For the quarter ended September 2026, JB Hunt (JBHT Quick QuoteJBHT - Free Report) reported revenue of $3.68 billion, up 20.4% over the same period last year. EPS came in at $1.82, compared to $1.76 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $3.56 billion, representing a surprise of +3.15%. The company delivered an EPS surprise of +0.55%, with the consensus EPS estimate being $1.81.

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:

• Truckload - Total tractors: 2,221 compared to the 2,008 average estimate based on three analysts.
• Final Mile Services - Average trucks during the period: 1,173 versus 1,230 estimated by three analysts on average.
• Integrated Capacity Solutions - Revenue per load: $2,638.00 versus $2,399.14 estimated by three analysts on average.
• Integrated Capacity Solutions - Loads: 164,462 compared to the 153,076 average estimate based on three analysts.
• Revenue- Intermodal: $1.83 billion versus $1.76 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +20.2% change.
• Revenue- Dedicated: $960.17 million versus the four-analyst average estimate of $948.04 million. The reported number represents a year-over-year change of +11.1%.
• Revenue- Integrated Capacity Solutions: $433.85 million versus the four-analyst average estimate of $375.86 million. The reported number represents a year-over-year change of +57%.
• Revenue- Final Mile Services: $200.12 million versus the four-analyst average estimate of $200.36 million. The reported number represents a year-over-year change of -3.1%.
• Revenue- Truckload: $260.76 million versus $239.93 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +37.4% change.
• Revenue- Intersegment eliminations: $-5.72 million compared to the $-5.05 million average estimate based on three analysts. The reported number represents a change of +37.5% year over year.
• Revenue- Operating revenues, excluding fuel surcharge revenues: $3.01 billion versus $2.89 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +12.7% change.
• Revenue- Fuel surcharge revenues: $670.79 million versus the three-analyst average estimate of $596.98 million. The reported number represents a year-over-year change of +74%.

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

Shares of JB Hunt have returned -1.9% over the past month versus the Zacks S&P 500 composite's +1.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.