Company Dossier · Industrials
J.B. Hunt
- S&P 500
- Russell 1000
What J.B. Hunt is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $12.7 billion, up 5.3% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $1.10 billion, up 83% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.50 billion, down 42% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.92 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.75 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (October 15, 2026): sentiment 0.35 on a −1 to +1 scale (mixed), confidence 0.60 of 1.Palanor Discourse
- Latest annual report (filed February 24, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $4.7 million on the open market.SEC Form 4
- 860 institutional managers reported a position at June 30, 2026 (+91 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 21 (32 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What J.B. Hunt is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Hedging
Expanding ↔ Retrenching
Steady
- Capital spending17th pct
- Debt raised31st pct
- Buybacks vs capex40th pct
- Hiring filings60th pct
- Deals and private raises48th pct
- Patent publications51st pct
Confident ↔ Hedging
Hedging
- Call sentiment51st pct
- Call confidence32nd pct
- Guidance changes1st pct
- Risk factors added15th pct
- Insider open-market trades23rd pct
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver8th pct
- Stress filings50th pct
Credit
How these are built →J.B. Hunt's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$1.1B
- Due within a year $0.0B
- Longer term $1.1B
- Default point $0.6B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Mar 11, 2025 | $750M | 4.900% | 2030 (5y) | +95bp | 4.948% |
From the pricing term sheets J.B. Hunt filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name J.B. Hunt, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralQ3 2026 J.B. Hunt Transport Services, Inc. Earnings Call Transcript
gurufocus.com · via Marketaux · Oct 16, 2026
- NeutralIs JB Hunt Transport Services Inc (JBHT) Overvalued After 3.1% Rally? GF Value Says Overvalued
gurufocus.com · via Marketaux · Oct 2, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Apr 24, 20268-KShareholder vote resultsItem 5.07
- Feb 24, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- Dec 2, 20258-KMaterial agreement signedItem 1.01
- Dec 2, 20258-KMaterial agreement terminatedItem 1.02
- Aug 22, 20258-KDirector or officer changeItem 5.02
- Apr 25, 20258-KShareholder vote resultsItem 5.07
- Mar 13, 20258-KMaterial agreement signedItem 1.01
- Feb 21, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 29, 20258-KDirector or officer changeItem 5.02
- Feb 23, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Ryder R | $12.8B | $0.7B | Jun 30, 2026 |
| XPO, Inc. XPO | $8.6B | — | Jun 30, 2026 |
| Knight-Swift KNX | $7.5B | — | Mar 31, 2026 |
| Old Dominion ODFL | $5.6B | $1.1B | Jun 30, 2026 |
| Landstar LSTR | $4.8B | $0.2B | Mar 28, 2026 |
| FedEx Freight FDXF | — | — | — |
| Norfolk Southern NSC | $12.5B | $1.6B | Jun 30, 2026 |
| Huntington Ingalls Industries HII | $13.2B | −$0.1B | Jun 30, 2026 |