JB Hunt reports second quarter 2026 results

JB Hunt has reported the second quarter 2026 GAAP earnings. The net earnings were $181.0 million, with diluted per share earnings of $1.91. This is an increase from the net earnings of second quarter 2025, which were $128.6 million, and a diluted share of $1.31.

That wasn’t the only increase. Total operating revenue also had an increase of 19%, going up to $3.50 billion from $2.93 billion in second quarter 2025. The revenue increase is likely due to increased load volumes, namely in truckload, intermodal, and integrated capacity solutions. This increase was despite a decline in final mile services of 14%.

There was also a notable increase in operating income, going up 32% from $197.3 million to $259.5 million. While it was impacted by higher purchase transportation cost and fuel expense, it still shows that the initiative to remove structural cost and the improved productivity are having results.

Intermodal segment revenue increased by 22%, and operating income by 58%. Dedicated Contract Services had segment revenue and operating income increase by 9%. Integrated Capacity Solutions has its segment revenue increase by 49%, but a loss for the operating income, dropping to $1.7 million from $3.6 million in second quarter 2025. Final Mile Services also had decreases, dropping 6% for segment revenue and 30% for operating income. Truckload segment revenue increased 35%, but the operating income had a loss, dropping to $1.3 million as compared to $3.4 million in second quarter 2025.

The president and CEO, Shelley Simpson, says, “I’m grateful for our people and their continued focus on delivering operational excellence around service, safety and cost discipline in this dynamic environment. Our second quarter results reflect the strength of executing our strategy, as we leveraged our investments in our people, technology, and capacity to drive growth and improve profitability. As market conditions continue to evolve, we remain focused on creating long-term value for our shareholders, delivering valuable solutions to our customers while maintaining discipline around returns on our capital.”