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Sentiment · FY2026 Q2
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.
Pricing | Margin | Competitive Dynamics | Demand | Cost Pressure | Revenue Growth | Capex Investment | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 6 | 6 | 2 | 2 | 3 | ||
| 2025Q1 | 6 | 5 | 5 | 1 | 1 | 1 | 2 | 4 |
| 2025Q2 | 3 | 6 | 2 | 2 | 5 | 2 | 1 | 1 |
| 2025Q3 | 5 | 3 | 3 | 2 | 3 | 1 | ||
| 2025Q4 | 4 | 2 | 5 | 4 | 2 | 1 | ||
| 2026Q1 | 6 | 3 | 3 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 2 | 6 | 3 | 5 | 4 | 6 |
| Margin | 6 | 5 | 6 | 3 | 2 | 3 |
| Competitive Dynamics | 6 | 5 | 2 | 3 | 5 | 3 |
| Demand | 2 | 1 | 2 | 2 | 4 | 2 |
| Cost Pressure | 1 | 5 | 3 | 2 | 1 | |
| Revenue Growth | 2 | 1 | 2 | 1 | 1 | |
| Capex Investment | 3 | 2 | 1 | 1 | ||
| Trade Tariffs | 4 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Wetherbee | Wells Fargo | 8 (0%) |
| Jon Chappell | Evercore ISI | 7 (0%) |
| Brian Ossenbeck | JPMorgan | 7 (14%) |
| Ken Hoexter | Bank of America | 7 (14%) |
| Scott Group | Wolfe Research | 6 (17%) |
| Bascome Majors | Stephens | 6 (0%) |
| Jordan Alliger | Goldman Sachs | 6 (0%) |
| Tom Wadewitz | UBS | 5 (0%) |
| Ravi Shanker | Morgan Stanley | 4 (0%) |
| Brandon Oglenski | Barclays | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Stephens | 3 | 12 (0%) |
| Wells Fargo | 1 | 8 (0%) |
| Bank of America | 1 | 7 (14%) |
| Evercore ISI | 1 |
| 7 (0%) |
| JPMorgan | 1 | 7 (14%) |
| Wolfe Research | 2 | 7 (14%) |
| Goldman Sachs | 1 | 6 (0%) |
| Barclays | 2 | 5 (0%) |
| 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% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
JBHT J.B. Hunt | 7 | +4.6% | |
| CHRW C.H. Robinson | 4 | -0.8% | |
| EXPD Expeditors International | 7 | +4.4% | |
| FDX FedEx | 9 | +8.3% | |
| UPS United Parcel Service | 3 | -1.6% |