| JBHT |
Report |
Diluted EPS |
BEAT |
pred ~$1.70 vs. cons $1.67 |
MEDIUM |
| JBHT |
Report |
Consolidated operating revenue |
IN-LINE |
pred ~$3.25B vs. cons $3.23B |
MEDIUM |
| JBHT |
Report |
Intermodal operating income |
BEAT |
pred ~$121M vs. cons $118M |
MEDIUM |
| JBHT |
Guide |
2H26 Intermodal ex-fuel revenue-per-load outlook / pricing commentary |
LOWER |
guide ~+1.0% vs. cons +2.5% (2H26) |
MEDIUM |
| JBHT |
Guide |
Net capital expenditures |
UNCHANGED |
guide ~$700M vs. cons $700M (FY26) |
HIGH |
| JBHT |
Guide |
Dedicated net truck sales |
UNCHANGED |
guide ~900 trucks vs. cons 900 trucks (FY26) |
MEDIUM |
| JBHT |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| JBHT |
Return |
5-day cumulative residual |
-7.5% (FOLLOW-THROUGH) |
A modest EPS/Intermodal-OI beat is likely outweighed by guide ~+1.0% versus cons +2.5% for second-half Intermodal ex-fuel pricing; that implies lower out-period margin conversion and estimate cuts after the call. |
MEDIUM |