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canonical_url: https://www.stockexpertai.com/earnings/jbht
last_updated: 2026-05-09T13:21:17.104Z
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# J.B. Hunt Transport Services, Inc. (JBHT) Q4 FY2026 Earnings Preview

> This content was automatically generated with FMP live data + Q1 FY2026 earnings call transcript. Generated: 2026-05-09T13:21:16.679Z. Educational tool, not investment advice.

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## Quick Summary

| Field | Value | Source |
|---|---|---|
| Price | $245.40 (▲ 1.33%) | fmp:quote |
| Market Cap | $23.1B | fmp:profile |
| 52w range | $130.12 – $256.18 | fmp:quote |
| Earnings | Tue 21 Jul | fmp:earnings-history |
| EPS estimate | $1.69 (+29% YoY) | fmp:earnings-estimate |
| Revenue estimate | $3.2B | fmp:earnings-estimate |
| Beat streak | 5/4 | fmp:earnings-history |
| Rating | B+ (overall 3/5) | fmp:ratings |
| Analyst median target | $230 (-6.3% upside) | fmp:price-target-consensus |
| MoonshotScore | 44/100 | derived |
| Council | 2/6 bullish | derived |
| Munger verdict | Overvalued | derived |

## J.B. Hunt Transport Services, Inc. — Q4 FY2026 Expectations

Q4 consensus: revenue <strong data-source="fmp:earnings-estimate" data-field="estimates.next.revenueAvgLabel">$3.2B</strong><sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.revenueAvg" title="FMP est">[FMP est]</sup>, EPS <strong data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg">$1.69</strong><sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg" title="FMP est">[FMP est]</sup>. 5 consecutive quarters of beat<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.beatStreakCount" title="FMP earnings">[FMP earnings]</sup>.

## Quick Take

**Score:** B+ · **Stance:** SELL · **Council:** 2/6 · **Moonshot:** 44

= MoonshotScore <strong>44</strong><sup class="cite" data-source="derived" data-field="moonshot.score" title="9-pillar formula">[9-pillar formula]</sup> + Council <strong>2/6</strong><sup class="cite" data-source="derived" data-field="council.bullishCount" title="6-lens rule">[6-lens rule]</sup>. Form 4: 0 transactions<sup class="cite" data-source="fmp:insider-trading" data-field="insider.txCount" title="FMP Form 4">[FMP Form 4]</sup>.

## Watchlist (4 metrics)

### 1. Capex Guidance

J.B. Hunt is reiterating its guidance of a $600 million to $800 million net CapEx plan for the year, with success-based growth opportunities in Dedicated influencing this range.

> "We continue to prioritize reinvestment in the business and will reiterate our guidance of a $600 million to $800 million net CapEx plan for the year. Success-based growth opportunities in Dedicated will continue to be the main catalyst to influence this range."
> — Brad Delco, CFO, Expectation / Guide · Q1 FY2026

### 2. Dedicated Truck Sales

J.B. Hunt's Dedicated business remains confident in achieving its full-year target for net truck sales of 800 to 1 thousand new trucks this year, with a strong and broad sales pipeline.

> "During the first quarter, we sold approximately 295 trucks and remain confident in our ability to achieve our full-year target for net truck sales of 800 to 1 thousand new trucks this year. Our sales pipeline is strong and strengthening, while also broad with a lot of diverse fleets from both a customer size and industry perspective."
> — Brad Hicks, President of Dedicated Contract Services, Investor Focus · Q1 FY2026

### 3. Intermodal Volume Growth

J.B. Hunt's intermodal business achieved record first-quarter volume, driven by a focus on operational excellence.

> "Our intermodal business executed extremely well on our strategy during the first quarter with high service levels to meet elevated customer demand despite some really harsh weather conditions in parts of the country."
> — Darren Field, President of Intermodal, Investor Focus · Q1 FY2026

### 4. Truckload Market Shift

J.B. Hunt notes a structural shift in the truckload market, with capacity steadily exiting due to regulatory enforcement, rising costs, and inadequate financial performance.

