| JBHT |
Report |
Diluted EPS |
BEAT |
pred ~$1.78 vs. cons $1.71 |
MEDIUM |
| JBHT |
Report |
Intermodal operating margin |
BEAT |
pred ~8.2% vs. cons 8.0% |
MEDIUM |
| JBHT |
Report |
ICS gross profit margin |
MISS |
pred ~11.3% vs. cons 12.0% |
HIGH |
| JBHT |
Guide |
Intermodal operating margin outlook |
BETTER |
guide ~9.0% vs. cons 8.6% (Q4 2026) |
MEDIUM |
| JBHT |
Guide |
ICS gross profit margin outlook |
LOWER |
guide ~12.0% vs. cons 12.7% (2H 2026) |
MEDIUM |
| JBHT |
Guide |
Structural cost-removal run rate |
BETTER |
guide ~$140 million vs. cons $130 million (FY2026 exit rate) |
HIGH |
| JBHT |
Guide |
Dedicated net truck sales |
UNCHANGED |
guide ~900 trucks vs. cons 900 trucks (FY2026) |
MEDIUM |
| JBHT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| JBHT |
Return |
5-day cumulative residual |
+0.6% (FADE) |
The initial EPS beat and stronger Intermodal margin support a ~1.8% day-1 residual, but a ~0.6% five-day residual reflects fading enthusiasm as elevated purchased-transportation costs and below-consensus ICS margin assumptions constrain 2H 2026 and 2027 estimate revisions. |
MEDIUM |