J.B. Hunt's 20.4% revenue growth in 2026Q3 breaks a seven-quarter stretch of flat-to-negative performance, yet the quality of that expansion appears questionable as gross profit fell 17% to $349.6 million and gross margin compressed to 9.5% from 13.8% a year earlier — implying growth is concentrated in low-spread…
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Revenue accelerated 20.4% year over year to $3.7 billion in 2026Q3, but gross margin compressed to 9.5% from 13.8% and gross profit declined 17% to $349.6 million, suggesting the top-line rebound is concentrated in low-margin, pass-through revenue streams.
J.B. Hunt reported higher sales, revenue, and net income in Q1 2026 compared to the previous year, demonstrating financial growth.
The company declared a regular quarterly dividend of $0.45 per share and continues share repurchases, reflecting shareholder-friendly capital allocation.
J.B. Hunt is showing early signs of freight market recovery, with Q1 2026 revenue up 5.1%, indicating improving industry conditions.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 15, 2026 | $1.82+0.6% vs $1.81 | $3.7B+2.3% vs $3.6B |
Q3 2026 Jul 15, 2026 | $1.91+9.8% vs $1.74 | $3.5B+7.1% vs $3.3B |
Q2 2026 Apr 15, 2026 | $1.49+3.5% vs $1.44 | $3.1B+3.4% vs $3.0B |
Q1 2026 Jan 15, 2026 | $1.90+5.0% vs $1.81 | $3.1B-0.6% vs $3.1B |
Investors looking for stocks in the Transportation - Truck sector might want to consider either ArcBest (ARCB) or JB Hunt (JBHT). But which of these two stocks is more attractive to value investors?
J.B. Hunt Transport Services is rated Buy with a $315/share price target, reflecting long-term growth potential amid a persistent trucker shortage. JBHT faces near-term margin pressure from higher driver compensation and diesel costs, but freight rates are supported by tight supply and regulatory changes. Management is proactively expanding the fleet despite short-term earnings headwinds, anticipating durable demand and eventual margin recovery by eFY27.
Beyond analysts' top-and-bottom-line estimates for JB Hunt (JBHT), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2026.
LOWELL, Ark.--(BUSINESS WIRE)--J.B. Hunt Transport Services, Inc., (NASDAQ: JBHT) announced today that it expects to issue third quarter 2026 earnings at the close of the market Thursday, October 15, 2026. It will hold a conference call from 4:00-5:00 p.m. CDT on the same day to discuss the quarterly results and answer questions from the investment community. An online, real-time webcast of the quarterly conference call will be available at investor.jbhunt.com on October 15, 2026, at 4:00 p.m.
Benchmark JBHT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for J.B. Hunt Transport Services, Inc. (JBHT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $217.55 | $20.51B | 30.46 | -0.73% | 5.07% | 18.71% | 0.8% | |
| $125.33 | $14.77B | 22.25 | -8.42% | 3.67% | 39.59% | 1.98% | |
| $164.92 | $34.3B | 29.54 | -5.48% | 20.08% | 25.92% | 0.68% | |
| $176.95 | $20.78B | 41.51 | 1.05% | 5.69% | 26.31% | — | |
| $331.90 | $8.85B | 31.44 | 0.79% | 8.01% | 10.53% | — | |
| $26.95 | $1.62B | -85.07 | -1.84% | -0.56% | -1.39% | 2.09% |
J.B. Hunt Transport Services, Inc. (JBHT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
J.B. Hunt Transport Services, Inc. (JBHT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 15, 2026·SEC
Jul 15, 2026·SEC
Apr 24, 2026·SEC
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J.B. Hunt Transport Services, Inc. (JBHT) stock FAQ — growth, dividends, profitability & financials explained
J.B. Hunt Transport Services, Inc. (JBHT) reported $13.33B in revenue over the trailing twelve months. Revenue was $12.00B in fiscal year 2025. That is 707% more than the $1.49B of fiscal year 1996.
J.B. Hunt Transport Services, Inc. (JBHT) grew revenue by 10.6% over the trailing twelve months, compared with the twelve months before.
Yes. J.B. Hunt Transport Services, Inc. (JBHT) earned $676.1M in net income over the trailing twelve months (a 5.1% net margin).
Yes. J.B. Hunt Transport Services, Inc. (JBHT) pays a dividend that yields 0.80% at the current price, a small yield.
J.B. Hunt Transport Services, Inc. (JBHT) had a return on equity (ROE) of 18.7% over the trailing twelve months. That is above the market's typical 10-15%.
J.B. Hunt Transport Services, Inc. (JBHT) generated $966.5M in free cash flow over the trailing twelve months.
