J

J.B. Hunt Transport Services

Full-spectrum logistics and transportation solutions

Overview

J.B. Hunt Transport Services provides a broad range of transportation and logistics services across the United States, Canada, and Mexico, organized into five segments: Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services, and Truckload. Its offerings cover intermodal rail with trailing equipment and drayage, customized supply chain design, traditional freight brokerage, final-mile delivery, and full-load truckload service, all coordinated through a technology-enabled network of assets and partners. The company differentiates itself with an integrated, multi-segment platform that focuses on end-to-end supply chain solutions, strong networks, and optimization driven by technology. Its goal is to help customers move goods efficiently by expanding capacity, improving service, and deepening customer relationships across a diverse client base.

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About J.B. Hunt Transport Services

Simplify's Rating
Why J.B. Hunt Transport Services is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Automotive & TransportationIndustrial & Manufacturing

Company Size

10,001+

Company Stage

IPO

Headquarters

Lowell, MA

Founded

1961

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What believers are saying

  • Q3 2026 revenue jumped 20% to $3.68 billion, driven by intermodal and brokerage gains.
  • Intermodal operating income rose 18% in Q3 2026 as Eastern loads grew 18%.
  • ICS swung to $9.6 million profit in Q3 2026 after thirteen loss-making quarters.

What critics are saying

  • October 23, 2026 Whitearmor breach triggered four lawsuits and exposed employee data.
  • Q3 2026 operating income rose 2% while costs from fuel, drivers, and claims surged.
  • Final Mile's income collapsed 76% in Q3 2026, signaling weak pricing and portfolio leakage.

What makes J.B. Hunt Transport Services unique

  • J.B. Hunt's intermodal scale and Eastern rail conversion still separate it from truckload peers.
  • Overroute, launched July 21, 2026, embeds AI across J.B. Hunt's freight workflows.
  • Dedicated contract relationships and 96% retention create sticky, multi-year shipper integration.

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Funding

Total Funding

$1.7B

Above

Industry Average

Funded Over

1 Rounds

Post IPO Debt funding comparison data is currently unavailable. We're working to provide this information soon!
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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k) Retirement Plan
  • Paid Vacation
  • Paid Sick Leave
  • Paid Holidays
  • Parental Leave
  • Unlimited Paid Time Off

Stock Price

Company News

The Arkansas Democrat-Gazette
Oct 29th, 2026
Former employees sue J.B. Hunt in claimed data breech.

Former employees sue J.B. Hunt in claimed data breech. Three former J.B. Hunt employees sued the company in federal court this week claiming a data breach put the personal information of thousands of workers at risk. The suits by Wendy Parnell of Bentonville, Shileen Lange of Richmond, Va., and Aaron Hunter of Ellenwood, Ga., seek class action status. They were filed Tuesday in the United States District Court, Western District of Arkansas, Fayetteville Division. According to court documents, on Oct. 23 a data breach at J.B. Hunt was reported by a hacker group who claimed it infiltrated the company's computer system and obtained access to employees' private, personal information or PPI. That information included names, dates of birth, Social Security numbers, driver's license numbers, contact information, and financial information as well as some business records. All the suits contend the ransomware cyber criminal group known as "Whitearmor" posted on its dark web leak site claiming that it had "140,838 employee records" that contained PPI and national identification numbers. The group demanded $5 million in ransom for the information. "We are investigating a cybersecurity incident involving unauthorized access to certain information within an isolated portion of J.B. Hunt's technology system," J.B. Hunt said Thursday. "Our systems remain operational, and there has been no disruption to our ability to serve customers. Upon learning of the incident, we quickly implemented our response protocols with the support of a leading cybersecurity firm, notified law enforcement, and promptly revoked the unauthorized access. We take this matter seriously, and we are continuing to investigate." In recent days, websites including Cyber News Live, DeXpose and Dark Web Intelligence reported Whitearmor's claims it had breached J.B. Hunt's computer network. Hunter's suit contends the hackers also claimed to obtain "approximately 1.7 million carrier contacts, 38.2 million invoices, 187,000 access-permission records, 3,196 ranked account-takeover targets, 973 Microsoft 365 mailboxes, and records concerning 374,000 organizations." The suit notes these figures are based on the hacker's claims and had not been verified. Hunter's action also argues J.B. Hunt did not promptly notify those affected by the information breach. The various suits' claims against J.B. Hunt include negligence, implied breach of contract, unjust enrichment, invasion of privacy, and breach of fiduciary duty. All three ask for a jury trial. The suits contend that J.B. Hunt had an obligation to protect and safeguard personal information of its employees and its customers from unauthorized access and intrusion. They argue sensitive data should have been encrypted or redacted and better protected by J.B. Hunt and the company was negligent by not doing so. They argue the breach was preventable and that J.B. Hunt's computer system was vulnerable to intrusion and the company didn't put the proper measures in place to keep the PPI information safe, including failure to meet security guidelines suggested by the Federal Trade Commission. All the plaintiffs contend access to the data by outsiders make them vulnerable to financial crimes now and for as long as they live. "Hackers targeted and obtained the Private Information because of its value in exploiting and stealing the identities of Class Members and to conduct financial crimes against Class Members. The present and continuing risk to victims of the Data Breach will remain for their respective lifetimes," Lange's suit reads in part. Lange and Parnell are represented by the Sanford Law Firm, based in Little Rock and Hunter is represented by Carney, Bates and Pulliam PLLC, also based in Little Rock. The law firm of Migliaccio & Rathod LLP, with offices in Washington, D.C. and San Francisco, Calif. said on Monday it's investigating a possible J.B. Hunt data breach, impacting an unknown number of individuals and their personal information, according to its website. J.B. Hunt Transport Services includes intermodal, dedicated, refrigerated, truckload, less-than-truckload, flatbed, single source, last mile and transload operations. It celebrated its 65th year in business in August. Earlier this month the company reported third quarter net income of $172.4 million or $1.82 per share for the quarter ended Sept. 30, up 2% from a year ago. Revenue for the quarter, including fuel surcharges, stood at $3.68 billion, up 20% from a year ago. The results just beat analysts' estimates. An earlier version of this story was updated to include a statement from J.B. Hunt. John Magsam is the Northwest Arkansas bureau chief. He works on the business desk and covers the state's casino, brewery and firearms industries. John also has some editing duties. He started his newspaper career at the Chillicothe Constitution Tribune in Chillicothe, Mo. in 1993 and has worked at the Arkansas Democrat-Gazette since 1999. John is a graduate of Arkansas Tech University in Russellville. Support journalism that digs deeper into topics that matter most to Arkansans. Donate today to preserve the quality and integrity of local journalism.

