JBT) at $261 million and Final Mile Services (FMS) at $200 million. (J.B. Hunt Q3 2026 release, Oct 15, 2026)

Fuel surcharges are a large and variable part of the top line. They were $670.8 million of the $3,676.8 million total, about 18.2%, against $385.6 million a year earlier. Excluding them, revenue rose 13%, which J.B. Hunt attributed mainly to an 8% increase in Intermodal loads, a 27% increase in ICS revenue per load and a 29% increase in JBT revenue per load, partly offset by a 10% decline in FMS stops. (J.B. Hunt Q3 2026 release, Oct 15, 2026)

Intermodal moved 585,582 loads, against 539,907, at $3,121 of revenue per load, against $2,816. Eastern network loads rose 18% and transcontinental loads 1%, and J.B. Hunt said it continues to see strong demand in the East for road-to-rail conversion. JBI hauls freight by rail for at least part of the move, using the intermodal services of BNSF and other Class I railroads for the linehaul, and prices mostly through contractual rate quotes usually held for one year. (J.B. Hunt Q3 2026 release, Oct 15, 2026; J.B. Hunt Form 10-K, 2025, Feb 24, 2026)

ICS, J.B. Hunt's freight brokerage, grew revenue 57% on 22% more volume and 29% higher revenue per load. Contractual business was about 63% of ICS loads and 58% of its revenue, against 63% and 64% a year earlier. (J.B. Hunt Q3 2026 release, Oct 15, 2026)

J.B. Hunt's customer base is moderately concentrated. Its top 10 customers accounted for about 33% of revenue in 2025, and one customer, which does business with all five segments, accounted for about 8%, down from 11% in 2024. (J.B. Hunt Form 10-K, 2025, Feb 24, 2026)

J.B. Hunt reports GAAP results only, with no adjusted EPS. Q3 2026 diluted EPS was $1.82, against $1.76, on net earnings of $172.4 million, against $170.8 million. Operating income rose 2% to $247.1 million, a smaller increase than revenue: purchased transportation, fuel and fuel taxes, and insurance claims all rose as a share of gross revenue, and total operating expenses rose to 93.3% of revenue from 92.1%. (J.B. Hunt Q3 2026 release, Oct 15, 2026)

Buybacks lowered J.B. Hunt's share count. Average diluted shares were 94,647 thousand, against 96,847 thousand a year earlier, and J.B. Hunt bought about 704,000 shares for about $174 million in the quarter, leaving about $619 million under its repurchase authorization. The effective tax rate was 25.5%, against 24.0%, which it put down to the timing of certain discrete tax items. (J.B. Hunt Q3 2026 release, Oct 15, 2026)

By segment, Intermodal operating income rose 18% to $147.5 million and ICS swung to $9.6 million from a loss of $0.8 million, while Dedicated operating income fell 22% to $81.7 million on higher driver pay, group medical claims, insurance premiums, equipment costs and new business onboarding expense. (J.B. Hunt Q3 2026 release, Oct 15, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

J.B. Hunt does not publish a revenue or earnings outlook in its release. The only forward figure in the Q3 2026 release is an expected full-year 2026 tax rate of approximately 24.0%. (J.B. Hunt Q3 2026 release, Oct 15, 2026)

J.B. Hunt's business usually sees slightly higher freight volumes from August through early November, according to its 10-K, while DCS and FMS are less seasonal. (J.B. Hunt Form 10-K, 2025, Feb 24, 2026)

A consensus figure is the average of the models published by the analysts who cover J.B. Hunt, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones J.B. Hunt's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning JBHT is on is JBHT a buy or a sell?, what analysts expect next is on the JBHT forecast, and what the company does is on the J.B. Hunt Transport Services (JBHT) stock page.

Every number on this page can be traced to a document J.B. Hunt published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.