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

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 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 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. 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