Equity Profile

JBHT

J.B. Hunt Transport Services, Inc.

IndustrialsCargo Ground Transportation$26.1B

Jul14Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

J.B. Hunt Transport Services, Inc....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Not available

Revenue Growth

Revenue growth reflects the company's ability to expand its business and capture market share in a competitive environment.

Not available

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

JBHT Q2-2026 Earnings Preview

Context

Company Snapshot

J.B. Hunt Transport Services, Inc. is a major player in the cargo ground transportation sector, providing logistics and transportation services across North America. With a market cap of $26 billion, the company is crucial for understanding trends in freight movement, which can be influenced by consumer spending and economic conditions.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

-0.25%

Avg Stock Reaction

-0.55%

Last Quarter Recap

In Q1 2026, J.B. Hunt reported an EPS of $1.49, slightly beating estimates. However, the stock fell by 2.37% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are looking for signs of stability and growth in J.B. Hunt's upcoming earnings report, especially after a series of mixed results in previous quarters.

Bull Case

If J.B. Hunt can demonstrate strong revenue growth and improved margins, it may signal a recovery in freight demand, leading to a positive market reaction.

Bear Case

Conversely, if the company reports disappointing earnings or guidance, it could raise concerns about the overall health of the transportation sector and lead to further stock declines.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2026?

EPS will be a critical measure of the company's profitability and could influence investor sentiment significantly.

How is J.B. Hunt addressing current supply chain challenges?

Understanding the company's strategies to navigate supply chain issues will be crucial for assessing future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate J.B. Hunt's ability to adapt to changing market conditions, particularly in managing operational costs effectively.

Supporting Evidence

The company has a history of beating EPS estimates, which could indicate stronger performance than anticipated.

Options pricing suggests a significant move, indicating that traders expect more volatility than what historical performance would suggest.

Key Risk

If the company can demonstrate effective cost management and revenue growth, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will reflect how well J.B. Hunt is managing costs and adapting to market conditions.

Bull Confirmed If

An EPS of $1.60 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $1.40 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±12.02%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±12.0% while JBHT has averaged ±1.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

35.9%

Calls (15K)P/C Ratio: 0.21Puts (10K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$573,228.11

2,272 sh

2 insiders

Net

$573,228.11

Net selling

Most Active Insiders· 2 open-market trades

EVP and COOHobbs Nicholas
$318,953.11
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If J.B. Hunt beats expectations, history suggests a potential stock move of +1.87%, confirming a positive outlook for the company.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may react modestly, reflecting uncertainty.

Miss

A miss on earnings could lead to a decline of around +0.14%, indicating investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on freight demand trends and how they are impacting operations.
2Details on cost management strategies and their effectiveness.
3Insights into customer demand and retention rates.
4Any commentary on supply chain improvements and logistics efficiency.
5Management's outlook for the remainder of 2026.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Fastenal Company

Company Snapshot

J.B. Hunt Transport Services, Inc....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Not available

Revenue Growth

Revenue growth reflects the company's ability to expand its business and capture market share in a competitive environment.

Not available

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

JBHT Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

-0.25%

Avg Stock Reaction

-0.55%

Last Quarter Recap

In Q1 2026, J.B. Hunt reported an EPS of $1.49, slightly beating estimates. However, the stock fell by 2.37% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are looking for signs of stability and growth in J.B. Hunt's upcoming earnings report, especially after a series of mixed results in previous quarters.

Bull Case

If J.B. Hunt can demonstrate strong revenue growth and improved margins, it may signal a recovery in freight demand, leading to a positive market reaction.

Bear Case

Conversely, if the company reports disappointing earnings or guidance, it could raise concerns about the overall health of the transportation sector and lead to further stock declines.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2026?

EPS will be a critical measure of the company's profitability and could influence investor sentiment significantly.

How is J.B. Hunt addressing current supply chain challenges?

Understanding the company's strategies to navigate supply chain issues will be crucial for assessing future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate J.B. Hunt's ability to adapt to changing market conditions, particularly in managing operational costs effectively.

Supporting Evidence

The company has a history of beating EPS estimates, which could indicate stronger performance than anticipated.

Options pricing suggests a significant move, indicating that traders expect more volatility than what historical performance would suggest.

Key Risk

If the company can demonstrate effective cost management and revenue growth, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will reflect how well J.B. Hunt is managing costs and adapting to market conditions.

Bull Confirmed If

An EPS of $1.60 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $1.40 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±12.02%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±12.0% while JBHT has averaged ±1.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

35.9%

Calls (15K)P/C Ratio: 0.21Puts (10K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$573,228.11

2,272 sh

2 insiders

Net

$573,228.11

Net selling

Most Active Insiders· 2 open-market trades

EVP and COOHobbs Nicholas
$318,953.11
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If J.B. Hunt beats expectations, history suggests a potential stock move of +1.87%, confirming a positive outlook for the company.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may react modestly, reflecting uncertainty.

Miss

A miss on earnings could lead to a decline of around +0.14%, indicating investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on freight demand trends and how they are impacting operations.
2Details on cost management strategies and their effectiveness.
3Insights into customer demand and retention rates.
4Any commentary on supply chain improvements and logistics efficiency.
5Management's outlook for the remainder of 2026.