Form 10-Q · Quarterly report
J.B. Hunt 10-Q, filed Oct 23, 2026
- Filed
- CIK
- 0000728535
- Accession no.
- 0001437749-26-033365
Summary
J.B. Hunt reported third-quarter 2026 consolidated operating revenue of $3.68 billion, up 20% from a year earlier, and operating income of $247.1 million, up from $242.7 million, as growth in intermodal, integrated capacity, and truckload offset weaker dedicated and final-mile profitability.
Key points
- JBI revenue rose 20% to $1.83 billion and operating income rose 18% to $147.5 million, with load volumes up 8% and revenue per load up 11%.
- DCS revenue rose 11% to $960 million, but operating income fell 22% to $81.7 million on higher driver, medical, insurance, equipment, and new-business onboarding expenses.
- ICS revenue rose 57% to $434 million and posted $9.6 million in operating income versus a $0.8 million loss a year earlier, as volumes rose 22% and revenue per load rose 29%.
- FMS revenue fell 3% to $200 million and operating income fell 76% to $1.6 million; JBT revenue rose 37% to $261 million while operating income fell 6% to $7.0 million.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
ITEM 2. MANAGEMENT’S DISCUSSION RESULTS OF OPERATIONS Comparison of Three Months Ended September 30, 2026 to Three Months Ended September 30, 2025 Summary of Operating Segment Results For The Three Months Ended September 30, (in millions) Operating Revenues Operating Income/(Loss) 2026 2025 2026 2025 JBI $ 1,828 $ 1,520 $ 147.5 $ 125.0 DCS 960 864 81.7 104.3 ICS 434 276 9.6 (0.8 ) FMS 200 206 1.6 6.9 JBT 261 190 7.0 7.4 Other (includes corporate) - - (0.3 ) (0.1 ) Subtotal 3,683 3,056 247.1 242.7 Inter-Segment eliminations (6 ) (3 ) - - Total $ 3,677 $ 3,053 $ 247.1 $ 242.7 Total consolidated operating revenues were $3.68 billion for the third quarter 2026, a 20% increase from $3.05 billion…
An excerpt of the text as filed with the SEC, cut for length.
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