JBHT

J.B. HuntNASDAQ · Cargo Ground Transportation · Industrials

Previous close

221.08

Change

−0.98 / −0.44%

FinDog View

Neutral

52-Week Range ?

157.82 – 299.76

P/E (TTM) ?

30.3

Forward P/E ?

25.3

Based on consensus earnings for the next 12 months

Market Cap

$20.5B

−1.33%

S&P 500 −0.91% over same period

Volume / Avg Volume

1.3M / 854K

1.52× average

Latest earnings analysisFY2026 Q3Reported 2026-10-15

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.

Read the full analysis →

Revenue$3.68BYoY +20.40%

EPS$1.82Missest. $1.92

Next-day move−2.78%

Price History

Closing price · USD1M 6M 1Y 5Y

Historical P/E

Close ÷ trailing four-quarter EPS · Period median 36.71M 6M 1Y 5Y

Recent Earnings

Click to read the FinDog analysis

Period	Reported	Revenue	EPS Actual / Est.	Next-Day Move	Analysis
FY2026 Q3 Quarter ended 2026-09	2026-10-15	$3.7B	1.82 / 1.92	−2.78%	Read analysis →
FY2026 Q2 Quarter ended 2026-06	2026-07-15	$3.5B	1.91 / 1.77	+8.01%	Read analysis →
FY2026 Q1 Quarter ended 2026-03	2026-04-15	$3.1B	1.49 / 1.47	+6.31%	Pending
FY2025 Q4 Quarter ended 2025-12	2026-01-15	$12.0B	6.12 / 1.85	−1.04%	Pending
FY2025 Q3 Quarter ended 2025-09	2025-10-15	$3.1B	1.76 / 1.49	+22.14%	Pending
FY2025 Q2 Quarter ended 2025-06	2025-07-15	$2.9B	1.31 / —	+1.73%	Pending
FY2025 Q1 Quarter ended 2025-03	2025-04-15	$2.9B	1.17 / —	−7.68%	Pending

Next Earnings

Date and consensus from the earnings calendar; the analysis is generated automatically after the releaseEarnings Calendar →

Report date

2027-01-13

in 73 days · After hours

Consensus EPS

$2.24

Last quarter EPS $1.82

Avg. next-day move over the last 7 reports

±7.1%

EPS beat in 0 of the last 1 reports

Decision Panel

Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market data

Valuation

P/E is at percentile 56 of its 5-year rangeMid-range

5-year range 24.1 – 42.7 · Median 29.4

Last 4 quarters: $492M in buybacks + $169M in dividends, 3.22% of market cap combined

P/E (TTM)

30.3

P/B

5.7

P/S

1.5

Dividend Yield

0.92%

Earnings Reaction

Over the last 7 reports, the stock moved ±7.1% on average on the first trading day after, rising 4 times

Most recent −2.78%

Volatility & Correlation

1-year beta 0.81 · Correlation with S&P 500 0.30Tracks the market

Annualized volatility 34% vs. 13% for the S&P 500

Insider Trading

View all →

Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions

No open-market buys or sells by officers or directors in the last 90 days.

Multi-Quarter Financial Trends

View all quarters →

Last 12 quarters · As reported by the company

Quarter	Revenue ($B)	YoY	Gross Margin	Operating Income ($B)	Net Income ($B)	Free Cash Flow ($B)	EPS
FY2026 Q3	3.68	+20.4%	—	0.25	0.17	0.22	1.82
FY2026 Q2	3.50	+19.4%	—	0.26	0.18	0.25	1.91
FY2026 Q1	3.06	+4.6%	—	0.21	0.14	0.24	1.49
FY2025 Q4	3.10	−1.6%	—	0.25	0.18	0.25	1.88
FY2025 Q3	3.05	−0.5%	—	0.24	0.17	0.35	1.76
FY2025 Q2	2.93	−0.0%	—	0.20	0.13	0.19	1.31
FY2025 Q1	2.92	−0.8%	—	0.18	0.12	0.16	1.17
FY2024 Q4	3.15	−4.8%	—	0.21	0.16	0.09	1.53
FY2024 Q3	3.07	−3.0%	—	0.22	0.15	0.16	1.49
FY2024 Q2	2.93	−6.5%	—	0.21	0.14	0.10	1.32
FY2024 Q1	2.94	−8.8%	—	0.19	0.13	0.26	1.22
FY2023 Q4	3.30	−9.5%	—	0.20	0.15	-0.09	1.47

Peers

Largest by market cap in the sector · Latest quarterView Industrials sector →

Ticker	Company	Market Cap	P/E	Revenue YoY	Gross Margin	1M	View
JBHT	J.B. Hunt	$20.5B	30.3	+20.4%	—	−1.33%	Neutral
SPCX	SpaceX	$1.85T	—	+161.4%	62.4%	−10.70%	Bullish	Compare
CAT	Caterpillar Inc.	$288B	26.8	+24.0%	37.8%	−23.19%	Bullish	Compare
GE	GE Aerospace	$313B	35.1	+15.9%	—	−3.36%	Bullish	Compare
RTX	RTX Corporation	$271B	32.0	+11.1%	—	+7.62%	Bullish	Compare
GEV	GE Vernova	$227B	22.8	+26.8%	24.6%	−9.74%	Bullish	Compare
UNP	Union Pacific Corporation	$181B	23.6	+15.3%	—	+11.71%	Bullish	Compare
DE	Deere & Company	$182B	36.7	+4.9%	—	+0.59%	Bullish	Compare
ETN	Eaton Corporation	$144B	38.6	+21.4%	33.5%	−13.90%	Bullish	Compare

The View in One Line

Revenue up 20.4% and debt cut, but EPS $1.82 missed by 5.4% and operating margin fell to 6.7% from 7.9%. Neutral; margin recovery unproven.

Updated 2026-10-30

View History

10-23Bullish → Neutral
Revenue up 20.4%, debt cut to $1.12B with $174M buyback, but EPS $1.82 missed by 5.4% and operating margin fell to 6.7% from 7.9%. Neutral: no margin recovery yet.
09-17Bearish → Bullish
Revenue +19.4%, EPS $1.91 beat, operating margin up to 7.4%, intermodal profit +58%. Conditionally bullish, but truckload losses and weak pricing cap upside.
09-16Neutral → Bearish
Company issued a profit warning and expects quarterly earnings to decline; stock fell 13.3% in one day and 16.46% for the month; rising cost pressure is significant, Bearish.

ETFs holding it

XLI Industrial Select Sector SPDR Fund0.31%
RSP Invesco S&P 500 Equal Weight ETF0.15%
MTUM iShares MSCI USA Momentum Factor ETF0.12%
VIG Vanguard Dividend Appreciation ETF0.07%
SPY SPDR S&P 500 ETF Trust0.03%
VOO Vanguard S&P 500 ETF0.03%
IVV iShares Core S&P 500 ETF0.03%
VTI Vanguard Total Stock Market ETF0.02%

Weights estimated at latest prices

Key Events

04-24Governance
J.B. Hunt Annual Meeting Completes Three Votes Including Director Elections
At the April 23, 2026 annual meeting, shareholders elected 9 directors, passed an advisory executive compensation resolution, and approved the reappointment of PwC as auditor for 2026.Source ↗

Key Financial Trends

Quarterly Revenue ($B)3.7

Free Cash Flow ($B)0.2