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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for J.B. Hunt (JBHT) is 7/10.
JB Hunt posted Q1 2026 with revenue up 5% and diluted EPS improving 27%, signaling the strongest recovery indicators since the freight downturn began. Cost-to-serve savings exceeded $130 million annualized, surpassing the original $100 million target, and record Q1 intermodal volume included a weekly record in March. Structural capacity removal from the industry was creating a supply-led market inflection, though transcon intermodal bid season proved more competitive than expected. Driver hiring challenges were emerging as the market tightened, a constructive sign for pricing power ahead.
Scored from J.B. Hunt’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.15B | -4.8% | $1.53 | +4.1% | 6.6% | 4.9% | $93M |
| FY2025 Q1 | $2.92B | -0.8% | $1.17 | -4.1% | 6.1% | 4.0% | $158M |
| FY2025 Q2 | $2.93B | -0.0% | $1.31 | -0.8% | 6.7% | 4.4% |
| $186M |
| FY2025 Q3 | $3.05B | -0.5% | $1.76 | +18.1% | 7.9% | 5.6% | $352M |
| FY2025 Q4 | $3.10B | -1.6% | $1.90 | +24.2% | 8.0% | 5.8% | $251M |
| FY2026 Q1 | $3.06B | +4.6% | $1.49 | +27.4% | 6.8% | 4.6% | $243M |
| FY2026 Q2 | $3.50B | +19.4% | $1.91 | +45.8% | 7.4% | 5.2% | — |