Cirrus Global Advisors
Oct 23rd, 2026
October 19, 2026 weekly logistics recap.

October 19, 2026 weekly logistics recap. What changed in global logistics and e-commerce. The most important operating evidence came from J.B. Hunt's October 15 results. Third-quarter revenue rose 20% to $3.68 billion and diluted EPS increased 3% to $1.82. Operating income, however, rose only 2% to $247.1 million. The gap between revenue and profit is the central fact. Revenue excluding fuel surcharge increased 13%, supported by higher intermodal loads, stronger brokerage volume and sharply higher revenue per load in brokerage and truckload. But purchased transportation, professional drivers, equipment expense, insurance and medical claims consumed much of the benefit. The segment detail shows where the freight recovery is most investable. Intermodal revenue increased 20% to $1.83 billion, loads grew 8%, and operating income rose 18% to $147.5 million. Eastern loads increased 18% as customers converted road freight to rail. Revenue per load excluding fuel increased 2%, while network balance, cost-to-serve initiatives and lower container-storage expense improved returns. Brokerage also moved decisively. Integrated Capacity Solutions revenue rose 57%, volume increased 22%, and revenue per load increased 29%. The segment generated $9.6 million of operating income after losing $0.8 million last year. Gross margin improved from 12.5% in the second quarter to 14.3%, although it remained below last year's 15.0%. Other businesses exposed the friction. Dedicated revenue rose 11% and productivity increased 10%, yet operating income fell 22% because of driver, health, insurance, equipment and onboarding costs. Truckload revenue increased 37%, but profit declined 6%. Final-mile stops fell 10%, and segment operating income dropped 76% to $1.6 million as J.B. Hunt continued removing lower-quality accounts. This is not a no-demand market. It is a market where revenue quality, contract indexation and operating discipline determine whether growth creates value. Cross-border regulation also moved into a more operational phase. On October 15, U.S. Customs and Border Protection delayed the mandatory date for a new international-mail entry process from October 22, 2026 to January 20, 2027. The change gives postal operators, consolidators, marketplaces and customs brokers another 90 days to prepare. It does not restore duty-free de minimis treatment or reverse the move toward more formal entry data. The distinction matters. The extension is implementation relief, not strategic relief. Marketplaces and logistics providers should use the additional time to improve seller identity, valuation, tariff classification, admissibility and importer-of-record processes. The long-term beneficiaries remain platforms with strong customs data and brokerage capabilities. Temu's October 16 settlement with Texas reinforces the broader compliance direction. Without admitting wrongdoing, Temu agreed to store relevant U.S. shopper data domestically, restrict transfers to China, conduct annual independent product-safety testing, remove hazardous products, terminate responsible sellers, notify customers and issue refunds. For cross-border logistics, this widens the compliance perimeter. The cost is not limited to customs duty. Product testing, seller auditing, data architecture, recalls, refunds and reverse logistics are becoming part of fulfillment economics. The same questions will increasingly apply to Shein, TikTok Shop, AliExpress and marketplace sellers operating through Amazon and eBay. Air and ocean: growth with a disruption premium. WorldACD's latest weekly report showed that worldwide air-cargo tonnage increased 9% year over year in September and 3% from August. Capacity in week 40 was approximately 4% above last year, led by freighter capacity up 7% and passenger belly capacity up 2%. That is a constructive demand signal for express carriers, cargo airlines and forwarders. The rate evidence, however, is heavily influenced by disruption. Middle East and South Asia-origin tonnage remained 8% above last year while rates were 54% higher and spot rates 78% higher. Flight diversions, airspace closures, ocean disruption and fuel costs are constraining usable capacity. For FedEx, DHL, Cathay Cargo, Korean Air, Cargojet and the major forwarders, the correct question is not whether rates are high. It