JBHTJ.B. Hunt Transport Services, Inc.
Earnings Recap
• Reported GAAP EPS of $1.91 up 24.84% YoY • Reported revenue of -$8890.47M down -382.56% YoY • J.B. Hunt Transport Services, Inc. expects its 2026 annual tax rate to be between 24.0% and 25.0%, based on current enacted legislation, providing a clear outlook for future tax obligations.
Bullish
J.B. Hunt Transport Services, Inc. achieved a 19% increase in Q4 2025 operating income, driven by cost-reduction initiatives and improved productivity. Intermodal operating income grew 16%, and Truckload revenue increased 10% due to higher load volume.
Bearish
J.B. Hunt Transport Services, Inc. experienced a 2% decline in Q4 2025 total operating revenue, driven by volume and revenue per load decreases across multiple segments. ICS and FMS segments reported revenue declines and significant operating income pressure.