J.B. Hunt Transport (JBHT) beat expectations in Q2 FY2026 on revenue of $3.5B versus the $3.3B estimate (+19.4% YoY) and EPS of $1.91. The next J.B. Hunt Transport (JBHT) earnings date is Oct 21, 2026. Below is the full J.B. Hunt Transport earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
J.B. Hunt Transport (JBHT) Earnings Analysis — key stats
Next earnings date
Oct 21, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Beat
EPS beat rate
5 of last 8 (quarters above estimate)
Avg next-day move
±6.6% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±14.5% (options-derived · into Oct 21, 2026)
Institutional ownership
111.7% (13F as of 2026-06-30)
Top 10 holders
35.8% (of shares outstanding)
Insider activity
4 buys / 8 sells (recent Form 4 filings)
Revenue
$3.5B (vs $3.3B est · +7.1% surprise · +19.4% YoY)
EPS
$1.91 (vs $1.74 est · +9.8% surprise · +44.7% YoY)
Share price
$259.88 (-5.7%)
Market cap
$24.4B
J.B. Hunt Transport (JBHT) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$3.5B vs $3.3B est
$1.91 vs $1.74 est
+9.8%
+6.2%
Beat
Q2 FY2026
$3.1B vs $3.0B est
$1.49 vs $1.44 est
+3.5%
+3.8%
Beat
Q1 FY2026
$3.1B vs $3.1B est
$1.90 vs $1.81 est
+5.0%
-0.7%
Mixed
Q4 FY2025
$3.1B vs $3.0B est
$1.76 vs $1.46 est
+20.5%
+21.7%
Mixed
Q3 FY2025
$2.9B vs $2.9B est
$1.31 vs $1.30 est
+0.8%
-0.5%
In line
Q2 FY2025
$2.9B vs $2.9B est
$1.17 vs $1.15 est
+1.7%
-9.5%
In line
Q1 FY2025
$3.1B vs $3.1B est
$1.53 vs $1.64 est
-6.7%
-7.6%
Mixed
Q4 FY2024
$3.1B vs $3.0B est
$1.49 vs $1.41 est
+5.7%
+2.7%
Beat
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
6.7%
6.3M
$1.8B
+4.6%
Vanguard Capital Management LLC
5.1%
4.9M
$1.4B
+0.2%
Aqr Capital Management LLC
4.4%
4.2M
$1.2B
+2.6%
State Street Corp
4.2%
4.0M
$1.2B
+5.0%
Vanguard Portfolio Management LLC
4.0%
3.8M
$1.1B
-0.0%
Jupiter Topco LLC
3.2%
3.1M
$891.3M
+100.0%
Geode Capital Management, LLC
2.2%
2.1M
$600.5M
-0.9%
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
2.2%
2.1M
$597.4M
-18.4%
Morgan Stanley
2.0%
1.9M
$544.4M
-0.0%
Invesco Ltd.
1.8%
1.7M
$496.6M
+23.5%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Keefauver David
officer: EVP of People
2026-06-05
Sell
703
$200444
Webb Brian
officer: EVP- Final Mile Services
2026-06-05
Sell
2K
$426015
Hobbs Nicholas
officer: EVP and COO
2026-05-29
Sell
6K
—
GARRISON EARL WAYNE
officer: Honorary Founding Director
2026-06-02
Sell
77K
—
ROBO JAMES L
director
2026-05-28
Buy
38K
$10.2M
Frazier Spencer
officer: EVP of Sales and Marketing
2026-05-19
Sell
2K
$516406
Hicks Bradley W.
officer: President of DCS
2026-05-15
Sell
8K
$2.0M
Field Darren P.
officer: EVP and President Intermodal
2026-05-14
Sell
4K
$1.0M
What you'll find
Next J.B. Hunt Transport (JBHT) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment J.B. Hunt Transport reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in J.B. Hunt Transport (JBHT)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is J.B. Hunt Transport's next earnings date?
J.B. Hunt Transport's (JBHT) next scheduled earnings date is Oct 21, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did J.B. Hunt Transport (JBHT) beat or miss earnings?
In Q2 FY2026, J.B. Hunt Transport (JBHT) posted beat results — revenue of $3.5B versus the $3.3B estimate (+7.1% surprise) and EPS of $1.91 versus $1.74 expected (+9.8% surprise). Magnisto decodes every J.B. Hunt Transport (JBHT) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does J.B. Hunt Transport beat earnings estimates?
Over its last 8 reported quarters, J.B. Hunt Transport (JBHT) beat Wall Street EPS estimates 5 times, most recently a beat result in Q3 FY2026. Magnisto tracks every J.B. Hunt Transport (JBHT) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does J.B. Hunt Transport stock move after earnings?
Over its last 8 quarterly reports, J.B. Hunt Transport (JBHT) moved an average of ±6.6% the day after earnings — ranging from -9.5% (Q2 FY2025) to +21.7% (Q4 FY2025). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Oct 21, 2026, options-implied volatility is pricing in a move of roughly ±14.5% (derived). Magnisto tracks the realized post-earnings move for every J.B. Hunt Transport (JBHT) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of J.B. Hunt Transport?
Institutions hold about 111.7% of J.B. Hunt Transport's (JBHT) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (6.7%), Vanguard Capital Management LLC (5.1%), Aqr Capital Management LLC (4.4%). Magnisto lists J.B. Hunt Transport's (JBHT) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling J.B. Hunt Transport (JBHT)?
In the most recent Form 4 filings Magnisto tracks, J.B. Hunt Transport (JBHT) insiders recorded 4 purchases and 8 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for J.B. Hunt Transport (JBHT) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for J.B. Hunt Transport (JBHT), anchored to the current $259.88 share price, so you can weigh the bull, base and bear cases for J.B. Hunt Transport side by side.
Is J.B. Hunt Transport (JBHT) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether J.B. Hunt Transport fits your own thesis and risk profile. This is research, not investment advice.