Back to top

Image: Bigstock

Compared to Estimates, JB Hunt (JBHT) Q2 Earnings: A Look at Key Metrics

Read MoreHide Full Article

JB Hunt (JBHT - Free Report) reported $3.5 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 19.4%. EPS of $1.91 for the same period compares to $1.31 a year ago.

The reported revenue represents a surprise of +9.5% over the Zacks Consensus Estimate of $3.19 billion. With the consensus EPS estimate being $1.71, the EPS surprise was +11.7%.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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:
  • Intermodal - Trailing equipment (end of period): 124,199 versus the three-analyst average estimate of 125,565.
  • Integrated Capacity Solutions - Revenue per load: $2,477.00 versus the three-analyst average estimate of $2,146.64.
  • Intermodal - Revenue per load: $3,034.00 compared to the $2,792.96 average estimate based on three analysts.
  • Final Mile Services - Average trucks during the period: 1,199 versus 1,268 estimated by three analysts on average.
  • Revenue- Truckload: $239.65 million versus $203.24 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +35.4% change.
  • Revenue- Dedicated: $920.71 million compared to the $889.21 million average estimate based on four analysts. The reported number represents a change of +8.7% year over year.
  • Revenue- Final Mile Services: $198.04 million versus the four-analyst average estimate of $201.34 million. The reported number represents a year-over-year change of -6%.
  • Revenue- Integrated Capacity Solutions: $388.5 million compared to the $300.75 million average estimate based on four analysts. The reported number represents a change of +49.3% year over year.
  • Revenue- Intermodal: $1.75 billion versus $1.52 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +22% change.
  • Revenue- Fuel surcharge revenues: $641.46 million versus the three-analyst average estimate of $416.28 million. The reported number represents a year-over-year change of +82.3%.
  • Revenue- Operating revenues, excluding fuel surcharge revenues: $2.85 billion versus the three-analyst average estimate of $2.7 billion. The reported number represents a year-over-year change of +10.8%.
  • Revenue- Intersegment eliminations: $-5.29 million versus $-4.79 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +23.1% change.

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

Shares of JB Hunt have returned +0.4% over the past month versus the Zacks S&P 500 composite's +1.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Published in