Equity Profile

JBHT

J.B. Hunt Transport Services, Inc.

IndustrialsCargo Ground Transportation$26.1B

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 critical measure of profitability, and investors will be looking for signs of growth or decline.

N/A

Revenue Growth

Revenue growth indicates how well the company is expanding its operations and capturing market share.

N/A

1 more metrics, 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 major player in the cargo ground transportation sector, providing logistics and transportation services across North America. As a key part of the industrials sector, the company plays a vital role in supply chain management, which is crucial for the economy, 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 beating expectations. However, the stock reacted negatively, declining by 2.37% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations are mixed as the company has shown a tendency to beat EPS estimates but has not consistently translated that into positive stock performance.

Bull Case

If J.B. Hunt can demonstrate strong revenue growth and maintain or improve its operating margins, it could signal a robust demand for its services, leading to a positive stock reaction.

Bear Case

Conversely, if the company reports disappointing revenue or margins, it may raise concerns about its ability to navigate a competitive and potentially slowing economic environment.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported revenue growth rate compared to last year?

Revenue growth is critical for assessing the company's ability to expand and adapt to market conditions.

How will operating margins be affected by current economic conditions?

Operating margins will indicate how well J.B. Hunt is managing costs in a potentially challenging environment.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating J.B. Hunt's ability to adapt to changing demand dynamics, particularly in e-commerce logistics.

Supporting Evidence

Despite recent stock declines, the company's EPS has consistently beaten expectations, indicating underlying strength.

The options market is pricing a larger move than historical averages, suggesting that traders expect significant volatility, which could favor a positive outcome.

Key Risk

If revenue growth exceeds expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on how well the company can balance growth with operational efficiency amid economic pressures.

Bull Confirmed If

Revenue growth of 10% or more year-over-year would confirm a strong demand for J.B. Hunt's services.

Bear Confirmed If

A decline in operating margins below 10% would raise concerns about cost management and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±12.03%

Historical Avg

±1.58%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that traders expect volatility.

Options are pricing a 12.03% move, while the stock has averaged only 1.58% over the last 8 quarters — setup is 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).

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$573,228.11

2,272 sh

2 insiders

Net

$573,228.11

Net selling

Most Active Insiders· 2 open-market trades

EVP and COOHobbs Nicholas
$318,953.11
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If J.B. Hunt beats expectations, history suggests a potential stock move of around +1.73%, confirming a positive outlook for the company.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth prospects.

Miss

A miss could lead to a decline of around +0.14%, indicating that the market may lose confidence in the company's growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth in the e-commerce segment.
2Comments on cost management strategies in response to economic pressures.
3Insights into customer demand trends for transportation services.
4Guidance on future operating margins and profitability outlook.
5Any commentary on competitive pressures in the transportation sector.

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More Earnings This Week

5 Reports

Fastenal Company

Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability, and investors will be looking for signs of growth or decline.

N/A

Revenue Growth

Revenue growth indicates how well the company is expanding its operations and capturing market share.

N/A

1 more metrics, 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 beating expectations. However, the stock reacted negatively, declining by 2.37% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations are mixed as the company has shown a tendency to beat EPS estimates but has not consistently translated that into positive stock performance.

Bull Case

If J.B. Hunt can demonstrate strong revenue growth and maintain or improve its operating margins, it could signal a robust demand for its services, leading to a positive stock reaction.

Bear Case

Conversely, if the company reports disappointing revenue or margins, it may raise concerns about its ability to navigate a competitive and potentially slowing economic environment.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported revenue growth rate compared to last year?

Revenue growth is critical for assessing the company's ability to expand and adapt to market conditions.

How will operating margins be affected by current economic conditions?

Operating margins will indicate how well J.B. Hunt is managing costs in a potentially challenging environment.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating J.B. Hunt's ability to adapt to changing demand dynamics, particularly in e-commerce logistics.

Supporting Evidence

Despite recent stock declines, the company's EPS has consistently beaten expectations, indicating underlying strength.

The options market is pricing a larger move than historical averages, suggesting that traders expect significant volatility, which could favor a positive outcome.

Key Risk

If revenue growth exceeds expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on how well the company can balance growth with operational efficiency amid economic pressures.

Bull Confirmed If

Revenue growth of 10% or more year-over-year would confirm a strong demand for J.B. Hunt's services.

Bear Confirmed If

A decline in operating margins below 10% would raise concerns about cost management and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±12.03%

Historical Avg

±1.58%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that traders expect volatility.

Options are pricing a 12.03% move, while the stock has averaged only 1.58% over the last 8 quarters — setup is 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%)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$573,228.11

2,272 sh

2 insiders

Net

$573,228.11

Net selling

Most Active Insiders· 2 open-market trades

EVP and COOHobbs Nicholas
$318,953.11
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If J.B. Hunt beats expectations, history suggests a potential stock move of around +1.73%, confirming a positive outlook for the company.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth prospects.

Miss

A miss could lead to a decline of around +0.14%, indicating that the market may lose confidence in the company's growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth in the e-commerce segment.
2Comments on cost management strategies in response to economic pressures.
3Insights into customer demand trends for transportation services.
4Guidance on future operating margins and profitability outlook.
5Any commentary on competitive pressures in the transportation sector.