Earnings summaries and quarterly performance for HUNT J B TRANSPORT SERVICES.
Executive leadership at HUNT J B TRANSPORT SERVICES.
Shelley Simpson
Detailed
Chief Executive Officer and President
CEO
BD
Brad Delco
Detailed
Chief Financial Officer and Executive Vice President of Finance
BH
Bradley Hicks
Detailed
President of Dedicated Contract Services
BW
Brian Webb
Detailed
Executive Vice President of Final Mile Services
DF
Darren Field
Detailed
President of Intermodal
DK
David Keefauver
Detailed
Executive Vice President of People
EM
Eric McGee
Detailed
Executive Vice President of Integrated Capacity Solutions
GW
Greer Woodruff
Detailed
Executive Vice President of Safety, Sustainability, and Maintenance
JR
Jennifer R. Boattini
Detailed
General Counsel and Corporate Secretary
JK
John Kuhlow
Detailed
Chief Accounting Officer and Executive Vice President
JN
John N. Roberts, III
Detailed
Executive Chairman
KB
Kevin Bracy
Detailed
Senior Vice President of Finance and Treasurer
NH
Nicholas Hobbs
Detailed
Chief Operating Officer
SF
Spencer Frazier
Detailed
Executive Vice President of Sales and Marketing
SS
Stuart Scott
Detailed
Chief Information Officer
Board of directors at HUNT J B TRANSPORT SERVICES.
Research analysts who have asked questions during HUNT J B TRANSPORT SERVICES earnings calls.
Bascome Majors
Susquehanna Financial Group
6 questions for JBHT
Also covers: CHRW, CNI, CSX +20 more
BO
Brian Ossenbeck
JPMorgan Chase & Co.
6 questions for JBHT
Also covers: ARCB, CHRW, CNI +18 more
Christian Wetherbee
Wells Fargo
6 questions for JBHT
Also covers: ARCB, CHRW, CNI +14 more
JC
Jonathan Chappell
Evercore ISI
6 questions for JBHT
Also covers: ASC, CHRW, CNI +20 more
JA
Jordan Alliger
Goldman Sachs
6 questions for JBHT
Also covers: ARCB, CSX, FDX +13 more
Ken Hoexter
BofA Securities
6 questions for JBHT
Also covers: ARCB, CHRW, CNI +21 more
SG
Scott Group
Wolfe Research
6 questions for JBHT
Also covers: AAL, ALGT, ALK +35 more
RS
Ravi Shanker
Morgan Stanley
5 questions for JBHT
Also covers: AAL, ALGT, ALK +27 more
DI
Daniel Imbro
Stephens Inc.
4 questions for JBHT
Also covers: ARCB, CHRW, CNI +23 more
BO
Brandon Oglenski
Barclays
3 questions for JBHT
Also covers: AAL, ALGT, ALK +21 more
AR
Ariel Rosa
Citigroup
2 questions for JBHT
Also covers: ARCB, CHRW, CNI +16 more
Brady Lierz
Stephens Inc.
2 questions for JBHT
Also covers: HUBG, MATX, RUSHA +1 more
Eric Morgan
Barclays
2 questions for JBHT
Also covers: CSX, KNX, ODFL +3 more
Thomas Wadewitz
UBS
2 questions for JBHT
Also covers: ALK, ARCB, CHRW +20 more
TM
Tom Markowitz
UBS
2 questions for JBHT
DM
Dan Moore
B. Riley Securities
1 question for JBHT
Also covers: CHB, CVCO, CVLG +20 more
David Zazula
Barclays
1 question for JBHT
Also covers: ACHR, CNI, GXO +5 more
JS
Jason Seidl
TD Cowen
1 question for JBHT
Also covers: ARCB, CHRW, CSX +17 more
JB
J. Bruce Chan
Stifel
1 question for JBHT
Also covers: ARCB, CENN, CHRW +14 more
RH
Richa Hernan
Deutsche Bank
1 question for JBHT
TW
Tom Wadewitz
UBS Group
1 question for JBHT
Also covers: ARCB, CHRW, CNI +19 more
Recent press releases and 8-K filings for JBHT.
J.B. Hunt presents market update and strategic initiatives at Barclays conference
JBHT
- J.B. Hunt’s Q4 results matched expectations and early Q1 showed demand strength ahead of widespread winter storms, while regulatory enforcement (ELD, cabotage) has driven capacity attrition in the trucking market.
