JB Hunt (JBHT) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Apr 21, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

―

Last Year’s EPS

1.17

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 18 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Jan 15, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call balanced notable operational and financial strengths against persistent market and segment-level headwinds. Highlights include significant improvement in profitability and EPS, achievement of a >$100M annualized cost-savings run rate, record share repurchases, strong safety and customer retention, and pockets of volume and share gains. Lowlights include modest revenue declines, intermodal and transcontinental volume softness, margin pressure from rising spot truckload rates and a roughly $90M expected final-mile revenue headwind, plus industry/regulatory uncertainty. Overall, the company presented disciplined execution and momentum on cost and capital allocation while acknowledging ongoing market fragility and work remaining to fully repair margins.

Company Guidance

Guidance highlights: management expects 2026 net CapEx of $600–$800 million (largely replacement with some success‑based growth capital), will manage leverage to remain just under ~1.0x trailing‑12‑month EBITDA and maintain an investment‑grade balance sheet (with a $700 million note maturing March 1 covered by the amended credit facility), and will continue to support dividend growth and opportunistic buybacks after 2025’s $923 million of repurchases that retired ~6.3 million shares. They reported lowering‑our‑cost‑to‑serve momentum—> $25 million executed in Q4 and a run rate of >$100 million of annualized savings—and said they’ll keep driving cost, productivity and network balance; Dedicated expects only modest operating‑income growth in 2026 (a material lift requires ~6 months of truck growth), with an annual net sales target of 800–1,000 new trucks (Q4 sold ~385; ~1,205 new trucks booked in 2025), Final Mile faces an anticipated ~$90 million 2026 revenue headwind, and Intermodal saw Q4 volumes down 2% YoY (Oct -1%, Nov -3%, Dec flat; transcontinental -6% Q4, Eastern +5%) while targeting a 10–12% margin band that they say needs roughly 1 point from cost, 1 point from volume, and 1 point from price. For context, FY2025 results included GAAP revenue -1% (Q4 -2% YoY), operating income +4% for the year (+19% in Q4, or +10% ex‑$16M prior charges), diluted EPS +24% in Q4, 2025 net CapEx ~$575 million, and ICS operating costs of about $41 million in Q4 (lowest since Q4‑2018).

Improved Profitability Despite Revenue Pressure

Q4 GAAP revenue down 2% year-over-year, while operating income improved 19% and diluted EPS improved 24% versus prior-year quarter; on a FY2025 GAAP basis revenue declined 1% while operating income increased 4%, reflecting operational execution that offset weaker top-line trends.

Material Cost Savings and Lowering Cost-to-Serve Progress

Executed over $25 million of tracked savings in Q4 and reached a run rate of more than $100 million of annualized cost savings, driven by service efficiencies, network balancing, discretionary spending controls and productivity improvements — management expects continued execution above the initial $100M target over time.

Record Share Repurchases and Capital Discipline

Returned capital via the largest annual share repurchase in company history at $923 million, retiring almost 6.3 million shares; net capital spending for 2025 was $575 million (net of proceeds) and 2026 net CapEx is guided to $600–$800 million, emphasizing replacement with some success-based growth capital.

Strong Safety and Customer Retention

Recorded third consecutive year of record safety performance (DOT preventable accidents per million miles); celebrated a driver reaching 5,000,000 safe miles; company reported its highest customer retention since 2017 — safety and reliability cited as competitive differentiators.

Operational Momentum and Market Share Gains

Management cited strong peak season execution that enabled customers to trust J.B. Hunt with additional freight, with comments that the company gained share in pockets where competitors struggled to meet commitments; Truckload (JBT) achieved a third consecutive quarter of double-digit volume growth.

Dedicated Sales Activity and Pipeline

Sold approximately 385 trucks in Q4 and ~1,205 new trucks for the full year (gross new truck sales); management reports a strong sales pipeline in Dedicated with an addressable market of roughly $90 billion and expects renewed net fleet growth momentum in 2026.

Improved Segment Cost Performance — ICS

Intermodal/ICS operating costs in the quarter were approximately $41 million, the lowest since Q4 2018, reflecting progress on controllable costs and resizing the cost structure in response to market conditions.

JB Hunt (JBHT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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JBHT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 21, 2026	2026 (Q1)	- / -	1.17	―	―	―
Jan 15, 2026	2025 (Q4)	1.81 / 1.90	1.53	24.18% (+0.37)	―
Oct 16, 2025	2025 (Q3)	1.46 / 1.76	1.49	18.12% (+0.27)	―
Jul 16, 2025	2025 (Q2)	1.30 / 1.31	1.32	-0.76% (-0.01)
Apr 15, 2025	2025 (Q1)	1.15 / 1.17	1.22	-4.10% (-0.05)
Jan 16, 2025	2024 (Q4)	1.61 / 1.53	1.47	4.08% (+0.06)
Oct 15, 2024	2024 (Q3)	1.39 / 1.49	1.8	-17.22% (-0.31)
Jul 16, 2024	2024 (Q2)	1.48 / 1.32	1.81	-27.07% (-0.49)
Apr 16, 2024	2024 (Q1)	1.50 / 1.22	1.89	-35.45% (-0.67)
Jan 18, 2024	2023 (Q4)	1.74 / 1.47	1.92	-23.44% (-0.45)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JBHT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 15, 2026	$206.52	―	―
Oct 16, 2025	$169.13	$164.42	-2.78%
Jul 16, 2025	$150.57	$151.81	+0.83%
Apr 15, 2025	$133.91	$123.62	-7.68%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.