is whether yields exceed added fuel, route, charter and security costs. Airlines with access to stable hubs and flexible widebody capacity should perform differently from operators relying on disrupted Gulf routings. The ocean and energy markets illustrate how quickly chokepoint risk spreads. During the week, Reuters reported that moving heavy crude from the U.S. Gulf Coast to Asia could cost as much as $80 million, or $40 per barrel, as tanker availability tightened. VLCC rates eased from record highs but remained extraordinary. The immediate effect is on crude and refined products, but the logistics implications are broader. Tanker diversions compete for canal and port capacity, maritime insurance rises, fuel availability becomes less predictable, and high delivered energy costs feed into bunker, jet-fuel, trucking and inland surcharges. Importers respond by carrying more inventory, which adds working-capital cost even when physical freight continues moving. What the prior week's earnings revealed. J.B. Hunt confirms that the freight upcycle is becoming visible in operating data. It also provides a warning against treating revenue growth as a proxy for earnings growth. Intermodal currently offers the best combination of volume, price and productivity. Strong Eastern demand suggests that road-to-rail conversion is accelerating where service is reliable. This week's CSX and Norfolk Southern results should show whether that improvement is network-wide. Brokerage's return to profitability supports the logic behind C.H. Robinson's proposed acquisition of RXO. Improving volume and price make scale, carrier density and automation more valuable. Yet the compression in J.B. Hunt's gross margin from last year shows that a broker can grow revenue while purchased capacity captures part of the upside. Dedicated's result is the most important warning for contract logistics. High retention and strong productivity did not offset labor, medical, insurance, equipment and onboarding expenses. Contracts that index only to fuel or general inflation may not recover the actual cost structure quickly enough. Final mile remains a difficult profit pool. J.B. Hunt is deliberately pruning low-quality business, but the remaining $1.6 million of operating income provides little cushion. Parcel and bulky-goods delivery networks need account-level density, realistic service costs and disciplined accessorial pricing. Special focus: this week's cross-modal earnings test. The October 19-26 calendar provides a rare opportunity to compare recovery quality across forwarding, truckload, LTL, rail and air. DSV reports on October 21. The company's own collected consensus calls for Q3 revenue of DKK75.97 billion, gross profit of DKK20.03 billion and EBIT before special items of DKK6.35 billion. The important questions concern Schenker integration: service levels, Road profitability, special items and the timing of synergies. Air and sea gross profit per unit will show whether disruption-supported rates are producing genuine value. Kuehne+Nagel follows on October 22. Its asset-light model provides a useful comparison. Investors should focus on airfreight tonnes, ocean TEU, gross profit per unit and the conversion ratio. High freight rates do not automatically benefit forwarders if carrier costs rise equally fast. Knight-Swift reports October 21 against consensus near $2.14 billion of revenue and $0.76 of adjusted EPS. J.B. Hunt's truckload revenue per load increased sharply but profit declined. Knight-Swift should indicate whether contractual pricing has turned, how much capacity has left the market, and whether LTL freight-mix initiatives are stabilizing yield and operating ratios. CSX reports October 21; Union Pacific and Norfolk Southern report October 22. The railroads will test J.B. Hunt's intermodal signal. Watch volume, core pricing, revenue per car, velocity, dwell, operating ratio and labor productivity. An intermodal volume gain accompanied by stable service and pricing would strengthen the road-to-rail thesis. United and American will supply the air-transport comparison. Cargo revenue, international capacity, fuel per gallon and 2027 widebody deployment should indicate whether airlines are monetizing disrupted air-cargo markets or merely absorbing the associated costs.

BBNS
Oct 18th, 2026
J.B. Hunt (NASDAQ: JBHT) revenue jumps 20% as operating income edges up.

