Q3 FY26 · Ended Sep 30, 2026 · View SEC filing
Revenue jumped, operating profit barely moved
Revenue rose 20.4%, but much of it was fuel billed back at little margin, so operating margin slipped.
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Intermodal brings 49.7% of revenue but 59.7% of operating income, on containers moved long-haul by rail.
Revenue per truck rose 10%, yet operating income fell, which the filing puts down to driver pay, medical claims and insurance.
Spending on trucks and containers has dropped below wear and tear, while cash went to debt repayment and buybacks.
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Business Lens describes J.B. Hunt from its own filings with the SEC. It is not a view on its shares, a target, or advice to buy, sell or hold anything; figures are as filed and may be restated by the company later. The filing is linked above.
