| JBHT |
Report |
Consolidated Diluted EPS (Q2 2026) |
BEAT |
pred ~1.78 vs. cons 1.70 |
MEDIUM |
| JBHT |
Report |
Consolidated Revenue (Q2 2026, $B) |
BEAT |
pred ~3.27 vs. cons 3.21 |
MEDIUM |
| JBHT |
Report |
Consolidated Operating Income (Q2 2026, $M) |
BEAT |
pred ~245 vs. cons 228 |
MEDIUM |
| JBHT |
Guide |
FY2026 Net CapEx ($M) |
UNCHANGED |
guide ~700 vs. cons 700 (FY2026) |
HIGH |
| JBHT |
Guide |
Dedicated Net Truck Adds (units, FY2026) |
UNCHANGED |
guide ~900 vs. cons 900 (FY2026) |
MEDIUM |
| JBHT |
Guide |
Self-funded structural cost-removal run-rate ($M annualized) |
BETTER |
guide ~140 vs. cons 100 (original FY2026 target) |
MEDIUM |
| JBHT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| JBHT |
Return |
5-day cumulative residual |
-0.6% (FADE) |
A likely EPS/revenue beat is driven mainly by self-funded cost cuts and volume, not confirmed pricing power — Intermodal pricing still reflects 2025's soft bid season and management has repeatedly declined to raise long-term margin targets (10-12% Intermodal, 12-14% Dedicated). With the stock at ~44x forward P/E after an 85% run and a fresh Underweight call from Morgan Stanley on valuation grounds, any lack of explicit confidence on pricing timing (needed to justify the 2027 consensus step-up to $9.04 EPS, +24%) invites profit-taking into the print's initial pop, pulling the residual back over the following days even if the headline print beats. |
MEDIUM |