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J.B. Hunt Transport Services, Inc. (JBHT) Presents at Wol...
2026-05-20 · via All Articles on Seeking Alpha

J.B. Hunt Transport Services, Inc. (JBHT) Wolfe Research 19th Annual Global Transportation & Industrials Conference May 19, 2026 1:25 PM EDT

Company Participants

Darren Field - Executive VP & President of Intermodal
Andrew Hall - Senior Director of Finance

Conference Call Participants

Scott Group - Wolfe Research, LLC

Presentation

Scott Group
Wolfe Research, LLC

All right. We're going to get going with our next session with J.B. Hunt. We've got, to my left, Darren Field, President of Intermodal; and to my far left, Andrew Hall, Senior Director of Finance. We're going to get right into questions.

Question-and-Answer Session

Scott Group
Wolfe Research, LLC

So Darren, maybe just start with the demand update and March volumes were particularly strong, up 8%. Just give us a sense of directionally, are we seeing that kind of demand strength continue so far into 2Q? And maybe talk a little bit about Eastern trends versus transcon trends and all that.

Darren Field
Executive VP & President of Intermodal

Sure. I think our Intermodal demand is -- has been what we would call pretty good. I don't have -- what I don't have is some statement that is the customer, the total supply chain demand cycle is really robust. I think it's just steady. And I think our execution and the way that J.B. Hunt has gone about business over the last 2 or 3 years is earning share. And so we're busy with our customers. What's missing is our customers aren't acting concerned or there's no fear or panic-sticking shippers saying, how am I going to meet my supply chain needs going into this fall.

So we're not feeling like there's this overarching really strong demand environment, but how our volumes are working is -- has been good. I would say that in some ways, it can always be better, but