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Compared to Estimates, JB Hunt (JBHT) Q4 Earnings: A Look at Key Metrics

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JB Hunt (JBHT - Free Report) reported $3.1 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 1.6%. EPS of $1.90 for the same period compares to $1.53 a year ago.

The reported revenue represents a surprise of -0.97% over the Zacks Consensus Estimate of $3.13 billion. With the consensus EPS estimate being $1.81, the company has not delivered EPS surprise.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how JB Hunt performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Dedicated - Average trucks during the period: 12,605 versus 12,664 estimated by three analysts on average.
  • Integrated Capacity Solutions - Revenue per load: $2,061.00 versus the three-analyst average estimate of $2,051.77.
  • Intermodal - Revenue per load: $2,808.00 versus the three-analyst average estimate of $2,845.37.
  • Intermodal - Trailing equipment (end of period): 124,838 versus the three-analyst average estimate of 125,847.
  • Revenue- Truckload: $200.3 million versus $185.15 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.1% change.
  • Revenue- Dedicated: $842.89 million compared to the $860.35 million average estimate based on four analysts. The reported number represents a change of +0.5% year over year.
  • Revenue- Final Mile Services: $205.78 million versus $212.9 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -9.6% change.
  • Revenue- Integrated Capacity Solutions: $304.59 million compared to the $299.38 million average estimate based on four analysts. The reported number represents a change of -1% year over year.
  • Revenue- Intermodal: $1.55 billion versus $1.58 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -3.1% change.
  • Revenue- Fuel surcharge revenues: $376.53 million versus the three-analyst average estimate of $382.17 million. The reported number represents a year-over-year change of +3.3%.
  • Revenue- Operating revenues, excluding fuel surcharge revenues: $2.72 billion versus the three-analyst average estimate of $2.75 billion. The reported number represents a year-over-year change of -2.2%.
  • Revenue- Intersegment eliminations: $-4.78 million versus $-5.56 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -17.3% change.

View all Key Company Metrics for JB Hunt here>>>

Shares of JB Hunt have returned +6% over the past month versus the Zacks S&P 500 composite's +1.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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