Compared to Estimates, JB Hunt (JBHT) Q4 Earnings: A Look at Key Metrics

Core Insights - JB Hunt reported $3.1 billion in revenue for Q4 2025, a year-over-year decline of 1.6%, with an EPS of $1.90 compared to $1.53 a year ago, indicating a lack of EPS surprise against the consensus estimate of $1.81 [1] Financial Performance - Revenue for Truckload was $200.3 million, exceeding the average estimate of $185.15 million by 10.1% year-over-year [4] - Revenue for Dedicated services was $842.89 million, slightly below the average estimate of $860.35 million, reflecting a 0.5% year-over-year increase [4] - Revenue for Final Mile Services was $205.78 million, underperforming the average estimate of $212.9 million, showing a decline of 9.6% year-over-year [4] - Revenue for Integrated Capacity Solutions was $304.59 million, surpassing the average estimate of $299.38 million, but down 1% year-over-year [4] - Intermodal revenue was reported at $1.55 billion, below the average estimate of $1.58 billion, marking a 3.1% decline year-over-year [4] - Fuel surcharge revenues were $376.53 million, slightly below the average estimate of $382.17 million, with a year-over-year increase of 3.3% [4] - Operating revenues, excluding fuel surcharge revenues, were $2.72 billion, below the average estimate of $2.75 billion, reflecting a year-over-year decline of 2.2% [4] Market Performance - JB Hunt shares returned +6% over the past month, outperforming the Zacks S&P 500 composite's +1.6% change, with a Zacks Rank 3 (Hold) indicating potential performance in line with the broader market [3]