JB Hunt (JBHT) Beats Q3 Earnings and Revenue Estimates

Core Insights - JB Hunt reported quarterly earnings of $1.76 per share, exceeding the Zacks Consensus Estimate of $1.47 per share, and showing an increase from $1.49 per share a year ago, resulting in an earnings surprise of +19.73% [1] - The company posted revenues of $3.05 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.02%, although this represents a slight decline from year-ago revenues of $3.07 billion [2] - JB Hunt's stock has underperformed the market, losing about 18.3% since the beginning of the year compared to the S&P 500's gain of 13% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.65 on revenues of $3.13 billion, and for the current fiscal year, it is $5.57 on revenues of $12.01 billion [7] - The estimate revisions trend for JB Hunt was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Transportation - Truck industry, to which JB Hunt belongs, is currently ranked in the bottom 7% of over 250 Zacks industries, suggesting a challenging environment for stocks in this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact JB Hunt's stock performance [5]