Keefauver David sold $200K of JBHT

J.B. Hunt (JBHT) discussed its Q2 2026 earnings call, citing GAAP total revenue up 19%, operating income up 32%, and diluted EPS up 45% year over year. The company said it removed over $135 million in structural costs and is focused on margin repair, cost control, and capital discipline amid tighter truckload capacity driven by supply conditions and enforcement.

Midday movers included Abbott, ManpowerGroup, Cintas, Cinemark, AST SpaceMobile, UnitedHealth, TSMC, AtaiBeckley, GE Aerospace, United Airlines, J.B. Hunt, AeroVironment, and Rocket Companies. Abbott raised full-year adjusted EPS guidance to $5.45-$5.60. ManpowerGroup shares jumped after Q2 EPS and revenue beat. UnitedHealth rose on Q2 results and higher outlook. AtaiBeckley surged on Eli Lilly’s $2.8B buy.

Premarket movers included UnitedHealth, TSMC, GE Aerospace, United Airlines, J.B. Hunt, AtaiBeckley, AeroVironment, and Rocket Companies. UnitedHealth rose after Q2 results and an increased full-year outlook. TSMC fell after raising capex guidance and adding $100B in Arizona. AtaiBeckley jumped on Eli Lilly’s $2.8B buy offer. Other stocks moved on earnings, guidance, or analyst upgrades/targets.

J.B. Hunt Transport Services said interest in its intermodal and dedicated services is rising as shippers seek compliant capacity after a Supreme Court ruling expanding broker liability. In Q2, intermodal volumes hit a record, with loads up 10% y/y. Operating income rose 32% to $259M on 19% revenue growth to $3.5B; EPS was $1.91, above consensus.

J.B. Hunt Transport Services (JBHT) reported Q2 earnings of $1.91 per share, above the $1.71 estimate, and revenue of $3.5 billion versus a $3.24 billion Street view, according to Benzinga Pro. Pre-market shares rose 7.5% to $297.10. After the results, Baird raised its target to $320 and Barclays to $300.

JB Hunt Transport reported quarterly EPS of $1.91, beating the $1.71 analyst estimate by 11.7%, and revenue of $3.5 billion, above the $3.24 billion Street view, up from $2.93 billion a year earlier, according to Benzinga Pro. J B Hunt Transport Services shares rose about 7.9% to $298.14 in premarket.