Equity Profile

JBHT

J.B. Hunt Transport Services, Inc.

IndustrialsCargo Ground Transportation$26.5B

Jul14Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and financial health, which investors closely monitor.

$1.71

Revenue

Total revenue shows the company's ability to generate sales and is critical for assessing growth.

$3.2B

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 leading provider of cargo ground transportation services in the U.S. The company plays a crucial role in the logistics sector, which is vital for the movement of goods across the country, especially as consumer spending and e-commerce continue to grow.

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 above expectations, indicating a positive surprise. However, the stock reacted negatively, dropping 2.37% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect J.B. Hunt to report solid earnings this quarter, with a consensus EPS of $1.71. The market is watching closely for any signs of revenue growth amidst fluctuating demand in the transportation sector.

Bull Case

If J.B. Hunt exceeds EPS expectations and shows strong revenue growth, it could signal robust demand for transportation services, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses earnings estimates or provides weak guidance, it may raise concerns about demand and profitability, potentially leading to a stock decline.

Key Metrics to Watch

EPS

$1.71

Earnings per share is a key indicator of profitability and financial health, which investors closely monitor.

Revenue

$3.2B

Total revenue shows the company's ability to generate sales and is critical for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will J.B. Hunt's EPS exceed the consensus estimate of $1.71?

A beat on EPS could indicate stronger-than-expected profitability, which would be a positive signal for investors.

What guidance will management provide regarding revenue growth?

Management's outlook on revenue is crucial for assessing future performance, especially in a fluctuating market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for J.B. Hunt to exceed revenue expectations due to a rebound in consumer demand and improved operational efficiencies.

Supporting Evidence

The options market is pricing a 12.03% move, suggesting traders expect significant volatility.

J.B. Hunt has a history of beating EPS estimates, with a 63% success rate in the last eight quarters.

Key Risk

If revenue growth comes in above $3.4B, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether J.B. Hunt can sustain its growth amid economic uncertainties and changing consumer demand.

Bull Confirmed If

An EPS of $1.80 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $1.57 would support the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±12.03%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a significant move, indicating 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

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.7%, with a raw directional average of +1.7% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If J.B. Hunt beats expectations, history suggests the stock could rise around 1.73%, confirming strong demand and operational efficiency.

In-Line / Cautious

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

Miss

If the company misses earnings expectations, history suggests a potential decline of around 0.14%, indicating market disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiencies that could impact margins.
2Insights into consumer demand trends and their effect on transportation volumes.
3Management's commentary on pricing power in the current market.
4Any changes in guidance for the upcoming quarters.
5Discussion on competitive pressures in the logistics sector.

See the full picture

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Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and financial health, which investors closely monitor.

$1.71

Revenue

Total revenue shows the company's ability to generate sales and is critical for assessing growth.

$3.2B

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 above expectations, indicating a positive surprise. However, the stock reacted negatively, dropping 2.37% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If J.B. Hunt exceeds EPS expectations and shows strong revenue growth, it could signal robust demand for transportation services, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses earnings estimates or provides weak guidance, it may raise concerns about demand and profitability, potentially leading to a stock decline.

Key Metrics to Watch

EPS

$1.71

Earnings per share is a key indicator of profitability and financial health, which investors closely monitor.

Revenue

$3.2B

Total revenue shows the company's ability to generate sales and is critical for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will J.B. Hunt's EPS exceed the consensus estimate of $1.71?

A beat on EPS could indicate stronger-than-expected profitability, which would be a positive signal for investors.

What guidance will management provide regarding revenue growth?

Management's outlook on revenue is crucial for assessing future performance, especially in a fluctuating market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for J.B. Hunt to exceed revenue expectations due to a rebound in consumer demand and improved operational efficiencies.

Supporting Evidence

The options market is pricing a 12.03% move, suggesting traders expect significant volatility.

J.B. Hunt has a history of beating EPS estimates, with a 63% success rate in the last eight quarters.

Key Risk

If revenue growth comes in above $3.4B, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether J.B. Hunt can sustain its growth amid economic uncertainties and changing consumer demand.

Bull Confirmed If

An EPS of $1.80 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $1.57 would support the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±12.03%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a significant move, indicating 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

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If J.B. Hunt beats expectations, history suggests the stock could rise around 1.73%, confirming strong demand and operational efficiency.

In-Line / Cautious

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

Miss

If the company misses earnings expectations, history suggests a potential decline of around 0.14%, indicating market disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiencies that could impact margins.
2Insights into consumer demand trends and their effect on transportation volumes.
3Management's commentary on pricing power in the current market.
4Any changes in guidance for the upcoming quarters.
5Discussion on competitive pressures in the logistics sector.