J.B. Hunt Q3 FY2026: revenue up 20%, EPS up 3%, below consensus
J.B. Hunt's third quarter of fiscal 2026 was a volume story, not a profit story: revenue rose 20.0% to $3.68 billion while operating income grew only 2.0% and EPS of $1.82 landed below the $1.92 consensus. The gap explains itself — purchased transportation and fuel took a bigger share of every dollar. Read the segments, not the top line.
1 · Expected vs. Actual
Free preview belowDiluted EPS came in at $1.82 versus $1.76 a year ago, a 3.0% increase that badly trails the 20.0% revenue gain, and it fell short of the $1.92 consensus estimate. A 25.5% effective tax rate versus 24.0% last year added to the drag. A 2.3% lower diluted share count did much of the work on the per-share line.
Revenue of $3.68 billion rose 20.0% from $3.05 billion, but $670.8 million of that was fuel surcharge revenue versus $385.6 million a year ago. Strip fuel out and revenue still grew 13.0%, helped by an 8% increase in Intermodal loads and a 27% rise in ICS revenue per load excluding fuel surcharge.
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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 2026-10-23
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