> "Capacity has been steadily exiting for an extended period driven by regulatory enforcement, rising costs, and financial performance that does not support capital reinvestment."
> — Spencer Frazier, EVP of Sales and Marketing, Investor Focus · Q1 FY2026


## MoonshotScore Pillars

| Pillar | Score | Level | Evidence |
|---|---|---|---|
| Revenue Growth | 2.0 | weak | Q1 vs Q2: moderate growth (+4.4%) |
| Gross Margin | 3.0 | weak | Q1: low margin (28.3%, capital-intensive or commodity) |
| Operating Leverage | 1.0 | weak | op margin average (6.8%) |
| Cash Runway | 10.0 | strong | FCF very strong ($0.2B, 2.2× CapEx) |
| R&D Intensity | 3.0 | weak | low R&D investment (0.0%, weak innovation) |
| Price Momentum | 7.0 | strong | RSI 56.8 positive momentum, 50d above |
| News Sentiment | 5.0 | medium | majority buy (54%) |

**Formula:** sum(pillar.score) / (count * 10) * 100. Each pillar deterministic from FMP. Source maps in pillar.formula.

## Council (7-Lens)

| Name | Stance | Context |
|---|---|---|
| Ray Dalio | neutral | macro · target upside -6.3% |
| Ken Griffin | bull | flow · 50d MA above |
| Jim Simons | neutral | quant · RSI 57 |
| Klarman | bear | value · target upside -6.3% |
| Buffett | bull | quality · ROE score 5/5 |
| Munger | bear | valuation · target upside -6.3% |

**Formula:** Each lens uses deterministic rule on bundle data. Logged in member.contextTr.

## Munger Lens

- **Verdict:** Overvalued
- **Financial Health:** Moderate
- **Margin of Safety:** Weak
- **Interest Coverage:** Adequate
- **ROIC vs WACC:** Healthy

**Formula:** verdict=upside>25?Undervalued:>0?Fairly Valued:Overvalued. Each lens deterministic from FMP ratings + priceTarget.

## Technical Levels

- **RSI(14):** 56.8 — yükselişte nötr — overbought sınırının altında, momentum pozitif
- **50d MA:** $226 — hisse %8.8 üstünde — kısa vadeli destek
- **200d MA:** $186 — hisse %32.0 üstünde — uzun vadeli destek
- **Volume (10d):** -23%

## Past Performance (4 Quarters)

| Quarter | EPS Actual | EPS Estimate | Result | Reaction |
|---|---|---|---|---|
| Q2 FY25 | $1.31 | $1.30 | BEAT | +1.7% |
| Q3 FY25 | $1.76 | $1.46 | BEAT | +22.1% |
| Q4 FY25 | $1.90 | $1.81 | BEAT | -1.0% |
| Q1 FY26 | $1.49 | $1.45 | +2.8% EPS | +6.3% |

Q1 (April 15, 2026): EPS $1.49 vs $1.45 est<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.history.0" title="FMP">[FMP]</sup>, +2.8% beat. D+1 movement: +6.3%<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.timeline.3.reactionLabel" title="FMP D+1">[FMP D+1]</sup>. Decline despite beat — market reacted to guidance, not numbers.

## 3 Scenarios

### Scenario A · Beat
**Q4 EPS > $1.69 + CapEx discipline**

Threshold: EPS > $1.69<sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg">[FMP est]</sup>.

Target: Break above median target $230<sup class="cite" data-source="fmp:price-target-consensus" data-field="priceTarget.median">[FMP target]</sup>; high target $285<sup class="cite" data-source="fmp:price-target-consensus" data-field="priceTarget.high">[FMP]</sup> upper bound.

### Scenario B · In-Line
**EPS ≈ $1.69 + CapEx < $110.3M**

Threshold: EPS ≈ $1.69<sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg">[FMP est]</sup>, Q4 CapEx < $110.3M<sup class="cite" data-source="fmp:cashflow" data-field="cashflow.qPrev.capexLabel">[FMP]</sup>.

