How Schwab Network’s view on $JBHT changed

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2026-09-17Bearish

“Options Corner: JBHT Upgraded Despite Earnings Headwinds”

High diesel costs are an industry-wide headwind causing poor guidance and a bearish outlook for JBHT.

Yes, certainly a rough day for JB Hunt, but still up 76% during the past year as you can see from our purple line here,

However, the reason that they issued this kind of poor guidance seems to be it was a headwind from the high cost of diesel right now. So, this is something that would affect the industry as a whole.

You can see that this was apparent in many other names ArcBest Knight-Swift Old Dominion CH Robinson.

Watch the source00:08

2026-09-16Bearish

“Wednesday's First Moves: JBHT Earnings Hit, Homebuilder PT Cuts, EPXE Downgrade”

JBHT faces near-term pressure from a Q3 earnings guidance cut of 5-10% due to rising fuel and driver costs, partially offset by pricing power from tight capacity.

Yeah, JB Hunt is uh under pressure on the move this morning, down more than 11% and this is off the back of a rare warning here. They're expecting uh third quarter earnings to decline 5 to 10% which would from the second quarter.

They warned about u rapid uh pressure from fuel prices. They're expected to create a roughly $10 million headwind compared to the second quarter. Um they also talked about labor costs, right?

Driver related costs are expected to increase and could add another 25 million in sequential costs.

Watch the source00:11