- The company is executing a $100 million structural cost reduction initiative alongside a business transformation program leveraging AI and partnerships (e.g., Up Labs) to enhance operational efficiency.
- Intermodal service remains strong with three years of consistent rail performance and eastern volume growth of +6%, +8%, +9%, and +11% across 2025, despite subdued truck rate and fuel environments.
- In Dedicated Contract Services, retention has rebounded from 89% to 94%, 1,200 tractors of new business and 41 new customers were added in 2025, with a target of 800–1,000 net tractor growth annually but moderate income impact in 2026 ahead of a stronger 2027.
- Capital discipline highlighted by $923 million of share repurchases retiring 6.5% of shares, and pre-funded intermodal capacity positions the company for growth while adhering to ROIC targets for new equipment.
Feb 17, 2026, 1:40 PM
J.B. Hunt outlines market outlook and growth strategies at Barclays conference
JBHT
Guidance Update
Share Buyback
- J.B. Hunt’s Q4 played out as expected with customer forecasts improving, and early Q1 demand came in stronger than anticipated before winter storms disrupted activity; tighter capacity drove margin pressure in brokerage and trucking, underscoring significant supply attrition in the market.
- The company has eliminated $100 million of structural cost through a “cost-to-serve” initiative and is pursuing business transformation with AI and automation via UP.Labs to enhance processes such as quote-to-cash and billing.
- Intermodal service has been “excellent” for nearly three years, with eastern volume growth of +6%, +8%, +9%, and +11% in 2025 despite weak truck rates and low fuel costs, and potential rail M&A is not expected to alter existing customer arrangements.
- In Dedicated Contract Services, retention recovered from 89% in Q3 2024 to 94% in Q4 2025; the segment sold over 1,200 tractors and onboarded 41 new customers in 2025, targets net tractor growth of 800–1,000 units per year, and anticipates moderate 2026 income with stronger gains in 2027.
- J.B. Hunt repurchased $923 million of stock in 2025 (retiring 6.5% of shares) and has pre-funded intermodal capacity, positioning it to deploy capital into growth opportunities under disciplined ROIC targets.
Feb 17, 2026, 1:40 PM
J.B. Hunt outlines market outlook and strategic initiatives at Barclays conference
JBHT
Guidance Update
Share Buyback
New Projects/Investments
- J.B. Hunt’s management reported better-than-expected demand in early Q1, noting weather disruptions may temporarily distort volumes but expecting clearer trends by mid- to late-March.
- Executives are executing a $100 million structural cost reduction plan and launching AI-driven business transformation with partners like Up.Labs to automate processes and drive efficiency.
- Intermodal service has improved consistently for over three years, delivering Eastern volume growth of +6% to +11% across 2025 quarters despite a soft truck rate environment.
- The Dedicated segment targets 800–1,000 net tractor additions annually; retention has rebounded from 89% to 94%, with 1,200 tractors sold and 41 new customer accounts added in 2025, underpinning moderate 2026 earnings growth and stronger 2027 performance.
- Capital deployment remains disciplined, with $923 million of share repurchases in 2025, reducing outstanding shares by 6.5% to enhance shareholder value.
Feb 17, 2026, 1:40 PM
J.B. Hunt outlines Q4 2025 results and 2026 priorities
JBHT
Share Buyback
Guidance Update
- Q4 2025 GAAP revenue down 2%, operating income up 19%, and EPS up 24% year-over-year; FY 2025 revenue declined 1% and operating income rose 4%.
- Executed >$25 million of cost savings in Q4 and reached a run rate >$100 million in annualized savings via the lowering cost-to-serve initiative.
- Completed record $923 million share repurchases in 2025, retiring ~6.3 million shares, while maintaining leverage just under 1× trailing EBITDA.
- 2026 net CapEx guidance set at $600–$800 million, with continued leverage discipline to support dividend growth and opportunistic buybacks.
- Intermodal volumes fell 2% in Q4 (transcontinental –6%, eastern +5%) as bid strategies focus on network balance and margin repair in early-2026 negotiations.
Jan 15, 2026, 10:00 PM
J.B. Hunt reports Q4 2025 results
JBHT
Earnings
Guidance Update
Share Buyback
- Q4 GAAP revenue decreased 2% year-over-year, while operating income rose 19% and diluted EPS improved 24%; for FY 2025, revenue fell 1% and operating income increased 4%.
- Executed $25 million of cost-to-serve savings in Q4, reaching a $100 million annualized run rate, with expectations to exceed this level in 2026.