J.B. Hunt (NASDAQ: JBHT) revenue jumps 20% as operating income edges up. What happened. J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) reported third-quarter 2026 revenue of $3.68 billion, up 20%. Operating income rose 2% to $247.1 million. GAAP net earnings were $172.4 million, or $1.82 a diluted share. Operating revenue excluding fuel surcharge revenue was $3.01 billion, up 13%. Fuel surcharge revenue was $670.8 million. The company also bought about 704,000 shares for about $174 million during the quarter. At September 30, 2026, actual shares outstanding were about 93.2 million, versus about 94.6 million at year-end. Key numbers. | Metric | Latest | Change | Source | | Revenue | $3.68 billion | from $3.05 billion, +20% | J.B. Hunt third-quarter 2026 earnings release | | Operating income | $247.1 million | from $242.7 million, +2% | J.B. Hunt third-quarter 2026 earnings release | | Diluted EPS | $1.82 | from $1.76, +3% | J.B. Hunt third-quarter 2026 earnings release | Why it matters. OptimistFi's case is that J.B. Hunt's intermodal scale and dedicated-contract relationships can keep turning shipper complexity into cash earnings through the cycle. This filing is mixed because revenue grew 20% while operating income grew 2%. Top-line gains did not fully reach the bottom line. By OptimistFi's calculation, revenue growth outpaced operating-income growth by 18 percentage points. The release cites higher purchase transportation, driver, equipment and insurance claim costs. Intermodal revenue rose 20% to $1.83 billion, and operating income rose 18% to $147.5 million. Dedicated Contract Services revenue rose 11% to $960 million, but operating income fell 22% to $81.7 million. Final Mile Services revenue fell 3% to $200 million, and operating income fell 76% to $1.6 million. Integrated Capacity Solutions revenue rose 57% to $434 million and swung to $9.6 million of operating income from a $0.8 million loss. Truckload revenue rose 37% to $261 million, while operating income fell 6% to $7.0 million. Net interest expense decreased, and the effective tax rate was 25.5% versus 24.0% in third-quarter 2025. Management said it expects a 2026 full-year annual tax rate of about 24.0%. For the first nine months, operating income was $713.6 million versus $618.6 million, and diluted EPS was $5.21 versus $4.24. At September 30, 2026, debt was about $1.12 billion and cash and cash equivalents were about $4 million. What's next. The company will hold a conference call today from 4:00 to 5:00 p.m. CDT to discuss the quarter. The call will show whether management can explain why revenue growth still left operating income nearly flat. Sources. * SEC 8-K - Current report dated October 15, 2026. * J.B. Hunt third-quarter 2026 earnings release - Contains the quarterly revenue, earnings, segment and balance sheet figures. Read the full OptimistFi thesis on J.B. Hunt Transport Services, Inc.: https://optimistfi.com/stocks/JBHT Browse every company OptimistFi covers at optimistfi.com/stocks, or read the latest evidence-first research. The full J.B. Hunt Transport Services, Inc. investment case, its status and the next test to watch live on the J.B. Hunt Transport Services, Inc. thesis page. Originally published on OptimistFi, evidence-first equity research. More at optimistfi.com.

Yahoo Finance
Oct 17th, 2026
Wells Fargo, Bank of America and J.B. Hunt screen as undervalued by up to 40% on cash flow

Simply Wall St has named three US stocks that its discounted cash flow analysis suggests trade up to 40% below fair value: Wells Fargo, Bank of America, and J.B. Hunt Transport Services. The screen is aimed at investors weighing rising fuel costs, inflation, and tighter central bank policy expected in 2027. Wells Fargo, valued at about $248.4 billion, grew average loans 12% and average deposits 10% year over year in the second quarter of 2026 after the asset cap was removed. Bank of America, worth about $357.9 billion, plans to double its AI budget within a $14 billion technology spend. J.B. Hunt, valued at about $22.1 billion, posted record intermodal volume of more than 578,000 loads in the second quarter of 2026. The full screen found 461 more companies.

Yahoo Finance
Oct 16th, 2026
J.B. Hunt Q3 revenue jumps 20% to $3.68B as cost pressures hit earnings

J.B. Hunt Transport Services reported third-quarter revenue of $3.68 billion, up 20% year over year and above the $3.59 billion consensus estimate. Earnings per share of $1.82 rose 6 cents and beat lowered expectations by 1 cent. Costs from diesel prices, driver hiring and cargo claims topped $50 million, above the roughly $45 million the company flagged in September. Chief executive officer Shelley Simpson said such pressure typically leads to better pricing in the next bid season. Intermodal revenue rose 20% to $1.83 billion, with an operating ratio of 91.9%. Dedicated revenue grew 11% to $960 million, but its operating ratio worsened to 91.5%. Brokerage posted a second straight operating profit after 13 loss-making quarters. Shares fell 3% in pre-market trading on Friday.

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