JBHT
J.B. Hunt Transport Services, Inc.
October 15, 2026 · after-hours
- Rarity
- 1.61
- Peak move
- −5.61%
- Float cap
- $17.7B
J.B. Hunt Transport Services, Inc. is a North American surface transportation, delivery, and logistics company. Through subsidiaries, it offers intermodal, dedicated contract, freight brokerage, last-mile delivery, and truckload services to a diverse customer base, including many Fortune 500 companies, across the continental United States, Canada, and Mexico.
Where do you see this going?
no votes yetVoting closed at 4:00 PM ET.
What we found
14 events · 0 from SEC or newswire · 0 timed with the move- Key event
earnings_releaseJ.B. Hunt reported Q3 2026 revenue of $3.68 billion, up 20% year over year, and diluted EPS of $1.82 versus $1.76 a year earlier, with operating income up 2% to $247.1 million and operating margin down to 6.7% from 7.9%.
buybackJ.B. Hunt repurchased approximately 704,000 shares of common stock for about $174 million during Q3 2026, leaving roughly $619 million remaining under its share repurchase authorization as of September 30, 2026.
- Key event
executive_remarkAt an investor conference, J.B. Hunt guided to third-quarter operating income down 5% to 10% sequentially from Q2 2026, citing roughly $25 million in additional driver costs plus about $10 million of fuel headwind.
peer_disclosureU.S. intermodal rail traffic rose 10.4% year over year in week 40 while domestic carload volume rose 3.4%, for overall U.S. rail traffic up 7.2%, per Association of American Railroads data.
demand_signalThe Intermodal Association of North America reported its October 2026 Intermodal Volume Index estimate at 105.1, down 0.3% from September but up 5.5% year over year, citing a shift of domestic market share from highway to intermodal amid higher fuel prices.
- Key event
analyst_ratingBernstein SocGen Group lowered its J.B. Hunt price target to $307 from $329 on Oct 14, 2026 while keeping an Outperform rating, trimming Q3 and Q4 estimates on cost commentary and raising 2027 earnings estimates on expected intermodal contract repricing.
commodity_eventThe TD Cowen/AFS Freight Index projected record Q4 2026 rates, with ground parcel 43.3% above the January 2018 baseline, LTL 82.5% above baseline, and truckload 23.4% above baseline, as diesel peaked at $6.53 a gallon in September.
class_action_filedPomerantz LLP announced it is investigating claims on behalf of J.B. Hunt investors over whether the company and certain officers or directors engaged in securities fraud, citing the September 16, 2026 warning that Q3 earnings would fall 5-10% sequentially, and advised investors to contact the firm.
class_action_filedRosen Law Firm said it continues to investigate potential securities claims on behalf of J.B. Hunt shareholders over allegations of materially misleading business information and is preparing a class action, tracing the claim to the company's Sept 16, 2026 warning of a 5-10% sequential Q3 earnings decline.
commodity_eventMaersk said it will raise its Intermodal Fuel Fee for truck transportation in Honduras from 10% to 14% on import and export cargo, effective October 9 for non-FMC shipments and November 9 for FMC-regulated shipments.
commodity_eventSONAR's Pricing Power Index for the week of October 12, 2026 fell to 70 from 71, with intermodal contract rates dropping to $1.61 a mile from $1.68 and spot rates easing to $3.52 a mile from $3.56.
demand_signalThe September 2026 Cass Transportation Index report, released Oct 13, showed freight shipments up 1.9% year over year and 2.3% month over month, a second straight annual gain after a 42-month downturn, with the Cass Truckload Linehaul Index up 10.1% y/y to 154.8 and freight expenditures up 20.4% y/y.
commodity_eventThe national average diesel price eased to $6.179 per gallon for the week of October 12, down $0.020 week over week but $2.514 above the same week last year.
peer_disclosureCH Robinson agreed to acquire RXO, and RXO shares fell 11% on the announcement.