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J.B. Hunt Transport Services, Inc. (JBHT) Q2 2026 Earnings Call Transcript

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J.B. Hunt Transport Services, Inc. (JBHT) Q2 2026 Earnings Call July 15, 2026 5:00 PM EDT

Company Participants

Andrew Hall – Senior Director of Finance
Shelley Simpson – President, CEO & Director
Brad Delco – EVP of Finance & Chief Financial Officer
Spencer Frazier – Executive Vice President of Sales & Marketing
Nicholas Hobbs – COO, President of Highway & Final Mile Services and Executive VP
Bradley Hicks – President of Dedicated Contract Services & Executive VP
Darren Field – Executive VP & President of Intermodal

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Conference Call Participants

Bascome Majors – Stephens Inc., Research Division
Christian Wetherbee – Wells Fargo Securities, LLC, Research Division
Jonathan Chappell – Evercore ISI Institutional Equities, Research Division
Thomas Wadewitz – UBS Investment Bank, Research Division
Jason Seidl – TD Cowen, Research Division
Brian Ossenbeck – JPMorgan Chase & Co, Research Division
Jacob Lacks – Wolfe Research, LLC
Ken Hoexter – BofA Securities, Research Division
Richa Talwar – Deutsche Bank AG, Research Division
Jordan Alliger – Goldman Sachs Group, Inc., Research Division
David Vernon – Bernstein Institutional Services LLC, Research Division

Presentation

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Operator

Good afternoon, and welcome to the J.B. Hunt Transport Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.

I would now like to turn the conference over to Andrew Hall, Senior Director of Finance. Please go ahead.

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Andrew Hall
Senior Director of Finance

Good afternoon. Before I introduce the speakers, I would like to provide some disclosures regarding forward-looking statements. This call may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as expects, anticipates, intends, estimates or similar expressions are used to identify these forward-looking statements. These statements are based on J.B. Hunt’s current plans and expectations and involve risks and uncertainties that could cause future activities and results to be materially different from those set forth in the forward-looking statements. For more information regarding risk factors, please refer to J.B. Hunt’s

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