J.B. Hunt (JBHT) official guidance
J.B. Hunt (JBHT) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteJBHTHUNT J B TRANSPORT SERVICES INCFY2026 · ends 2026-12-31
1 metric1 maintainedearnings call · 15d
2026-10-15 22:42:08 UTC$700Mmaintained-4.2% vs FY2025
Based on a robust pipeline of dedicated opportunities, we expect CapEx to trend higher in Q4, but still targeting approximately $700 million for the year.
JBHT · transcript · Q3 FY2026
2026-10-15 22:41:00 UTCOpen source
2026-04-16 04:00:53 UTC$600M – $800Mmaintained-17.9% – 9.5% vs FY2025
We continue to prioritize reinvestment in the business and will reiterate our guidance of a $600 million-$800 million net CapEx plan for the year.
JBHT · transcript · Q1 FY2026
2026-04-16 04:00:00 UTCOpen source
2026-01-16 05:01:02 UTC$600M – $800Mnew
In 2026, we anticipate net CapEx to be in the range of $600-$800 million, largely for replacement with expectations for success-based growth capital to support our dedicated segment.
JBHT · transcript · Q4 FY2025
2026-01-16 05:00:00 UTCOpen source
JBHTHUNT J B TRANSPORT SERVICES INCQ4 FY2026 · ends 2026-12-31
1 metric1 newearnings call · 15d
2026-10-15 22:42:08 UTCtrend highernew
Based on a robust pipeline of dedicated opportunities, we expect CapEx to trend higher in Q4, but still targeting approximately $700 million for the year.
JBHT · transcript · Q3 FY2026
2026-10-15 22:41:00 UTCOpen source
JBHTHUNT J B TRANSPORT SERVICES INCFY2026 · ends 2026-12-31
1 metric1 maintainedearnings call · 15d
2026-10-15 22:42:08 UTC1K – 1.2Kmaintained
During the quarter, we sold approximately 425 trucks of new deals, bringing our year-to-date new sales number to 970 trucks compared to our full-year target for gross sales of 1,000 to 1,200 new trucks.
JBHT · transcript · Q3 FY2026
2026-10-15 22:41:00 UTCOpen source
2026-07-16 04:00:37 UTC1K – 1.2Knew
During the second quarter, we sold approximately 250 trucks and remain confident we will achieve our full-year target for gross truck sales of 1,000 to 1,200 new trucks.
JBHT · transcript · Q2 FY2026
2026-07-16 04:00:00 UTCOpen source
JBHTHUNT J B TRANSPORT SERVICES INCQ3 FY2027 · ends 2027-09-30
1 metric1 newearnings call · 15d
2026-10-15 22:42:08 UTC30%new
We've highlighted for several quarters now, we reprice or implement about 10% of the volume in the fourth quarter, and then 30% of the volume receives new pricing each of the first three quarters of the year.
JBHT · transcript · Q3 FY2026
2026-10-15 22:41:00 UTCOpen source
JBHTHUNT J B TRANSPORT SERVICES INCQ4 FY2026 · ends 2026-12-31
1 metric1 newearnings call · 15d
2026-10-15 22:42:08 UTC10%new
We've highlighted for several quarters now, we reprice or implement about 10% of the volume in the fourth quarter, and then 30% of the volume receives new pricing each of the first three quarters of the year.
JBHT · transcript · Q3 FY2026
2026-10-15 22:41:00 UTCOpen source
JBHTHUNT J B TRANSPORT SERVICES INCFY2026 · ends 2026-12-31
5 metrics1 lowered1 new2 maintainedearnings release · 15d
2026-10-15 20:23:48 UTC24%lowered -1.0%-66 bps vs FY2025
We expect our 2026 full year annual tax rate to be approximately 24.0%.
JBHT · EX-99.1 · Q3 FY2026
2026-10-15 20:23:02 UTCOpen source
2026-07-15 20:26:47 UTC24% – 24.5%lowered -1.0%-66 bps – -16 bps vs FY2025
We now expect our 2026 annual tax rate to be between 24.0% and 24.5%.
JBHT · EX-99.1 · Q2 FY2026
2026-07-15 20:26:22 UTCOpen source
2026-04-15 20:19:53 UTC24% – 25%maintained-66 bps – 34 bps vs FY2025
We continue to expect our 2026 annual tax rate to be between 24.0% and 25.0%.
JBHT · EX-99.1 · Q1 FY2026
2026-04-15 20:19:19 UTCOpen source
2026-01-15 21:26:53 UTC24% – 25%new
We expect our 2026 annual tax rate to be between 24.0% and 25.0%, based on current enacted legislation.
JBHT · EX-99.1 · Q4 FY2025
2026-01-15 21:26:33 UTCOpen source
2026-07-16 04:00:37 UTCmodest operating income growth
Last quarter, I outlined our expectation that we would return to fleet growth this year while achieving only modest operating income growth for 2026.
JBHT · transcript · Q2 FY2026
2026-07-16 04:00:00 UTCOpen source
2026-04-16 04:00:53 UTConly modest operating income growth
I spoke last quarter about expecting only modest operating income growth in our dedicated business in 2026, and I still believe that is the right framework for this year.
JBHT · transcript · Q1 FY2026
2026-04-16 04:00:00 UTCOpen source
2026-01-16 05:01:02 UTConly modest operating income growthnew
As a result, and looking forward, as we sit here today, we are expecting only modest operating income growth in our dedicated business in 2026, with more momentum likely to roll into 2027.
JBHT · transcript · Q4 FY2025
2026-01-16 05:00:00 UTCOpen source
2026-04-16 04:00:53 UTC800 – 1Kmaintained
During the first quarter, we sold approximately 295 trucks and remain confident in our ability to achieve our full year target for net truck sales of 800-1,000 new trucks this year.
JBHT · transcript · Q1 FY2026
2026-04-16 04:00:00 UTCOpen source
2026-01-16 05:01:02 UTC800 – 1Knew
As a reminder, our annual net sales target is for 800-1,000 new trucks per year. While the known fleet losses disclosed two years ago caused us to fall short of this target in 2025, we have good momentum coming out of the fourth quarter, which gives us greater confidence that we will get back to this level of annual net truck growth in 2026.
JBHT · transcript · Q4 FY2025
2026-01-16 05:00:00 UTCOpen source
2026-04-16 04:00:53 UTC$90Mmaintained
Last quarter, we spoke to an expected $90 million revenue headwind this year from some lost business.
JBHT · transcript · Q1 FY2026
2026-04-16 04:00:00 UTCOpen source
2026-01-16 05:01:02 UTC$90Mnew
We mentioned last quarter that we anticipated losing some legacy appliance-related business in 2026. We expect this to be an approximately $90 million revenue headwind in 2026.
JBHT · transcript · Q4 FY2025
2026-01-16 05:00:00 UTCOpen source
2026-01-16 05:01:02 UTCat least $100Mnew
Going forward, I mean, I think it's fair to assume that we're going to be executing above the $100 million target. I don't think we're prepared right now to give you a number.
JBHT · transcript · Q4 FY2025
2026-01-16 05:00:00 UTCOpen source
JBHTHUNT J B TRANSPORT SERVICES INCFY2025 · ends 2025-12-31
1 metric1 newearnings release · 2025-10-15 20:22:05 UTC
2025-10-15 20:22:05 UTC24.5%new-34 bps vs FY2024
We expect our 2025 annual tax rate to be approximately 24.5%.
JBHT · EX-99.1 · Q3 FY2025
2025-10-15 20:21:47 UTCOpen source