| JBHT |
Report |
Intermodal Revenue/Load (Q2 2026) |
BEAT |
pred ~$2,930 vs. cons $2,894 |
MEDIUM |
| JBHT |
Report |
Intermodal Loads (Q2 2026) |
BEAT |
pred ~570K vs. cons 557K |
MEDIUM |
| JBHT |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$1.80 vs. cons $1.72 |
MEDIUM |
| JBHT |
Guide |
Intermodal Pricing Trajectory (H2 2026) |
BETTER |
guide: eastern approaching inflation coverage vs. cons 8.54% FY IM margin |
MEDIUM |
| JBHT |
Guide |
ICS Profitability (Q3 2026 direction) |
BETTER |
guide: return to profitability in Q2, improving Q3 vs. cons N/A in VA |
MEDIUM |
| JBHT |
Guide |
Dedicated Truck Sales (FY 2026) |
UNCHANGED |
guide: ~300-350 Q2, FY target 800-1,000 maintained vs. cons $3.57B dedicated rev |
HIGH |
| JBHT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| JBHT |
Return |
5-day cumulative residual |
+2.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side raises FY estimates modestly on beat; elevated multiple limits further re-rating but no estimate cut |
MEDIUM |