- 2025 capital allocation included $575 million of net CapEx and a record $923 million of share repurchases (6.3 million shares retired); 2026 CapEx is guided at $600–$800 million.
- Freight market described as fragile due to truckload capacity exits and tightening supply; intermodal volumes were down 2% in Q4, and dedicated fleet growth is expected to resume in 2026 after recent net losses.
- Maintains investment-grade leverage at just under 1× trailing EBITDA, with $700 million of notes maturing March 1, 2026, backed by an extended credit facility.
Jan 15, 2026, 10:00 PM
J.B. Hunt outlines Q4 2025 results and 2026 priorities
JBHT
Share Buyback
Cost Savings
Guidance Update
- Q4 GAAP revenue down 2% y/y; operating income up 19% and EPS up 24%; FY 2025 revenue down 1%, operating income up 4%
- Invested $575 M in capital, repurchased $923 M of stock (6.3 M shares), and executed $25 M+ in Q4 cost-to-serve savings (annualized > $100 M); expect $600–800 M net CapEx and have $700 M notes maturing Mar 2026
- For 2026, focus on disciplined growth via operational excellence, leveraging people, technology, and capacity investments (including Walmart intermodal assets), and margin repair
- Dedicated business sold ~385 trucks in Q4 (1,205 full year), near the 800–1,000 annual target; modest operating income growth expected in 2026 with net fleet growth shifting into 2026/2027
- Intermodal volumes down 2% in Q4 (transcontinental – 6%, eastern + 5%); pursuing bid strategy for better network balance, volume growth, and pricing; monitoring rail consolidation scenarios
Jan 15, 2026, 10:00 PM
J.B. Hunt reports Q4 2025 results
JBHT
Earnings
Share Buyback
- Fourth quarter 2025 revenue was $3.10 billion (–2%) with operating income of $246.5 million (+19%), delivering diluted EPS of $1.90 (+24% YoY).
- Full-year 2025 revenue totaled $12.00 billion (–1%), operating income was $865.1 million (+4%), and diluted EPS was $6.12 (+10% YoY).
- At December 31, 2025, J.B. Hunt held $17 million in cash and $1.47 billion of total debt, with net capital expenditures of $575 million for the year.
- The company repurchased 843,000 shares for $140 million in Q4 and 6.3 million shares for $923 million in FY 2025, with $968 million remaining under its buyback authorization.
Jan 15, 2026, 9:26 PM
J.B. Hunt reports Q4 2025 earnings
JBHT
Earnings
Demand Weakening
- Revenue fell ~2% to $3.1 billion, net income rose to $181.1 million and EPS to $1.90 (24% increase)
- Operating income increased 19% to $246.5 million, supported by cost-management actions
- Mixed segment volumes: intermodal down 2%, transcontinental loads down 6%, eastern network loads up 5%
- Full-year 2025 revenue slipped 1% to $12 billion, with full-year operating income and EPS also rising
- Shares fell about 5% in after-hours trading after revenue missed projections by roughly $20 million despite EPS beating estimates
Jan 15, 2026, 9:25 PM
J.B. Hunt reports Q4 and FY2025 earnings
JBHT
Earnings
Share Buyback
- Q4 2025 revenue was $3.10 billion (–2%), operating income was $246.5 million (+19%), and diluted EPS was $1.90 (+24%).
- Full-year 2025 revenue was $12.00 billion (–1%), operating income was $865.1 million (+4%), and diluted EPS was $6.12 (+10%).
- In Q4 2025, the company repurchased 843,000 shares for $140 million, and for the full year repurchased 6.3 million shares for $923 million, with $968 million remaining under authorization.
Jan 15, 2026, 9:05 PM
J.B. Hunt Transport amends and restates credit agreement
JBHT
Debt Issuance
- On November 25, 2025, J.B. Hunt Transport Services Inc. and J.B. Hunt Transport, Inc. entered into a $1.7 billion Second Amended and Restated Credit Agreement, extending their existing $1.0 billion revolving credit facility to November 25, 2030, with two one-year extension options.
- The amended facility features a $400 million accordion option, increasing the revolver to $1.4 billion, and a six-month commitment period to fund up to $700 million in term loans maturing November 25, 2028.
- Borrowing costs are based on SOFR or Base Rate plus applicable margins, and the facility replaces the prior $1.5 billion credit agreement and the $500 million term loan repaid in March 2025.
- Proceeds may be used for equipment purchases, share repurchases, refinancing existing senior debt, and general working capital.
Dec 2, 2025, 7:48 PM
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