J.B. Hunt Transport Services

Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus across the board, with revenue of $3.50B exceeding the $3.26B estimate (+7.12%) and diluted EPS of $1.91 far surpassing the $1.74 mean estimate (+9.77%). The outperformance was primarily driven by the Intermodal (JBI) and Integrated Capacity Solutions (ICS) segments, which saw revenue growth of 22% and 49% YoY respectively. Despite margin pressure in the Truckload segment due to tight third-party capacity, consolidated operating income rose 31.5% YoY, and management's FY2026 Capex guidance of $600M-$800M remains intact.