Inferra AI / Company / JBHT

J.B. Hunt

JBHT · Industrials

Last earnings Oct 15, 2026

Key results

Revenuequarter

$3.05 billion

GAAP REVENUES, NET EARNINGS AND EARNINGS PER SHARE FOR THE THIRD QUARTER 2025 Third Quarter 2025 Revenue: $3.05 billion; flat Third Quarter 2025 Operating Income: $242.7 million; up 8% Third Quarter 2025 Diluted EPS: $1.76 vs.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Operating incomequarter

$242.7 million

GAAP REVENUES, NET EARNINGS AND EARNINGS PER SHARE FOR THE THIRD QUARTER 2025 Third Quarter 2025 Revenue: $3.05 billion; flat Third Quarter 2025 Operating Income: $242.7 million; up 8% Third Quarter 2025 Diluted EPS: $1.76 vs.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

EPSquarter

8%

GAAP REVENUES, NET EARNINGS AND EARNINGS PER SHARE FOR THE THIRD QUARTER 2025 Third Quarter 2025 Revenue: $3.05 billion; flat Third Quarter 2025 Operating Income: $242.7 million; up 8% Third Quarter 2025 Diluted EPS: $1.76 vs.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Net incomequarter

$170.8 million

GAAP (United States Generally Accepted Accounting Principles) net earnings of $170.8 million, or diluted earnings per share of $1.76 versus third quarter 2024 net earnings of $152.1 million, or $1.49 per diluted share.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Total operating revenue for the current quarter was $3.05 billion compared with $3.07 billion for the third quarter 2024, a decrease of less than 1%.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Revenue performance was driven by a 1% and 4% decline in gross revenue per load in Intermodal (JBI) and Truckload (JBT), respectively, a decrease in load volume of 8% and 1% in Integrated Capacity Solutions (ICS) and Dedicated Contract Services (DCS ), respectively, and 8% fewer stops in Final Mile Services (FMS).

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

These items were partially offset by an improvement in DCS productivity of 3%, a 9% increase in revenue per load in ICS and 14% load growth in JBT.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Operating income for the current quarter increased 8% to $242.7 million versus $224.1 million for the third quarter 2024.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Segment revenuequarter

$1.52 billion

Segment Information: Intermodal (JBI) Third Quarter 2025 Segment Revenue: $1.52 billion; down 2% Third Quarter 2025 Operating Income: $125.0 million; up 12% Intermodal volume decreased 1% over the same period in 2024.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Growthquarter

up 12%

Segment Information: Intermodal (JBI) Third Quarter 2025 Segment Revenue: $1.52 billion; down 2% Third Quarter 2025 Operating Income: $125.0 million; up 12% Intermodal volume decreased 1% over the same period in 2024.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Segment gross revenue decreased 2% from the prior-year period, reflecting the 1% decrease in volume and a 1% decrease in gross revenue per load, resulting from changes in the mix of freight, fuel surcharge revenue, and customer rates.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

AI analysis

Q3 2025 · reported Oct 15, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2025
$3.05B
EX-99 · Oct 15, 2025
Diluted EPS · Q3 2025
$1.49
EX-99 · Oct 15, 2025
Net income · Q3 2025
$170.8M
EX-99 · Oct 15, 2025
Operating income · Q3 2025
$242.7M
EX-99 · Oct 15, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$3.05 billion——
Operating income$242.7 million——
EPS8%——
Net income$170.8 million——
Segment revenue$1.52 billion——
Growthup 12%——

EX-99 · Oct 15, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Net interest expense for the current quarter decreased compared to third quarter 2024 due primarily to lower interest rates and the resolution of certain tax positions, partially offset by a higher average debt balance.

Cash Flow and Capitalization: At September 30, 2025, we had approximately $1.60 billion outstanding on various debt instruments compared to $1.53 billion at September 30, 2024 and $1.48 billion at December 31, 2024.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

GAAP REVENUES, NET EARNINGS AND EARNINGS PER SHARE FOR THE THIRD QUARTER 2025 Third Quarter 2025 Revenue: $3.05 billion; flat Third Quarter 2025 Operating Income: $242.7 million; up 8% Third Quarter 2025 Diluted EPS: $1.76 vs

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Net interest expense for the current quarter decreased compared to third quarter 2024 due primarily to lower interest rates and the resolution of certain tax positions, partially offset by a higher average debt balance.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Cash Flow and Capitalization: At September 30, 2025, we had approximately $1.60 billion outstanding on various debt instruments compared to $1.53 billion at September 30, 2024 and $1.48 billion at December 31, 2024.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Our net capital expenditures for the nine months ended September 30, 2025 approximated $490.9 million compared to $488.1 million for the same period 2024.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

At September 30, 2025, we had approximately $107 million remaining under our share repurchase authorization.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Strategy & priorities

I remain confident in our long-term strategy focused on operational excellence with our customers, safety performance, and execution on the efforts to lower our cost to serve to deliver value for all of our stakeholders.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Our decision during bid season to prioritize network balance, especially in the Transcontinental network, pressured volumes compared to last year but reduced empty moves from the network.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Operating income increased 12% compared to the prior year period in the third quarter primarily from improved network balance and efficiency improvements associated with the initiative to lower our cost to serve.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Operating income increased 9% from the prior-year quarter primarily from higher revenue combined with lower equipment-related expenses, execution on the initiative to lower our cost to serve and the maturing of new business onboarded over the trailing twelve months.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Gross profit margins decreased to 15.0% in the current period versus 17.9% in the prior period as the lack of project work in the third quarter this year as compared to the prior year, more than offset the benefits of our disciplined bid strategy and effective sourcing of capacity.

SEC original ↗J.B. Hunt — Earnings release (8-K exhibit)EX-99Oct 15, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

25 documents

Earnings releases

10 documents

Presentations

0 documents

No presentations for J.B. Hunt are held in this edition of the library.

Transcripts

0 documents

No transcripts for J.B. Hunt are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention J.B. Hunt by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.