President, Chief Executive Officer & Director, Jb Hunt
Search every verified Shelley Simpson interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Shelley Simpson, president and CEO of J.B. Hunt Transport Services, said during the company’s second-quarter 2026 earnings call on July 15 that the quarter was “a great example of what we do best,” citing the team’s focus on execution, customer service, safety, and disciplined decision-making. She stated that the company had “structurally lowered our cost to serve customers” and that the decision to retain talent through a prolonged freight recession was benefiting the business. Simpson noted that demand for J.B. Hunt’s services was “extraordinarily strong” but that the company had passed on volume opportunities that “wasn’t going to be sticky or might have contributed to even worse cost challenges.” She added that the company was “entering the second half of the year with momentum and clear focus on creating long-term value for our customers and our shareholders.” In earlier appearances, Simpson described the freight market as “fragile” from a supply perspective, with capacity tightening due to safety-focused enforcement and broader supply pressures. During a June 3 interview on FreightWaves Today, she said demand was “steady” and customers were “neutral to slightly optimistic,” while noting regional capacity constraints in areas such as the Midwest, Texas, and the Northeast. On the first-quarter 2026 earnings call in April, Simpson said the company had “spent the last four years preparing for” the cycle shift and was “taking share driven by the strength of our execution and consistent service.” She also stated that customer conversations during bid season had become “more constructive” and that the company was “pushing where appropriate” on pricing.
“It is increasingly clear that the freight market has changed. Capacity has tightened across the industry as safety focused enforcement and broader supply pressures continue to affect available truckload capacity. We saw that tightening build throughout the quarter, including a noticeable step change around the annual r...”
“We didn't spend the last four years waiting for the cycle to turn. We spent the last four years preparing for it. In this environment, I am confident in our strategy that has enabled us to gain market share.”
“It is increasingly clear that the freight market has changed. Capacity has tightened across the industry as safety-focused enforcement and broader supply pressures continue to affect available truckload capacity. We saw that tightening build throughout the quarter, including a noticeable step change around the annual r...”
“We have structurally lowered our cost to serve customers, creating additional growth opportunities while driving progress towards our margin goals, even without a material benefit from pricing. The financial leverage in our business model continues to improve through disciplined growth and the application of operationa...”
“It is increasingly clear that the freight market has changed. Capacity has tightened across the industry as safety focused enforcement and broader supply pressures continue to affect available truckload capacity. We saw that tightening build throughout the quarter, including a noticeable step change around the annual r...”
“We didn't spend the last four years waiting for the cycle to turn. We spent the last four years preparing for it. In this environment, I am confident in our strategy that has enabled us to gain market share.”
“I don't think Craig that a lot has changed since we had our last first quarter earnings report, which really was we you heard us talk about having a fragile environment from a supply side perspective. And certainly we've seen that play out really as the first of the year just continued to progress. Overall, I would say...”
“Well, Craig, one of the things we've worked really hard is restoring our customers confidence that Intermodal can be a long-term sustainable part of their supply chain. And so we've had really good success with our railroad providers and really working through several peaks with our customers and this year has been rea...”
“Well, in 2006, our then CEO, Kirk Thompson, and Craig Harper, our COO, asked me to start up a brokerage business unit. And at the time, we were an asset-based organization. And I don't think we knew a lot about what the value proposition of a broker was. And I remember when we very first started that up, which has sinc...”
“Well, that was probably what was so difficult about it, Craig, because we were not an overflow model. We didn't have a brokerage business for the assets that we had. We already had a good asset network. It really was about complementing what our customers needed overall, but also when our own trucks needed freight, we...”
“I would say capacity is still fragile, Craig. I don't know that I would call it crisis because it depends on where you're talking about. If you're located in the Ohio area, it is a very tough environment. Very tough environment right now. Anything there in the Midwest from a driver market perspective. Capacity is reall...”
“As we moved through the first quarter, the freight environment felt meaningfully different than what we've operated in over the past several years. When we spoke last quarter, I described the truckload market as fragile and that we are testing the elasticity of supply and that assessment proved accurate. Continued regu...”
“We are taking share driven by the strength of our execution and consistent service for our customers. ... We feel confident about how we are positioned. The operational discipline we've established over the past several years is showing up in year-over-year financial improvements and enhanced customer responses, enabli...”
“Customer conversations during bid season have become more constructive. Though there is still work to do to fully restore pricing and margins to expected levels, we are pushing where appropriate and remain confident in the value we deliver.”
“We've talked a lot about our internal goals and the things that we want to get accomplished. We've not changed any of our margin targets externally, but I'll tell you, I think we've got a few opportunities. One is really around the work we're doing in our transformation work that I've talked about now here for the last...”
... president and CEO Shelley Simpson our CFO Brad Delo Spencer Frasier EVP of sales and marketing our COO and president of ...
J.B. Hunt Q2 2026 Earnings Conference Call. Twitter - https://x.com/i101yt If you find our work useful, please support us by ...
07/15/2026 Q&A: 24:59 J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in the United States. It operates through five segments: Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services, and Truckload. The JBI segment offers intermodal freight solutions. It operates 124,838 pieces of company-owned trailing equipment; owns and maintains its chassis fleet of 104,474 units; and manages a fleet of 5,880 company-owned tractors, 308 independent contractor trucks, and 8,704 company drivers. The DCS segment designs, d…
Shelley Simpson, President and Chief Executive Officer of J.B. Hunt, talks with Craig Fuller and Julie Van de Kamp on the inaugural episode of FreightWaves Today.
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In this episode of Freight Nation: A Trucking Podcast, host Brent Hutto is joined by Shelley Simpson, President and CEO of J.B. ...
As CEO of @jbhunttransport Shelley Simpson leads one of America's largest legacy carriers. The journey from small trucking ...
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