# J.B. Hunt stock crashes 13% on profit warning

> The trucking giant warned investors that third-quarter earnings will drop up to 10% due to rising costs and volatile fuel prices.
- Title: J.B. Hunt stock crashes 13% on profit warning · CNBC
- Summary: The trucking giant warned investors that third-quarter earnings will drop up to 10% due to rising costs and volatile fuel prices. J.B. Hunt expects Q3…
- Keywords: j.b. hunt, jbht, trucking, earnings warning, stock decline, fuel prices, diesel prices, brad delco, morgan stanley, transportation, logistics, business
- Source: CNBC — https://cnbc.com/2026/09/16/jb-hunt-stock-jbht-earnings.html
- Author: Laya Neelakandan
- Published: 2026-09-16T13:14:51+00:00
- Read time: 1 min
- Topics: j.b. hunt, jbht, trucking, earnings warning, stock decline, fuel prices, diesel prices, brad delco, morgan stanley, transportation, logistics, business
## Stock plummets on profit warning
J.B. Hunt shares dropped 13% Wednesday after the company warned earnings will fall 5% to 10% in the third quarter.
## CFO reveals the bad news
Chief Financial Officer Brad Delco told investors at a Morgan Stanley conference the company wants to be transparent about costs hitting the business.

> We kind of want to be transparent with investors and give an update that in light of these costs that are sort of hitting us
## Growth investments cost $25 million
The company expects $25 million more in third-quarter costs for recruiting, advertising, training and sign-on bonuses compared to the second quarter.
## Fuel prices create $10M headwind
J.B. Hunt has seen record-high diesel prices and what the CFO called the most radical fuel price swings the company has ever experienced.

> some of the most radical and abnormal swings
## CFO sees timing issue, not crisis
Delco expects volumes to improve and offset the pressures. He said he's glad the company has visibility to these costs now.

> It really is more of a timing issue
## Stock still up 100% yearly
Despite the warning and Wednesday's drop, J.B. Hunt shares have nearly doubled over the past year.
## Key takeaway

J.B. Hunt expects Q3 earnings to fall 5-10% due to $25M in growth-related costs and $10M+ in fuel price headwinds.