J.B. Hunt Q2 2026: revenue $3.50B, EPS $1.91, profit up 41%
J.B. Hunt's fiscal 2026 second quarter was a strong one: revenue of $3.50 billion, net income of $181.0 million and EPS of $1.91, all well ahead of the year-ago quarter, with EPS above the $1.7705 consensus estimate. Read it as volume-led: every segment except truckload's profit line improved and debt fell. Two caveats: fuel surcharge inflated the headline, and truckload lost money.
1 · Expected vs. Actual
Free preview belowEPS of $1.91 rose 45.8% from $1.31 and beat the $1.7705 consensus estimate by about 7.9%. Net income of $181.0 million was helped by operating income of $259.5 million, up 31.5%, and by a lower effective tax rate of 25.4% versus 26.9%. General and administrative costs fell to $65.7 million from $74.9 million a year earlier.
Revenue rose 19.4% to $3.50 billion from $2.93 billion a year earlier, but $641.5 million of that was fuel surcharge, up from $351.9 million. Strip fuel out and revenue still grew 10.8%, to $2.85 billion. Revenue also rose 14.4% from the $3.06 billion booked in the first quarter.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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