Target: Consolidation in the band between current $245<sup class="cite" data-source="fmp:quote" data-field="quote.price">[FMP]</sup> and median $230<sup class="cite" data-source="fmp:price-target-consensus" data-field="priceTarget.median">[FMP]</sup>.

### Scenario C · Miss
**EPS < $1.64 or CapEx ≥ $110.3M**

Threshold: EPS < $1.64<sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg">[FMP est×0.97]</sup>.

Target: Current $245 below SMA200 $186<sup class="cite" data-source="fmp:technical" data-field="technical.sma200">[FMP]</sup>, if rejection continues, $158<sup class="cite" data-source="derived" data-field="technical.sma200" data-formula="round(sma200*0.85)">[derived]</sup> support activates.

## Risk Notes

### Primary segment below threshold
Q1: EPS $1.49 vs $1.45 beat<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.history.0" title="FMP">[FMP]</sup>, stock +6.3% D+1<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.timeline.3.reactionLabel" title="FMP">[FMP]</sup>.

### Backlog concentration
No RPO/backlog concentration disclosed in Q1 earnings call.

### Insider trading
Form 4 data is marked in the table — this page does not generate assumptions for this stock.

| Executive | Action | Amount | Date |
|---|---|---|---|


**Net:** — (0 transactions · 0 sells · 0 buys) · Q1 FY26

### CapEx shock
Q1 CapEx $110.3M<sup class="cite" data-source="fmp:cashflow" data-field="cashflow.qPrev.capexLabel" title="FMP cashflow">[FMP cashflow]</sup>. Q1 op margin 6.8%<sup class="cite" data-source="fmp:income" data-field="income.quarters.0.operatingMargin" title="FMP op margin">[FMP op margin]</sup> — this level in Q4 is sensitive to CapEx revision risk.

## Wall Street Consensus

- **Median target:** $230 (-6.3% upside vs current $245)
- **High / Low:** $285 / $180
- **Buy / Hold / Sell:** 13 / 10 / 1
- **Analyst count:** 11 (last quarter), 101 all-time

## Additional Transcript Insights

### 1. capex_guidance

**Claim:** J.B. Hunt is reiterating its guidance of a $600 million to $800 million net CapEx plan for the year, with success-based growth opportunities in Dedicated influencing this range.

**Evidence (transcript):** "We continue to prioritize reinvestment in the business and will reiterate our guidance of a $600 million to $800 million net CapEx plan for the year. Success-based growth opportunities in Dedicated will continue to be the main catalyst to influence this range."

**Numbers:** $600 million, $800 million

### 2. dedicated_truck_sales

**Claim:** J.B. Hunt's Dedicated business remains confident in achieving its full-year target for net truck sales of 800 to 1 thousand new trucks this year, with a strong and broad sales pipeline.

**Evidence (transcript):** "During the first quarter, we sold approximately 295 trucks and remain confident in our ability to achieve our full-year target for net truck sales of 800 to 1 thousand new trucks this year. Our sales pipeline is strong and strengthening, while also broad with a lot of diverse fleets from both a customer size and industry perspective."

**Numbers:** 295, 800, 1 thousand

### 3. intermodal_volume_growth

**Claim:** J.B. Hunt's intermodal business achieved record first-quarter volume, driven by a focus on operational excellence.

**Evidence (transcript):** "Our intermodal business executed extremely well on our strategy during the first quarter with high service levels to meet elevated customer demand despite some really harsh weather conditions in parts of the country."

**Numbers:** —

### 4. truckload_market_shift

**Claim:** J.B. Hunt notes a structural shift in the truckload market, with capacity steadily exiting due to regulatory enforcement, rising costs, and inadequate financial performance.

**Evidence (transcript):** "Capacity has been steadily exiting for an extended period driven by regulatory enforcement, rising costs, and financial performance that does not support capital reinvestment."

**Numbers:** —


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*Data source: FMP (live query, 2026-05-09), Q1 FY2026 earnings call transcript (Translated to EN with Gemini 2.0 Flash). Educational tool, not investment advice.*