What J.B. Hunt's latest 10-Q says: 9 signals
J.B. Hunt filed its latest 10-Q with the SEC on Jul 24, 2026. It discusses AI investment, debt refinancing and inflation impact.
Public (JBHT)Truck Transportation10,000+ employeesjbhunt.comLinkedIn
- Filed
- Jul 24, 2026
- Filings
- 2
- Signals
- 21
10-Q · latest 10
What J.B. Hunt's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 9 signals
Purchased transportation costs surged 20.4%, compressing segment gross margins.
A 20.4% year-over-year increase in purchased transportation costs is squeezing profitability, with the ICS segment's gross margin falling from 15.4% to 12.3%.
20.4%
Increase in rents and purchased transportation costs for the six months ended June 30, 2026 vs 2025.
Purchased transportation costs surge 20.4% as third-party capacity tightens
A significant 20.4% increase in purchased transportation costs is squeezing profitability, with gross profit margin in the ICS segment falling from 15.4% to 12.3% due to tight third-party capacity.
20.4%
Increase in rents and purchased transportation costs
The company explicitly flags the inability to adopt new technologies like AI as a material business risk, signaling a strategic imperative to invest in this area.
artificial intelligence
Fuel costs jump 30.8% year-over-year, pressuring operating margins
A massive 30.8% increase in fuel costs compared to the prior year is putting significant pressure on the company's operating margins.
30.8%
Increase in fuel costs vs. 2025
Facing driver shortages and increasing advertising spend to attract talent
The company explicitly cites difficulty in attracting and retaining drivers as a risk to profitability and growth, and is spending more on driver advertising to combat the issue.
Final Mile Services (FMS) segment revenue falls 6% due to 'lost business'.
The FMS segment's 6% revenue decline in the first half of the year is directly attributed to losing customer business, representing a $25 million drop.
$25M
FMS revenue decrease in first six months of 2026 vs 2025
-6%
FMS segment revenue decrease in first six months of 2026 vs 2025
JBHT retired $700M in senior notes in March 2026 amid active capital restructuring.
The company retired a $700 million senior note and executed over $1.4 billion in other debt and credit facility transactions in H1 2026.
$700M
Retirement of senior notes in March 2026.
Cites inability to adopt AI as a material business risk, signaling strategic importance
Management has identified the failure to adopt new technologies like AI as a material risk, signaling that technology innovation is a top-level concern.
artificial intelligence
- SEC EDGAR
10-Q
Filed · 12 signals
ICS division operating income plummets 29% as purchased transportation costs surge.
The Integrated Capacity Solutions (ICS) brokerage division saw its gross profit margin collapse from 15.3% to 12.0% year-over-year, driven by higher costs paid to third-party carriers.
-29%
ICS segment operating income decrease YoY
ICS segment gross margin collapses to 12.0% from 15.3% due to rising transportation costs
The Integrated Capacity Solutions (ICS) segment's operating income plummeted 29% despite an 11% revenue increase, as purchased transportation costs surged.
-29%
ICS segment operating income decrease YoY
Showing 10 of 21 filing signals. The Signal API returns all of them.
Get them with one API callEarnings calls
J.B. Hunt earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Launching $100M cost-saving initiative to drive efficiency and margins.The company has a formal, C-level sponsored initiative to remove $100 million in structural costs, with $20 million already achieved. This signals a strong focus on efficiency and an active budget for solutions that can help them reach this goal. | |
| CEO details strategy to be 'smarter, more predictive, and automated' with AI.The CEO confirmed the deployment of 50 AI agents to automate tasks and streamline operations, having already automated over 100,000 hours of work annually. This indicates an active and successful AI program with C-level backing, creating opportunities for AI, ML, and process automation vendors. | |
| CFO states 'investing in the business' is the number one capital allocation priority.The company's top priority for its strong cash flow is investing back into the business to support future growth. This is a direct C-level signal that they are actively seeking and funding strategic investments, making them highly receptive to solutions that align with their growth and efficiency goals. | |
| Driving disciplined growth by focusing on operational excellence and service.The CEO repeatedly emphasized operational excellence as a core priority to differentiate their service, win business, and justify pricing. This focus on service quality opens the door for vendors offering tools for performance monitoring, customer experience management, and operational optimization. | |
| Dedicated division on pace for 800-1,000 new truck sales this year.The Dedicated Contract Services (DCS) division sold 280 trucks of new deals in Q3 and has a strong pipeline to meet its annual growth target. This rapid onboarding of new fleets and customers creates needs for operational, maintenance, and risk management solutions. | |
| Observing shippers consolidate business with fewer, more reliable carriers.Customers are reacting to the poor financial health of the transportation industry by choosing to work with fewer, more stable partners. This creates a competitive pressure to be one of the 'best carriers' and an opportunity to win larger shares of customer wallets. |
Signal API · MCP
Track J.B. Hunt with the Signal API
One POST /v1/companies/enrich call with jbhunt.com returns J.B. Hunt 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"jbhunt.com","signal_types":["sec-10q"],"limit":20}'Same industry
10-Q at related companies
Questions about J.B. Hunt 10-Q
When did J.B. Hunt file its latest 10-Q?
What did J.B. Hunt disclose in its latest 10-Q?
What did J.B. Hunt say on its recent earnings calls?
Where can I read J.B. Hunt's 10-Q filing?
Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .